Are you passionate about ensuring high standards and supporting professional growth? We're looking for a driven individual to deliver the 2plan Training & Competence (T&C) scheme across the company and ensure that our processes are working as expected by the scheme.
This roles is responsible for the Supervision of Appointed Representatives Firms, Self Employed and Employed advisers as well as Regulated Individuals. You'll play a key part in maintaining and developing adviser competence through various mechanisms and a range of feedback and coaching activities. This will include one to ones, roleplays and testing as well as supporting Advisers with a range of queries they may have.
The role is predominantly desk-based with the majority of supervision delivered remotely to advisers and firms across the UK.
Occasional field-based supervision work will be required.
The benefits:
- Salary - up to £38,903
- Bonus scheme - on target bonus - 7.5%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection
- Death in service
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key accountabilities:
- Supervising Advisers through the initial and ongoing stages of T&C scheme, via coaching, meetings and evaluation of KPI’s
- Demonstrating and applying understanding of internal Business Standards
- Completion of one to ones as required, and the ability to analyse KPI data provided for one to ones
- Completion of annual role-plays
- Ensuring Adviser records are kept up to date
- Facilitating Adviser Induction Courses
- Attendance and Contribution with 2plan field-based regional meetings and other 2plan events such as conference
- Providing ongoing support to Advisers via telephone and email
- Supervision of Trainee Advisers, which will include client contact and field- based work
- Other compliance work as the business dictates, i.e. procedures, AML, Staff training and Adviser training.
- Answering queries such as financial planning, technical, product and T&C related queries
- Proactively identifying trends and feeding continuous improvement
- Identifying and building relationships with key contacts (both internally and externally) and providing advice and guidance as required