Financial Planning Manager
3 weeks ago
Job Title: Directorate Financial Lead
About the RoleWe are seeking a highly skilled and experienced Directorate Financial Lead to join our finance team at Guy's and St Thomas' NHS Foundation Trust. This is an exciting opportunity for a talented individual to provide financial leadership and support to our Medicine & Neonatology directorate.
Key Responsibilities- Provide business partnering support to the directorate in all their monthly, annual, and ad-hoc financial performance and planning activities
- Responsible for month-end reporting for their areas, forecasting, and financial planning in conjunction with clinicians and operational managers
- Consult with the Directorate General Manager and Deputy Head of Finance, and present reports at Directorate meetings
The ideal candidate will hold a professional qualification in accountancy (CCAB or equivalent) and have significant post-qualification experience or management accounting experience in a large, complex organisation.
They must demonstrate strong communication and people skills, as well as the ability to present analysis and influence budget holders.
An understanding of key financial performance targets for NHS Trusts, Standing Financial Instructions, and NHS financial regulations is essential.
The role requires excellent oral and written communication skills, with the ability to communicate complex financial issues effectively with both non-finance and finance staff.
A high level of proficiency with MS Office products, including advanced MS Excel skills, is also required.
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Financial Planning Consultant
3 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 Specialist
3 weeks 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 Advisor
3 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
3 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 Professional
3 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
3 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 Professional
3 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 Specialist
3 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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Financial Planning Professional
2 weeks 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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Financial Planning Career Development
3 weeks 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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Career Opportunities in Financial Planning
3 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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Quilter Financial Planning Academy Programme
3 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...
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Senior Financial Planning Professional
3 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 Career Transition Programme
3 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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Financial Planning Career Starter
3 weeks 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...
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Financial Consultant
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob DescriptionWe are currently seeking two Financial Advisers to join Quilter Financial Planning with an estimated annual salary of £50,000.Our company is located near north London and offers a brilliant opportunity for professionals who want to advance their careers in wealth management.
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Financial Consultant
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeQuilter 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...
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Bridging to Financial Advice Success
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeElevate your career by joining Quilter Financial Planning's Financial Adviser Academy, designed to bridge the gap between academia and the real-world demands of financial planning.About the Role:This exciting opportunity is perfect for those looking to switch industries, return to work, or move from an employed adviser role to starting their own business. As...
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Financial Advisor
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob 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...
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Financial Adviser Career Starter
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial AdviserAre you looking for a career change or seeking to transition from an employed role to self-employment? Quilter Financial Planning offers a unique opportunity to become a financial adviser through our Bridging Programme. This 14-week fully supported programme equips you with the necessary skills and knowledge to...