Financial Planning Specialist
4 weeks ago
Hays Senior Finance is delighted to be partnering exclusively with The University of Warwick (Warwick Business School) to recruit a Finance Business Partner to join their research division on a permanent basis.
Key Responsibilities- Financial Planning and Monitoring: Support the financial planning and monitoring of research activity, providing advice and guidance within the school.
- Financial Advice and Guidance: Act as an advisor on financial matters for relevant school budget holders, including attending meetings to discuss and influence performance, advising on applying financial regulations, training budget holders, and disseminating financial management best practice.
- Emergent Issues: Advise the Chief Finance Officer and Head of Finance of any major emergent issues with respect to Research.
- Financial Systems and Processes: Maintain and improve systems for recording and monitoring the financial activities of all research activities to enable revenue, overheads, and individual staff funding to be accurately forecast throughout the planning cycle.
- Financial Administration: Provide professional supervision of the financial administration role of Research Activity support staff, ensuring the correct procedures and processes are followed in relation both to individual bids and to the overall administration of the activity.
- University and School Working Groups: Engage with University and school working groups as required, including analysing information and data and providing briefings and recommendations.
- SAP Efficiency: Maximise the use of SAP to improve the efficiency and flow of information.
- Financial Processing: Check and authorise purchase orders, fee payment requests, and sales invoices and contribute to the management of other financial processing functions as required.
- Qualifications: Be an ACA, ACCA, or CIMA Qualified Accountant.
- Experience: Extensive financial management experience, including budgeting and monitoring complex activities.
- Skills: Strong management accounting/project accounting experience.
- Benefits: Up to 20% pension contribution and 30 days annual leave + bank holiday.
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Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000Job Title: Financial Planning SpecialistAt Financial Divisions, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Paraplanning team, you will play a crucial role in delivering exceptional client service and supporting our Financial Planners in providing tailored financial solutions.Key Responsibilities:*...
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Senior Financial Planning Specialist
5 hours 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.
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Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full timeYour new company is seeking a highly skilled Financial Planning Specialist to join their team in London. This is an exciting opportunity to work with a luxury media agency that supports development and internal mobility.Your new role as a Financial Planning Specialist will involve:Financial planning and analysisBudgeting and forecastingFinancial...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...
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Financial Planner
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...
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Financial Planner
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeFinancial Adviser OpportunityWe are seeking two experienced Financial Advisers to join our team at Quilter Financial Planning, with annual salaries starting at £50,000.As a Financial Adviser, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key responsibilities...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeFinancial Adviser OpportunityWe are seeking two experienced Financial Advisers to join our team at Quilter Financial Planning, with annual salaries starting at £50,000.As a Financial Adviser, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key responsibilities...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeEmployed Financial Adviser OpportunityWe are seeking a driven and ambitious Financial Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeEmployed Financial Adviser OpportunityWe are seeking a driven and ambitious Financial Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized...
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Financial Planner
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking for a more supportive role? Quilter Financial Planning is offering an exciting opportunity for a Financial Advisor to work on both an employed and self-employed basis.The Benefits:Professional lead generation through a robust processAttractive remuneration termsFull...
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Financial Planning Specialist
3 days 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...
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Financial Services Professional
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full time{"title": "Financial Advisor", "description": "Role OverviewWe are seeking a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will be responsible for working closely with our clients to provide expert financial guidance and advice.Key ResponsibilitiesEngage with clients on a personal level to understand...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full time{"title": "Financial Advisor", "description": "Role OverviewWe are seeking a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will be responsible for working closely with our clients to provide expert financial guidance and advice.Key ResponsibilitiesEngage with clients on a personal level to understand...
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Financial Planning Assistant
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £35,000 - £40,000Join Financial Divisions, a well-established and highly recognised IFA, as a Paraplanning Specialist. **Key Responsibilities:** * Produce illustrations and valuations * Prepare annual reviews * Liaise with clients and Advisers * Process fund switches and drawdowns * Write suitability reports across pensions, investments, IHT and estate planning **About...
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Senior Financial Consultant
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob Opportunity:Quilter Financial Planning is seeking a highly skilled Financial Advisor to join our team. As a leading financial services business, we offer a unique opportunity for experienced professionals to work on both an employed and self-employed basis.The Role:Develop and implement financial plans to meet clients' goals and objectives.Provide expert...