Strategic Financial Planning Professional
2 weeks ago
We are seeking a highly skilled Financial Planning and Wealth Management professional to join our team at Eden Resourcing. The ideal candidate will have a strong background in financial services and the ability to work closely with clients to develop personalized wealth management solutions.
The successful candidate will have a Chartered status and broad technical knowledge across all areas of Financial Planning. They will be an accomplished networker and business developer with excellent communication and interpersonal skills. The role will involve working with internal introducers to establish a presence in the local market and attracting new business to grow the wealth management operation.
The successful candidate will be provided with full technical, administrative, paraplanning, compliance and business development support to enable them to succeed in the role. They will have access to a broad range of clients and connections to enable them to build their portfolio.
Key Responsibilities:
- Develop and implement personalized wealth management solutions for clients
- Work closely with internal introducers to establish a presence in the local market
- Attract new business to grow the wealth management operation
- Provide excellent communication and interpersonal skills to clients and colleagues
Requirements:
- Chartered status in Financial Planning
- Broad technical knowledge across all areas of Financial Planning
- Accomplished networker and business developer
- Excellent communication and interpersonal skills
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Strategic Financial Director
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom iM Med Ltd Full timeAt iM Med Ltd, we are seeking a highly skilled and experienced Strategic Financial Director to join our team based in Waterbeach, Cambridge.This full-time role is integral to our business success and will play a key part in our ongoing growth as a leading decontamination specialist.About the RoleAs a Strategic Financial Director, you will be responsible for...
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Cambridge, Cambridgeshire, United Kingdom Michael Page Full timeAn exciting opportunity has emerged for a seasoned Management Accountant to lead financial reporting, budgeting, and forecasting efforts in our Accounting & Finance department.Company OverviewWe are a well-established entity in the Leisure, Travel & Tourism industry, renowned for delivering exceptional service with over 1000 employees. We offer an engaging...
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Financial Planning Manager
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Cambridge, Cambridgeshire, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Cambridge, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...
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Financial Planning Director
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Jagex Limited Full timeLead Financial Planning Role\At Jagex Limited, we are seeking a highly skilled Financial Planning Director to join our team. This is an excellent opportunity to leverage your expertise in financial planning and analysis to drive business growth and profitability. As a key member of our leadership team, you will be responsible for developing and executing...
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Financial Planning Manager
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals, family trusts, charities, and businesses thrive.We provide an award-winning service to our clients by employing the best people. Our mission is to place the power of good advice into more...
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Financial Planning and Analysis Manager
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Stanton House Full timeAt Stanton House, we are seeking an experienced Financial Planning and Analysis Manager to join our commercial finance team. This role offers a unique opportunity to work with a market leader in the consumer goods industry, driving strategic decisions and ensuring accurate financial planning and analysis.Key ResponsibilitiesTo lead the development and...
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Strategic Financial Leadership Role
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Jagex Limited Full timeWe are seeking an experienced Head of Financial Planning to join our team at Jagex Limited, a leading international games company based in Cambridge. This is a pivotal role that will require collaboration with senior leadership and cross-functional teams to drive financial insights and support our ambitious growth plans.The ideal candidate will possess a...
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Strategic Financial Relationship Manager
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Scotiabank Full timeAbout ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families and their communities achieve success through a broad range of advice, products and services.We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining...
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Financial Planning Coordinator
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeEvelyn Partners is the UK's leading integrated wealth management and professional services group, boasting over 186 years of experience in helping generations of individuals and businesses thrive.We pride ourselves on providing an extensive range of financial and professional services to our clients, including individuals, family trusts, professional...
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Financial Planning Assistant
7 days ago
Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewWe are looking for a highly skilled and experienced Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. As an integral part of our financial services department, you will be responsible for providing high-level administrative support to our financial planners.About the RoleThis is an exciting opportunity for a...
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Financial Planning Manager
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Select Appointments Full timeSelect Appointments seeks a highly skilled Financial Planning Manager to lead our grants and accounts teams. This exciting opportunity offers a competitive salary range of 34000-44000 and a fixed-term contract of around 1 year.As a key member of our team, you will be responsible for providing high-level financial advice, ensuring that financial processes and...
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Strategic Planning Manager
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom tdm recruitment Full timeWe are seeking an ambitious Planning Manager to join our team. As a key driver in our business, you will have a central role in supervising and orchestrating planning and development initiatives throughout the Eastern regions.Key responsibilities include guiding a team of planners, engaging with local authorities, formulating and presenting planning...
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Financial Planning Specialist
2 months ago
Cambridge, Cambridgeshire, United Kingdom Cooper Lomaz Recruitment Ltd Full timeCooper Lomaz Recruitment Ltd is seeking an experienced Financial Planner or Financial Adviser to join their team at a Chartered Financial Planning institute. The ideal candidate will have achieved Chartered status, but this is not essential. Previous experience working as a Paraplanner, Financial Adviser, or Financial Planner is required.The successful...
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Strategic Financial Partnership Manager
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom The One Group Full timeThe One Group is seeking a highly skilled Finance Business Partner to join their team in Cambridge. This exciting opportunity will see you work closely with the central Finance function, driving business growth and development.Key Responsibilities:Lead monthly, quarterly, and yearly management accounts to ensure accurate financial reporting and analysisPost...
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Senior Financial Planning Assistant
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionThe role of Senior Financial Planning Assistant at Artemis Recruitment Consultants Ltd is to provide high-level support to Financial Planners in research and analysis to meet client needs and objectives. The successful candidate will be responsible for preparing quality financial planning reports, suitability reports/letters, and client...
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Senior Financial Strategist
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Jagex Limited Full timeStrategic Financial Insights\Jagex Limited is a thriving international games company seeking a Senior Financial Strategist to drive financial insights and support our ambitious growth plans. In this pivotal role, you will collaborate with senior leadership and cross-functional teams to develop and execute financial strategies that enhance our...
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Strategic Finance Leader
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Select Appointments Full timeAs a Strategic Finance Leader at Select Appointments, you will play a pivotal role in driving the financial health of our prestigious clients. With a competitive salary range of 34000-44000 and a fixed-term contract of around 1 year, this opportunity is ideal for finance professionals seeking to leverage their expertise and passion.In this critical position,...
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Senior Financial Planning Consultant
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeFinancial Planning Expertise in East AngliaEvelyn Partners, a leading integrated wealth management and professional services group, is seeking an experienced Senior Financial Planning Consultant to join their team in East Anglia.This role offers the opportunity to deliver high-quality financial planning advice to clients across the region, building strong...
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Senior Financial Planning and Analysis Manager
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Revvity Full timeOverview:As a Senior Financial Planning and Analysis Manager at Revvity, you will play a pivotal role in shaping the company's financial strategy. Reporting directly to the Finance Leader for Tech & Licensing, you will oversee various aspects of Horizon's consolidated planning and management reporting processes.Key Responsibilities:Develop and manage...
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Financial Planning Specialist
1 month ago
Cambridge, Cambridgeshire, United Kingdom Progeny Full timeAbout the RoleWe are seeking an experienced Financial Planner to join our evolving team at Progeny. As part of our ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and take over established client relationships with HNW and VHNW clients.The ideal candidate will have a strong background in...