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