Financial Planning and Analysis Manager
2 days ago
FD Limited is a pioneering company in the field of innovative technologies, with a strong reputation for innovation and a commitment to growth through acquisition. We are seeking an experienced Financial Planning and Analysis Manager to join our team and support our CFO in driving business performance.
Key Responsibilities:- Provide commercial analysis and insight to the leadership team to inform business decisions and drive growth.
- Build and lead a best-in-class FP&A function, implementing BI visualization tools and driving adoption across the organization.
- Support new acquisitions and onboarding, providing commercial and financial analysis to ensure successful integration.
- Work on key global projects, leveraging big data sets and BI tools to drive business outcomes.
- Collaborate with the senior management team to drive business performance and growth.
- Qualified Accountant (ACA/ACCA/ACMA or equivalent) or MBA.
- Strong commercial awareness and experience in a commercial finance role, with a strategic outlook.
- Ability to work with non-finance stakeholders and build strong relationships with the senior management team.
- Proficient in Excel and BI visualization tools (Power BI/Tableau).
- Excellent communication skills and ability to influence at all levels of management.
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Financial Planning Advisor
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full time**Essential Requirements**Applicants must hold a Level 4 Diploma in Financial Advice to be considered for this role.As a Financial Adviser at Quilter Financial Planning, you will provide fully holistic financial advice to a diverse range of clients and support investment professionals in cultivating client relationships.**Key Skills and...
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Financial Planning Advisor
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full time**Essential Requirements**Applicants must hold a Level 4 Diploma in Financial Advice to be considered for this role.As a Financial Adviser at Quilter Financial Planning, you will provide fully holistic financial advice to a diverse range of clients and support investment professionals in cultivating client relationships.**Key Skills and...
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Financial Planning Specialist
1 week ago
Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is seeking an experienced Financial Adviser to provide comprehensive financial guidance to a diverse range of clients. The ideal candidate will possess a strong understanding of the investment business, excellent interpersonal skills, and a Diploma in Financial Advice. Key responsibilities include analyzing complex financial data,...
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Financial Planning Specialist
1 week ago
Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is seeking an experienced Financial Adviser to provide comprehensive financial guidance to a diverse range of clients. The ideal candidate will possess a strong understanding of the investment business, excellent interpersonal skills, and a Diploma in Financial Advice. Key responsibilities include analyzing complex financial data,...
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Financial Planning Expert
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full time**About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will work closely with investment professionals to develop and maintain strong client relationships.**Key Responsibilities**Analyzing...
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Financial Planning Expert
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full time**About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. As a key member of the company, you will work closely with investment professionals to develop and maintain strong client relationships.**Key Responsibilities**Analyzing...
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Financial Planning Specialist
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is seeking an experienced Financial Adviser to provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships, while also analyzing complex financial data and building strong team dynamics. Key skills include understanding...
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Financial Planning Specialist
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is seeking an experienced Financial Adviser to provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships, while also analyzing complex financial data and building strong team dynamics. Key skills include understanding...
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Financial Planning Specialist
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full time**About the Role**We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning and provide fully holistic financial advice to a diverse range of clients. As a key member of our team, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...
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Financial Planning Specialist
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full time**About the Role**We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning and provide fully holistic financial advice to a diverse range of clients. As a key member of our team, you will support investment professionals in cultivating client relationships and delivering exceptional service.**Key...
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Financial Planning Advisor
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full timeJob OpportunityQuilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide comprehensive financial guidance to a diverse range of clients. The successful candidate will work closely with investment professionals to develop and maintain strong client relationships.Key Responsibilities:Analyzing complex financial data...
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Financial Planning Specialist
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full timeJob Overview**About the Role**We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning and provide comprehensive financial guidance to a diverse range of clients. The successful candidate will work closely with investment professionals to develop and maintain strong client relationships.Key ResponsibilitiesProvide...
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Financial Planning Specialist
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Quilter Financial Planning Full timeJob Overview**About the Role**We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning and provide comprehensive financial guidance to a diverse range of clients. The successful candidate will work closely with investment professionals to develop and maintain strong client relationships.Key ResponsibilitiesProvide...
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Financial Planning Associate
1 week ago
Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full timeParaplanning Role at Capio Recruitment Financial PlanningWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanning Specialist, you will play a crucial role in supporting our financial planners provide tailored advice to high net worth individuals.Key Responsibilities:Compiling suitability reports...
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Financial Planning Associate
1 week ago
Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full timeParaplanning Role at Capio Recruitment Financial PlanningWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanning Specialist, you will play a crucial role in supporting our financial planners provide tailored advice to high net worth individuals.Key Responsibilities:Compiling suitability reports...
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Financial Planning Assistant
4 days ago
Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full timeParaplanner Job DescriptionCompany Overview: Capio Recruitment Financial Planning is a leading provider of financial planning services, dedicated to delivering exceptional results for our clients.Job Summary: We are seeking an experienced Paraplanner to join our team, providing support to our financial planners in delivering tailored advice to high net worth...
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Financial Planning Assistant
3 days ago
Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full timeParaplanner Job DescriptionCompany Overview: Capio Recruitment Financial Planning is a leading provider of financial planning services, dedicated to delivering exceptional results for our clients.Job Summary: We are seeking an experienced Paraplanner to join our team, providing support to our financial planners in delivering tailored advice to high net worth...
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Financial Planning Assistant
7 days ago
Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full timeParaplanner Job DescriptionCompany Overview: Capio Recruitment Financial Planning is a leading provider of financial planning services, dedicated to delivering exceptional results for our clients.Job Summary: We are seeking an experienced Paraplanner to join our team, providing support to our financial planners in delivering tailored advice to high net worth...
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Financial Planning Assistant
7 days ago
Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full timeParaplanner Job DescriptionCompany Overview: Capio Recruitment Financial Planning is a leading provider of financial planning services, dedicated to delivering exceptional results for our clients.Job Summary: We are seeking an experienced Paraplanner to join our team, providing support to our financial planners in delivering tailored advice to high net worth...
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Financial Planning Assistant
1 day ago
Cambridge, Cambridgeshire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Paraplanner Salary: £35,000 - £45,000 Location: Cambridge A leading Chartered Financial Planning firm is seeking an experienced Paraplanner to join their dynamic team. As a Paraplanner, you will play a crucial role in supporting financial planners provide tailored advice to high net worth individuals with complex needs. The ideal candidate...