Our client is looking for a talented T&C Supervisor to join the team. The role will be to supervise the performance and competency of Planners and support development across the Financial Planning Team.
The duties will involve:
- Supervising IFA's in line with FCA training and competence requirements
- Identify training requirements for the IFA's
- Conduct quarterly KPI meetings with all IFA's and 1-2-1's
- Deliver training for the Planners and wider team, to improve the quality of advice given
- Organising individual training plans
- Analyse KPI information
- Document records on all requirements
- Prepare a quarterly reports on all aspects of the team
- Carry out pre and post new business file checks
- Carry out annual review file checks
- Sitting in client meetings for observation.
This is a brilliant opportunity to join a growing, successful organisation who are keen to deelop and promote from within.
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