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Financial Planning Projects Manager

  • Salary: £30000.00 - £45000.00 per annum
  • Location: Worcestershire
  • Sector: Financial Services
  • Job type: Permanent
  • Date posted:
    18 Jul 2017
  • Job reference: 28335
Financial Planning Projects Manager

Leading IFA practice looking to recruit a Financial Planning Projects Manager to drive and oversee the planning and implementation of assigned projects within the business in order to develop advice and regulatory guidance and mitigate perceived risks to the quality of advice delivered by the business.


* Identify, evaluate and communicate advice guidance providing training requirements highlighted through adviser and departmental communications and report as necessary
* Identify, evaluate and develop effective communication of key advice risks highlighted through industry, managerial and departmental communications and report as necessary
* In collaboration with key Compliance individuals, effect assigned projects, as prioritised by the business, in order to establish necessary changes, to advice guidance and control
* Define the scope of the project/s in collaboration with relevant individuals within the business and create a detailed and documented work plan, with projected timescales, resources and communication strategies


* Level 4 Diploma in Financial Planning as a minimum qualification requirement
* Financial Planning experience and an ability to understand and evaluate complex financial planning proposition is a prerequisite
* Excellent communication, organisation and prioritisation skills
* Self-motivation and ability to work both independently or collaboratively is essential
* Good I.T. skills

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
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