Financial Planning Assistant
1 day ago
We are looking for a highly skilled Paraplanner to join our team in Cambridge, providing administrative support to our Chartered Financial Planners. This role offers a unique blend of client-facing and technical work, making it an exciting opportunity for a career-driven professional.
Key Responsibilities- Collaborate with Chartered Financial Planners to develop comprehensive financial plans and strategies.
- Assist with client interactions, collecting and collating information in accordance with firm policies.
- Conduct research, including calculations on various financial topics.
- Develop and maintain accurate records and reports.
- Experience with CURO back-office system.
- CII Level 4 or equivalent qualification.
- Excellent communication and interpersonal skills.
- Ability to work under pressure and meet deadlines.
Estimated Salary: £50,000 - £60,000 per annum.
This role offers a competitive salary, opportunities for professional growth, and the chance to work in a dynamic office environment with a talented team of professionals.
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Financial Planning Assistant
2 weeks 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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Senior Financial Planning Assistant
4 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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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...
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Financial Planning Director
3 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 Specialist
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an experienced Financial Planning Specialist to join their team. This role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients.Salary: £60,000 - £80,000 per annum.In this role, you will prepare lifetime cashflow models...
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Financial Planning Specialist
2 days ago
Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full time**Job Title:** Financial Planning Specialist**Salary:** £60,000 - £80,000 per annumWe are seeking an experienced Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. This is a fantastic opportunity for a skilled professional to take their career to the next level.The successful candidate will be responsible for providing...
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Financial Planning Specialist
3 days ago
Cambridge, Cambridgeshire, United Kingdom Austin Fraser Full timeAustin Fraser is seeking a skilled Financial Planning Administrator to join our team in Cambridge. The successful candidate will be responsible for providing independent financial planning advice to clients.About the RoleWe are looking for an experienced professional with minimum 5 years of experience in financial services, who can work effectively in a...
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Financial Planning Consultant
3 days ago
Cambridge, Cambridgeshire, United Kingdom CV Library Full timeEstablished in the UK, our client is one of the fastest growing Financial Planning businesses.This advisory role offers a unique opportunity to join a leading Financial Planning/Wealth Management business in Cambridge, covering 42+ hubs and expanding further.The successful candidate will inherit circa clients/households, requiring expert advice on pension &...
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Financial Planning Expert
6 days ago
Cambridge, Cambridgeshire, United Kingdom MorePeople Full timeMorePeople seeks a Financial Planning Expert to drive consistency, standardization, and innovation across all business pillars. As a key member of our team, you will lead the use of major reporting systems, troubleshoot issues, and develop insightful reports to monitor key metrics.Salary: $40,000 - $50,000 per yearKey Responsibilities:Develop and implement...
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Financial Planning Director
3 days ago
Cambridge, Cambridgeshire, United Kingdom Robert Walters Full timeJob TitleWe are seeking a Financial Planning Director to join our team at Robert Walters. In this pivotal role, you will collaborate with senior leadership and cross-functional teams to drive financial insights and support ambitious growth plans. Our estimated salary for this position is £120,000 - £150,000 per annum, depending on experience.The ideal...
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Financial Planning Manager
2 months ago
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 Manager
4 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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Financial Planning Manager
6 days ago
Cambridge, Cambridgeshire, United Kingdom Cambridge University Press Full timeJob DescriptionWe are seeking an experienced Financial Planning Manager to join our Education team. As a key member of the finance department, you will play a crucial role in driving financial planning and analysis across the organization.Key Responsibilities:Develop and implement financial plans and forecasts to inform business decisionsProvide analytical...
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Financial Controller Assistant
3 days ago
Cambridge, Cambridgeshire, United Kingdom Teaching vacancies Full timeJob Title: Financial Controller AssistantSalary: £62,202 - £66,919 per annumJob Summary:We are seeking an experienced Financial Controller Assistant to join our team. The successful candidate will assist the Financial Controller in managing the finance functions and provide support in financial planning and analysis.Responsibilities:Assist in the...
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Financial Planning Strategist
3 days ago
Cambridge, Cambridgeshire, United Kingdom The One Group Full timeThis is a highly sought-after opportunity for an ambitious and experienced financial professional to take ownership of the finance function at The One Group in Cambridge.We are looking for a talented Financial Controller who will be responsible for leading the 5-year financial planning strategy, overseeing the statutory accounts, financial reporting,...
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Senior Financial Planning Manager
5 days ago
Cambridge, Cambridgeshire, United Kingdom Tbwa ChiatDay Inc Full timeTbwa Chiat/Day Inc seeks a seasoned Finance Director to lead our financial planning and analysis efforts. This role will focus on providing strategic and operational support to the VP of Finance, developing and managing annual budgets, and ensuring accurate and reliable financial controls.Key Responsibilities:Develop and manage comprehensive financial plans,...
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Financial Planning and Analysis Expert
3 days ago
Cambridge, Cambridgeshire, United Kingdom Danaher - Global Full timeAbcam, a global leader in the scientific community, seeks an experienced Financial Planning and Analysis (FP&A) expert to support its Commercial and Digital function.The successful candidate will be responsible for driving revenue budgeting and forecasting processes, owning detailed modelling, and ensuring accuracy and alignment with business goals.This role...
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Corporate Financial Planning Specialist
22 hours ago
Cambridge, Cambridgeshire, United Kingdom BWX Technologies, Inc. Full timeEstimated Salary: $140,000 - $170,000 per annumThe Corporate Financial Planning Specialist role at BWX Technologies, Inc. offers a unique opportunity to leverage your financial expertise and contribute to the success of our company. In this position, you will play a critical role in planning and managing the financial aspects of our business operations.About...
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Senior Financial Planning Director
3 days ago
Cambridge, Cambridgeshire, United Kingdom Robert Walters Careers Full time**Job Description:**We are looking for a talented Senior Financial Planning Director to lead our financial planning and analysis function at Robert Walters Careers.In this role, you will be responsible for developing and executing financial strategies that align with the company's overall goals and objectives.Develop and maintain complex financial models to...
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Chartered Financial Planning Support
6 days ago
Cambridge, Cambridgeshire, United Kingdom Austin Fraser Full timeSupporting Role: We are currently seeking a talented individual to fill the role of a Chartered Financial Planning Support specialist. In this position, you will work closely with our Financial Planners to develop and implement comprehensive financial plans tailored to meet client needs. To succeed in this role, you must possess excellent planning and...