Strategic Financial Planning Manager
2 months ago
Gresham Hunt is pleased to be partnered with one of the world's largest independent brokers, seeking a highly skilled Strategic Financial Planning Manager to join their team in London.
SalaryThe estimated annual salary for this role is £80,000 - £120,000, depending on experience.
Job DescriptionThis is a highly visible role at group level, offering a fantastic degree of stakeholder engagement group-wide. As a Strategic Financial Planning Manager, you will work closely with the group to understand and challenge cash performance, working capital movements, and budget variances.
You will be responsible for preparing monthly cash flow, weekly short-term cash forecasts for the group, and associated tasks. Additionally, you will prepare ad-hoc forecasts and reporting analysis for investors and/or the board, review and challenge quarterly budgets, and track the M&A pipeline.
Key Responsibilities:
- Preparation of monthly cashflow and weekly short term cash forecast for the group
- Work with the group to understand and challenge cash performance, working capital movements and budget variances
- Prepare ad-hoc forecasts and reporting analysis for investors and/or board
- Review and challenge quarterly budgets and quarterly re-forecasts
- Track the M&A pipeline, understanding cash requirements and implications on the forecast
To succeed in this role, you will need:
- A qualified accountant (ACA, ACCA, CIMA)
- At least two years post-qualified experience, ideally gained within either financial services or a group function
- A self-motivated individual with a strong work ethic
- Excel proficiency
-
Financial Planning Consultant
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAt 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 Consultant
1 month 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 Specialist
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeRole 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 Advisor
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeRole 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 Specialist
1 week 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 Professional
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob 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
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeCompany 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 Professional
2 weeks 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...
-
Financial Planning Specialist
2 weeks 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...
-
Senior Financial Planning Professional
1 month 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 Planning Professional
1 day ago
London, Greater London, United Kingdom Financial Planning Firm Full timeRecruit UK presents an excellent opportunity for a skilled Paraplanner to join a leading Financial Advice Company in London. This role offers a chance to collaborate with Senior Financial Advisers, supporting clients through all stages of financial planning, from advice preparation to recommendations.Responsibilities:Conduct thorough research and analysis to...
-
Financial Planning Career Development
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob 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...
-
Financial Planning Manager
4 weeks ago
London, Greater London, United Kingdom Financial Times Full timeJob SummaryWe are seeking a Financial Planning Manager to lead day-to-day financial management, producing insightful financial reporting, analysis, planning, and forecasting for two departments: the Consumer Revenue Group (CRG) and Strategic Partnerships.This is a great opportunity for a finance professional to drive business success in a world-renowned...
-
Career Opportunities in Financial Planning
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeCompany 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.
-
Quilter Financial Planning Academy Programme
1 week 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...
-
Senior Financial Planning Professional
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob 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...
-
London, Greater London, United Kingdom Quilter Financial Planning Full timeUnlock 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...
-
Strategic Financial Planning Manager
1 day ago
London, Greater London, United Kingdom Howden Group Holdings Full timeJob Title: Strategic Financial Planning ManagerThe Howden Group Holdings is seeking a highly skilled Strategic Financial Planning Manager to join our team. The successful candidate will be responsible for developing and implementing financial plans, analyzing business performance, and providing strategic recommendations to senior management.About the...
-
Strategic Financial Planning Manager
1 month ago
London, Greater London, United Kingdom Michael Page (UK) Full timeJob Description:We are seeking a Strategic Financial Planning Manager to join our team at Michael Page (UK). The ideal candidate will have a degree in Finance, Accounting or a related field and proficient knowledge in financial modelling and analysis. They will be responsible for leading financial planning and analysis to inform strategic decision-making and...
-
Strategic Financial Planning Manager
2 weeks ago
London, Greater London, United Kingdom Decision Inc Full timeWe are seeking an accomplished Strategic Financial Planning Manager to lead our Finance team at Decision Inc. The ideal candidate will possess exceptional leadership and communication skills, with a proven track record in managing cross-functional teams.As a key member of our leadership team, you will be responsible for developing and executing strategic...