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T&C Supervisor (IFA)

  • Salary: £50000.00 - £55000.00 per annum
  • Location: Edinburgh
  • Sector: Sales Management
  • Job type: Permanent
  • Date posted:
    09 Feb 2021
  • Job reference: 35168a


Idex Consulting are working on behalf a large financial planning firm that has offices all over Scotland.
They are looking for a T&C Supervisor who can be based in any of their offices to look after the large team of financial advisers.
The role will involve:

  • Regular meetings with all the planners to discuss KPI's
  • Carrying out new business and annual review file checks
  • Observing client meetings
  • Developing training plans
  • Maintaining strong relationships and supervising the planners in line with FCA requirements.


Ideally you will be Diploma level 4 qualified and you must have prior experience of T&C within a financial services organisation looking after financial planners.

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