What Jobs are available for Budgeting in Rochdale?

• Analyze financial data to identify, assess, and quantify various types of financial risks, including market risk, credit risk, operational risk, and liquidity risk.
• Develop, implement, and monitor risk management frameworks, policies, and procedures.
• Prepare detailed reports and presentations on risk exposures, control effectiveness, and emerging risks for senior management and regulatory bodies.
• Conduct stress testing and scenario analysis to evaluate the impact of adverse market conditions on the company's financial position.
• Collaborate with business units to understand their risk profiles and implement appropriate risk mitigation strategies.
• Develop and maintain financial models to support risk assessment and capital planning.
• Stay abreast of regulatory changes and industry best practices in financial risk management.
• Contribute to the development and enhancement of risk management systems and tools.
• Assist in internal and external audits related to financial risk management.
• Provide guidance and support to junior analysts on risk assessment methodologies.

• Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field. A Master's degree or relevant professional certification (e.g., FRM, CFA) is highly desirable.
• Minimum of 4-6 years of experience in financial analysis, with a strong focus on risk management within the banking or financial services sector.
• In-depth understanding of financial markets, instruments, and regulatory requirements.
• Proficiency in financial modeling, data analysis, and statistical techniques.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Proficiency in financial software and tools (e.g., Excel, SQL, Python, statistical software).
• Ability to work independently and collaboratively in a hybrid work environment.
• High level of integrity and attention to detail.

• Lead and manage consulting projects for clients in the banking, insurance, and investment management sectors.
• Develop strategic recommendations and actionable plans to address client challenges, such as digital transformation, cost optimisation, and risk management.
• Conduct in-depth market research, financial analysis, and operational assessments.
• Facilitate workshops, interviews, and stakeholder meetings to gather insights and drive consensus.
• Develop high-quality client deliverables, including presentations, reports, and business cases.
• Manage project teams, ensuring adherence to timelines, budgets, and quality standards.
• Build and maintain strong relationships with senior client executives.
• Identify opportunities for follow-on work and contribute to business development efforts.
• Stay abreast of industry trends, regulatory changes, and emerging technologies impacting financial services.
• Mentor and develop junior consultants, fostering their professional growth.

• Minimum of 7 years of consulting experience, with a significant focus on the financial services industry.
• Demonstrated expertise in areas such as regulatory reform (e.g., Basel III/IV, MiFID II), digital strategy, operational efficiency, or risk management.
• Proven track record of successfully managing complex client projects and delivering tangible results.
• Exceptional analytical, problem-solving, and critical thinking skills.
• Strong understanding of financial markets, products, and operational processes.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work effectively under pressure and manage multiple priorities.
• Master's degree in Business, Finance, Economics, or a related field is preferred.
• Willingness to travel to client sites as required.
• A proactive and client-centric approach to consulting.

• Provide strategic leadership and direction for the Financial Services consulting practice.
• Drive business development efforts, identifying and securing new consulting engagements with leading financial institutions.
• Cultivate and manage senior-level client relationships, acting as a trusted advisor on strategic initiatives.
• Oversee the successful delivery of complex consulting projects, ensuring high quality and client satisfaction.
• Develop and implement innovative service offerings and solutions tailored to the financial services market.
• Lead, mentor, and develop a high-performing team of management consultants.
• Contribute to the firm's overall strategy and growth objectives.
• Stay abreast of industry trends, regulatory changes, and technological advancements impacting the financial services sector.
• Represent the firm at industry conferences and events.
• Ensure the financial performance and profitability of the consulting practice.

• Extensive experience (10+ years) in management consulting, with a deep focus on the financial services industry.
• Proven track record of leading and growing a consulting practice or significant business unit.
• Demonstrated success in business development and securing large-scale consulting projects.
• Deep understanding of key challenges and opportunities within banking, insurance, and capital markets.
• Exceptional leadership, people management, and team-building skills.
• Strong strategic thinking, problem-solving, and analytical capabilities.
• Excellent communication, presentation, and negotiation skills, with the ability to influence at the C-suite level.
• Master's degree in Business, Finance, Economics, or a related field; MBA or equivalent is highly desirable.
• Willingness to travel as required to serve clients and support the practice.

Our client is a well-established regulated independent financial advice practice dedicated to helping individuals and families achieve their financial goals. With a strong commitment to providing holistic and tailored financial solutions, they are seeking a Financial Planning Administrator to join their dynamic team and contribute to their mission of delivering exceptional financial planning services.

As Financial Planning Support you will play a crucial role in providing administrative support to the financial planning team. You will assist financial planning support in various aspects of their day-to-day operations, ensuring that client needs are met efficiently and that regulatory requirements are adhered to. This role offers an excellent opportunity to learn and grow within the financial services industry while contributing to the success of our clients clients and the company.

This list is not exhaustive and further responsibilities and requirements will be delegated from time to time in order to ensure the business meets it objectives.

• Assist financial planners/advisers with client onboarding, including gathering necessary documentation, recording initial fact-finding meetings, and ensuring all regulatory requirements are met.
• Prepare and maintain client files, ensuring all documentation is organised and up-to-date.
• Act as a liaison between clients and the financial planning team, addressing client enquiries and requests promptly and professionally.
• Assist in the preparation of financial reports, statements, and presentations for client meetings.
• Support the development and implementation of financial plans, including data entry, financial analysis, and investment research.
• Manage the appointment scheduling and diary management for financial planners/advisers.
• Handle administrative tasks such as email management, phone calls, and correspondence.
• Assist with compliance-related tasks, including file reviews and ensuring adherence to regulatory guidelines.
• Maintain a high level of confidentiality and professionalism in all interactions with clients and colleagues.
• Stay up-to-date with industry regulations and company policies to ensure compliance at all times.

Requirements:

• Minimum of 3 years of experience in a similar role within the financial services industry.Knowledge of UK financial regulations and compliance requirements is essential.
• Strong organisational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to work independently and as part of a team.
• Self-motivated and eager to learn.
• A commitment to delivering exceptional client service.
• Relevant qualifications, such as a Diploma in Financial Planning or Certificate in Financial Administration, would be an advantage but are not required.
• Experience with platforms and provider sites within an independent environment.
• Experience with Intelliflo.
• Strong team player and happy to support and help all team members.