Management Supervisor
24 hours ago
The role of Management Supervisor at IDEX Consulting involves overseeing the performance and competency of Planners and supporting development across the Financial Planning Team.
Key Responsibilities- Supervising IFA's: Ensure that IFA's are in line with FCA training and competence requirements.
- Identifying Training Needs: Determine the training requirements for the IFA's.
- Conducting Quarterly Meetings: Hold quarterly KPI meetings with all IFA's and 1-2-1's.
- Delivering Training: Provide training for the Planners and wider team to improve the quality of advice given.
- Organizing Individual Training Plans: Develop and implement individual training plans for team members.
- Analyzing KPI Information: Review and analyze KPI information to inform decision-making.
- Documenting Records: Maintain accurate records of all requirements and training.
- Preparing Quarterly Reports: Compile and submit quarterly reports on team performance.
- Conducting File Checks: Conduct pre and post new business file checks, as well as annual review file checks.
- Sitting in Client Meetings: Observe client meetings to ensure quality of advice.
This is a fantastic opportunity to join a growing, successful organization that values development and promotion from within.
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