CFP JOBS

Competence and DEVELOPMENT MANAGER £60k - 65k salary + annual discretionary bonus Able to get to Bath/Cardiff/Exeter offices. Supportive, engaging and collaborative. Our Competence and Development Managers are responsible for designing, implementing and delivering companywide training alongside completion of all training and competency activities under SMCR. As a Competence and Development Manager you will work with experienced and associate financial advisers to ensure they reach and maintain Competent Adviser Status (CAS). Alongside regular observations, you will collaborate with Senior Managers across the business to identify developmental and training opportunities as well as running regular inductions for new colleagues. WHAT YOU WILL NEED The Level 4 Diploma in Regulated Financial Planning Dip PFS is essential as you will be responsible for the oversight of regulated individuals. J07 (supervision in a regulated environment) or the equivalent would be a distinct advantage. Significant prior experience in a training and competency role, specifically with Financial Advisers. Experience of constructing financial planning advice would be advantageous The ability to work in a fast-paced environment whilst maintaining positive relationships with your team and key stakeholders. WHAT'S IN IT FOR YOU? You'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. A competitive salary with the opportunity to earn an annual bonus 25 days holiday, plus bank holidays A day off for your birthday Life assurance - 4 x salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days

Paraplanner - City of London Salary: £40,000 - £47,000 benefits A leading financial services firm in the City of London is seeking an experienced Level 4 Diploma-qualified Paraplanner to join its growing operations team. The successful candidate will play a key role in supporting Financial Advisers, ensuring clients receive high-quality advice while maintaining full compliance with FCA and MiFID II regulations. Responsibilities Preparing Client Financial Plans and Suitability Reports Supporting Advisers with research, analysis, and cashflow modelling Liaising with product providers and third parties Providing technical updates to Advisers and colleagues Ensuring regulatory and compliance standards are met consistently Attending client meetings when required Maintaining awareness of industry and legislative changes Requirements Level 4 Diploma in Financial Planning (DipFA) Minimum of 3 years' paraplanning experience Strong written and verbal communication skills High attention to detail with a proactive, positive approach IT proficiency; knowledge of Voyant, EVPro and FE Analytics advantageous Benefits Salary £40,000 - £47,000 depending on experience Pension, Death in Service, Critical Illness Cover Bonus scheme Flexible working Support towards Chartered Paraplanner qualification This is an excellent opportunity for an ambitious Paraplanner to take the next step in their career within a supportive and forward-thinking firm. With a competitive package, professional development towards Chartered status, and the chance to work at the heart of the City of London, this role offers both challenge and reward. I'd love to hear from you - please send over your CV for immediate consideration and short-listing.