Financial Planning Specialist
4 weeks ago
London Business School, a global institution, is committed to creating sustainable change in driving inclusion & belonging within our School, education, and society at large. We strive to create an environment where everyone feels respected, welcomed, and heard.
Job DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our team on a fixed-term contract until June 2025. As a key member of our Finance team, you will support the delivery of annual plans for the school and specific objectives for accounts. Your primary focus will be on assisting our Degree Education (DE) department with finance-related matters.
Main Responsibilities- Support preparation and updating of monthly management packs with timely and accurate revenue, direct costs, and opex journals, including variance analysis with associated actions for mitigating risks identified.
- Prepare headcount templates with associated tracking.
- KPI reporting such as student numbers and programme profitability.
In addition to these responsibilities, you will also assist in preparing finance plans, budgets, forecasts, and business cases. This includes inputting budget and forecast information on an accurate basis according to the timetable and ensuring that key decisions and assumptions underlying the plans are appropriately challenged.
Ideal Candidate- Excellent communication skills with the ability to engage a variety of audiences.
- Excellent analytical and problem-solving skills.
- Ability to manage multiple internal and external stakeholders.
- Ability to prioritize and focus on material issues.
- Experience of establishing good control and reconciliation environments.
- Advanced IT skills essential, specifically Excel and ideally Technology One.
- Ability to produce effective financial and non-financial management reports, analyses, and recommendations.
We offer a competitive salary, generous annual leave, automatic enrolment to a fantastic workplace pension scheme, free onsite gym and swimming pool, amazing range of professional development opportunities, enhanced cycle-to-work scheme, wellbeing offering to support physical, mental, and financial health, up to 5 days volunteering leave or parent/carer emergency leave, and more. All enjoyed in a Smart (hybrid) Working environment.
Please note that we start screening CVs and interviewing candidates from the start of a campaign. A successful candidate could progress to offer before the advertised closing date.
-
Financial Planning Specialist
1 day ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are seeking an experienced Financial Planner to join our team at Quilter Financial Planning, offering an exciting opportunity for a professional looking to develop and grow. This role will involve working on both employed and self-employed basis, providing financial planning services to clients across the UK.Key Responsibilities:Developing and...
-
Financial Planning Consultant
3 weeks ago
City of Edinburgh, United Kingdom Henderson Loggie Financial Planning Full timeHenderson Loggie Financial Planning Ltd (HLFP), a proud subsidiary of Henderson Loggie LLP, offers expert, independent financial advice tailored to businesses and individuals throughout Scotland.We're excited to share that we're on the lookout for a new member to join our team as an experienced Financial Planning Consultant.Our Financial Planning division...
-
Financial Planning Specialist
4 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...
-
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...
-
Financial Planning Professional
5 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...
-
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...
-
Financial Advisor
4 days ago
City of Edinburgh, United Kingdom Quilter Financial Planning Full time** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ** One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills...
-
Financial Planning Specialist
6 days ago
City Of London, United Kingdom Michael Page (UK) Full timeJob Title: Financial Planning SpecialistWe are seeking an experienced Financial Planning Specialist to join our team in Michael Page (UK). As a key member of the team, you will be responsible for providing financial planning advice to clients, managing their portfolios, and ensuring compliance with relevant regulations.
-
Quilter Financial Planning Academy Programme
21 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeBecome a Financial Adviser with Quilter Financial PlanningOur Bridging Programme provides a comprehensive training experience, covering business development, Quilter's induction, and adviser skills training over the first 7 weeks. The final 6 weeks focus on consolidating your knowledge and preparing you to start building your financial advice business and...
-
Financial Planning Support Specialist
6 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob DescriptionWe are seeking a skilled Financial Planning Support Specialist to join our team at Financial Divisions. This is an excellent opportunity for a Level 4 Diploma Qualified Paraplanner to develop their expertise and transition into advice within 3 years.As a Financial Planning Support Specialist, you will be responsible for providing full...
-
Financial Planning Specialist
4 days ago
City Of London, United Kingdom Michael Page (UK) Full timeJob Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Michael Page (UK). The successful candidate will be responsible for preparing year-end accounts and financial statements, liaising with external auditors, and managing the audit process.The ideal candidate should have relevant accounting...
-
Financial Planning Specialist
3 days ago
City of London, United Kingdom mbf Full timeUnlock Your Potential as a Financial Planning SpecialistIn this exciting role at mbf, you'll work closely with experienced professionals to deliver exceptional financial solutions and services to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our team fosters both professional growth and personal well-being.About...
-
Financial Planning Specialist
1 month ago
City of London, Greater London, United Kingdom NJR Recruitment Full timeAbout NJR RecruitmentWe are proud to be working with a leading financial planning firm dedicated to providing tailored financial advice and solutions to their clients.The company prides itself on its professional yet personal approach, ensuring clients receive the highest standard of service.As a Financial Planning Specialist, you will play a crucial role in...
-
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...
-
Financial Planning Specialist
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeThe Role of a Paraplanner at Financial DivisionsWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, a boutique independent practice based in the London area.The successful candidate will be responsible for providing 100% support to our Financial Adviser and her longstanding clients, working autonomously and...
-
Financial Advisor
4 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout David James WealthAt David James Wealth, we are a leading financial planning business with purpose-led financial planning at our core. We have seen strong growth across our three divisions - wealth, sport and music - and are looking for talented individuals to join our team.Our company values are built around doing the right thing, being totally...
-
Financial Planning and Analysis Specialist
1 week ago
London, Greater London, United Kingdom CO_UK Alfa Financial Software Limited Full timeFinancial Planning and Analysis Specialist Job DescriptionCO_UK Alfa Financial Software Limited is seeking a skilled Financial Planning and Analysis Specialist to join our team in London. The successful candidate will contribute to strategic growth objectives by analyzing business performance and implementing effective analysis tools.About the CompanyWe...
-
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...
-
Financial Adviser
3 weeks ago
London, United Kingdom Quilter Financial Planning Full time*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...
-
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...