Financial Planning Oversight Specialist

About the RoleAs a Financial Planning Specialist with Quilter Financial Advisers, your primary goal is to empower clients in making informed financial decisions that align with their goals. This involves crafting tailored financial plans to ensure they meet their objectives.Your responsibilities will include advising clients on current financial matters,...

Quilter Financial Advisers is a UK-based advisory business dedicated to providing expert financial planning services. Our team of experienced advisers works closely with clients to understand their unique needs and goals, offering tailored solutions to help them achieve financial stability.We pride ourselves on delivering exceptional service, ensuring that...

About the Role:We are seeking a skilled Financial Planning Specialist to join our team as a Senior Accounting Manager. The ideal candidate will have extensive experience in managing all aspects of financial activities, ensuring financial stability and strategic insight.The estimated salary for this position is £60,000 - £80,000 per year, depending on...

ResponsibilitiesAs a Training and Competency Lead at IDEX Consulting Ltd, you will play a key role in shaping the future of our business. Your responsibilities will include providing regulatory supervision over our financial planning population and their adherence to the firm's Training and Competency scheme and the overarching control environment. You will...

About the RoleWe are seeking an experienced Regulatory Supervision Expert to join our Supervision and Competency Oversight team. As a key member of the team, you will provide regulatory supervision over our financial planning population and their adherence to our Training and Competency scheme and the overarching control environment.Responsibilities:Form...

Job DescriptionWe are seeking a skilled Financial Planning Consultant to join our team at Quilter Financial Advisers. As a key member of our advisory business, you will play a crucial role in helping individuals achieve their financial goals.The ideal candidate will have proven experience as a financial planner, with the ability to analyse complex financial...

About the RoleWe are seeking a highly skilled Compliance Oversight Specialist to join our team at CV-Library in Glasgow, Scotland.Job SummaryThis role involves ensuring the effectiveness of our oversight framework for IT and strategic development teams. You will be responsible for mapping and testing controls for key IT processes and developments while...

As a leading UK advisory business, Quilter Financial Advisers is committed to helping individuals achieve their financial goals. We pride ourselves on providing exceptional service and aim to be recognised as one of the best advisory businesses in the industry.We believe in delivering face-to-face service, with a large team of Advisers spread across the UK,...

About the RoleAs a Financial Advisor with Quilter Financial Advisers, you will have the opportunity to work with clients to help them achieve their financial goals. With a proven track record of success in the industry, you will be responsible for providing expert advice on investment strategies and creating tailored financial plans that meet the needs of...

Quilter Financial Advisers offers a unique opportunity for ambitious individuals to excel in the field of financial planning. As a key member of our team, you will play a crucial role in helping clients achieve their financial goals.We are seeking a highly skilled and motivated individual to join our dynamic team. Your main objective will be to provide...

Job OverviewWe are seeking an experienced Financial Planning Consultant to join our team at Quilter Financial Advisers.This is a fantastic opportunity for a skilled professional to take on a challenging role and make a real impact in the lives of our clients.

Eden Scott is a reputable independent stable wealth management practice looking for an experienced professional to join their team.Job Description:We are seeking a skilled Financial Planning Specialist to develop and maintain strong relationships with clients, providing expert advice on financial planning and wealth management.The ideal candidate will have...

About the JobThis is an exciting opportunity to play a key part in shaping the future of our business, bringing new ideas and challenges to our Supervision and Competency Oversight team.Responsibilities:Support new and existing Financial Planners, overseeing operational financial planner activity from a competency and advice standards perspective to manage...

Conrad Consulting Ltd is seeking a highly skilled Construction Oversight Specialist to oversee the delivery of a new build student accommodation project in Glasgow.Key Responsibilities:The successful candidate will be responsible for ensuring the project is delivered on time, within budget, and to the required quality standards.Lead and manage the oversight...

Job OverviewWe are seeking an experienced Financial Planning Specialist to join our Data Centre projects division in Dublin and Glasgow.

Role OverviewWe are seeking a skilled Financial Operations Manager to join our team at Red - Specialist Recruitment. As a key member of our organization, you will play a vital role in ensuring the financial health and sustainability of our charity by managing and overseeing all aspects of its financial operations.The successful candidate will be responsible...

We are looking for an experienced Financial Planning Specialist to join our team at Spectrum Wealth Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients.About the RoleThis is an exciting opportunity for a skilled Paraplanner and Researcher to join our team and contribute...

First Recruitment Group - IT is looking for an experienced Financial Planning Specialist to join our team in Glasgow. This is a great opportunity for someone who wants to work on exciting projects and develop their skills.The estimated salary for this role is £62,000 - £82,000 per annum.This contract is for 2 years + and offers hybrid working options.In...

Job OverviewPernod Ricard, a leading company in the global wines and spirits industry, is seeking a highly skilled Financial Planning Specialist to join its team. This 12-month fixed term contract position offers a unique opportunity to work with a prestigious brand portfolio and contribute to the success of the business.

Job DescriptionA financial planning specialist is sought for a home based or desk based role with a growing financial planning firm, IDEX Consulting. The ideal candidate holds a CAS (or is working towards) and a Level 4 diploma, with experience in Microsoft Word, Excel and databases.The estimated salary for this position is £40,000 - £60,000 per annum,...