Financial Planning

1 day ago

London, United Kingdom Wolters Kluwer Full time
Job Title: CCH Tagetik Global Region Financial Planning & Analysis (FP&A) Director

As CCH Tagetik Global Region Financial Planning & Analysis (FP&A) Director, you will play a pivotal role in steering the financial strategy of our organization by collaborating closely with the CCH Tagetik Global Sales Vice President. Your leadership will be instrumental in driving financial efficiency, optimizing resource allocation, and ensuring alignment between financial objectives and sales targets across our global operations.

Responsibilities:
  1. Financial Strategy Development: Collaborate with the Global Sales VP to develop and execute financial strategies aligned with the company's overall objectives and growth plans.
  2. Budgeting and Forecasting: Lead the annual budgeting process and ongoing forecasting efforts, providing insights and guidance to ensure realistic financial goals are set and achieved.
  3. Financial Analysis: Conduct in-depth financial analysis to identify trends, opportunities, and areas for improvement, presenting findings to senior leadership for strategic decision-making.
  4. Performance Metrics: Establish and monitor key performance indicators (KPIs) to track financial performance against goals, identifying deviations and implementing corrective actions as needed.
  5. Financial Reporting: Oversee the preparation of accurate and timely financial reports, ensuring compliance with regulatory requirements and providing transparency to stakeholders.
  6. Risk Management: Assess and mitigate financial risks by implementing robust internal controls, conducting risk assessments, and staying abreast of industry regulations and market trends.
  7. Strategic Partnerships: Forge strong partnerships with cross-functional teams, particularly with the Global Sales VP, to align financial objectives with sales initiatives and drive profitability.
  8. Investment Analysis: Evaluate potential investments and business opportunities, conducting thorough financial analysis and risk assessments to support strategic decision-making.
  9. Team Leadership: Provide leadership and mentorship to the finance team, fostering a culture of excellence, collaboration, and continuous improvement.
Requirements:
  1. Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA or advanced degree preferred.
  2. Proven experience (at least 10-15 years) in financial management, with a focus on global operations and partnership with sales teams.
  3. Strong analytical skills and proficiency in financial modeling, forecasting, and reporting.
  4. In-depth knowledge of accounting principles, financial regulations, and best practices.
  5. Excellent communication and interpersonal skills, with the ability to influence and collaborate effectively across all levels of the organization.
  6. Strategic thinker with a track record of developing and implementing successful financial strategies.
  7. Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.
  8. Leadership experience, with a demonstrated ability to inspire and motivate teams to achieve their full potential.

This role can be based in one of our offices across UK, Italy, and France.

#J-18808-Ljbffr

  • Financial Planning Consultant

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    We are seeking to employ two experienced Financial Advisers with annual salaries starting at £50,000.Key responsibilities include maximising client wealth and providing expert financial guidance.Deliver high-quality advice to clients.Maintain strong relationships with clients.The ideal candidate will be an experienced Financial Adviser with a strong...

  • Senior Financial Planning Professional

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...

  • Financial Planner Opportunity

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Opportunity OverviewWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible...

  • Financial Adviser

    7 days ago

    London, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    6 months ago

    London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    6 months ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    6 months ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    6 months ago

    London, UK, UK, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    4 weeks ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    Job Description Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented...

  • Financial Planning Manager

    1 week ago

    London, Greater London, United Kingdom Financial Times Full time

    Job SummaryWe are seeking a Financial Planning Manager to lead day-to-day financial management, producing insightful financial reporting, analysis, planning, and forecasting for two departments: the Consumer Revenue Group (CRG) and Strategic Partnerships.This is a great opportunity for a finance professional to drive business success in a world-renowned...

  • Senior Financial Specialist

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    We have a fantastic employed opportunity available for a driven and ambitious Financial Adviser. The role offers a basic salary of £60,000, with the potential for much more with the right candidate.About the OpportunityThe perfect opportunity for a Financial Adviser looking to grow and succeed in a dynamic and rewarding environment.Your Key...

  • Financial Planning Specialist

    1 month ago

    London, Greater London, United Kingdom Financial Divisions Full time

    The Role of a Paraplanner at Financial DivisionsWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, a boutique independent practice based in the London area.The successful candidate will be responsible for providing 100% support to our Financial Adviser and her longstanding clients, working autonomously and...

  • Senior Financial Planning Specialist

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Job OverviewA Senior Financial Planning Specialist is required to assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning for high net worth clients.The ideal candidate will have a minimum of 2 years' full paraplanning experience and be Diploma Qualified.

  • Hays Financial Group

    6 months ago

    London, United Kingdom Quilter Financial Planning Full time

    One of our highly successful and leading businesses, Hays Financial Group are currently seeking Mortgage & Protection Advisers to join their team on an employed or self-employed basis. The company provides a range of services including Mortgage Planning, Investment & Pension Planning, Protection Advice and Insurance to numerous clients. The company...

  • Successful Adviser Role

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job DescriptionWe are seeking a skilled Financial Advisor to join our team at Quilter Financial Planning. In this role, you will be responsible for working with clients to understand their financial goals and developing tailored financial plans to help them achieve those goals.You will also be responsible for generating new business and building introducer...

  • Financial Planning Expert for Complex Cases

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    About UsWe are a successful premier London based Financial Planning business, dedicated to providing exceptional advice and guidance to our clients.

  • Financial Planning Specialist

    2 weeks ago

    London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our financial services team, you will play a vital role in providing technical expertise throughout the client advice process. This includes undertaking research and analysis to produce financial planning...

  • Mortgage and Protection Consultant

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Hays Financial Group, a leading business in the financial services industry, is seeking experienced Mortgage & Protection Advisers to join their team. As a highly successful company with over 35 years of trading experience, they provide a range of services including mortgage planning, investment, and pension planning.The ideal candidate will have a CeMAP...

  • Investment Advisor

    5 days ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    We are seeking a highly motivated Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will be responsible for delivering exceptional customer service to our clients and building strong relationships.Skills and Qualifications:We are looking for an individual with a Diploma in Financial Advice and some Industry Sales...

  • Financial Planning Expert

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Senior Paraplanner Role OverviewWe are seeking an exceptional Senior Paraplanner to join our highly respected Financial Planning team in London. As the technical expert, you will impart your knowledge across the business and create advice plans for new clients.This is a unique opportunity for a Senior Diploma Qualified Paraplanner with Chartered Status and...