2plan is on the lookout for a T&C Supervisor with a passion for excellence and a commitment to upholding our high standards. In this role, you will play a pivotal part in shaping the future of financial advice through diligent supervision and coaching.
The benefits:
- Salary - up to £42k DOE and quals
- 1 Day a week in the office and more if you prefer
- Support for further qualifications
- 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% (up to 15%)
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days.
- A range of other flexible benefits including private medical insurance, dental insurance, and much more.
Key accountabilities:
As a T&C Supervisor, you will be instrumental in ensuring the effective delivery and supervision of the 2plan T&C scheme. Your responsibilities include:
- Assessing and approving pre-approval cases.
- Conducting one-to-ones, roleplays, and providing feedback.
- Ensuring up-to-date Adviser records and compliance with business standards.
- Facilitating Adviser Induction Courses and participating in regional meetings.
- Offering ongoing support to Advisers, supervising their progression in the T&C scheme.
- Addressing Regulatory Helpline queries and identifying trends for improvement.
- Building and maintaining robust internal and external relationships.