Financial Planning

4 weeks ago

United Kingdom Independent Schools'​ Bursars Association Full time

Financial Planning & Projects Accountant
Financial Planning & Projects Accountant
Permanent contract
Competitive salary plus benefits
Benenden School is seeking an experienced accountant to play a key role maintaining the school’s budgets, strategic financial plans and associated financial models in line with the school’s strategic objectives.
This will involve leading on the annual budgeting process, developing and maintaining the cash flow forecast and sensitivity analysis on a monthly and annual basis. The position further involves modelling for a broad range of future scenarios and undertaking financial feasibility analysis for the school.
Successful applicants will either be fully qualified accountants (ACA/ ACCA/ CIMA or other recognised professional accountancy body) and have strong technical and commercial knowledge within a similar sized entity. The successful candidate will have advanced Excel skills, experience of using accounting software packages and a working knowledge of forecasting models.
Applicants should be hard working, flexible and able to adapt to changing priorities; The successful candidate will work 3 days per week, all year round.
Benenden is one of the leading day and boarding schools in the country. Founded in 1923, Benenden School is situated in 250 acres of attractive parkland in Kent, the Garden of England. There are 550 girls in the school, aged 11-18.
Meals are provided to staff whilst on duty. The school’s leisure facilities, including a fitness gym and swimming pool, are available for staff to use.
To apply, please download the application pack from our website by clicking the apply button.
The post-holder will be responsible for promoting and safeguarding the welfare of children with whom they come into contact. They must ensure compliance with the School’s Child Protection Policy Statement at all times, this appointment will be subject to enhanced Disclosure and Barring Service checks. Whilst Benenden isn’t accredited to the Living Wage Foundation, we do look to the Living Wage for guidance and our starting pay is currently in line with this.

  • Financial Adviser

    1 month ago

    United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold a Level 4 Diploma in Financial Advice ** An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support. The ideal candidate will deliver personalized solutions to help...

  • Financial Adviser

    1 month ago

    United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold a Level 4 Diploma in Financial Advice ** An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support. The ideal candidate will deliver personalized solutions to help...

  • Financial Advisor

    1 month ago

    United Kingdom Quilter Financial Planning Full time

    **Any applicant must have Level 4 Diploma in Financial Planning** 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

    1 month ago

    United Kingdom Quilter Financial Planning Full time

    **Any applicant must have Level 4 Diploma in Financial Planning** 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

    1 month ago

    United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK 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...

  • Financial Advisor

    1 month ago

    United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK 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...

  • Financial Advisor

    1 month ago

    United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK 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

    1 month ago

    United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK 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

    1 month ago

    United Kingdom Quilter Financial Planning Full time

    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 clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    2 months ago

    United Kingdom Quilter Financial Planning Full time

    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 clients and completing all the admin tasks that come with being a...

  • Financial Adviser

    5 days ago

    United Kingdom Financial Planning Firm Full time €50,000

    Job Title: Financial Adviser Industry: Financial Planning Location: Stockton on Tees Salary: Up to £50,000 Job Reference: 8983 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for a financial adviser to join a well-established, independent Financial Advice firm with offices in Stockton on Tees and across the...

  • Self Employed Financial Consultant

    4 weeks ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme – May Intake Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for...

  • Financial Advisor

    3 weeks ago

    United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...

  • Quilter Full-Time Financial Adviser Programme

    4 weeks ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme – August Intake Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for...

  • Financial Advisor

    3 weeks ago

    United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...

  • Independent Financial Adviser

    5 days ago

    United Kingdom Continuum (Financial Services) LLP Full time

    As an Independent Financial Adviser, you will provide unrestricted advice and recommend wealth products and services from across the market. You will engage with individuals and businesses to fully understand their aspirations and life goals to create a tailored financial solution to meet those goals. Continuum (Financial Services) LLP is an...

  • Independent Financial Adviser

    5 days ago

    United Kingdom Continuum (Financial Services) LLP Full time

    As an Independent Financial Adviser, you will provide unrestricted advice and recommend wealth products and services from across the market. You will engage with individuals and businesses to fully understand their aspirations and life goals to create a tailored financial solution to meet those goals. Continuum (Financial Services) LLP is an...

  • Paraplanner - HNW Financial Planning firm

    2 weeks ago

    United Kingdom Financial Divisions Full time

    Stevenage -2 days in the office To £45k, great atmosphere, wonderful team, and opportunity for career development Excellent opportunity to join an established, well respected independent Financial Planning firm where you will be welcomed into this professional and sociable team. As part of a Paraplanning team you will have the opportunity to gain...

  • Engagement Manager

    1 month ago

    United Kingdom Financial Planning Firm Full time

    Our client a leading Investment House are looking for an experienced RDR level 4 qualified Financial Adviser who is used to dealing with HNW and UHNW individuals for a Private Client Director role. The primary responsibilities of the Private Client Director are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face...

  • Private Client Director

    2 weeks ago

    United Kingdom Financial Planning Firm Full time

    Our client a leading Investment House are looking for an experienced RDR level 4 qualified Financial Adviser who is used to dealing with HNW and UHNW individuals for a Private Client Director role. The primary responsibilities of the Private Client Director are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face...