Senior Manager, Financial Planning
7 hours ago
This position provides the perfect balance of autonomy and collaboration, allowing you to make a significant impact within a dynamic financial planning team. With a hybrid working policy, you can enjoy the flexibility of working from home two days a week, while still engaging with your team in the office. This role also offers continuous professional development, ensuring you stay ahead in a constantly evolving industry.
Assist the Paraplanning team in crafting accurate financial plans and suitability reports. Strategic Implementation: Monitor workload, manage team workflow, and ensure compliance with legislative requirements. Client-Focused Research: Conduct thorough research and analysis to meet client needs, covering areas such as Inheritance Tax Planning, Trusts, Bonds, and higher-risk investments like EIS/VCT/BPR.
Financial Planning Expertise: A deep understanding of the financial planning process, with experience in a Paraplanning role.
Management Experience: Ideally, experience in a management or supervisory role.
Professional Qualifications: Achieved at least Level 4 (CII Diploma in Financial Planning), with a preference for Chartered status or working towards it.
Proficient in Intelligent Office, FE Analytics, Dynamic Planner, and The Exchange.
Flexible and Organised: Able to prioritise tasks effectively, even under tight deadlines.
The hybrid working policy allows for three days in the office and two days working from home, depending on workloads and meetings.
-
Financial Advisor
7 months ago
United Kingdom Quilter Financial Planning Full timeIf 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 Planning Analyst
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Job Title: Financial Planning AnalystJoin Cornmarket Group Financial Services Ltd as a Financial Planning Analyst and contribute to the success of our Finance Team.About the RoleWe are seeking a highly skilled Financial Planning Analyst to join our team. As a key member of the Finance Team, you will be responsible for providing financial analysis and...
-
Financial Planning Analyst
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Job Title: Financial Planning AnalystJoin Cornmarket Group Financial Services Ltd as a Financial Planning Analyst and contribute to the success of our Finance Team.About the RoleWe are seeking a highly skilled Financial Planning Analyst to join our team. As a key member of the Finance Team, you will be responsible for providing financial analysis and...
-
Financial Planning Advisor
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Financial Planning Advisor RoleWe are seeking a skilled Financial Planning Advisor to join our Financial Planning Support team at Cornmarket Group Financial Services Ltd.Key Responsibilities:Make and take calls to arrange appointments with our Financial ConsultantsBook quality appointments with a high probability of completing a Financial Health Check and...
-
Financial Planning Advisor
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Financial Planning Advisor RoleWe are seeking a skilled Financial Planning Advisor to join our Financial Planning Support team at Cornmarket Group Financial Services Ltd.Key Responsibilities:Make and take calls to arrange appointments with our Financial ConsultantsBook quality appointments with a high probability of completing a Financial Health Check and...
-
Financial Planning Specialist
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Job Title: Financial Planning ConsultantWe are seeking a highly skilled Financial Planning Consultant to join our team at Cornmarket Group Financial Services Ltd.About the RoleThe successful candidate will be responsible for making appointments with existing and new clients using a combination of inbound and outbound calls. They will effectively manage the...
-
Financial Planning Specialist
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Job Title: Financial Planning ConsultantWe are seeking a highly skilled Financial Planning Consultant to join our team at Cornmarket Group Financial Services Ltd.About the RoleThe successful candidate will be responsible for making appointments with existing and new clients using a combination of inbound and outbound calls. They will effectively manage the...
-
Financial Planning Specialist
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Job Title: Financial Planning ConsultantWe are seeking a highly skilled Financial Planning Consultant to join our team at Cornmarket Group Financial Services Ltd. As a Financial Planning Consultant, you will play a crucial role in providing expert financial advice to public sector employees and their families.Key Responsibilities:Make and take calls to/from...
-
Financial Planning Specialist
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Job Title: Financial Planning ConsultantWe are seeking a highly skilled Financial Planning Consultant to join our team at Cornmarket Group Financial Services Ltd. As a Financial Planning Consultant, you will play a crucial role in providing expert financial advice to public sector employees and their families.Key Responsibilities:Make and take calls to/from...
-
FP&A Manager | Financial Planning
8 hours ago
United Kingdom Baker Charles Full time €110,000 - €120,000Senior FP&A Manager Tech/Manufacturing Company £Central London (Hybrid 1/2 days office) The Senior FP&A Manager will be responsible for overseeing financial planning and analysis activities, providing key insights and recommendations to drive the company's financial performance and strategy. You will collaborate closely with finance and business...
-
Financial Planning Support Agent
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Job Title: Financial Planning Support AgentWe are seeking a highly motivated and organized Financial Planning Support Agent to join our Life Sales team at Cornmarket Group Financial Services Ltd. As a Financial Planning Support Agent, you will play a crucial role in supporting our team of Financial Consultants in making appointments with existing clients,...
-
Financial Planning Support Agent
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Job Title: Financial Planning Support AgentWe are seeking a highly motivated and organized Financial Planning Support Agent to join our Life Sales team at Cornmarket Group Financial Services Ltd. As a Financial Planning Support Agent, you will play a crucial role in supporting our team of Financial Consultants in making appointments with existing clients,...
-
Senior Financial Manager
3 weeks ago
United Kingdom Naas Road Autos Full time £45,000About UsWe are a dynamic and fast-paced organization specializing in 2nd hand car sales. Our team is passionate about delivering exceptional results and providing a supportive work environment.Job Title: Senior Payroll/BookkeeperWe are seeking a highly skilled and experienced Senior Bookkeeper to join our team. As a key member of our financial department,...
-
Senior Financial Manager
3 weeks ago
United Kingdom Naas Road Autos Full time £45,000About UsWe are a dynamic and fast-paced organization specializing in 2nd hand car sales. Our team is passionate about delivering exceptional results and providing a supportive work environment.Job Title: Senior Payroll/BookkeeperWe are seeking a highly skilled and experienced Senior Bookkeeper to join our team. As a key member of our financial department,...
-
Financial Planning Support Specialist
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Role PurposeWe are seeking a highly motivated and customer-focused Financial Planning Support Agent to join our Life Sales team at Cornmarket Group Financial Services Ltd.Key ResponsibilitiesMaking and taking calls from public sector union members to arrange appointments with our consultantsMeeting monthly targets for call volume and appointment scheduling,...
-
Financial Planning Support Specialist
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Role PurposeWe are seeking a highly motivated and customer-focused Financial Planning Support Agent to join our Life Sales team at Cornmarket Group Financial Services Ltd.Key ResponsibilitiesMaking and taking calls from public sector union members to arrange appointments with our consultantsMeeting monthly targets for call volume and appointment scheduling,...
-
Financial Planning Support Agent
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Role OverviewWe are seeking a highly motivated and customer-focused individual to join our Life Sales team as a Financial Planning Support Agent. As a key member of our team, you will play a vital role in supporting our financial consultants in delivering exceptional customer service to our public sector clients.Key ResponsibilitiesMake and take calls from...
-
Financial Planning Support Agent
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Role OverviewWe are seeking a highly motivated and customer-focused individual to join our Life Sales team as a Financial Planning Support Agent. As a key member of our team, you will play a vital role in supporting our financial consultants in delivering exceptional customer service to our public sector clients.Key ResponsibilitiesMake and take calls from...
-
FP&A Manager
8 hours ago
United Kingdom Zanda Full timeZanda is an Executive search partner that works exclusively with high growth start-ups as they look to scale their business with senior talent. Zanda is partnering with a high growth Series A, FinTech business based in London. With ambitious growth plans across new products and markets, they are looking to hire a Director of FP&A who can build a scalable,...
-
Wealth Manager/Financial Planning
8 hours ago
United Kingdom Undisclosed Full timeWe are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. This is one of the most exciting FinTechs that have launched in the last decade and already have significant Assets on board. Their culture is progressive, collegiate and is best described as high performance but low...