At a Glance
- Tasks: Supervise and coach financial advisers, ensuring compliance and competence through training and support.
- Company: Join Openwork Limited, a leader in wealth management with a supportive culture.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Dynamic role with a focus on coaching and regulatory excellence.
- Why this job: Make a real difference by guiding advisers and shaping the future of financial services.
- Qualifications: Must have financial services experience and a Level 4 Diploma in Financial Planning.
The predicted salary is between 49500 - 60500 £ per year.
The T&C Supervisor role is based hybrid in Leeds within Openwork Limited's 2plan Wealth Management framework.
You will supervise appointed representatives, self-employed and employed advisers, ensuring competence through coaching, 121s and role-plays, while handling regulatory queries and KPI analysis.
We’re seeking candidates with financial services experience, a Level 4 Diploma in Financial Planning, strong FCA knowledge and client-facing skills.
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Regulatory & Adviser Coaching Lead — Hybrid, Leeds employer: Openwork Limited
At The Openwork Partnership, we pride ourselves on being a dynamic and inclusive employer that invests in the growth and development of our colleagues. With a strong focus on work-life balance and a culture that celebrates individuality, we offer competitive benefits including a generous salary, bonus scheme, and flexible working arrangements from our Swindon office. Join us to make a meaningful impact in the financial services sector while enjoying a supportive environment that values your contributions.
