Financial Planning Team Lead

1 month ago


United Kingdom Elevate Recruitment Full time

Financial Planning System Lead opportunity is offered by our client an impressive, international fast growing organisation whose headquarters are based in Chester.
Financial Planning System Lead is required to play a key role as the global enterprise implements a best of breed CPM/EPM application to support the next phase of the company growth, and digitise key finance processes.
Financial Planning System Lead - Key Skills and Experience
~ Strong experience of the implementation, and ongoing change and support, of a global CPM/EPM solution, with specific Hyperion/OneStream/Anaplan/Tagetik experience Desirable.

~ High IT literacy, and familiarity with all common Microsoft business applications.
Familiarity with technical elements of the Microsoft stack, such as Azure and MS-SQL are an advantage.
~ Demonstrable experience of working within the office of finance, and having performed roles across the financial planning and reporting spectrum

~ Demonstrable experience and knowledge of integrated ERP solutions, and specifically how General Ledger and Chart of Account design supports the office of finance.

This role could be offered either on a permanent or fixed term contract basis and offers an attractive salary of c£50K + Bonus & Benefits for further information please contact Elaine Hallworth at Elevate Recruitment. #


  • Financial Adviser

    3 weeks 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

    4 weeks 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

    4 weeks 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

    4 weeks 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

    4 weeks 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

    4 weeks 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

    4 weeks 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

    3 weeks 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

    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 Adviser

    3 weeks 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...


  • 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...


  • 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

    1 week 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 -...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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

    1 week 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 -...