Current jobs related to Financial Planning Consultant - Glasgow - ASL Search

  • Financial Planning Consultant

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Job Opportunity: Financial Planning ConsultantAbout the Role:We are seeking a highly skilled Financial Planning Consultant to join our team at Eden Scott. As a leading Wealth Manager, we are committed to delivering exceptional financial planning services to our clients.Key Responsibilities:Develop and maintain long-lasting relationships with clients,...

  • Financial Planning Consultant

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Job Opportunity: Financial Planning ConsultantAbout the Role:We are seeking a highly skilled Financial Planning Consultant to join our team at Eden Scott. As a leading Wealth Manager, we are committed to delivering exceptional financial planning services to our clients.Key Responsibilities:Develop and maintain long-lasting relationships with clients,...

  • Financial Planning Consultant

    2 weeks ago

    North East, Glasgow, United Kingdom Eden Scott Full time

    Our client, a leading consultancy firm, is seeking a skilled Financial Paraplanner to join their team. The successful candidate will be responsible for providing bespoke consultancy advice to commercial and private clients. Key responsibilities include building and maintaining client relationships, utilizing appropriate back-office systems, and working as a...

  • Financial Planning Consultant

    2 weeks ago

    North East, Glasgow, United Kingdom Eden Scott Full time

    Our client, a leading consultancy firm, is seeking a skilled Financial Paraplanner to join their team. The successful candidate will be responsible for providing bespoke consultancy advice to commercial and private clients. Key responsibilities include building and maintaining client relationships, utilizing appropriate back-office systems, and working as a...

  • Financial Planning Consultant

    2 weeks ago

    North East, Glasgow, United Kingdom Eden Scott Full time

    Our client, a leading consultancy firm, is seeking a skilled Financial Paraplanner to join their team. The successful candidate will be responsible for providing bespoke consultancy advice to commercial and private clients. Key responsibilities include building and maintaining client relationships, utilizing appropriate back-office systems, and working as a...

  • Financial Planning Consultant

    2 weeks ago

    North East, Glasgow, United Kingdom Eden Scott Full time

    Our client, a leading consultancy firm, is seeking a skilled Financial Paraplanner to join their team. The successful candidate will be responsible for providing bespoke consultancy advice to commercial and private clients. Key responsibilities include building and maintaining client relationships, utilizing appropriate back-office systems, and working as a...

  • Financial Planning Specialist

    5 days ago

    Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - GlasgowArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Glasgow. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, ensuring their financial goals are met.Key Responsibilities:Provide expert technical and investment advice to...

  • Financial Planning Specialist

    5 days ago

    Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - GlasgowArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Glasgow. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, ensuring their financial goals are met.Key Responsibilities:Provide expert technical and investment advice to...

  • Financial Planning Manager

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Lusona Consultancy (Group) Limited Full time

    Financial Planning Manager (3 Months Contract) Lusona Consultancy (Group) Limited is seeking a highly skilled Financial Planning Manager to join their finance team on a 3-month fixed term contract basis. As a key member of the team, you will be responsible for providing financial planning and analysis support to the Finance Director. The ideal candidate will...

  • Financial Planning Manager

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Lusona Consultancy (Group) Limited Full time

    Financial Planning Manager (3 Months Contract) Lusona Consultancy (Group) Limited is seeking a highly skilled Financial Planning Manager to join their finance team on a 3-month fixed term contract basis. As a key member of the team, you will be responsible for providing financial planning and analysis support to the Finance Director. The ideal candidate will...

  • Financial Consultant

    5 days ago

    Glasgow, Glasgow City, United Kingdom mbf. Full time

    Unlock Your Potential as a Financial Consultant We are seeking a highly motivated and experienced Financial Consultant to join our dynamic team at mbf. as a Financial Consultant. This is an exciting opportunity to work with a leading global investment company, known for its expertise in investment management, financial planning, and research. Key...

  • Financial Consultant

    4 days ago

    Glasgow, Glasgow City, United Kingdom mbf. Full time

    Unlock Your Potential as a Financial Consultant We are seeking a highly motivated and experienced Financial Consultant to join our dynamic team at mbf. as a Financial Consultant. This is an exciting opportunity to work with a leading global investment company, known for its expertise in investment management, financial planning, and research. Key...

  • Financial Planning Specialist

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - Opportunity with Artemis Recruitment Consultants LtdArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients.Key Responsibilities:Technical Advice: Provide expert technical and investment...

  • Financial Planning Specialist

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - Opportunity with Artemis Recruitment Consultants LtdArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients.Key Responsibilities:Technical Advice: Provide expert technical and investment...

  • Financial Planning Associate

    5 days ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Unlock Your Potential as a Financial Planning ProfessionalAre you a motivated and ambitious individual looking to take your career to the next level in the financial services industry? Do you have a passion for delivering exceptional client service and a strong desire to learn and grow with a dynamic and forward-thinking company?IDEX Consulting is seeking a...

  • Financial Planning Associate

    5 days ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Unlock Your Potential as a Financial Planning ProfessionalAre you a motivated and ambitious individual looking to take your career to the next level in the financial services industry? Do you have a passion for delivering exceptional client service and a strong desire to learn and grow with a dynamic and forward-thinking company?IDEX Consulting is seeking a...

  • Financial Planning Specialist

    5 days ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Senior Paraplanner Opportunity in GlasgowWe are seeking a highly skilled Senior Paraplanner to support our financial planning business in Glasgow. As a key member of our team, you will work closely with our financial planner to deliver exceptional services to clients with £1m - £5m portfolios.Key Responsibilities:Analyse and prepare financial reports with...

  • Financial Planning Specialist

    5 days ago

    Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

    Senior Paraplanner Opportunity in GlasgowWe are seeking a highly skilled Senior Paraplanner to support our financial planning business in Glasgow. As a key member of our team, you will work closely with our financial planner to deliver exceptional services to clients with £1m - £5m portfolios.Key Responsibilities:Analyse and prepare financial reports with...

  • Financial Planning Specialist

    7 days ago

    Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - GlasgowArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Glasgow. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, ensuring their financial goals are met.Key Responsibilities:Provide expert technical and investment advice to...

  • Financial Planning Specialist

    7 days ago

    Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - GlasgowArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Glasgow. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, ensuring their financial goals are met.Key Responsibilities:Provide expert technical and investment advice to...

Financial Planning Consultant

3 months ago

Glasgow, United Kingdom ASL Search Full time

Financial Planning Consultant (TM1)


Assimil8 is a well-established UK-based company providing a multitude of Analytics and Application Development services, coupled with Cloud and Managed services to business customers and leading technology partners throughout the world.


The Opportunity

The Financial Planning Consultant will work within the Consulting team to deliver a myriad of client services on the IBM Planning Analytics / TM1 platform. Working on new work streams and existing projects or enhancing the solution estate for our clients the Financial Planning Consultant will be designing, developing and deploying solutions on the IBM TM1 platform across a range of client industries and business disciplines.


Reporting to the Operations Director the successful candidate will take on projects from ongoing project roll outs and plans, to prepared Statements of Work through to the full development life-cycle and advise internal and external stake holders on any Risks, Project Quality or Project Timeline items arising from the development of the project.


The current TM1 team will help focus and support the successful candidate and we have finance and TM1 experts on hand to support or split larger project work across the teams and we have a mature consulting practise structure for Sales, Support and Consulting Operations in which to operate within. The successful candidate will assist in all levels of planning and execution of TM1 projects.


Financial Planning Consulting success will be measured on successful implementation of projects and work streams based on client requirements according to project budgets and timescales.

The ideal candidate will have experience in creating end to end TM1 solutions for a range of industry sectors and business applications. Experience of Database technologies, Cognos Analytics, Qlik, as well as the TM1 application will be a distinct advantage.

We tend to conduct work remotely, however there maybe some requirement to attend site infrequently.


The Role

  • Design and build models in TM1 Architect
  • Building load processes using Rules, and feeder processes
  • Creation of Webforms
  • Data Modelling, understanding of backend systems SQL and Data Warehouse and reporting solutions.
  • Act as a TM1 solution architect and dimensional modeller to design robust, secure and supportable data solutions to meet client requirements.
  • Prepare, input in subject matter expertise for Client Project Statements of Work.
  • Undertake necessary planning, design, development and deployment activities to Assimil8 client base using TM1.
  • Update and input in project plans.
  • Keep abreast of changing and new versions of IBM Planning Analytics.
  • Record consulting time accurately and timely into Assimil8 in house timesheets systems.
  • Expose data to end users using TM1, PAX, PAW, Cognos Analytics apps and other platforms
  • Support departmental teams such as Sales and Support teams with any client specific requests requiring TM1 skills and experience.
  • Undertake appropriate Technical certifications, exams on Vendor toolsets.


Skills, Qualifications & Experience

  • At least 4 years' experience in TM1, ideally using TM1 Architect
  • Experience of dimensional and relational data modelling
  • Experience of delivering end to end TM1 solution from requirements, design to delivery
  • Knowledge of TM1 architecture, install and components and complementary tools
  • Experience of data visualisation using Cognos Analytics or other
  • CIMA, ACCA Distinct Advantage
  • Customer-facing experience;
  • Good commercial acumen;
  • Excellent organisational skills;
  • Good listening skills;
  • Excellent relationship-building skills;
  • Be based in the UK with valid up to date driving licence and Passport, ability to travel throughout the UK and abroad is required.


Assimil8 Accreditations

Assimil8 consistently delivers high levels of customer satisfaction underpinned by its accredited methodologies and processes, including: ISO27001 for Information Security Management.