Financial Planning Manager
4 days ago
We are seeking a highly skilled Balance Sheet Forecasting Manager to join our team at NatWest.
Key Responsibilities- Assist in the development of the bank's Funding & Liquidity plan under base and stress scenarios, including proposing bank-level funding & liquidity plans and actions.
- Deliver the funding & liquidity plans, including the 9+3 budget cycle, ICAAP, Bank of England's annual stress test, EBA stress tests, and ad-hoc scenarios.
- Plan for forecasts and recommended actions for both internal and external use.
- Obtain, review, and challenge business franchise and function inputs to the Funding & Liquidity forecasting process.
- Ensure compliance with funding & liquidity risk appetites and supporting measures over the planning horizon, and recommend remedial actions as appropriate.
- Integrate the Group funding, liquidity, and Holding Company plans, with consideration to Capital & Treasury P&L implications.
- Collaborate with subject matter experts to deliver enhanced forecasting capabilities.
- A good understanding of accounting, especially in the financial services sector.
- An understanding of Funding & Liquidity is desirable but not essential.
- An accountancy, banking, or treasury qualification.
- Strong stakeholder management skills.
- Good planning and organizational skills.
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Financial Planning Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeJob DescriptionQuilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a varied range of clients.Key Responsibilities:Provide comprehensive financial planning and advice to clients, taking into account their individual needs and goals.Support investment professionals in...
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Financial Planning Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeJob DescriptionQuilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a varied range of clients.Key Responsibilities:Provide comprehensive financial planning and advice to clients, taking into account their individual needs and goals.Support investment professionals in...
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Financial Planning Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time**About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and delivering holistic financial solutions.**Key Responsibilities**Analyzing...
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Financial Planning Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time**About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and delivering holistic financial solutions.**Key Responsibilities**Analyzing...
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Financial Planning Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time**About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering holistic financial advice.**Key...
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Financial Planning Expert
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time**About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...
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Financial Planning Expert
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time**About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...
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Financial Planning Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeJob OpportunityWe are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning and provide comprehensive financial guidance to a diverse range of clients. As a key member of our team, you will work closely with investment professionals to develop and maintain strong client relationships.Key ResponsibilitiesAnalyzing complex...
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Financial Planning Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full timeJob OpportunityWe are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning and provide comprehensive financial guidance to a diverse range of clients. As a key member of our team, you will work closely with investment professionals to develop and maintain strong client relationships.Key ResponsibilitiesAnalyzing complex...
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Wealth Management Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time**About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...
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Wealth Management Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time**About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...
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Financial Planning Manager
2 weeks ago
Edinburgh, Edinburgh, United Kingdom NatWest Group Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Manager to join our team at NatWest Group. As a key member of our Finance function, you will play a critical role in supporting the bank's annual budget process and various internal and regulatory stress tests.As a Consolidation Specialist, you will be responsible for producing the monthly...
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Financial Planning Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom NatWest Group Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Manager to join our team at NatWest Group. As a key member of our Finance function, you will play a critical role in supporting the bank's annual budget process and various internal and regulatory stress tests.As a Consolidation Specialist, you will be responsible for producing the monthly...
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Financial Planning Manager
2 weeks ago
Edinburgh, Edinburgh, United Kingdom NatWest Group Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Manager to join our team at NatWest Group. As a key member of our Finance function, you will play a critical role in supporting the bank's annual budget process and various internal and regulatory stress tests.As a Consolidation Specialist, you will be responsible for producing the monthly...
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Financial Planning Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full time**About the Role**Eden Scott is seeking a highly skilled and experienced Paraplanner Manager to join their team in either their Edinburgh or Dundee office. As a key member of the financial planning team, you will provide essential support to financial advisers through technical research and report writing, as well as attending meetings as required.**Key...
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Financial Planning Manager
5 days ago
Edinburgh, Edinburgh, United Kingdom Tesco Bank Full timeAbout the RoleWe are seeking a highly skilled Planning and Reporting Manager to join our Insurance and Money Services team at Tesco Bank. As a key member of our team, you will be responsible for delivering high-quality financial planning and reporting to support business decision-making.Key ResponsibilitiesDevelop and maintain comprehensive financial plans...
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Financial Planning Manager
5 days ago
Edinburgh, Edinburgh, United Kingdom Tesco Bank Full timeAbout the RoleWe are seeking a highly skilled Planning and Reporting Manager to join our Insurance and Money Services team at Tesco Bank. As a key member of our team, you will be responsible for delivering high-quality financial planning and reporting to support business decision-making.Key ResponsibilitiesDevelop and maintain comprehensive financial plans...
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Financial Planning Manager
1 week ago
Edinburgh, Edinburgh, United Kingdom Tesco Bank Full timeAbout the RoleWe are seeking a highly skilled Planning and Reporting Manager to join our Insurance and Money Services team at Tesco Bank. As a key member of our team, you will be responsible for delivering high-quality financial planning and reporting to support executive decision-making.Key ResponsibilitiesDevelop and maintain IMS-wide financial planning...
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Financial Planning Manager
1 week ago
Edinburgh, Edinburgh, United Kingdom Tesco Bank Full timeAbout the RoleWe are seeking a highly skilled Planning and Reporting Manager to join our Insurance and Money Services team at Tesco Bank. As a key member of our team, you will be responsible for delivering high-quality financial planning and reporting to support executive decision-making.Key ResponsibilitiesDevelop and maintain IMS-wide financial planning...
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Financial Planning Manager
1 week ago
Edinburgh, Edinburgh, United Kingdom Tesco Bank Full timeAbout the RoleWe are seeking a highly skilled Planning and Reporting Manager to join our Insurance and Money Services team at Tesco Bank. As a key member of our team, you will be responsible for delivering high-quality financial planning and reporting to support executive decision-making.Key ResponsibilitiesDevelop and maintain IMS-wide financial planning...
