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T&C Supervisor

Resource Matters Ltd
Posted 2 days ago, valid for 19 days
Location

Leeds, West Yorkshire LS14 1DZ

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This role offers a fantastic opportunity to work closely with a successful team of Financial Advisers in the North.
  • The position involves supervising and coaching Advisers through the T&C scheme, focusing on one-to-ones, training, and performance feedback.
  • Candidates should have a strong understanding of FCA rules and hold a Level 4 diploma, with a preference for those with some training exposure as a Financial Advisor.
  • The salary for the T&C Supervisor role ranges from £45,000 to £47,000, along with an annual bonus and competitive benefits.
  • Interested applicants should submit their CV in confidence, referencing RH2368.
  • Fantastic opportunity to work closely with a team of highly successful Financial Advisers to develop best-in-class practices
  • Field based role in the North working with a Team of Financial Advisers
  • Opportunities to focus on your own continuous development.
  • Would consider current Financial Advisor with some training exposure.

The T&C Supervisors role:

  • Supervising and coaching Advisers through the T&C scheme.
  • One-to-ones, coaching, training and feedback to enhance performance.
  • Ensuring compliance with the business and FCA regulations.
  • Building and developing strong relationships across the whole business.

Requirements for the T&C Supervisor role:

  • Strong knowledge and understanding of FCA rules and regulations.
  • Level 4 diploma qualified (DipFA or DipPFS).
  • Strong financial planning, coaching, and technical knowledge.

Rewards for the T&C Supervisor role:

  • £45,000-£47,000
  • Annual bonus
  • Competitive and flexible benefits including pension contributions up to 20% including your contribution

Please send your CV in confidence quoting ref: RH2368

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.