Financial Planning Expert
2 days ago
At PRIMA Partners, we are seeking an exceptional Financial Planning Expert to join our team. This is a permanent position based in London, UK.
Key Responsibilities:- Implement and optimize EPM solutions for clients, ensuring seamless integration with existing systems.
- Gather requirements from clients, configure EPM systems, and provide comprehensive training to ensure successful adoption.
- Regularly travel to client sites for onsite engagements, fostering strong relationships and delivering high-quality results.
- Possess strong expertise in EPM tools such as Oracle Hyperion, SAP BPC, or Anaplan, with a proven track record of delivering successful projects.
- Demonstrate excellent analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.
- Exhibit exceptional communication and interpersonal abilities, with the capacity to work effectively with cross-functional teams and stakeholders.
- Bachelor's degree in finance, accounting, or a related field is preferred, although relevant certifications can be beneficial.
- A competitive salary of £80,000 - £100,000 per annum, commensurate with experience.
- A comprehensive benefits package, including health insurance, pension scheme, and generous holiday allowance.
- Opportunities for professional growth and development, with access to cutting-edge training and mentorship programs.
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Financial Planning Consultant
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are seeking to employ two experienced Financial Advisers with annual salaries starting at £50,000.Key responsibilities include maximising client wealth and providing expert financial guidance.Deliver high-quality advice to clients.Maintain strong relationships with clients.The ideal candidate will be an experienced Financial Adviser with a strong...
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Financial Planning Expert
4 days ago
London, Greater London, United Kingdom Financial Divisions Full time**About the Opportunity**We are seeking a highly skilled Financial Planning Expert to join our team at Financial Divisions in London.This role offers an exceptional opportunity for a Senior Paraplanner who enjoys technical aspects of financial planning to take on a leadership position and contribute their expertise across the business.The ideal candidate...
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Financial Planning Professional
4 days ago
London, Greater London, United Kingdom Financial Planning Firm Full timeWe are working with a leading Financial Planning Firm to find an experienced Paraplanner for a new role in London.Job OverviewThis is an exciting opportunity for a skilled Paraplanner to join our team and work closely with Senior Financial Advisers. You will be responsible for supporting clients through various stages of financial planning, including...
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Financial Planning Specialist
2 days 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 advisors to work on both employed and self-employed basis.Our strong network of advisors spans across the UK, providing office and field-based roles for those looking to...
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Senior Financial Planning Professional
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...
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Senior Financial Planning Expert
5 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob DescriptionA Senior Financial Planning Expert is required to join a highly respected London-based business, providing exceptional opportunities for career development in a well-balanced working environment.The successful candidate will enjoy a top salary of £65k, accompanied by an excellent benefits package. The role offers a unique blend of technical...
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Financial Planning and Analysis Expert
2 days ago
London, Greater London, United Kingdom Trace - Expert Accountancy Recruitment Full timeAbout the Role: Our client is a leading Investment Bank looking for a highly skilled Financial Planning and Analysis Expert to join their team. As a key member of the Finance function, you will be responsible for developing and maintaining financial models, analysing complex financial data, and providing actionable insights to support business...
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Senior Financial Specialist
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe have a fantastic employed opportunity available for a driven and ambitious Financial Adviser. The role offers a basic salary of £60,000, with the potential for much more with the right candidate.About the OpportunityThe perfect opportunity for a Financial Adviser looking to grow and succeed in a dynamic and rewarding environment.Your Key...
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Bridging to Financial Expertise
2 days ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the JobWe are seeking a motivated and ambitious individual to join our team as a financial adviser. In this role, you will be responsible for building strong relationships with clients, understanding their financial needs, and providing expert advice to help them achieve their goals.As a financial adviser, you will need to possess excellent...
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Financial Planning Expert
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeSenior Paraplanner Role OverviewWe are seeking an exceptional Senior Paraplanner to join our highly respected Financial Planning team in London. As the technical expert, you will impart your knowledge across the business and create advice plans for new clients.This is a unique opportunity for a Senior Diploma Qualified Paraplanner with Chartered Status and...
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Mortgage Expert
4 days ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeMortgage & Protection Adviser JobQuilter Financial Planning are seeking a highly skilled Mortgage & Protection Adviser to join their team on a self-employed basis.The company values flexible working, providing staff with the option to work from home. This role involves delivering mortgage and protection advice to clients across the UK, requiring strong...
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Financial Planning Expert
5 days ago
London, Greater London, United Kingdom MICHAEL PAGE Full timeWe are seeking a highly skilled Financial Planning Expert to join our team at Michael Page. The successful candidate will have the ability to work closely with Directors and Department Heads, providing expert advice on financial planning and management.The role of the Financial Planning Expert will be to manage and prepare financial reports, including...
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Financial Planner Opportunity
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeOpportunity OverviewWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible...
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Financial Planning Strategist
4 weeks ago
London, Greater London, United Kingdom Trace - Expert Accountancy Recruitment Full timeJob OpportunityTrace - Expert Accountancy Recruitment is seeking a highly skilled Financial Planning Strategist to join our client, a leading arts organisation based in London.We are offering a salary of £40,000 per annum for this exciting role.Key ResponsibilitiesDevelop and manage the annual budget, analysing financial performance and recommending...
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Financial Planning Expert
2 days ago
London, Greater London, United Kingdom Gresham Hunt Full timeJob Title: Financial Planning ExpertWe are seeking a highly skilled Financial Planning Expert to join Gresham Hunt, a leading Global Insurance business.The successful candidate will be responsible for all capital planning, scenario analysis and presentation of management information to stakeholders.This is a hybrid role based out of our EC3 office in London,...
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Financial Planner
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAre you a detail-oriented individual with excellent communication skills? We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning.Job Description:We provide high-quality advice services to support our clients in achieving their financial goals. As a Financial Advisor, you will be responsible for working closely with our...
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Financial Planning Expert
2 days ago
London, Greater London, United Kingdom PANDORA Full timeJob Title: Financial Planning ExpertThe position of Financial Planning Expert at Pandora is a pivotal role in transforming the financial reporting and planning processes across the business. This expert will drive efficiencies, leverage new capabilities, and spearhead the financial reporting transformation initiative in collaboration with the business.Key...
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Financial Planning Expert
2 days ago
London, Greater London, United Kingdom Kroll Full timeLead Financial Planning Expert">We are looking for a Lead Financial Planning Expert to lead our Asset Management division. This role requires a seasoned professional with expertise in financial planning and valuation.The ideal candidate will have a strong background in finance, accounting, or economics, and at least 4-6 years of experience in constructing...
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Financial Planning Expert
4 days ago
London, Greater London, United Kingdom Quilter plc Full timeRole OverviewThe role of a Financial Planning Expert at Quilter plc is to help the team establish, maintain, and improve a competitive Financial Planning proposition. This will include a wide range of tasks and requires a strong working knowledge of financial planning and wealth management.This is an exciting opportunity to work closely with our panel...
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Financial Planning Expert
4 weeks ago
London, Greater London, United Kingdom Service Care Solutions Ltd Full timeWe are seeking a skilled Financial Planning Expert to join our team at Service Care Solutions Ltd in Oxfordshire. This is an exciting opportunity for a dedicated and detail-oriented individual with strong financial planning background, excellent analytical skills, and client-centered approach.Key Responsibilities:Conduct comprehensive financial analysis and...