Are you passionate about ensuring high standards and supporting professional growth? We're looking for a driven individual to deliver the 2plan Training & Competence (T&C) scheme across the company and ensure that our processes are working as expected by the scheme. This roles is responsible for the Supervision of Appointed Representatives Firms, Self Employed and Employed advisers as well as Regulated Individuals. You'll play a key part in maintaining and developing adviser competence through various mechanisms and a range of feedback and coaching activities. This will include one to ones, roleplays and testing as well as supporting Advisers with a range of queries they may have. T he role is predominantly desk-based with the majority of supervision delivered remotely to advisers and firms across the UK. Occasional field-based supervision work will be required. The benefits: Salary - up to £38,903 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 Death in service 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 through the initial and ongoing stages of T&C scheme, via coaching, meetings and evaluation of KPI’s Demonstrating and applying understanding of internal Business Standards Completion of one to ones as required, and the ability to analyse KPI data provided for one to ones Completion of annual role-plays Ensuring Adviser records are kept up to date Facilitating Adviser Induction Courses Attendance and Contribution with 2plan field-based regional meetings and other 2plan events such as conference Providing ongoing support to Advisers via telephone and email Supervision of Trainee Advisers, which will include client contact and field- based work Other compliance work as the business dictates, i.e. procedures, AML, Staff training and Adviser training. Answering queries such as financial planning, technical, product and T&C related queries Proactively identifying trends and feeding continuous improvement Identifying and building relationships with key contacts (both internally and externally) and providing advice and guidance as required What will you need to succeed? Ideally at least 3 years’ experience within a financial services organisation in a previous T&C role and Level 4 diploma qualified. Working towards higher level industry qualifications such as Chartered is advantageous and support will be provided for further study. Desirable – Holds supervisory qualification H15 or J07 Knowledge of the following areas is essential COBS, ICOB and MCOB product and sales process Consumer Duty AR Regime Data Protection FCA and regulatory requirements Anti Money Laundering Good financial planning and technical knowledge Working Knowledge of SUP regulations. Coaching and feedback skills Good understanding of risk Ability to work on multiple tasks and projects Willing and able to develop wide skills and knowledge Good communication skills Ability to remain calm under pressure 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.