T&C Supervisor

PSD Group
North West England
Salary to £40,000
04 Jan 2018
03 Feb 2018
MK / 16403240
Experience Level
Contract Type

A highly regarded Independent Financial Advisory Firm is looking for a T&C Supervisor to join their expanding team. The role is to effectively deliver the T&C requirements of the Firm, and includes conducting all T&C activities on a day to day basis, as well as an element of sales management and IFA development and training.

Key duties and responsibilities will include but are not limited to:·

  • Effectively deliver the T&C requirements of the firm
  • Supervise advisers within their span of control across the Groups advisory business areas.
  • Develop pre CAS advisers to full competency
  • Support and deliver Sales Management to the adviser population
  • Assist with adviser Induction Training
  • Support IFA's in developing their business goals & objectives
  • Deliver aspects of IFA training and development
  • Demonstrate and share knowledge and understanding
  • Maintain accurate records relating to T&C and other matters
  • Work in support of the firms Compliance function
  • Maintain personal knowledge and skills

Experience and Qualifications:

  • Previous T&C and Sales Management experience
  • Qualified to at least QCA Level 4 Diploma standard

Salary to £40,000

Contact Mike Kelly, Senior Consultant