Management Supervisor

1 day ago


Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time
Job Title: Management Supervisor

The role of Management Supervisor is a critical position within the Financial Planning Team at IDEX Consulting. As a key member of the team, you will be responsible for supervising the performance and competency of Planners and supporting development across the team.

Key Responsibilities:
  1. Supervising IFA's: Ensure that IFA's are in line with FCA training and competence requirements.
  2. Identifying Training Requirements: Identify training needs for IFA's to enhance their skills and knowledge.
  3. Conducting Quarterly KPI Meetings: Conduct quarterly KPI meetings with all IFA's and 1-2-1's to discuss performance and progress.
  4. Delivering Training: Deliver training for Planners and the wider team to improve the quality of advice given.
  5. Organising Individual Training Plans: Develop and implement individual training plans for IFA's.
  6. Analysing KPI Information: Analyse KPI information to identify areas for improvement.
  7. Documenting Records: Document records on all requirements and training provided.
  8. Preparing Quarterly Reports: Prepare quarterly reports on all aspects of the team.
  9. Carrying Out Pre and Post New Business File Checks: Conduct pre and post new business file checks to ensure compliance.
  10. Carrying Out Annual Review File Checks: Conduct annual review file checks to ensure accuracy and completeness.
  11. Sitting in Client Meetings: Sit in client meetings for observation and feedback.

This is a fantastic opportunity to join a growing and successful organisation that is committed to developing and promoting from within.



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