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Financial Planning
3 hours ago
eFinancialCareers London, United Kingdom**Financial Planning & Analysis Manager | Central London | Marketing | £60-65,000 base** · A small growing international digital marketing agency are looking for a Financial Planning & Analysis Manager. This Financial Planning & Analysis Manager role is a very hands on position a ...
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Financial Planning
2 days ago
The Workplace Consultancy London, United KingdomMy client is a disruptive financial technology (FinTech) company. Their clients are made up of Leading investment banks, asset managers, hedge funds, commodity houses, and brokerage firms (collectively representing over 20 trillion dollars of AUM). · My clients AI-assisted Softwa ...
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Financial Planning
2 days ago
eFinancialCareers London, United KingdomI am working with a ground breaking firm of professionals with their search for a Financial Planning & Analysis Accountant to join their Finance Function. This role presents an excellent opportunity for an experienced FP&A Specialist to take a step upwardsin their career whilst s ...
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Financial Planning
3 hours ago
Harper May Ltd London, United KingdomHarper May is currently working with a Well Established Charitable Food Distributor that is made up of 18 independent organisations. They are currently looking for an enthusiastic and collaborative financial planning and analysis manager · to join them at this time of growth. Dur ...
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Financial Planning
1 day ago
eFinancialCareers London, United KingdomAn international Bank is seeking a dynamic new addition to its Finance area. · Your duties will cover: · - Financial planning, reporting and analytics · - Providing performance and productivity insight to guide business decisions and planning · - Working on budgeting & strategic ...
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Financial Planning
2 days ago
Oddbox London, United Kingdom**Are you a newly qualified, or about to qualify (CA, ACA, ACCA or CIMA) finance professional with a focus on analysis? Are you naturally drawn to the commercial aspects of finance?** · **The Role**: · We are currently recruiting an FP&A Associate who will support our senior mana ...
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Financial Planning Analyst
1 day ago
Goodman Masson London, United KingdomGoodman Masson are partnered with a large London based Housing Association who are going through an exciting period of change, to recruit for a Financial Planning Analyst to join their FP&A function. · You will ideally have some Financial Planning experience within another Housin ...
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Financial Planning Administrator
2 days ago
Ortus PSR London, United Kingdom**Financial Planning Administrator** · **Location: Crystal Palace** · **Salary: £18,000 - £25,000** · The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net ...
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Director: Financial Planning
2 days ago
Ivy Rock Partners Ltd London, United KingdomIvy Rock Partners is proud to be working with King's College London in recruiting a new Director of Financial Planning & Performance to support all of the university's core operational teams, including Estates, IT, Student & Education, and Research Management. · If you are an exc ...
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Financial Planning and Analysis
1 day ago
SI-UK London, United KingdomSI-UK is seeking a commercial, hard-working, Financial Planning & Analysis Manager to join our Finance Team reporting directly to the Chief Financial Officer/Group Finance Director. · The business started with offices in Tokyo and Osaka followed by London shortly thereafter. Over ...
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Financial Planning Assistant
3 hours ago
RecruitUK London, United Kingdom**Job Title**: Financial Planning Assistant · **Industry**: Financial Planning · **Location**:London · **Salary**: £32,000 - £40,000 · **Job Reference**:8701 · Are you looking to join a forward-thinking and award-winning Financial Planning firm or a firm that is a Certified B Cor ...
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Director: Financial Planning
2 days ago
Ivy Rock Partners Ltd London, United KingdomIvy Rock Partners is proud to be working with King's College London in recruiting a new Director of Financial Planning & Performance to work alongside their academic faculties and forge meaningful relationships with their Executive Deans and newly appointedSenior Vice Principal. ...
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Financial Planning Administrator
2 days ago
IDEX Consulting Ltd London, United KingdomAn opportunity to join an award winning financial planning team has become available in their office in Bath and London. · If you are looking for a rewarding career with a business that offers full support and development with exams and a career pathway then please click apply · ...
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Financial Planning Executive
2 days ago
Unividual Limited London, United Kingdom**WHAT OPPORTUNITIES DO WE HAVE?** · **UNIVIDUAL'S CULTURE** · Unividual's name reflects our core belief that everyone is unique and individual. We don't stereotype or place people in boxes. We have spent the last 10 years growing our team and culture. Our Unividual family is mad ...
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Financial Planning Administrator
3 hours ago
Blakemore Recruitment London, United KingdomOur client a holistic approach to wealth management which means that we · integrate financial planning with investment management. They pride themselves on their client-centric · approach. · The team of advisers are highly trained and have outstanding knowledge and experience. · ...
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Financial Planning Analyst
3 hours ago
Insight London, United Kingdom**Financial Planning Analyst - UPPER MARKET RATE** · Our client, the UKs largest Independent oil and gas company, are looking to recruit a Financial Planning Analyst to join their Finance team in their London office. · **Responsibilities -** · - Provide a proficient alternative t ...
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Head of Financial Planning
3 hours ago
NFP People LTD London, United Kingdom**Head of Financial Planning** · We are looking for someone who is passionate about bringing people together, building dialogues and listening to ideas to join an exciting charity in Oxford. · **Position**: Head of Financial Planning · **Location**: Hammersmith, London · **Hours* ...
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Financial Planning Analyst
3 hours ago
Huntress London, United KingdomA new opportunity has become available at a Digital Marketing company for a Financial Planning Analyst to join their growing team of professionals. · Key responsibilities: · - Report to the FP&A manager and support with any budgets and forecast related activities. · - Maintain an ...
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Financial Planning Analyst
3 hours ago
Handle Recruitment London, United KingdomOne of world's leading Music Label's requires a qualified accountant to join their finance function to work as a Financial Planning Analyst. With a name that is instantly recognisable you will be working for one of the most driven businesses in the MusicWorld. · - Support the Hea ...
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Head of Financial Planning
1 day ago
Maggie's London, United KingdomLocation of appointment · Hammersmith, London · Wednesday 8 March 2023 · Contract type · Permanent · Salary range · £64,392 - £77,768 · We have an exciting opportunity for a Head of Financial Planning & Analysis to lead the creation and development of robust financial planning, a ...
Financial Planning - London, United Kingdom - Bruin
Description
A great opportunity has arisen for an experienced Independent Financial Adviser to join a successful, ambitious Wealth Management Firm.You will be working within the Specialist Financial Planning arm and dealing with a prestigious bank of high-net-worth clients where daily duties will include;
Provide ongoing financial advice covering a broad range of topics including: Pensions and Retirement Planning.
Develop business relationships with current HNW clients with complex arrangements.
Tax-efficient cash flow strategies.
Optimise Investments.
Be responsible for growing your client bank with the support of a marketing and BDM team
I am seeking a candidate from a strong client facing Financial Planning background used to dealing with HNW and UHNW clients.
You should be Chartered or working towards and having a client book to bring might be a positive too.