Financial Planning

2 days ago

London, United Kingdom Robert Half Full time

Pay up to £75,000 plus benefits.

**Role**

As Financial Planning & Analyst Accountant, you will help to bridge the gap between the financials and the business. You'll need to build a picture around the revenues and forecasts, for various departments, and use this to help build a new budget for thebusiness.

Your key responsibilities will include:

- Working with various business heads to provide insights on the revenues of the Asset Management teams within the business and present to the board
- The budgeting, forecasting and long-term planning process.
- Analyse the performance of actual against budget / forecast and monitoring KPIs, KRIs and lead indicators.
- Support decision making by providing timely and meaningful insights on business performance.
- Assist in the development of automated dashboard reporting and the development of business intelligence tools.
- Performing ad-hoc analysis on AUM, fundraise and liquidity.
- Budgeting for compensation and analysing potential scenarios
- Involvement in development of forecast analytics using Workday and Adaptive Insights
- Driving to streamline the budgeting and reporting process of the function
- Other ad hoc analysis on demand

**Profile**
- Excellent attention to detail
- Self-starter who can work autonomously
- Previous experience calculating commissions and bonuses for a business
- Strong communication skills, written and verbal
- Workday / Adaptive Insights desirable
- Excellent excel skills with modelling experience

**Company**

This Asset Firm was established in 2009 by some leading market professionals who wanted to create an efficient and direct way to take advantage of alternative investment opportunities.

Their aim is to create a fully diversified portfolio for their investors giving steady returns to beat the equity market through all market conditions. Since then, they have built multiple portfolios in excess of €20bn of with an excellent track record ofsuccess.

**Salary & Benefits**

Pay up to £75,000 plus benefits.

Based in London. Financial Services, Accountancy, Financial Planning & Analysis, Financial Planning & Analyst
- The salary range/rates of pay is dependent upon your experience, qualifications or training_.

  • Remote IFA: Holistic Financial Planning

    2 weeks ago

    Greater London, United Kingdom Financial Planning Firm Full time

    A financial services company in the Greater London area is seeking an experienced Independent Financial Advisor to deliver high-quality financial planning and investment advice. The role involves building client relationships, conducting assessments, and providing tailored financial solutions. Competitive salary of £75,000 and additional benefits include...

  • Independent Financial Advisor

    2 weeks ago

    Greater London, United Kingdom Financial Planning Firm Full time

    A well-established and growing financial planning business are seeking an experienced Independent Financial Advisor (IFA) to join their team covering the London and Surrey Borders. This is an excellent opportunity for a motivated, client-focused advisor who is committed to providing high-quality, holistic financial planning and investment advice....

  • Financial Planning Administrator

    3 weeks ago

    London, United Kingdom Financial Divisions Full time

    Financial Administrator VacancySW London offices with hybrid working£30k - £35k basic salary plus benefits packageMy client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to...

  • Employed Financial Adviser UK Wide

    1 week ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time £40,000 - £50,000 per year

    ARE YOU AN EXPERIENCED FINANCIAL PLANNER WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU LOOKING FOR AN ENVIRONMENT THAT CAN PROVIDE YOU WITH DEDICATED FIELD SUPPORT AND ACCESS TO HNW CLIENTS? If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking forRequirementsResponsibilities:Provide Financial Planning support to clients...

  • Financial Planning Administrator Progressive

    1 week ago

    London, United Kingdom Financial Divisions Full time

    Are you a Financial Planning Administrator that feels undervalued or underpaid? Do you see a progression route through to Paraplanner and Adviser with your current firm? Financial Divisions are working with a City based Wealth Management firm that is seeking a Financial Planning Administrator to join their City based team. The firm have a strong track...

  • Graduate Ifa Administrator

    1 week ago

    London, United Kingdom Financial Divisions Full time

    **plus definite career progression, benefits listed below** My client a boutique financial planning and wealth management firm is creating an amazing opportunity for a progressive graduate to join them. This truly is a golden ticket to start your career within this sector and progress into paraplanning with fullstudy support, mentoring and...

  • Financial Assistant

    8 hours ago

    London Area, United Kingdom Town Close Financial Planning Full time

    Town Close Financial Planning – a place for those that don't fitLocation & Work ArrangementHybrid: Home Counties / West London sideFull-timeSalary: CompetitivePerson Specification: Curiosity over CredentialsWho Should Apply?You're curious - properly curious - about people, money, and how the world really works.You ask "why?" more than "how?" and you wait...

  • Financial Planning Administrator

    1 week ago

    London, United Kingdom Financial Divisions Full time

    As a Key Team Payer with the ability to multitask, your day will be based around the following tasks-- Providing dedicated administrative support to 2 Financial Advisors and their paraplanners - Processing new Business - Assist with development of the financial planning process - Liaising with providers and clients - Basic report writing - Demonstrating an...

  • Director, Head of Financial Planning and Analysis

    1 week ago

    London, United Kingdom Mitsubishi UFJ Financial Group Full time

    Do you want your voice heard and your actions to count Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG) one of the worlds leading financial groups. Across the globe were 150000 colleagues striving to make a difference for every client organization and community we serve. We stand for our values building long-term relationships serving...

  • Graduate Ifa Administrator

    2 weeks ago

    City of London, United Kingdom Augustine Financial Planning Full time

    Graduate Trainee required. Start your career in Wealth Management and build your future career with an established and forward-thinking City firm. Are you ready to launch your career in the challenging world of financial planning? The opportunities and prospects in this industry are second to none join us and take your career all the way to the top! Do you...