T & C Supervisor
A rapidly growing Independent Financial Advisory Firm is looking for a T&C Supervisor to join them. 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:
·To effectively deliver the T&C requirements of the firm.
·To supervise up to circa 50 advisers within span of control across the Groups advisory business areas.
·To develop pre CAS advisers to full competency.
·To support and deliver Sales Management to the adviser population.
·To support adviser Induction Training.
·To support IFA's in developing their business goals & objectives.
·To support and deliver aspects of IFA training and development.
·To demonstrate and share knowledge and understanding.
·To maintain accurate records relating to T&C and other matters.
·To support the firms Compliance function.
·To maintain personal knowledge and skills.
Experience and Qualifications:
·Previous T&C and Sales Management experience.
·Qualified to at least QCA Level 4 Diploma standard.