T&C Supervisor - IDEX Consulting Ltd : Job Details

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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