Financial Planner

Job SummaryA Financial Planner position is available at Cathedral Appointments Ltd, offering a salary of up to £55,000 depending on experience.About the RoleThis is an excellent opportunity for a skilled Financial Planner to join our professional services team. As a Financial Planner, you will be responsible for providing sound financial advice to clients,...

Job OverviewIDEX Consulting Ltd is seeking a highly experienced Training and Competency Oversight Specialist to join our Supervision and Competency Oversight team.Key Responsibilities:Provide regulatory supervision over our financial planning population and their adherence to our Training and Competency scheme and control environment.Support new and existing...

Financial Planning Opportunity at PrydisWe are an esteemed independent firm of Chartered Financial Planners, seeking a skilled individual to deliver exceptional financial planning services. As a Senior Planning Specialist, you will cultivate professional relationships and generate new business through personalized advice.About This Role:Deliver top-tier...

We are seeking a highly experienced Financial Planning Compliance Specialist to join our Supervision and Competency Oversight team at IDEX Consulting Ltd. This role will provide regulatory supervision over our financial planning population and their adherence to our Training and Competency scheme and the overarching control environment.Key...

About the RoleThe Financial Planning Compliance Expert will be responsible for providing supervisory support to regulated individuals within our financial services business. The ideal candidate will have proven experience of carrying out skills observations/assessments and in-depth knowledge of financial services regulations.Responsibilities:Support the...

Training and Competency Oversight Specialist – Financial PlanningSalary up to £70,000 plus bonus and benefits + hybrid workingExeterJob descriptionWhat the Hiring Manager SaysWe provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for...

Job SummaryWe are seeking a highly experienced Financial Planning Governance Manager to join our Supervision and Competency Oversight team. The successful candidate will be responsible for providing regulatory supervision over our financial planning population, ensuring they adhere to our Training and Competency scheme and overarching control environment.The...

About the RoleThis role is responsible for ensuring that our financial planning population meets the required standards of competence and adheres to regulatory requirements.Responsibilities:Monitor and report on Financial Planner performance, identifying areas for improvement and developing strategies to address these.Collaborate with Financial Planners to...

Job DescriptionWe are seeking an experienced Regulatory Oversight Specialist to join our Supervision and Competency Oversight team. This role involves providing regulatory supervision over our financial planning population and their adherence to the firm's Training and Competency scheme and the overarching control environment.Key Responsibilities:Form part...

Prydis: Seeking a Skilled Financial PlannerPrydis is an established company of Chartered Financial Planners, looking for a motivated professional to develop high-quality financial planning services. In this challenging role, you will build strong professional connections and drive new business opportunities through expert advice.Job Overview:Deliver...

Professional Services Firm Seeking Financial PlannerWe are Cathedral Appointments Ltd, a dynamic professional services firm looking for a talented Financial Planner to join our team. This is an exciting opportunity for a skilled individual who wants to utilise their expertise in financial planning to help our clients achieve their financial goals.Job...

IDEX Consulting Ltd is seeking an experienced Regulatory Oversight Professional to join our Supervision and Competency Oversight team. In this role, you will provide supervision support for new and existing Financial Planners, ensuring that they adhere to our Training and Competency scheme and the overarching control environment.About the RoleThis role forms...

About UsCathedral Appointments Ltd is a thriving professional services firm seeking a skilled Financial Planner to join our team. This is an excellent opportunity for a motivated individual who wants to make a difference in people's lives by providing expert financial advice.Job DescriptionThe Financial Planner will be responsible for evaluating clients'...

IDEX Consulting Ltd is seeking a Regulatory Oversight Specialist to join our team.As a key member of our Supervision and Competency Oversight team, you will be responsible for providing regulatory supervision over our financial planning population.You will work closely with our Financial Planners to ensure they meet the firm's Training and Competency scheme...

Financial Planning Services at PrydisPrydis is an independent firm of Chartered Financial Planners, committed to delivering exceptional financial planning services. We seek a highly skilled professional to join our team as a High Net Worth Advisor. Your primary responsibilities will include cultivating professional relationships, generating new business, and...

We are looking for an experienced Training and Competency Manager to join our Supervision and Competency Oversight team at IDEX Consulting Ltd. In this role, you will provide training and development opportunities to Financial Planners, ensuring they meet the firm's high standards.About the RoleAs a member of the Supervision and Competency Oversight team,...

About the Opportunity:IDEX Consulting seeks a skilled Business Assurance Specialist to join our team. As a key member of our advisory operations, you will be responsible for ensuring regulatory excellence and compliance. We offer a competitive salary of $80,000 per annum, based on your experience and qualifications. In addition to a comprehensive benefits...

Join Cathedral Appointments Ltd in Tiverton as a Financial Planner and play a key role in helping clients achieve their financial goals. With a strong background in financial services, you will provide expert advice on pensions, insurance, and investment planning.Your responsibilities will include evaluating clients' financial documents, providing tailored...

Cathedral Appointments Ltd is a professional services firm seeking a skilled Financial Planner to join their team in Tiverton. In this role, you will work closely with clients to understand their financial needs and develop tailored solutions to meet their goals.The ideal candidate will have a strong understanding of financial regulations and product...

Job OverviewWe are seeking a highly skilled Training and Competency Manager to join our Supervision and Competency Oversight team. The successful candidate will be responsible for delivering key commitments outlined in the firm's Training and Competency scheme and ensuring regulatory compliance.Key Responsibilities:Support Financial Planners by identifying...