Financial Planning Expert

21 hours ago


London, Greater London, United Kingdom Oil And Gas Job Search Ltd Full time
Job Summary

We are seeking a highly skilled Financial Planning Expert to join our team at Oil And Gas Job Search Ltd. This is a critical role that requires exceptional financial planning and analysis skills, as well as excellent communication and presentation abilities.

About the Role

This position involves implementing approved policies, processes, systems, standards, and procedures to support the execution of work programs. You will be responsible for performing analysis on respective processes and activities to ensure timely availability of data analysis within the respective area. Additionally, you will train and develop assigned staff on relevant skills to enable them to become proficient on the job and deliver respective section objectives.

You will also provide feedback on updating and implementation of new tools and techniques to improve quality and efficiency of processes. Furthermore, you will identify improvements in internal processes against best practices in pursuit of greater efficiency in line with ISO standards to define intelligent solutions for issues confronting the function.

Key Responsibilities
  • Implement approved policies, processes, systems, standards, and procedures to support execution of work programs.
  • Perform analysis on respective processes and activities to ensure timely availability of data analysis within the respective area.
  • Train and develop assigned staff on relevant skills to enable them to become proficient on the job and deliver respective section objectives.
  • Provide feedback on updating and implementation of new tools and techniques to improve quality and efficiency of processes.
  • Identify improvements in internal processes against best practices in pursuit of greater efficiency in line with ISO standards to define intelligent solutions for issues confronting the function.
Requirements
  • University degree in Business, Finance, or any related discipline.
  • Fluency in English Language; written and oral.
Preferred Qualifications
  • Minimum of 5-7 years of relevant experience (e.g., planning, controlling, financial analysis).
  • Excellent in collecting and analyzing data as well as presenting information.
  • Excellent in financial modeling.
  • SAP knowledge.
  • Very good presentation and communication skills.
  • Expert knowledge of Excel, PowerPoint, and Business Warehouse.
  • Concern for order and quality, teamwork & cooperation, achievement orientation, commercial/business awareness, and initiative to keep expertise up to date are required behaviors to be reflected in every activity performed.
Estimated Salary

$85,000 - $110,000 per annum, depending on experience.



  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Company OverviewDavid James Wealth is a financial planning business with purpose-led financial planning at its core. Our business is experiencing strong growth across three divisions: wealth, sport, and music.


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    We 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...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    At Quilter Financial Planning, we are seeking a highly motivated and driven Financial Planning Consultant to join our team. As a key member of our advisory team, you will be responsible for providing exceptional financial planning services to our clients.The ideal candidate will have excellent communication skills, strong math skills, and the ability to...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    We 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...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job DescriptionA highly rewarding career as a full-time financial adviser awaits you at Quilter Financial Planning. This role offers excellent opportunities for personal and professional growth, with a competitive salary of £35,000 per annum.We are seeking bright, ambitious individuals who share our passion for delivering exceptional customer service and...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job DescriptionAs a financial adviser, your primary responsibility will be to provide expert advice to clients on their financial goals and objectives. This will involve generating new client opportunities, ensuring clients make wise and profitable decisions, preparing sound financial plans, and advising clients on current financial issues.You will also be...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Unlock a fulfilling career as a financial adviser with Quilter Financial Planning's Bridging Programme.Job Description:A great opportunity has arisen for ambitious individuals looking to transition into a rewarding role as a self-employed financial adviser. As part of our Bridging Programme, you will gain the necessary skills and knowledge to succeed in this...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Role SummaryQuilter Financial Planning is seeking a Financial Planning Specialist to join our team of experienced financial advisors. As a Financial Planning Specialist, you will be responsible for evaluating clients' financial situations, developing sound financial plans, and advising clients on current financial matters.The ideal candidate will have proven...


  • 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...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Role Overview:Quilter Financial Planning is seeking bright, ambitious individuals to join our team as self-employed financial advisers. This role offers flexibility, excellent financial benefits, and personal satisfaction.Key Responsibilities:Generating new client opportunitiesEnsuring clients make wise and profitable decisionsPreparing sound financial...


  • London, Greater London, United Kingdom Financial Planning Firm Full time

    We 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...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    About 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...


  • London, Greater London, United Kingdom Quilter Financial Advisers Full time

    Job OverviewWe are seeking a highly skilled Financial Planner to join our team at Quilter Financial Advisers.The successful candidate will have extensive experience in analysing financial information and providing expert advice to clients. Strong communication skills, attention to detail, and proficiency in MS Office and CRM systems are essential for this...


  • London, Greater London, United Kingdom Quilter Financial Advisers Full time

    Job OverviewWe are seeking a highly skilled and experienced Financial Planner to join our team at Quilter Financial Advisers. As a key member of our advisory business, you will play a vital role in helping individuals achieve their financial goals through sound planning and advice.Key Responsibilities* Analyse clients' financial information to identify areas...


  • London, Greater London, 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.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...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Company Overview:Quilter Financial Planning is a leading provider of financial services, committed to delivering exceptional results for our clients.We are seeking ambitious individuals with a Level 4 qualification to embark on a rewarding career as self-employed financial advisers.


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Quilter Financial Planning is seeking two experienced professionals to join their team as Financial Consultants. This role offers a competitive annual salary of £50,000, providing an excellent opportunity for career growth and professional development.The ideal candidate will have strong analytical and communication skills, with the ability to provide...

  • Financial Advisor

    4 days ago


    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job Title: Senior Wealth ManagerA highly skilled and ambitious individual is required to excel in a dynamic employed opportunity.The successful candidate will have an estimated annual salary of 60000 GBP, with the potential for significantly higher earnings.Key responsibilities include:Developing effective strategies to drive business growth and...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job 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...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job SummaryWe are currently seeking an ambitious Financial Adviser to join our team at Quilter Financial Planning in London.This is an excellent opportunity for someone looking to develop their career in the financial sector, with a basic salary starting at £60,000 and possibilities for increased earnings.Main ResponsibilitiesOffer bespoke financial advice...