Financial Planning Consultant Supervisor
Job Introduction As a mutual, at Skipton Building Society we put people first – that means customers and colleagues. Financial Planning Consultants (FPC’s) play a pivotal role in the delivery of Financial Advice and our ability to achieve our mission to help more customers. They do this through the provision of support to both our Financial Advisers and our Financial Advice Customers. The role of FPC Supervisor is an exciting role which sits within Financial Advice Distribution Development team. Reporting into the FA Supervision Leader, this role will provide the successful candidate with an opportunity to develop/widen their Financial Advice knowledge and skills and gain valuable insight into FA Distribution. This role works closely with the FPC Training & Competence (T&C) Scheme and involves providing supervision of FPC activity as well as opportunities to get involved with training, coaching and feedback to help our FPCs perform to the best of their abilities. Main Responsibilities Being part of the Financial Advice Distribution function means that the role of FPC Supervisor will provide first line assurance to the society that our customer interactions are of the expected and appropriate standard. Main responsibilities include; T&C Providing oversight in line with the FPC T&C scheme Overseeing the quality of contractual reviews and other important tasks undertaken to support Advisers Providing timely feedback and coaching to FPCs following observations Training Help deliver and support training to FPCs Help deliver an ambitious roadmap of getting FPCs working more closely with Advisers to help increase the capacity of our Advisers. Provide timely follow up to help embed training Working with key stakeholders Working closely with the Senior Financial Advice Supervision and FA Regional Manager teams, you will ensure FPCs are able to successfully contribute to regional performance and operating models Using data to help drive better outcomes for our colleagues and customers Reviewing and working with MI to identify route cause analysis of issues and opportunities Understanding and carrying out trend analysis to help develop your FPCs In summary, the FPC Supervisor has a broad amount of duties which has providing support and development at the heart of it. They monitor, supports and offer guidance to our FPCs ensuring good customer outcomes are achieved and our Advisers have the support from FPCs to create additional capacity to help more customers. The FPC Supervisor adds value to our customer proposition and service expectation, through the development and support given to their FPCs and as part of their overall supervision. This is a role which gives clear line of sight to the work we do with Financial Advice customers and is pivotal in the ongoing service delivery. Ideal Candidate This role invites applications from colleagues who have a desire to develop their career within Financial Advice. Given the supervision aspect of this role, the applicant must be able to demonstrate competence in role. Therefore, ideally you will have achieved both CII R01 and R02 qualifications but this is not essential - we may consider applicants willing to study towards these qualifications. Whilst support and development would be provided in this area, the core duties of this role will involve training, development and supervision of colleagues, so we are looking for colleagues who want to develop their skills and knowledge in this area also. The successful candidate will be comfortable working in a team which encourages collaboration and use of individual skills and experience to ensure we maximise the impact of our support. This will mean that they are able to get involved with a variety of different tasks and initiatives and thrive in a role which isn’t just doing the same things day in and day out. Being organised and a good communicator is also a strength to have within this role given the stakeholders you will interact with. Given the support and development nature of this role, the successful candidate will be someone who has a natural desire to see other colleagues succeed. About Skipton Building Society At Skipton Building Society we are not just another Financial Services Institution we are a mutual organisation, which means we are owned by our members and believe in placing them at the heart of everything we do. The same goes for our people. We can only be successful as a business if we have great people and we believe in treating people as individuals. Our values are Trust, Ownership and One Team which reflect the attitudes and way of working everyone here displays on a daily basis, and which are key to the delivery of the outstanding level of personal service we offer our customers. We’re committed to creating a diverse and inclusive workplace where every colleague has an opportunity to fulfil their career potential. We respect and appreciate the value that our colleagues’ unique differences can bring and offer consideration for anyone seeking a more flexible work-life balance. If you have a need for flexibility then please let us know. Why Work For Us We’re committed to payingour people fairly for the role they undertake and provide a wide range ofbenefits to support our colleagues’ finances and wellbeing, including ourEmployee Assistance programme, the opportunity to buy extra holidays andshopping discount vouchers You’ll be able to shape your career within your team and can expect astructured learning and development programme where you’ll be valued recognisedand rewarded.
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