Case planner Work, Jobs in United Kingdom (with Salaries)

Compliance Advice Technician - Remote Working
AFH Financial Group —Remote
- Full-time
- Remote
- Employee discount
Planning Conditions & Projects Officer (CDC)
Doncaster City Council —Doncaster
- £40,778 - £45,092 a year
- Full-time
- Communication skills
- Negotiation
- Employee discount
Sustainable Mobility Planners (Varying grades)
Pell Frischmann —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Analysis skills
- Leadership
Planner
Kier Group —Ipswich
- Full-time
- Civil engineering
- Engineering
- Contracts
- Flexible schedule
12d
Innovative Project Planner (Data Centres / Buildings / High-tech / Infrastructure) - UK (Hybrid)
Laminar Projects —Plymouth
- Full-time
- Hybrid work
- Microsoft Excel
- English
- Communication skills
Tactical Planner
Warwickshire Police —Warwick
- £40,383 - £42,612 a year
- Full-time
- IT
12d
Implementation and Change Lead
Montu UK —Winnersh
- £65,000 - £75,000 a year
- Full-time
- Hybrid work
- PMP
Head of Strategic Projects
Homes England —London
- £69,831 - £81,443 a year
- Full-time
- Hybrid work
- Assembly
- Presentation skills
- Driving
- Annual leave
- Employee assistance programme
3d
Graduate Transport Planner (Manchester)
AECOM —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
12d
Senior Advice Technician
AFH Financial Group —Remote
- Full-time
- Remote
- Microsoft Office
- Employee discount
4d
Transport Planner
AtkinsRéalis —Newcastle upon Tyne
- Full-time
- Hybrid work
- Analysis skills
- Business
- Communication skills
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
13d
Supply Planner
pladis —Aintree
- Full-time
- Sales
- Analysis skills
- IT
- Employee assistance programme
- Employee discount
Tactical Asset Planner
Yorkshire Water —Sheffield
- £49,158 - £61,447 a year
- Full-time
- Hybrid work
- Civil engineering
- Communication skills
- Annual leave
- Flexible schedule
Financial Planner
Eventus Recruitment Group —Salford
- £75,000 - £85,000 a year
- Remote
- Financial services
Advisory Services Graduate (Multiple locations)
AECOM —Edinburgh
- Full-time
- Hybrid work
- In-person
- Communication skills
- Marketing
1d
Financial Advice Quality Assessor - Financial Planning - North
Atomos —Chester
- Hybrid work
- Analysis skills
- Communication skills
Student Planner
Northumberland County Council —Morpeth
- £25,583 - £25,989 a year
- Full-time
- Hybrid work
- IT
- Communication skills
- Annual leave
Quick apply
Principal Transport Planner
North Yorkshire Council —Northallerton
- £50,000 - £55,000 a year
- Full-time
- Hybrid work
- Mentoring
- Leadership
- Communication skills
11d
Transport Planning Director - Transport Business Case/ Scheme Appraisal
SLR Consulting —London
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Annual leave
- Life insurance

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Compliance Advice Technician - Remote Working

AFH Financial Group -
Remote

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Financial planning

Full job description

Compliance Advice Technician (Hybrid/Remote)

An opportunity to join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms.

We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

The purpose of this role is to provide assurance on the quality of the suitability and documentation of advice from a 2nd line, compliance perspective. Reviewing initial and annual advice interactions and the framework that underpins them.

As our Compliance Advice Technician, you will typically:

Enhance advisory outcomes and solutions through oversight of range of financial planning cases
Provide clear and considered professional judgement and decision on cases which carry the potential for a higher risk impact to client, firm and advisers
Undertake a programme of advice reviews forming a coherent overall advice audit framework. The framework will include performing enhanced post audit review assessment of advice cases and evaluation of standards.
Maintain a high standard of technical and regulatory competence and comprehensive knowledge of financial planning through consistent annual CPD activities in line with the firm’s T&C Scheme
Contribution and participation in Advice Guidance discussions
Provide valued input into the technical and regulatory development of advisers and staff as required.

What we are looking for in our ideal Compliance Advice Technician:

Chartered Financial Planner status or actively working to final stages of becoming Chartered
Commitment and willingness to pursuing further professional qualifications relevant to the role.
Demonstrate excellent knowledge and strong interest in the personal and corporate financial planning principles and regulatory requirements
Experience in the quality of advice including providing constructive scrutiny and feedback of case files including KYC, research and Financial Planning Reports
A decisive nature giving the ability and willingness to make thorough and well-informed decisions in relation to advice cases that present a high risk to the business.

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.

Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.

Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/ or email the People Resourcing team via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

case planner jobs in united kingdom

Compliance Advice Technician - Remote Working

Planning Conditions & Projects Officer (CDC)

Sustainable Mobility Planners (Varying grades)

Planner

Innovative Project Planner (Data Centres / Buildings / High-tech / Infrastructure) - UK (Hybrid)

Tactical Planner

Implementation and Change Lead

Head of Strategic Projects

Graduate Transport Planner (Manchester)

Senior Advice Technician

Transport Planner

Trainee Paraplanner

Supply Planner

Tactical Asset Planner

Financial Planner

Advisory Services Graduate (Multiple locations)

Financial Advice Quality Assessor - Financial Planning - North

Student Planner

Principal Transport Planner

Transport Planning Director - Transport Business Case/ Scheme Appraisal

I want to receive the latest job alerts for case planner in united kingdom

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