Group Financial Planning
3 days ago
Job Purpose
Leading the financial planning and analysis function across International Workplace Group (IWG), ensuring robust financial forecasting and strategic insights aligned with US GAAP reporting standards. This role will be critical in guiding the company's financial strategy and supporting executive decision-making. The ideal candidate will possess strong leadership skills and a deep understanding of financial management within a global context.
Key Responsibilities
- Lead the annual budgeting and forecasting processes, ensuring alignment with business objectives.
- Providing analysis of and commentary on business performance including reporting to the Group Board.
- Partner with IWG business leaders to provide financial insights and recommendations that drive profitability and operational efficiency.
- Supporting CFO and Group Finance Director in strategic planning efforts, including mergers and acquisitions, capital investments, and business development initiatives.
- Develop and maintain financial models to support strategic decision-making and performance analysis.
- Work with the global shared services centre to streamline financial processes, enhance reporting accuracy, and improve service delivery.
Required Skills, Experience & Qualifications
- Bachelor's degree in Finance, Accounting, or a related field, or MBA / relevant professional certification (ACA, ACCA, CA, CIMA).
- Ability to articulate financial concepts to a wide and diverse group of stakeholders such as internal management and investors.
- 10+ years of experience in group financial planning and analysis in a multinational environment, ideally for a listed corporate.
- Proven experience working in a shared service and distributed resource model environment.
- Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
- Exceptional leadership and interpersonal skills, with the ability to influence stakeholders at all levels.
- Strong communication skills - both written and oral.
- Confidence to work with senior executives in a cooperative but challenging and independent manner.
- A team player with a hands-on approach to work.
- Ability to manage ambiguity, uncertainty and to work in a dynamic environment.
-
Financial Planning Consultant
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are seeking to employ two experienced Financial Advisers with annual salaries starting at £50,000.Key responsibilities include maximising client wealth and providing expert financial guidance.Deliver high-quality advice to clients.Maintain strong relationships with clients.The ideal candidate will be an experienced Financial Adviser with a strong...
-
Senior Financial Planning Professional
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...
-
Hays Financial Group
6 months ago
London, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Hays Financial Group are currently seeking Mortgage & Protection Advisers to join their team on an employed or self-employed basis. The company provides a range of services including Mortgage Planning, Investment & Pension Planning, Protection Advice and Insurance to numerous clients. The company...
-
Financial Planning Manager
1 week ago
London, Greater London, United Kingdom Financial Times Full timeJob SummaryWe are seeking a Financial Planning Manager to lead day-to-day financial management, producing insightful financial reporting, analysis, planning, and forecasting for two departments: the Consumer Revenue Group (CRG) and Strategic Partnerships.This is a great opportunity for a finance professional to drive business success in a world-renowned...
-
Financial Planner Opportunity
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeOpportunity OverviewWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible...
-
Financial Adviser
7 days ago
London, United Kingdom Quilter Financial Planning Full time*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN 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
6 months ago
London, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
-
Financial Advisor
6 months ago
London, UK, UK, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
-
Financial Advisor
6 months ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
-
Financial Advisor
6 months ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
-
Financial Advisor
4 weeks ago
Greater London, United Kingdom Quilter Financial Planning Full timeJob Description Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented...
-
Senior Financial Specialist
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe have a fantastic employed opportunity available for a driven and ambitious Financial Adviser. The role offers a basic salary of £60,000, with the potential for much more with the right candidate.About the OpportunityThe perfect opportunity for a Financial Adviser looking to grow and succeed in a dynamic and rewarding environment.Your Key...
-
Mortgage and Protection Consultant
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeHays Financial Group, a leading business in the financial services industry, is seeking experienced Mortgage & Protection Advisers to join their team. As a highly successful company with over 35 years of trading experience, they provide a range of services including mortgage planning, investment, and pension planning.The ideal candidate will have a CeMAP...
-
Financial Planning Specialist
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeThe Role of a Paraplanner at Financial DivisionsWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, a boutique independent practice based in the London area.The successful candidate will be responsible for providing 100% support to our Financial Adviser and her longstanding clients, working autonomously and...
-
Group Financial Planning
16 hours ago
London, United Kingdom IWG Full timeGroup Financial Planning & Analysis DirectorJob PurposeLeading the financial planning and analysis function across International Workplace Group (IWG), ensuring robust financial forecasting and strategic insights aligned with US GAAP reporting standards. This role will be critical in guiding the company's financial strategy and supporting executive...
-
Senior Financial Planning Specialist
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob OverviewA Senior Financial Planning Specialist is required to assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning for high net worth clients.The ideal candidate will have a minimum of 2 years' full paraplanning experience and be Diploma Qualified.
-
Financial Planning Specialist
1 month ago
London, Greater London, United Kingdom Brevere Group Full timeWe are seeking a highly skilled Financial Planning Specialist to join our expanding Financial Planning team at Brevere Group.The successful candidate will have in-depth knowledge and understanding of the Financial Planning process, allied to broad technical knowledge covering pensions and investments.Key responsibilities include managing new business...
-
Group Financial Controller
2 weeks ago
London, Greater London, United Kingdom Fed Group Full timeAs a member of the finance team at Fed Group, the Group Financial Controller will play a critical role in shaping the future of education on a global scale. With a strong commitment to educational excellence, the company partners with world-renowned institutions to provide transformative learning experiences for students.The key responsibilities of the Group...
-
Successful Adviser Role
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob DescriptionWe are seeking a skilled Financial Advisor to join our team at Quilter Financial Planning. In this role, you will be responsible for working with clients to understand their financial goals and developing tailored financial plans to help them achieve those goals.You will also be responsible for generating new business and building introducer...
-
Financial Planning and Analysis Manager
3 weeks ago
London, Greater London, United Kingdom Crédit Agricole Group Full timeJob Description:We are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Crédit Agricole Group. In this role, you will be responsible for producing monthly dashboards, liaising with teams, and extracting revenue data from various tools.Key Responsibilities:Dashboard Production: Create monthly dashboards for GMD London,...