Current jobs related to Financial Planning Expert - Cambridge, Cambridgeshire - Quilter Financial Planning

  • Financial Planning Expert

    1 week ago

    Cambridge, Cambridgeshire, United Kingdom Robinson College Full time

    Job DescriptionA fantastic opportunity has arisen for a proactive and detail-oriented Financial Planning Expert to join our Finance team at Robinson College.Key Responsibilities:Prepare and present financial reports to senior management.Develop and implement financial planning and analysis processes.Provide financial guidance and support to the...

  • Financial Planning Specialist

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Progeny Full time

    Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Progeny. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their long-term financial goals.Key Responsibilities:Develop and implement comprehensive financial...

  • Financial Planning Specialist

    1 week ago

    Cambridge, Cambridgeshire, United Kingdom Progeny Full time

    Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Progeny. As a Financial Planning Specialist, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Develop and implement comprehensive...

  • Financial Planning Specialist

    2 months ago

    Cambridge, Cambridgeshire, United Kingdom Progeny Full time

    Job Description**About the Role**We are seeking an experienced Financial Planning Specialist to join our team at Progeny. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Meet with clients to understand their...

  • Financial Planning Specialist

    2 months ago

    Cambridge, Cambridgeshire, United Kingdom Progeny Full time

    Job Description**About the Role**We are seeking an experienced Financial Planning Specialist to join our team at Progeny. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Meet with clients to understand their...

  • Financial Planning Specialist

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning Support RoleThe successful candidate will provide expert financial planning support to our Private Client Advisors, assisting them in delivering high-quality financial planning services to new and existing clients.Key Responsibilities:Develop and maintain comprehensive lifetime cashflow models tailored to each client's unique...

  • Financial Planning Specialist

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning Support RoleThe successful candidate will provide expert financial planning support to our Private Client Advisors, assisting them in delivering high-quality financial planning services to new and existing clients.Key Responsibilities:Develop and maintain comprehensive lifetime cashflow models tailored to each client's unique...

  • Financial Planning Specialist

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning Support RoleThe successful candidate will provide expert financial planning support to our Private Client Advisors, assisting them in delivering high-quality financial planning services to new and existing clients.Key Responsibilities:Develop and maintain comprehensive lifetime cashflow models for clients, taking into account their...

  • Financial Planning Specialist

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning Support for Private Client AdvisorsThe role will provide expert financial planning support to Private Client Advisors, assisting them in delivering comprehensive financial planning to new and existing clients.Key Responsibilities:Prepare and present lifetime cashflow models to clients, taking into account their individual circumstances,...

  • Financial Planning Specialist

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning Support RoleThe successful candidate will provide expert financial planning support to our Private Client Advisors, assisting them in delivering high-quality financial planning services to new and existing clients.Key Responsibilities:Develop and maintain comprehensive lifetime cashflow models for clients, taking into account their...

  • Financial Planning Director

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

    Join Our Team as a Financial Planning DirectorEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping individuals and businesses thrive. Our team is driven by a strong sense of personal and performance values, which guide our approach to delivering exceptional results for our clients.Key...

  • Financial Planning Director

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

    Join Our Team as a Financial Planning DirectorEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping individuals and businesses thrive. Our team is driven by a strong sense of personal and performance values, which guide our approach to delivering exceptional results for our clients.Key...

  • Financial Expert

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom The McLean Partnership Full time

    Oracle Fusion ERP EPM Expert - Financial and Management ReportsOur client, a leading UK research organisation, is undergoing a significant finance transformation programme enabled by the implementation of Oracle Fusion ERP and EPM.We are seeking an Oracle Fusion expert with extensive experience in scoping financial and management reports, acting in a...

  • Financial Expert

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom The McLean Partnership Full time

    Oracle Fusion ERP EPM Expert - Financial and Management ReportsOur client, a leading UK research organisation, is undergoing a significant finance transformation programme enabled by the implementation of Oracle Fusion ERP and EPM.We are seeking an Oracle Fusion expert with extensive experience in scoping financial and management reports, acting in a...

  • Head of Financial Planning and Analysis

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Jagex Limited Full time

    Lead Financial Planning and Analysis ExpertWe are seeking an experienced and skilled Financial Planning and Analysis professional to join our team at Jagex Limited. As a key member of our leadership team, you will play a pivotal role in driving financial insights and supporting our ambitious growth plans.Key Responsibilities:Collaborate closely with senior...

  • Head of Financial Planning and Analysis

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Jagex Limited Full time

    Lead Financial Planning and Analysis ExpertWe are seeking an experienced and skilled Financial Planning and Analysis professional to join our team at Jagex Limited. As a key member of our leadership team, you will play a pivotal role in driving financial insights and supporting our ambitious growth plans.Key Responsibilities:Collaborate closely with senior...

  • Financial Expert

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom The McLean Partnership Full time

    Oracle Fusion ERP EPM Expert - Financial and Management ReportsOur client, a leading UK research organisation, is undergoing a significant finance transformation programme enabled by the implementation of Oracle Fusion ERP and EPM.We are seeking an Oracle Fusion expert with extensive experience in scoping financial and management reports, acting in a...

  • Financial Expert

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom The McLean Partnership Full time

    Oracle Fusion ERP EPM Expert - Financial and Management ReportsOur client, a leading UK research organisation, is undergoing a significant finance transformation programme enabled by the implementation of Oracle Fusion ERP and EPM.We are seeking an Oracle Fusion expert with extensive experience in scoping financial and management reports, acting in a...

  • Urban Planning Expert

    1 week ago

    Cambridge, Cambridgeshire, United Kingdom Zodiac Recruitment Full time

    pbUrban Planning Expert/b/ppbCambridge/b/ppb£35k-£45k/b/ppZodiac Recruitment is seeking an ambitious and motivated bUrban Planning Expert/b to contribute to diverse projects in bCambridge/b. The ideal candidate will have a strong background in planning and be eager to provide planning advice and support to clients and colleagues./ppbKey...

  • Financial Planning Associate

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom MM WEALTH LTD Full time

    Job Title: Financial Planning AssociateMM Wealth LTD is seeking a highly skilled Financial Planning Associate to join our team. As a key member of our financial planning team, you will be responsible for providing exceptional client service and supporting our Chartered Financial Planners in delivering holistic financial planning solutions.Main...

Financial Planning Expert

2 months ago

Cambridge, Cambridgeshire, 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 work closely with investment professionals to develop and maintain strong client relationships.

**Key Responsibilities**

  • Analyzing complex financial data to provide informed advice
  • Collaborating with colleagues to build strong team dynamics
  • Developing and maintaining proficiency in financial planning and advice
  • Adapting to changing market conditions and client needs
  • Maintaining client confidentiality and adhering to industry standards
  • Effective communication and record-keeping skills
  • Relevant qualifications, such as a Diploma in Financial Advice
  • Industry sales experience and a strong understanding of the investment business
  • Excellent interpersonal and communication skills

**Requirements**

  • Diploma in Financial Advice
  • Industry sales experience
  • Excellent interpersonal and communication skills

**What We Offer**

A competitive salary negotiable based on experience, providing a rewarding career opportunity for a skilled Financial Adviser.