Strategic Financial Planning Manager
15 hours ago
We are seeking a highly skilled Strategic Financial Planning Manager to join our team at Seven Investment Management LLP.
Job SummaryThis is an exciting opportunity for a motivated and experienced individual to take on a challenging role in financial planning, where you will be responsible for delivering high-quality advice to clients. As a key member of our Private Client Team, you will work closely with colleagues to provide comprehensive wealth management solutions, including investment, savings, protection, and tax planning.
Key Responsibilities- Client Adviser: Provide expert advice to clients on their financial planning needs, ensuring that they receive tailored solutions to achieve their goals.
- Wealth Management: Develop and implement comprehensive wealth management plans, taking into account clients' financial situations, risk tolerance, and objectives.
- Relationship Management: Build and maintain strong relationships with clients, providing exceptional service and ensuring their continued satisfaction.
- Performance Measurement: Work closely with the team to develop and implement performance metrics, measuring progress against strategic objectives.
- Process Improvement: Collaborate with colleagues to identify areas for process improvement, implementing changes to enhance efficiency and quality of service.
- Education: Degree-level education in a relevant business discipline or equivalent experience.
- Qualifications: Chartered Financial Planner (CFP) or working towards certification.
- Skills: Excellent communication and interpersonal skills, strong analytical and problem-solving abilities, commercially focused with a deep understanding of the financial services industry.
- Competitive Salary: £60,000 - £80,000 per annum, depending on experience.
- Benefits: Comprehensive benefits package, including pension scheme, life assurance, and health insurance.
- Professional Development: Opportunities for professional development and continuing education to support your career growth.
-
Strategic Planning Lead
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeJob Title: Strategic Planning LeadWe are seeking a highly skilled Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy, providing advice to senior leaders on key consumer and markets issues and the external forces...
-
Strategic Planning Lead
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeStrategic Planning LeadWe are seeking a Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy.About the RoleYou will be responsible for providing advice to senior leaders on key consumer and markets issues and the...
-
Strategic Planning Lead
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeStrategic Planning LeadWe are seeking a highly skilled Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy.About the RoleYou will be responsible for providing advice to senior leaders on key consumer and markets...
-
Strategic Financial Planning Manager
5 days ago
Edinburgh, Edinburgh, United Kingdom Tesco Bank Full timeAbout the RoleWe are seeking a highly skilled Strategic Financial Planning Manager to join our Insurance and Money Services team at Tesco Bank. In this role, you will play a key part in delivering IMS wide management reporting and forecasting used to support Executive and Group Leadership team discussions on business performance and outlook.Key...
-
Strategic Planning Lead
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeJob Title: Lead Corporate StrategistAbout the RoleWe are seeking a highly skilled and experienced Lead Corporate Strategist to join our team at the Financial Conduct Authority (FCA). As a key member of our Strategy department, you will play a leading role in developing and implementing our corporate strategy, working closely with senior leaders and...
-
Strategic Leadership Consultant
1 week ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeJob Opportunity:As a Lead Corporate Strategist at the Financial Conduct Authority, you will play a critical role in developing the next phase of our strategy.Key Responsibilities:You will provide strategic advice to senior leaders on key consumer and markets issues and help colleagues to understand our priorities and how they contribute to them.Additionally,...
-
Strategic Financial Planning and Analysis Leader
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Green Recruitment Company Full timeFinancial Planning and Analysis ManagerThe Green Recruitment Company is proud to partner with a leading Renewables company to find their next FP&A Manager. This is a unique opportunity to join a global force dedicated to advancing sustainable energy solutions and making a meaningful impact on the world.As the Financial Planning and Analysis Manager, you will...
-
Strategic Financial Planning Manager
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Venari Finance Full timeAbout This OpportunityWe are looking for an exceptional Financial Planning and Analysis Manager to join our team at Venari Finance. This is a newly created role that offers a unique chance to create the position from scratch and work with a small but highly skilled finance team.Key ResponsibilitiesDevelop and maintain accurate financial models and...
-
Strategic Financial Planner
2 days ago
Edinburgh, Edinburgh, United Kingdom LOM Financial Group - Wealth Management Full timeLOM Financial Group - Wealth Management is a leading full-service investment firm with regulated affiliates in the Cayman Islands and the Bahamas.We are headquartered in Bermuda, with offices in the Bahamas, Grand Cayman, and the UK, offering a global presence to meet client needs.Our Investment Advisors source, build, and advise upon portfolios of assets...
-
Edinburgh, Edinburgh, United Kingdom Tesco Bank Full timeWe are seeking a highly skilled Strategic Financial Planning Manager to join our team at Tesco Bank. This is an exciting opportunity to play a key role in shaping the future of our Insurance and Money Services business.The successful candidate will have extensive experience in financial planning and analysis, with a strong background in management reporting...
-
Financial Planning Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Wilkinson & Associates Ltd Full timeWilkinson & Associates Ltd is partnering with a financial services business in Edinburgh to source a Decision Support Manager. Our client operates with a hybrid approach, requiring two days per week in the office.The role involves delivering monthly reporting, forecasting, and informing strategic decision-making through insightful analysis and business...
-
Senior Financial Planning Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Cedar Recruitment Careers Full time**Cedar Recruitment Careers** is seeking a skilled Financial Controller to drive the financial management of a substantial renewable energy project.The ideal candidate will have ownership of the end-to-end financial management, including fixed asset accounting, business planning & forecasting, treasury, tax, and transaction processing.You will be part of a...
-
Strategic Financial Partner
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Royal London Group Full timeWe are seeking a highly skilled and experienced finance professional to join our team as a Strategic Financial Partner. This exciting role will provide the opportunity to work closely with various departments to ensure alignment of financial goals, support decision-making processes, and enhance the financial acumen of stakeholders.As a Strategic Financial...
-
Strategic Financial Consultant
2 days ago
Edinburgh, Edinburgh, United Kingdom Hymans Robertson Full timeWe are seeking a highly skilled Strategic Financial Consultant to join our team at Hymans Robertson.The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.This is an exciting opportunity for a qualified Financial Adviser to work in a collaborative...
-
Financial Planning Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a highly skilled Financial Planning Specialist to oversee financial planning, reporting, and analysis for beBee Professionals in Edinburgh, 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...
-
Strategic Financial Director
3 weeks ago
Edinburgh, Edinburgh, United Kingdom SUNAMP Full time £55,000 - £60,000Group Financial ManagerSunamp is seeking a highly skilled and experienced Group Financial Manager to lead our financial operations and drive our financial strategy across the organisation.Key ResponsibilitiesManage all day-to-day operations of the Finance team.Prepare and oversee accurate cross-company financial statements, reports, and forecasts for the...
-
Strategic Reporting Lead
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeStrategic Reporting LeadThe Financial Conduct Authority is seeking a Strategic Reporting Lead to join its Strategy Division. As a key member of the team, you will be responsible for driving and facilitating the effective measurement, monitoring, and reporting of the FCA's strategic commitments and outcomes.Key Responsibilities:Drive and facilitate the...
-
Strategic Reporting Lead
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full timeStrategic Reporting Lead RoleThe Financial Conduct Authority is seeking a Strategic Reporting Lead to join its Strategy Division. As a key member of the team, you will be responsible for driving and facilitating the effective measurement, monitoring, and reporting of the FCA's strategic commitments and outcomes.Key ResponsibilitiesDrive and facilitate the...
-
Strategic Planning Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Tesco Bank Full timeAbout the RoleWe are seeking a highly skilled Planning and Reporting Manager to join our Insurance and Money Services team at Tesco Bank. As a key member of our Commercial Finance team, you will be responsible for delivering high-quality financial planning and reporting to support business decision-making.Key ResponsibilitiesDevelop and maintain accurate and...
-
Financial Planning Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Menzies Distribution Ltd Full time £30,000 - £40,000Menzies Distribution Ltd is seeking a Financial Planning Specialist to join their dynamic team in Edinburgh.The Financial Planning & Reporting team works closely with the businesses, creating a real and active partnership with both Operations and Management teams.The team's role is to provide 'real time' support and analysis, to be a trusted advisor and to...