Financial Planning

5 days ago

London, United Kingdom CV-Library Full time

One of London's most successful privately-owned £bn Real Estate / Property Investment companies with an international Joint Venture, has an excellent opportunity as Financial Planning and Analysis Manager / Investments and Corporate Finance Manager (FP&A / Investments Manager).

Strong Financial Modelling skills and FP&A experience are essential, together with at least 4 years PQE (ACA, ACMA, CIMA, ACCA). Corporate finance experience would be useful but is not essential.

Reporting directly to the CFO and acting as right-hand-person to the CFO for the portfolio and deal flow, the role will include:

Financial Planning & Analysis / FP&A responsibilities:

Responsible for the FP&A function encompassing planning, reporting and analysing the performance of the portfolio.
Preparation of presentations, budgets and forecasts for the group, key reports for senior management and ad-hoc financial and market analysis.
Lead financial planning and reporting for the portfolio including refurbishment and capital projects
Production of KPI analysis including occupancy, income, capex and other ad-hoc property asset reports for senior management
Quarterly asset and market performance reports for assets under management for stakeholders
Prepare bank reports, project development plans and covenant testing
Work with tax, legal and other professional advisers and manage the information flowInvestment / Deal responsibilities:

Lead in all aspects of the investment underwriting and disposition process from initial analysis through to completion, managing the information flow and financial and tax due diligence
Deliver funding/structuring strategies, providing detailed strategic planning support involving discussions with lenders, partners, advisers and potential buyers/sellers of properties.
Providing robust, accurate and timely financial modelling and analysis of potential investments and disposals
Preparing reports and ad-hoc analysis/topics for presentation to the Board, internal and external stakeholders to support the funding processYou will work closely with the CEO and all departments in the business including Operations, Surveying, Lettings, Marketing and Property Managers

This is an exciting Financial Planning and Analysis / Investments and Corporate Finance role with involvement in many aspects of the business as part of a small team in a busy can-do environment. You will develop a deep understanding of the business and provide support to enable optimal portfolio decision-making by senior management

  • Financial Planning Consultant

    1 week 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...

  • Senior Financial Planning Professional

    1 week 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...

  • Financial Services Professional

    1 month ago

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

    Job OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...

  • Financial Planner Opportunity

    1 week ago

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

    Opportunity OverviewWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible...

  • Financial Advisor

    6 months ago

    London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Senior Financial Consultant

    4 weeks ago

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

    Job OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. In this role, you will work closely with our clients to understand their financial goals and objectives, providing tailored advice and guidance to help them achieve their aspirations.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Financial Advisor

    6 months ago

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

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    6 months ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    2 weeks ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    Job Description Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented...

  • Senior Financial Specialist

    1 week ago

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

    We have a fantastic employed opportunity available for a driven and ambitious Financial Adviser. The role offers a basic salary of £60,000, with the potential for much more with the right candidate.About the OpportunityThe perfect opportunity for a Financial Adviser looking to grow and succeed in a dynamic and rewarding environment.Your Key...

  • Financial Planning Specialist

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    The Role of a Paraplanner at Financial DivisionsWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, a boutique independent practice based in the London area.The successful candidate will be responsible for providing 100% support to our Financial Adviser and her longstanding clients, working autonomously and...

  • Senior Financial Planning Specialist

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Job OverviewA Senior Financial Planning Specialist is required to assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning for high net worth clients.The ideal candidate will have a minimum of 2 years' full paraplanning experience and be Diploma Qualified.

  • Hays Financial Group

    6 months ago

    London, United Kingdom Quilter Financial Planning Full time

    One of our highly successful and leading businesses, Hays Financial Group are currently seeking Mortgage & Protection Advisers to join their team on an employed or self-employed basis. The company provides a range of services including Mortgage Planning, Investment & Pension Planning, Protection Advice and Insurance to numerous clients. The company...

  • Financial Planning and Analysis Manager

    1 month ago

    London, Greater London, United Kingdom InterQuest Financial Markets Full time

    About InterQuest Financial Markets:We are a dynamic startup led by a highly skilled CFO and a strong leadership team, offering an exciting opportunity to work in a fast-paced, innovative environment. Our lending-focused business specializes in securitization and debt financing, and we're looking for a talented FP&A Analyst to help drive financial planning,...

  • Strategic Financial Planning Assistant

    4 weeks ago

    London Area, United Kingdom Financial Divisions Full time

    Our Client-Focused Opportunity:We are seeking a skilled and experienced Paraplanner to strengthen our team in our London office, working closely with Financial Planners to provide exceptional client service.The Role:Prepare high-quality, client-focused reports and assist with annual reviews to deliver exceptional client service.Develop and maintain cashflow...

  • Successful Adviser Role

    1 week ago

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

    Job DescriptionWe are seeking a skilled Financial Advisor to join our team at Quilter Financial Planning. In this role, you will be responsible for working with clients to understand their financial goals and developing tailored financial plans to help them achieve those goals.You will also be responsible for generating new business and building introducer...

  • Financial Planning Expert for Complex Cases

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    About UsWe are a successful premier London based Financial Planning business, dedicated to providing exceptional advice and guidance to our clients.

  • Financial Planning Specialist

    7 days ago

    London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our financial services team, you will play a vital role in providing technical expertise throughout the client advice process. This includes undertaking research and analysis to produce financial planning...

  • Financial Planning Expert

    3 weeks ago

    London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    About the Role:We are looking for a skilled Financial Planning Expert to join our team at Burgh Recruitment Ltd (Financial Services). The successful candidate will be responsible for providing technical expertise throughout the advice process, undertaking detailed research and analysis to produce a wide variety of financial planning solutions.Key...

  • Mortgage and Protection Consultant

    2 weeks ago

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

    Hays Financial Group, a leading business in the financial services industry, is seeking experienced Mortgage & Protection Advisers to join their team. As a highly successful company with over 35 years of trading experience, they provide a range of services including mortgage planning, investment, and pension planning.The ideal candidate will have a CeMAP...