Senior Financial Planning Supervisor
4 days ago
A 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 displaying sound judgement when making recommendations.
About the RoleThe company offers bespoke financial advice to individuals and families with complex needs, such as investment planning, estate management, and retirement preparation.
- With a trusted history spanning over 250 years, we have established ourselves as one of the UK's largest wealth management firms, offering expert discretionary investment management and financial planning services.
- As a member of our Supervision and Competency Oversight team, you will be responsible for delivering key commitments outlined in our Training and Competency scheme.
Supporting new and existing Financial Planners with operational activity, focusing on competency and advice standards to manage risk and achieve good customer outcomes.
- You will contribute to the Supervision framework, identifying areas for improvement or training interventions for Financial Planners, and establishing and monitoring agreed adviser development plans.
- Ensuring all activity is recorded as per relevant procedures, you will also help identify trends where policy and processes could be improved to mitigate risks.
To succeed in this role, you will need:
- Proven experience of providing supervisory support to regulated individuals within financial services.
- In-depth knowledge of financial services and the regulatory environment, particularly related to Financial Planning regulations.
- Effective communication and stakeholder management skills.
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