Senior Director of Financial Planning
6 days ago
We are seeking an experienced Senior Director of Financial Planning to join our team at CFO Insights. As a key member of our leadership team, you will be responsible for driving financial planning and decision-making across the organization.
About Our BusinessCFO Insights is a leading provider of financial insights and intelligence to businesses in the media and conferences industry. We are committed to delivering exceptional results and value to our clients.
Key Responsibilities- Develop and implement financial plans and budgets that align with business objectives
- Provide financial analysis and reporting to support business decision-making
- Manage cash flow and working capital to ensure optimal financial health
- Evaluate and implement cost-saving initiatives to improve profitability
- Lead the development and implementation of financial policies and procedures
- Experience in financial planning and analysis
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Able to work independently and as part of a team
- Chartered Accountant (CA) or Certified Public Accountant (CPA) designation preferred
We offer a competitive salary package, including a base salary of £80,000 - £100,000 per annum, depending on experience. In addition, we offer a range of benefits, including a generous bonus scheme, comprehensive health insurance, and a pension plan.
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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...
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Financial Planning Professional
4 days 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...
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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...
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Senior Financial Planning Professional
2 weeks 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...
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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...
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Financial Planning Specialist
2 weeks 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...
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Financial Planning Consultant
2 weeks 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...
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Financial Planning Professional
2 weeks 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...
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Financial Planning Expert
2 weeks 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.
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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...
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Financial Planning Advisor
2 weeks 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...
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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...
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Senior Financial Consultant
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OverviewAs a Senior Financial Consultant at Quilter Financial Planning, you will have the opportunity to work with experienced financial advisors seeking a more supported position. This role is ideal for individuals who are passionate about delivering exceptional client service and have a strong understanding of financial services.The key...
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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...
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Senior Financial Services Consultant
4 days ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob TitleAn excellent opportunity has arisen for a Senior Financial Services Consultant to join our team at Quilter Financial Planning.We are seeking an experienced Financial Advisor who is looking to develop and grow their career in a supported role.The ideal candidate will have a proven track record of success in financial planning, with a strong...
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Career Opportunities in Financial Planning
2 weeks 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.
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Financial Planning Director
3 weeks ago
London, Greater London, United Kingdom Hays Senior Finance Full timeYour new companyA leading media business in London is undergoing a significant transformation. This presents a unique opportunity to be part of an exciting journey with new systems, acquisitions, and products on the horizon.Your new roleAs Financial Planning Director, you will report directly to the Finance Director and play a key role in driving...
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Senior Financial Director
2 weeks ago
London, Greater London, United Kingdom Insignia Group of Companies Full timeThe Insignia Group of Companies seeks a Senior Financial Director to lead its financial functions and drive operational best practice across finance and business management.Key Responsibilities:Develop and implement strategic business plans, including profitable growth through correct investment decisions.Supervise acquisition due diligence and negotiate...
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Financial Planning Career Transition Programme
2 weeks ago
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...
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Quilter Financial Planning Academy Programme
2 weeks 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...