Current jobs related to Financial Planning - Newbury Berkshire - Ultimate Banking
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Financial Planning Specialist
1 week ago
Newbury, United Kingdom AFH Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement...
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Financial Planning Specialist
1 week ago
Newbury, United Kingdom AFH Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement...
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Financial Planning Assistant
3 days ago
Newbury, West Berkshire, United Kingdom mbf Full time{"h1":{"text":"Financial Planning Assistant Role at MBF"}},MBF is seeking a highly skilled Financial Planning Assistant to join our team. As a key player in our financial planning practice, you will play a crucial role in supporting our team of successful financial planners and their clients.Key Responsibilities:Provide full administrative support to our...
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Financial Planning Assistant
3 days ago
Newbury, West Berkshire, United Kingdom mbf Full time{"h1":{"text":"Financial Planning Assistant Role at MBF"}},MBF is seeking a highly skilled Financial Planning Assistant to join our team. As a key player in our financial planning practice, you will play a crucial role in supporting our team of successful financial planners and their clients.Key Responsibilities:Provide full administrative support to our...
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Financial Planning Specialist
6 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor RoleWe are seeking an experienced Financial Advisor to join our team on a home-based basis. As a Financial Advisor, you will be responsible for providing financial planning advice to clients, utilizing your expertise to design strategies that meet their objectives.Key Responsibilities:Deliver financial planning advice to clients through a...
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Financial Planning Specialist
6 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor RoleWe are seeking an experienced Financial Advisor to join our team on a home-based basis. As a Financial Advisor, you will be responsible for providing financial planning advice to clients, utilizing your expertise to design strategies that meet their objectives.Key Responsibilities:Deliver financial planning advice to clients through a...
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Financial Planning Administrator
2 weeks ago
Newbury, West Berkshire, United Kingdom mbf Full timeJob DescriptionJob Title: Financial Planning AdministratorLocation: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)Salary: Up to £35,000 + Bonus and Company BenefitsAbout the Company:Our client is a boutique, highly successful financial planning practice that prides itself on providing exceptional service to its...
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Financial Planning Administrator
2 weeks ago
Newbury, West Berkshire, United Kingdom mbf Full timeJob DescriptionJob Title: Financial Planning AdministratorLocation: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)Salary: Up to £35,000 + Bonus and Company BenefitsAbout the Company:Our client is a boutique, highly successful financial planning practice that prides itself on providing exceptional service to its...
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Financial Planning Specialist
2 weeks ago
Newbury, West Berkshire, United Kingdom AFH Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our advisory team, you will play a vital role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...
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Financial Planning Specialist
2 weeks ago
Newbury, West Berkshire, United Kingdom AFH Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our advisory team, you will play a vital role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...
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Financial Planning Administrator
2 weeks ago
Newbury, West Berkshire, United Kingdom mbf. Full timeJob Title: Financial Planning AdministratorLocation: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)Salary: Up to £35,000 + Bonus and Company BenefitsAbout the Company:Our client is a boutique, highly successful financial planning practice that prides itself on providing exceptional service to its clients. With...
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Financial Planning Administrator
2 weeks ago
Newbury, West Berkshire, United Kingdom mbf. Full timeJob Title: Financial Planning AdministratorLocation: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)Salary: Up to £35,000 + Bonus and Company BenefitsAbout the Company:Our client is a boutique, highly successful financial planning practice that prides itself on providing exceptional service to its clients. With...
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Financial Planning Administrator
2 weeks ago
Newbury, West Berkshire, United Kingdom mbf. Full timeJob Title: Financial Planning Administrator Location: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week) Salary: Up to GBP35,000 + Bonus and Company Benefits About the Company: Our client is a boutique, highly successful financial services organization that prides itself on providing exceptional service to its clients....
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Financial Planning Administrator
2 weeks ago
Newbury, West Berkshire, United Kingdom mbf. Full timeJob Title: Financial Planning Administrator Location: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week) Salary: Up to GBP35,000 + Bonus and Company Benefits About the Company: Our client is a boutique, highly successful financial services organization that prides itself on providing exceptional service to its clients....
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Financial Planning Administrator
2 weeks ago
Newbury, West Berkshire, United Kingdom mbf Full time £35,000About the Role:We are seeking an experienced IFA Administrator to join our team at mbf, a boutique financial planning practice. As an IFA Administrator, you will play a crucial role in supporting our team of financial planners and their clients.Key Responsibilities:Deliver high-quality administrative support to our financial planners and clientsMaintain...
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Financial Planning Assistant
2 days ago
Newbury, West Berkshire, United Kingdom mbf. Full timeJob Title: IFA AdministratorLocation: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)Salary: Up to £35,000 + Bonus and Company BenefitsAbout the CompanyOur client is a boutique, highly successful financial planning practice that prides itself on providing exceptional service to its clients. With ambitious growth plans...
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Financial Planning Assistant
2 days ago
Newbury, West Berkshire, United Kingdom mbf. Full timeJob Title: IFA AdministratorLocation: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)Salary: Up to £35,000 + Bonus and Company BenefitsAbout the CompanyOur client is a boutique, highly successful financial planning practice that prides itself on providing exceptional service to its clients. With ambitious growth plans...
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Financial Planning Analyst
1 week ago
Newbury, West Berkshire, United Kingdom Gamma Recruitment Team Full time{"title": "Financial Planning Analyst", "content": "Financial Planning AnalystGamma Recruitment Team is seeking a skilled Financial Planning Analyst to join our FP&A team. As a Financial Planning Analyst, you will be responsible for reporting and control of UK sales commission schemes, as well as delivering FP&A activities for the Commercial SMB business...
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Financial Planning Analyst
1 week ago
Newbury, West Berkshire, United Kingdom Gamma Recruitment Team Full time{"title": "Financial Planning Analyst", "content": "Financial Planning AnalystGamma Recruitment Team is seeking a skilled Financial Planning Analyst to join our FP&A team. As a Financial Planning Analyst, you will be responsible for reporting and control of UK sales commission schemes, as well as delivering FP&A activities for the Commercial SMB business...
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Financial Planning Assistant
3 hours ago
Newbury, West Berkshire, United Kingdom mbf Full time{"h1": "Job Title: IFA Administrator", "p": "Location: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)", "p": "Salary: Up to \u00a335,000 + Bonus and Company Benefits", "h2": "About the Company", "p": "Our client is a boutique, highly successful financial planning practice that prides itself on providing exceptional...
Financial Planning
4 months ago
Financial Planning & Capital Analyst Newbury / Hybrid (minimum 2 days per week in the office) Up to £44k + benefits Every employer is not the same and who you work for and what that environment looks like is the difference between any job and a great job. Working for the Newbury Building Society, we are committed to ensuring that we have a first class Finance team and are recruiting for a Financial Planning & Capital Analyst. The role is new to the business and we are looking for a highly numerate individual who has strong modelling skills and wants to forge a career within a strategic financial planning and analytical role. What will you be doing as the Financial Planning & Capital Analyst? The purpose of the role is to support the Head of Treasury with production of the Society Corporate Plan and quarterly reforecasts, and development of forecast scenarios, and to complete stress testing for inclusion within the ILAAP and ICAAP. The role will include ownership and development of the Society’s forecasting model and involve engaging with stakeholders across the business to share insights and support business decision making. Responsibilities include:
- Corporate Plan and Reforecasting: Completing monthly forecast actualisation and quarterly corporate plan reforecasts, maintain and developing the models used for planning and forecasting.
- Scenario Forecasting: Support in development of a suite of forecast scenarios, producing insight and analysis presented to the Assets and Liabilities Committee.
- Stress Testing: Own and develop the Society stress testing models, developing a suite of ad hoc stress scenarios, using analysis from Corporate Plan, the ICAAP, and the ILAAP, and provide detailed insight and analysis on learnings.
- Treasury Support: Provide wider ad hoc support to the Head of Treasury, as appropriate, developing understanding of core Treasury activities to be able to act as cover for absence, when required.
- Academic background in Mathematics or Economics or similar highly numerate subject, you will have the ability to highlight areas for improvement and a passion for the interrogation of financial information
- Proven practical background in an analytical role within the financial sector, or similar
- Excellent written and verbal communication skills with proven abaility to build relationships and manage stakeholders up to Board level
- Advanced Excel skills
- It would be advantageous (but not essential) if you were working toward (or obtained) a professional finance qualification and had some knowledge of capital planning
- We care about our communities – as well as providing financial services, we get involved in supporting our local communities. This means regular opportunities to volunteer, fundraise, and help with community events and activities. We also give all our employees two paid days of volunteering every year to help with causes they feel passionately about.
- We want to help you develop – there will be opportunities to take on new responsibilities and be involved in projects to further your career.
- Newbury Weekly News Employer of the Year 2023 – we are a proud local employer and shows how passionate we are about our people proposition