Financial Competence Specialist

At Clayton Davies, we are seeking a skilled Training and Competence Manager to oversee the training and competence of financial planners within our group.Key Responsibilities:Develop and implement relevant training and competence processes for supervisors and attaining competence process for all certified staff, providing guidance and support where...

Clayton Davies, a leading wealth management firm, is seeking a highly skilled Training and Competence Manager to oversee the training and competence of financial planners within the group. Key Responsibilities: Manage relevant training and competence processes for supervisors and attaining competence process for all certified staff, providing guidance and...

Job DescriptionCompetency Development SpecialistFull time - Hybrid 2 days on site per week in BirminghamThis role focuses on identifying key competencies required for various roles, ensuring that employees have the skills needed to succeed, and fostering a culture of continuous improvement and development. The Competency Development Specialist collaborates...

Job SummaryWe are seeking a highly skilled Training and Competence Manager to join our team at Clayton Davies. The successful candidate will be responsible for providing oversight and structure to the training and competence of financial planners within the group.Key Responsibilities Manage relevant training and competence processes for supervisors and...

At Clayton Davies, we are seeking a highly skilled Training and Competence Director to oversee the development and implementation of our training and competence programs for financial planners.The successful candidate will be responsible for managing relevant processes, providing training and guidance, and ensuring that all certified staff attain the...

We are seeking a T&C Manager to join Clayton Davies, a growing wealth management firm. This role will oversee the training and competence of financial planners within the group, ensuring they have the necessary skills to provide high-quality services.Key Responsibilities:Manage and maintain relevant T&C processes for supervisors and attaining competence for...

Competency Manager RoleCrimson is seeking a highly skilled Competency Manager to join our team. As a key member of our organization, you will be responsible for the professional development and pastoral care of resources, including conducting regular 1:1 meetings and annual performance reviews, coaching and development using relevant CPD pathways, and...

Competency ManagerCrimson is seeking a highly skilled Competency Manager to join our team. As a key member of our organization, you will be responsible for designing, implementing, and managing the competency framework across the organization.Key Responsibilities:Conduct regular 121s with allocated resources, including annual performance reviewsConduct...

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management. Our sister company, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning and...

Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Hays Specialist Recruitment Limited. As a key member of our organization, you will play a crucial role in providing financial guidance and support to our clients.Key ResponsibilitiesDevelop and maintain comprehensive financial models and forecasts to inform...

Job SummaryWe are seeking a highly skilled Financial Services Advisor to join our team at Quilter Financial Planning. As a Protection Specialist, you will play a crucial role in providing expert advice to clients, ensuring their financial well-being and peace of mind.About the Role:Provide high-quality protection advice to clients, fact-finding effectively...

Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Hays Specialist Recruitment Limited. As a key member of our organization, you will play a crucial role in providing financial planning and analysis support to our clients.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support...

Are you a detail-oriented and analytical professional looking for a challenging role in commercial finance? Marc Daniels Specialist Recruitment Ltd is seeking a Commercial Finance Analyst to join their team in Birmingham. The ideal candidate will have a strong background in financial analysis and a passion for problem-solving.Key Responsibilities:Prepare...

Financial Planning SpecialistWe are seeking a skilled Financial Planning Specialist to join our team at Recruit Wealth. As a specialist provider of financial education and guidance in the workplace, we offer regulated financial advice for individuals.Our client looks after hundreds of household names (Private & Public Sector) and their employees across the...

Financial Planning SpecialistAt AFH Wealth Management, we're seeking an experienced Financial Planning Specialist to join our team. As a self-employed or employed adviser, you will be part of a progressive and client-focused, financial planning-led wealth management firm.In this role, you will understand your clients' current and future financial goals and...

Financial Planning Specialist OpportunityYou will be working from home as a Financial Planning Specialist, servicing a book of existing clients. The focus is on retaining these clients and increasing their business, rather than prospecting or networking. You will inherit these clients from financial planners who are retiring or being acquired.The role is...

Your new company, Hays Specialist Recruitment Limited, is partnering with a public services organisation to find a Financial Planning & Analysis Analyst to join their team on a permanent basis.About the RoleAs the FP&A Analyst, you will provide senior management with a forecast of the organisation's cash flow, profit and loss. Some of the key...

Your new role at Hays Specialist Recruitment Limited involves working as a Financial Planning and Analysis Analyst, providing senior management with a forecast of the organisation's cash flow, profit and loss.Some of the key responsibilities include:Responsible for financial management and reporting of your business areas costsProviding support to...

Job Title: Financial Operations SpecialistWe are seeking a highly organised and detail-focused Financial Operations Specialist to join our team at Calco Services.About the Role:The successful candidate will have experience in working on large-scale finance projects, with a strong understanding of financial processes and procedures.They will be responsible...

Robert Walters is seeking a Financial Management Specialist to take ownership of key financial processes and drive improvements. This is a fantastic opportunity to enhance your financial management skills while working in a vibrant and supportive environment.Key Responsibilities of the Financial Management Specialist:Regularly review debtor position and...