Financial Planning

1 week 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

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

    We are seeking an experienced Financial Planner to join our team at Quilter Financial Planning, offering an exciting opportunity for a professional looking to develop and grow. This role will involve working on both employed and self-employed basis, providing financial planning services to clients across the UK.Key Responsibilities:Developing and...


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

    At Quilter Financial Planning, we are seeking a highly motivated and driven Financial Planning Consultant to join our team. As a key member of our advisory team, you will be responsible for providing exceptional financial planning services to our clients.The ideal candidate will have excellent communication skills, strong math skills, and the ability to...


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

    Job DescriptionA highly rewarding career as a full-time financial adviser awaits you at Quilter Financial Planning. This role offers excellent opportunities for personal and professional growth, with a competitive salary of £35,000 per annum.We are seeking bright, ambitious individuals who share our passion for delivering exceptional customer service and...


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

    Company OverviewDavid James Wealth is a financial planning business with purpose-led financial planning at its core. Our business is experiencing strong growth across three divisions: wealth, sport, and music.


  • 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...


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

    Role Overview:Quilter Financial Planning is seeking bright, ambitious individuals to join our team as self-employed financial advisers. This role offers flexibility, excellent financial benefits, and personal satisfaction.Key Responsibilities:Generating new client opportunitiesEnsuring clients make wise and profitable decisionsPreparing sound financial...


  • London, Greater London, United Kingdom Financial Planning Firm Full time

    We are working with a leading Financial Planning Firm to find an experienced Paraplanner for a new role in London.Job OverviewThis is an exciting opportunity for a skilled Paraplanner to join our team and work closely with Senior Financial Advisers. You will be responsible for supporting clients through various stages of financial planning, including...


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

    About the RoleWe are seeking an experienced financial advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for advisors to work on both employed and self-employed basis.Our strong network of advisors spans across the UK, providing office and field-based roles for those looking to...


  • 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...


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

    Company Overview:Quilter Financial Planning is a leading provider of financial services, committed to delivering exceptional results for our clients.We are seeking ambitious individuals with a Level 4 qualification to embark on a rewarding career as self-employed financial advisers.


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

    Job SummaryWe are currently seeking an ambitious Financial Adviser to join our team at Quilter Financial Planning in London.This is an excellent opportunity for someone looking to develop their career in the financial sector, with a basic salary starting at £60,000 and possibilities for increased earnings.Main ResponsibilitiesOffer bespoke financial advice...


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

    Unlock a fulfilling career as a financial adviser with Quilter Financial Planning's Bridging Programme.Job Description:A great opportunity has arisen for ambitious individuals looking to transition into a rewarding role as a self-employed financial adviser. As part of our Bridging Programme, you will gain the necessary skills and knowledge to succeed in this...


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

    Become a Financial Adviser with Quilter Financial PlanningOur Bridging Programme provides a comprehensive training experience, covering business development, Quilter's induction, and adviser skills training over the first 7 weeks. The final 6 weeks focus on consolidating your knowledge and preparing you to start building your financial advice business and...


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

    **Unlock a Rewarding Career as a Financial Adviser**We are seeking ambitious individuals who wish to transition into a career as a financial adviser. If you have already completed your Level 4 qualification and are eager to start a new chapter, we can offer you the ideal opportunity.This is an excellent chance for those looking to switch industries, return...

  • Financial Consultant

    8 hours ago


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

    Quilter Financial Planning is seeking two experienced professionals to join their team as Financial Consultants. This role offers a competitive annual salary of £50,000, providing an excellent opportunity for career growth and professional development.The ideal candidate will have strong analytical and communication skills, with the ability to provide...

  • Financial Advisor

    1 day ago


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

    About David James WealthAt David James Wealth, we are a leading financial planning business with purpose-led financial planning at our core. We have seen strong growth across our three divisions - wealth, sport and music - and are looking for talented individuals to join our team.Our company values are built around doing the right thing, being totally...


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

    Job OverviewAs a Senior Financial Consultant at Quilter Financial Planning, you will have the opportunity to work with experienced financial advisors seeking a more supported position. This role is ideal for individuals who are passionate about delivering exceptional client service and have a strong understanding of financial services.The key...

  • Financial Consultant

    9 hours ago


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

    Job DescriptionWe are currently seeking two Financial Advisers to join Quilter Financial Planning with an estimated annual salary of £50,000.Our company is located near north London and offers a brilliant opportunity for professionals who want to advance their careers in wealth management.


  • 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

    3 weeks 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...