Financial Planning

4 weeks ago

Cambridge, Cambridgeshire, United Kingdom Coutts Full time

Join us in Financial Planning

For a client focused financial professional, this is an opportunity to take on a key role with great exposure in Financial PlanningWe'll look to you to provide specialist, regulated banking advice to our private banking clientsOur customers need their money to be well managed, and in Financial Planning, we provide the right information to help our customers make good decisions about protecting what matters most to themYou'll ideally be located in areas close to Bury St Edmonds for the East and Guildford for the SouthWhat you'll do In this client focused role, you'll be making sure that our clients' financial needs are met and that they receive an outstanding service as you provide thorough and comprehensive planning advice on our regulated private banking products and services. You'll be valued for your expertise on these, using it to upskill both our clients and your wider team to ensure they deliver a great client experience and maximise the effectiveness of our regulated private banking client proposition. Your role will also involve: Delivering regulated private banking products to help us to achieve our overall sustainable client growth and profitability targets across financial advice and income protectionMaking sure reports, documentation and systems recording are technically accurate and compliant while helping to provide the best advice for clientsBuilding effective relationships with private banking stakeholders to promote our core products and services and work together to identify client needsDeveloping and maintaining product and process documents, including sales guides, aide memoirs and user manuals, and delivering training to coverage teams and other key stakeholders to drive awareness and client centric growth initiativesProviding guidance to coverage teams in respect of regulated private banking products, particularly with larger and more complex dealsProviding end-to-end transaction support which balances the needs of our clients, commercial aspirations and broader stakeholder demands, including analysing large and complex transactionsThe skills you'll need We're looking for someone who can bring strong knowledge, experience and an understanding of regulated private banking and wealth management products, ideally from a product management or credit structuring background and definitely from a HNW or UHNW private client advice background. Relationship building with our clients and stakeholders is key in this role, so we'll need you to have excellent communication and interpersonal skills, as well as experience of building relationships with credit functions and banking communities at a local and regional level within a large organisation. As well as this, you'll demonstrate: Strong commercial acumenAn understanding of investments, private banking products, structuring, gifts and trusts, inheritance planning, retirement planning and wealth protection (within UK markets)A strong understanding of financial markets, including key drivers for changes in price volatility, investment products and financial planning analysisStrategic thinking and the ability to simplify complex and conflicting tasks and policy positions, making sure that these are effectively managed and communicatedProven Experience of relevant policies, regulatory obligations and risk management of regulated private banking productsHold the necessary qualifications (level 6) to provide financial planning advice in the UK and demonstrate current and ongoing continuing professional development to support these qualifications

  • Director Financial Planning

    1 week ago

    Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

    Company DescriptionEvelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Senior Finance Director, Financial Planning

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Mundipharma Full time

    Mundipharma are looking to recruit a Senior Finance Director, FP&A to join the Technical Operations Senior Leadship team. The role holder will provide leadership of function delivering monthly management results, end to end budget process and outputs and partnering with the business to drive strategy.Contract: Permanent Location: Cambridge Department:...

  • Chief Financial Officer

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Finatal Full time

    CFOCambridge£160,000 per year + bonus + equityJI49639The Exciting OpportunityExciting opportunity alert! We've joined forces with a PE-backed multi-site healthcare company in the hunt for a seasoned CFO who can rock their buy & build game plan. With a current portfolio of 12 sites and ambitious plans to exceed 40 in the next 24 months, the new CFO must...

  • Financial Controller

    1 week ago

    Cambridge, Cambridgeshire, United Kingdom Butler Rose Full time

    Butler Rose is delighted to be representing this exciting tech industry SME based in Cambridge who are seeking a Financial Controller to join their busy and growing business. With responsibility for the full finance function in a standalone capacityyour responsibilities will include:Intercompany and accounts consolidation across the groupRegulatory reporting...

  • Financial Reporting Manager

    7 days ago

    Cambridge, UK, Cambridgeshire, United Kingdom Eton Bridge Partners Ltd Full time

    Job Title: Financial Reporting ManagerSalary: £90-£100kLocation: Cambridge, EnglandEton Bridge Partners are working in partnership with a highly successful tech manufacturing organisation in their search for a Financial Reporting Manager.Reporting to the Group Financial Controller, this is a newly created opportunity to be responsible for preparing the...

  • Head of Finance Business Partnering

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Macildowie Recruitment and Retention Full time

    Macildowie are delighted to be supporting a growing housing association in Cambridgeshire in the appointment of a Head of Finance Business Partnering. The Head of Finance Business Partnering plays a pivotal role in ensuring the financial sustainability and strategic direction of the housing association. They are responsible for overseeing the production of...

  • Management Accountant

    1 week ago

    Cambridge, Cambridgeshire, United Kingdom Venn Group Full time

    Venn Group are currently working with an organisation in Cambridge to recruit an Accountant. This is a part time role of 18.75 hours per week on a fixed term contract until July 2025 initially.The role will effectively manage income and expenditure that will positively contribute to the financial position. This will be achieved through providing financial...

  • Deputy Finance Business Partner

    1 week ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    We are seeking driven individuals to fill the role of Deputy Finance Business Partner in our academic schools. As a vital member of our extended finance teams, you will play a pivotal role in supporting our academic and administrative departments in achieving their financial goal and objectives.The role holder will deputise for the School Finance Business...

  • Head of FP&A

    1 week ago

    Cambridge, Cambridgeshire, United Kingdom Bidwells Full time

    Are you a chartered Accountant pondering your next career move? If so, we're looking for a Head of FP&A to join and lead a team, within our centralised finance function.Bidwells Finance Department plays a pivotal role in providing strategic, management, and operational financial support. With the recent implementation of the NetSuite by Oracle system, our...

  • Finance Project Lead

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom The McLean Partnership Full time

    Workstream lead - Finance System (management reporting design) Fixed-Term Contract (12-24mths) South-East Based, minimum of 3 days in the office.Our client is a major UK research-led institution delivering a significant financial transformation programme to enable better financial business partnering and management information. This will support the...

  • Treasurer Trustee

    2 months ago

    Cambridge, Cambridgeshire, United Kingdom Vibrance Full time

    An opportunity for a Treasurer/Trustee to join Vibrance, and help us make a real difference. About the role: Vibrance is a registered charity, established for over 30 years, supporting adults with a disability in London and Essex. We are looking for an exceptional person to take on the role of Treasurer/Trustee. The successful candidate will have a...

  • Assistant to Director of Operations

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Cambridge Judge Business School (CJBS) is a highly ranked global business school, situated within one of the world's most prestigious research universities, and in the heart of the Cambridge Cluster, the most successful technology entrepreneurship cluster in Europe.The Assistant to the Chief Operating and Financial Officer provide high-level support to...

  • Student Finance Co-ordinator

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Open-ended with limited funding: The funds for this post are available for 5 years in the first instance.The University and Student Funding areaThe University of Cambridge is one of the foremost employers in the region, currently employing over 12,500 people from all over the world. The Student Funding and Fee Policy Team sits within the Cambridge Admissions...

  • Finance Associate

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom AVEVA Full time

    AVEVA is a global leader in industrial software. Our cutting-edge solutions are used by thousands of enterprises to deliver the essentials of life - such as energy, infrastructure, chemicals and minerals - safely, efficiently and more sustainably.We're the first software business in the world to have our sustainability targets validated by the SBTi, and...

  • Head of Finance

    4 days ago

    Cambridge, Cambridgeshire, United Kingdom South Cambridgeshire District Council Full time

    About youAhead of the retirement of our Head of Finance later this year, we're looking for a very special sort of Finance person to replace them. It goes without saying that you'll be able to do all the usual Finance things - accounts, budgets, medium term financial strategies. You'll be commercially astute, and IT literate. But we also want to find someone...

  • Pro-Vice-Chancellor (Resources and Operations)

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom UNIVERSITY OF CAMBRIDGE Full time

    The University of Cambridge is consistently ranked as one of the best universities in the world, and is renowned for its record of discovery and innovation. With a regional, national and global reach that helps to attract the very best and brightest minds, our research is remarkable in its breadth, quality and impact. Cambridge sits at the heart of Europe's...

  • Pro-Vice-Chancellor (Resources and Operations)

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    The University of Cambridge is consistently ranked as one of the best universities in the world, and is renowned for its record of discovery and innovation. With a regional, national and global reach that helps to attract the very best and brightest minds, our research is remarkable in its breadth, quality and impact. Cambridge sits at the heart of Europe's...

  • Pro-Vice-Chancellor (Resources and Operations)

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    The University of Cambridge is consistently ranked as one of the best universities in the world, and is renowned for its record of discovery and innovation. With a regional, national and global reach that helps to attract the very best and brightest minds, our research is remarkable in its breadth, quality and impact. Cambridge sits at the heart of Europe's...

  • Tutorial & Grants Officer

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    The Role Gonville & Caius College is seeking an excellent individual to join its Education & Tutorial Office (ETO) as Tutorial & Grants Officer. This position reports to the Office Manager and Senior Tutor's Assistant. The Tutorial & Grants Officer is an interesting role which, whilst varied, holds a strong focus on student financial support by providing...

  • Pro-Vice-Chancellor (Resources and Operations)

    2 months ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    The University of Cambridge is consistently ranked as one of the best universities in the world, and is renowned for its record of discovery and innovation. With a regional, national and global reach that helps to attract the very best and brightest minds, our research is remarkable in its breadth, quality and impact. Cambridge sits at the heart of Europe's...