Financial Planning Oversight Specialist

About the RoleWe are seeking an experienced Regulatory Supervision Expert to join our team at IDEX Consulting Ltd. As a key member of the Supervision and Competency Oversight team, you will be responsible for providing regulatory supervision over our financial planning population and their adherence to the firm's Training and Competency scheme.Key...

Job Overview:Quilter Financial Planning is a dynamic and growing company that provides expert financial planning services to individuals and businesses. We are seeking a highly skilled and ambitious individual to join our team as a financial planner.Main Responsibilities:Managing client relationships and providing ongoing supportDeveloping and implementing...

Job DescriptionWe are seeking a highly skilled Financial Oversight Specialist to join our team at Network Leeds. As a key member of our organization, you will play a vital role in maintaining the financial health and stability of our organization.About the RoleThis is a unique opportunity for a finance professional to make a significant impact on our...

Job Description:Quilter Financial Planning is seeking a skilled and ambitious individual to join our team as a financial planner. In this role, you will be responsible for providing expert advice to clients on their financial planning needs.Key Responsibilities:Generating new client opportunities to grow your businessEnsuring clients make wise and profitable...

Pursue a Rewarding Career as a Financial Services ProfessionalWe are seeking a talented Financial Services Professional to join our team at Quilter Financial Planning. As a self-employed Mortgage advisor, you will have the opportunity to work independently, providing expert mortgage and protection advice to clients across the UK.The ideal candidate will...

About the Role:We are looking for a highly motivated and driven individual to join our team as a financial planner. As a financial planner, you will play a key role in helping clients achieve their financial goals.Responsibilities:Conduct thorough financial assessments to identify client needsDevelop tailored financial plans to meet client objectivesProvide...

Adway Associates: A Leader in Prudential Risk OversightWe are proud to offer a unique opportunity for a Risk Oversight Specialist to join our Prudential Risk Oversight team. As a full-time day rate contractor, you will play a vital role in providing 2nd line oversight of change projects within Stress Testing and Capital Management.About the Role:Ensure...

Client Oversight SpecialistThe Client Oversight Specialist plays a vital role in managing stakeholder relationships and expectations across various customer roles and levels of seniority. This position requires strong communication skills and the ability to work effectively in a collaborative environment.Main Responsibilities:Providing exceptional customer...

Role OverviewWe are seeking a highly skilled Financial Planning and Reporting Specialist to join our team. This is an exciting opportunity to work with a dynamic organization and contribute to the preparation of month-end management accounts and subsequent reporting.About the RoleThe Management Accountant plays a critical role in the financial planning and...

Job Title: Project Oversight SpecialistWe are seeking an experienced Project Oversight Specialist to join our team at Interface Recruitment UK, overseeing software development projects and ensuring delivery of high-quality results.Key Responsibilities:Monitor project progress, identifying potential issues and taking corrective actionConduct regular meetings...

Yorkshire Building Society Group is seeking a highly skilled Market Risk Oversight Specialist to join our Prudential Risk Oversight team. The successful candidate will be responsible for providing 2nd line assurance of change projects within Asset Liability Management (ALM), including Hedge Management, Funds Transfer Pricing, Market Risk Reporting, and...

Role Summary:IDEX Consulting Ltd is seeking an experienced Financial Planning Supervisor to join their Supervision and Competency Oversight team. This role involves providing regulatory supervision over financial planning activities, ensuring adherence to the firm's Training and Competency scheme.About the Company:IDEX Consulting Ltd is a leading provider of...

Leeds-based software development business is seeking an experienced Financial Planning Specialist to join their accounts function. This exciting opportunity offers a chance to work in a growing industry and progress your career in a commercially focused role.The ideal candidate will have a strong background in financial planning, with experience in monthly...

Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Georgiana Head Recruitment Limited.This role will involve managing everyday trust administration, tax and basic trust accounts for a portfolio of trusts and settlements. You will also be responsible for some related personal tax work for beneficiaries.The ideal...

About the Role: We are seeking a skilled Financial Planning Specialist to join our team at Bartlett Group. In this role, you will play a crucial part in providing financial plans and independent advice to our clients.Responsibilities:Analyse client objectives and circumstances to identify holistic financial planning needs and opportunities.Undertake...

About the CompanyOur client, a highly successful business based in Leeds, is seeking a Financial Planning Specialist to join their expanding team. As a well-established company with continuous development at its core, this role offers an excellent opportunity for a motivated individual to take on varied responsibilities and gain exposure to commercial...

We are seeking a skilled Financial Planning Specialist to join our team at CV-Library in Leeds, West Yorkshire. As a key member of our accounting and finance team, you will have the opportunity to work with experienced professionals and contribute to financial planning for our clients.About UsOur client specialises in delivering top-tier accounting and...

We are a values-led business seeking a motivated Mortgage & Protection Adviser to join our team on a self-employed basis. As a Four Nations Mortgages adviser, you will provide expert guidance to clients across the UK, helping them achieve their financial goals.Your key responsibilities will include:Delivering exceptional customer experiences through tailored...

Job OpportunityA UK-based company, IDEX Consulting Ltd, is seeking a highly skilled professional to fill the position of Senior Financial Planning Supervisor.Salary: Up to £70,000 plus bonus and benefits, with hybrid working arrangements.The successful candidate will have the opportunity to work in a matrix environment, managing stakeholders effectively and...

A Challenging and Rewarding Career OpportunityWe are currently seeking a highly skilled Senior Mortgage Advisor to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert mortgage and protection advice to clients across the UK, working on a self-employed basis.The ideal candidate will possess...