Financial Planning
4 weeks ago
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-
Financial Planning
1 week ago
Cambridge, Cambridgeshire, United Kingdom Coutts Full timeOur people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive.This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.Join us in Financial Planning For a client focused financial professional, this is...
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Director Financial Planning
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeCompany 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...
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Director Financial Planning
1 month ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeCompany 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...
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Director Financial Planning
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Group Full timeEvelyn 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 businesses. We provide an...
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Financial Planning Administrator
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Financial Planner
2 weeks ago
Cambridge, UK, Cambridgeshire, United Kingdom Synchronicity Financial Services Full timeSynchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 5+ years PQE) Financial Planner.An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further. Our client is a leading brand and offers...
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Senior Finance Director, Financial Planning
2 months ago
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Senior Finance Director, Financial Planning
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Mundipharma Full timeSenior Finance Director, Financial Planning & Analysis 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. ...
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Senior Finance Director, Financial Planning
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Mundipharma Full timeMundipharma 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.Is this the role you are looking for If so read on for...
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Cambridge, Cambridgeshire, United Kingdom SEPTODONT Full timeDirector of Financial Planning, Reporting and Analytics, North America Vacancy details General information Reference Position description Job Title Director of Financial Planning, Reporting and Analytics, North America Company Details Novocol Pharma is a growing contract development and manufacturing organization (CDMO), specialized in sterile...
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Senior Financial Analyst
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Chief Financial Officer
1 month ago
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Chief Financial Officer
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Senior Financial Planner
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom mbf Full timeWe are currently seeking to recruit for a Senior Financial Planner to join our client, covering the East Anglia region. Our client has recently made an acquisition in the Cambridge area and this particular hire will be to advise clients introduced by the Cambridge office, across the East Anglia region.Our client is the UK's leading integrated wealth...
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Senior Finance Analyst
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Cambridge, Cambridgeshire, United Kingdom Vitae Financial Recruitment Limited Full timeInterim Senior Finance AnalystRemote-based with occasional travel to Cambridgeshire required£450 - £500 per day (through umbrella)Our Client, an established player with real stature and an enviable performance in their chosen market, is looking to source an accomplished financial professional with a track record in value added analysis and strategic...
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Commercial Finance Manager
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Financial Accountant
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Cambridge, Cambridgeshire, United Kingdom Biocair Full timeReporting to the UK & EU Financial Controller, this is a key role responsible for ensuring there is consistent process across the Group's corporate structure, working with Financial Accounting Teams to provide timely, accurate results, cashflow forecasting and meeting statutory and legal obligations. This role is also responsible for supporting the...
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Cambridge, Cambridgeshire, United Kingdom Marshall Full timeCompetitive salary, 27 days holiday increasing with service up to 30 days (option to buy /sell), pension contributions up to 9%, healthcare cash plan for you and your family and an extensive flexible benefit program Hybrid working with at least 3 days per week in the Cambridge office We are able to offer flexibility around hours and working patterns ...
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Group Financial Accountant
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Marshall Full timeGroup Financial Accountant Competitive salary, 27 days holiday increasing with service up to 30 days (option to buy /sell), pension contributions up to 9%, healthcare cash plan for you and your family and an extensive flexible benefit program Hybrid working with at least 3 days per week in the Cambridge office We are able to offer flexibility around hours...
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Cambridge, Cambridgeshire, United Kingdom The Heico Companies LLC Full timeSenior Accountant in Cambridge at Shred – Tech Perform thorough review and reconciliation of balance sheet accounts to ensure accuracy and compliance with accounting standards (US GAAP); the review and reconciliations must be prepared on a timely basis, with clear identification of reconciling items with related solutions to prevent recurrence where...
