Financial Planning Specialist

4 days ago

London, Greater London, United Kingdom Consumer Additions and Consumer Exec Full time

We are looking for a highly skilled Financial Planning Specialist to join our team for a 6-month fixed-term contract at Consumer Additions and Consumer Exec.

About the Role

The Financial Planning Specialist will support the finance team in delivering actionable insights and strategic support. This includes financial analysis, budgeting, variance reviews, and working on projects to drive efficiency and profitability across various business units.

Key Responsibilities

  • Partner with the Commercial Controllers and Accounting team to ensure alignment with budgets, and accurately allocate financial data to the correct P&L accounts and cost centers.
  • Conduct detailed monthly reviews of sales, expenses, and profitability by store, channel, customer type, and product.
  • Analyse company property costs across stores, warehouses, and head offices, and lead financial planning for future periods, including budgeting and reforecasting.
  • Evaluate retail employee costs and productivity, providing variance analysis and collaborating with retail leaders to optimize performance.
  • Prepare reports on retail and web discounts, including staff discounts.
  • Facilitate physical stock counts with financial preparation, analyse post-stock take results, and support follow-up actions.
  • Contribute to specific projects aimed at enhancing day-to-day business processes.
  • Provide financial analysis of store operating and company travel expenses.
  • Offer ad-hoc support to the Commercial Finance team and business as required.

About You

  • A degree in Business, Accounting, Finance, or equivalent.
  • Advanced MS Excel skills, including VLOOKUP, HLOOKUP, SUMIFS, Pivot Tables, and data visualization.
  • Strong critical thinking and analytical skills with high attention to detail.
  • Ability to manage and prioritize multiple tasks effectively.
  • Proactive attitude with excellent verbal, written, and presentation skills.
  • A collaborative team player capable of working independently when necessary.
  • Curiosity, openness, and responsiveness in approach to work.

What We Offer

  • Generous staff discount.

  • Financial Planning Specialist

    1 day ago

    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...

  • Financial Planning Specialist

    4 days ago

    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...

  • Financial Planning Specialist

    6 days ago

    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...

  • Financial Planning Consultant

    2 days ago

    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...

  • Financial Planning Professional

    2 days ago

    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...

  • Financial Planning Expert

    2 days ago

    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.

  • Financial Planning Consultant

    1 month ago

    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...

  • Financial Planning Advisor

    2 days ago

    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...

  • Financial Planning Professional

    1 week ago

    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...

  • Financial Planning Career Development

    1 day ago

    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...

  • Senior Financial Planning Professional

    1 month ago

    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...

  • Career Opportunities in Financial Planning

    2 days ago

    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.

  • Financial Planning Specialist

    2 days ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Financial Divisions, a leading independent wealth planning firm in Central London.The ideal candidate will have a strong background in financial planning and be proficient in creating tailored investment solutions for high-net-worth individuals and families. This is...

  • Senior Financial Planning Professional

    2 days ago

    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...

  • Financial Planning Career Transition Programme

    2 days ago

    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...

  • Full-Time Financial Adviser Programme Specialist

    2 days ago

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

    We are seeking a highly skilled and motivated Full-Time Financial Adviser Programme Specialist to join our team at Quilter Financial Planning. 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...

  • Quilter Financial Planning Academy Programme

    4 days ago

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

    Become 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 Specialist

    2 days ago

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

    About the RoleAs a Financial Planning Specialist at Quilter Financial Advisers, you will play a critical role in helping clients achieve their financial objectives.You will be responsible for developing and implementing personalized financial plans, analysing financial data, and providing expert advice to clients.Key Requirements:3+ years of experience in...

  • Financial Specialist

    2 days ago

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

    Job OverviewWe are seeking a highly motivated and ambitious Financial Adviser to join our team at Quilter Financial Planning.This is an exceptional opportunity for someone who is driven, eager to grow, and succeed in their career.The basic salary for this role starts at £60,000, with the potential for higher earnings based on performance.Key...

  • Financial Planning Career Starter

    2 days ago

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

    **Unlock a Rewarding Career as a Financial Adviser**We are seeking ambitious individuals who wish to transition into a career as a financial adviser. If you have already completed your Level 4 qualification and are eager to start a new chapter, we can offer you the ideal opportunity.This is an excellent chance for those looking to switch industries, return...