Training & Competence Supervisor - 2plan Wealth Management

**The opportunity**:
We are seeking a passionate and highly competent Training and Competence Supervisor to join the 2Plan wealth Management team.

As a valued member of the team, you will ensure we maintain our exceptional standard of quality and risk oversight for our Partner Firms, Advisers, and Practice Supervisors. Your insightful approach and collaborative mindset will be vital in fostering positive relationships across all our stakeholder groups.

This is a hybrid role with two days per week in our Leeds office with occasional field-based supervision.

**The benefits**:

- Salary - up to £40,000
- Bonus scheme - on target bonus -7.5%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection - 1 x salary
- Death in service - 4 x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.

**Key accountabilities**:

- Supervising Advisers throughout T&C activities, via coaching, meetings and evaluation of KPI’s
- Ensuring Adviser records are effectively maintained
- Leading and facilitating adviser induction courses
- Supervision of Trainee Advisers, including client contact and field
- based work
- Advisor support to include, financial planning, technical, product and T&C related queries
- Proactively identifying trends and opportunities continuous improvement
- Cultivating valuable relationships both internally and externally

**What will you need to succeed?**:
**Qualifications/ Experience**:

- Level 4 Diploma in Financial Planning qualification, or working towards.
- Maintenance of your own competence as a Supervisor, including up-to-date CPD/SPS/SOS status where appropriate.
- Solid understanding of the FCA T&C Handbook and the broader regulatory environment.
- Proven track record in creating risk and quality remediation plans achieving good client outcomes.
- Experience working effectively with sales and business development teams or evidence of the requisite competencies to do so.

**Why us?**:
2Plan Wealth Management was Launched in July 2007 and we have continuously built on our strengths to become one of the leading wealth management firms in the UK. Our head office administration, technology and regulatory teams provide exceptional support to all our financial advisers around the country, enabling them to deliver the best possible service to clients. The client experience is paramount and all our advisers pride themselves on providing up-to-date advice and building long lasting, professional client relationships. We want all our clients to view 2plan wealth management as their trusted go-to adviser for their financial matters.

At The Openwork Partnership, we're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities - just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.