Regional Director, Financial Planning
2 weeks ago
Some of the responsibilities include:
- Implementing policies and strategies required to deliver the company's business objectives.
- Ensuring a clear understanding and the implementation of the Consumer Duty.
- Working with the Head of Compliance and other members of the SMT.
- Budgeting and forecasting.
- Performing appraisals with direct reports.
- Maintaining strong client relationships and work with Adviser team to develop opportunities and new client leads.
- Providing financial advice
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