T&C Specialist - Financial Planning

Job Description Training and Competency Oversight Specialist – Financial Planning Salary up to £70,000 plus bonus and benefits + hybrid working Exeter Job description What the Hiring Manager Says We provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for retirement.
We are part of a leading provider of advice, investment platforms, multi-asset investment solutions, and discretionary fund management.
With a trusted history of over 250 years, we ensure our clients' investments are managed with precision and foresight.
Today, we are one of the UK's largest wealth management firms, offering expert discretionary investment management and financial planning.
If you want to play a part in shaping the future of our business, bringing new ideas and challenges, now is a great time to join us.
About the Role Responsibilities: Form part of the Supervision and Competency Oversight team, providing regulatory supervision over our financial planning population and their adherence to the firm's Training and Competency scheme and the overarching control environment.