Senior Financial Planner

2 months ago


London, Greater London, United Kingdom Notting Hill Genesis Full time
About the Role

We are seeking a highly skilled and experienced Senior Financial Planner to join our team at Notting Hill Genesis. As a key member of our Finance team, you will play a pivotal role in shaping the strategic direction of our financial future.

Key Responsibilities
  • Develop and refine medium and long-term financial plans, aligning them with our strategic business plan and adapting to evolving business needs.
  • Lead the development of comprehensive financial models, incorporating changing economic conditions, business strategies, and market trends.
  • Provide insightful analysis to the senior leadership team, contributing to well-informed, commercial decision-making.
  • Collaborate across departments to ensure that long-term financial plans are integrated with operational and strategic objectives.
  • Analyse and stress-test the long-term financial impact of various scenarios and mitigation plans through advanced financial modelling techniques.
  • Engage in detailed analysis of potential risks and opportunities associated with long-term financial strategies and operational projects.
  • Maintain accurate data, managing large complex data sets on Excel and in-house systems.
  • Deliver continuous performance improvements across the function.
  • Manage and mentor the finance analyst, fostering a culture of continuous learning and professional development.
Requirements
  • Hold a CCAB-recognised accounting qualification with supporting continued professional development.
  • Proven track record within financial planning, including working with financial planning systems.
  • Strong communication and interpersonal skills for diverse audience engagement, including collaborative working.
  • Strategic thinking ability, and capable of analysing complex data to develop solutions and make well-reasoned decisions.
  • Experience influencing operational activities at both tactical and strategic levels.
  • Proficiency in Excel, with knowledge of MS Dynamics and Power BI preferred.
  • Ability to manage, appraise, and develop staff to ensure they are fully motivated to achieve best performance.
  • Experience in working with multiple business units to centralise planning activities.
  • Uphold ethical principles, including integrity, objectivity, professional competence, confidentiality, and professional behaviour, and be a role model of our values.
What We Offer
  • Excellent annual leave allowance and flexible working opportunities.
  • Generous pension scheme.
  • Enhanced maternity, paternity, and adoption pay in addition to statutory entitlements.
  • Employee assistance - free confidential advice and counselling services provided by independent specialist organisations.
  • Health cash plan.
  • Staff discounts - we give our staff access to discounts at hundreds of major retailers, gyms, restaurants, entertainment, days out, insurance, and much more.
  • Interest-free loans - season ticket loan, tenancy deposit loan, and training loan.
  • Cycle to work scheme.
  • Life Assurance x 4 annual salary.
About Us

Notting Hill Genesis is a not-for-profit organisation providing affordable homes for Londoners. We are both a landlord and a developer, with more than 60,000 existing homes and 10,000 more in our pipeline. We employ around 1,500 staff. We welcome applications from everyone and actively monitor the diversity of our workforce, striving to show equal representation throughout all levels of the organisation.



  • London, Greater London, United Kingdom mbf. Full time

    {"h1": "Senior Financial Planner Opportunity", "p": "We are seeking a highly skilled Senior Financial Planner to join our team at mbf. in London. As a Senior Financial Planner, you will be responsible for managing a portfolio of clients, providing expert financial advice tailored to their individual needs and financial goals. Key Responsibilities: * Client...


  • London, Greater London, United Kingdom mbf. Full time

    {"h1": "Senior Financial Planner Opportunity", "p": "We are seeking a highly skilled Senior Financial Planner to join our team at mbf. in London. As a Senior Financial Planner, you will be responsible for managing a portfolio of clients, providing expert financial advice tailored to their individual needs and financial goals. Key Responsibilities: * Client...


  • London, Greater London, United Kingdom Financial Divisions Full time

    About the RoleWe are seeking an experienced Paraplanner to join our team in London. As a Paraplanner/Assistant Financial Planner, you will be responsible for preparing and writing high-quality reports, assisting with annual reviews, and accompanying Financial Planners to client meetings.Key ResponsibilitiesPrepare and write high-quality reports and assist...


  • London, Greater London, United Kingdom Financial Divisions Full time

    About the RoleWe are seeking an experienced Paraplanner to join our team in London. As a Paraplanner/Assistant Financial Planner, you will be responsible for preparing and writing high-quality reports, assisting with annual reviews, and accompanying Financial Planners to client meetings.Key ResponsibilitiesPrepare and write high-quality reports and assist...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an excellent opportunity to progress towards paraplanning with study support on offer.Key Responsibilities:Processing new business and maintaining complianceManaging ongoing client review...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an excellent opportunity to progress towards paraplanning with study support on offer.Key Responsibilities:Processing new business and maintaining complianceManaging ongoing client review...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Senior Paraplanner OpportunityFinancial Divisions is seeking an experienced Senior Paraplanner to join our team of Financial Planners. As a key member of our team, you will work closely with Senior Financial Planners to deliver high-quality financial plans to our clients.Key Responsibilities:Collaborate with Senior Financial Planners to support the delivery...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Senior Paraplanner OpportunityFinancial Divisions is seeking an experienced Senior Paraplanner to join our team of Financial Planners. As a key member of our team, you will work closely with Senior Financial Planners to deliver high-quality financial plans to our clients.Key Responsibilities:Collaborate with Senior Financial Planners to support the delivery...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Senior Paraplanner OpportunityFinancial Divisions is seeking an experienced Senior Paraplanner to join our team of Financial Planners. As a key member of our team, you will work closely with Senior Financial Planners to deliver high-quality financial plans to our clients.Key Responsibilities:Collaborate with Senior Financial Planners to support the delivery...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Senior Paraplanner OpportunityFinancial Divisions is seeking an experienced Senior Paraplanner to join our team of Financial Planners. As a key member of our team, you will work closely with Senior Financial Planners to deliver high-quality financial plans to our clients.Key Responsibilities:Collaborate with Senior Financial Planners to support the delivery...


  • London, Greater London, United Kingdom mbf. Full time

    Senior Financial Planner Opportunitymbf. is seeking a highly skilled Senior Financial Planner to join our team in London. As a key member of our Wealth Management division, you will be responsible for managing a portfolio of clients and providing expert financial advice tailored to their individual needs and financial goals.Key Responsibilities:Client...


  • London, Greater London, United Kingdom mbf. Full time

    Senior Financial Planner Opportunitymbf. is seeking a highly skilled Senior Financial Planner to join our team in London. As a key member of our Wealth Management division, you will be responsible for managing a portfolio of clients and providing expert financial advice tailored to their individual needs and financial goals.Key Responsibilities:Client...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job OpportunityFinancial Divisions, a leading Wealth Manager, is seeking a skilled Paraplanner/Assistant Financial Planner to strengthen their team in London. This role offers a chance to work with a prestigious company, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Preparing high-quality...


  • London, Greater London, United Kingdom mbf. Full time

    Senior Financial Planner Opportunitymbf. is seeking a highly skilled Senior Financial Planner to join our team in London. As a key member of our Wealth Management division, you will be responsible for managing a portfolio of clients and providing expert financial advice tailored to their individual needs and financial goals.Key Responsibilities:Client...


  • London, Greater London, United Kingdom mbf. Full time

    Senior Financial Planner Opportunitymbf. is seeking a highly skilled Senior Financial Planner to join our team in London. As a key member of our Wealth Management division, you will be responsible for managing a portfolio of clients and providing expert financial advice tailored to their individual needs and financial goals.Key Responsibilities:Client...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Senior Paraplanner OpportunityWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a key member of our financial planning team, you will work closely with our Senior Financial Planners to deliver high-quality financial plans to our clients.Key Responsibilities:Collaborate with Senior Financial...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Senior Paraplanner OpportunityWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a key member of our financial planning team, you will work closely with our Senior Financial Planners to deliver high-quality financial plans to our clients.Key Responsibilities:Collaborate with Senior Financial...

  • Financial Planner

    2 weeks ago


    London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    Financial Planner OpportunityWe are seeking a skilled Financial Planner to join our team at JJ SEARCH LIMITED. As a Financial Planner, you will work closely with a Senior Financial Planner to manage clients and build relationships.The ideal candidate will have a strong understanding of complex financial products, including EIS, VCT, and Pension input...

  • Financial Planner

    2 weeks ago


    London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    Financial Planner OpportunityWe are seeking a skilled Financial Planner to join our team at JJ SEARCH LIMITED. As a Financial Planner, you will work closely with a Senior Financial Planner to manage clients and build relationships.The ideal candidate will have a strong understanding of complex financial products, including EIS, VCT, and Pension input...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an exciting opportunity to work with a team of professionals in a vibrant and sociable environment.Key Responsibilities:Support the Financial Planning team with administrative tasks, including diary...