Training & Competence Supervisor - 2plan Wealth Management

6 days ago


Leeds, United Kingdom Openwork UK Ltd Full time

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


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