T&C Supervisor - BWD Search & Selection : Job Details

Are you passionate about maintaining high standards in financial advice? Work with this boutique Chartered firm based in Yorkshire to shape the future of financial advice through diligent supervision and coaching.You’ll be:

• Supervising and coaching Advisers through the T&C scheme.
• Assessing & approving pre-approval cases.
• One-to-ones and feedback to enhance performance.
• Ensuring compliance with business and regulatory standards.
• Managing Regulatory Helpline queries & spotting trends for improvement.
• Building and maintaining strong relationships across the business.

You’ll need to succeed:

• 3+ years in financial services, ideally in a T&C role.
• Level 4 diploma qualified (DipFA or DipPFS).
• Strong financial planning, coaching, and technical knowledge.

You’ll get:

• £45,000-£55,000v+ bonus.
• Competitive and flexible benefits
• Company share scheme.

Ready to take your next step? Get in touch. Send your CV to be considered.