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T&C Supervisor - 2plan

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Hybrid

T&C Supervisor - 2plan

Openwork UK Ltd

T&C Supervisor - 2plan

2 months ago

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Important information


Location:

Leeds, UK

Work mode:

Hybrid

Published on:

15 August 2026

What they need


The T&C Supervisor is responsible for the Supervision of Appointed Representatives Firms, Self Employed and Employed Advisers as well as Regulated Individuals that are part of 2plan. The role is to ensure competence is both achieved and maintained via various mechanisms and a range of feedback and coaching activities. This will include 121s, roleplays and testing as well as supporting Advisers with a range of queries they may have.

Please note, this is a hybrid role based in Leeds.

The benefits:

  • Salary - Up to £55,000
  • Bonus scheme - on target bonus - 10%
  • 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 - 1x salary
  • Death in service - 4x 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 through the initial and ongoing stages of the T&C scheme, via coaching, meetings and evaluation of KPI’s
  • Demonstrating and applying understanding of internal Business Standards
  • Completion of 121s as required, and the ability to analyse KPI data provided
  • Completion of annual role-plays
  • Ensuring Adviser records are kept up to date

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