4 Financial Services jobs in Milton Keynes

The Role:   I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1)). Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters’ clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines.

The Person:   The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They will be articulate, analytical and aspirational, keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued and rewarded accordingly.

Salary and Benefits: £30-37,000 ( depending on experience) + bonus based on both individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working + we are happy to fund and support you with professional exams if you choose to take them, although there is no requirement for this (there is a salary increase with each exam passed).

The Company:   Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999.

Financial Planning Assistant (Client Relationship Manager), responsibilities include:

• Supporting the Financial Planners with delivering an exception financial planning service to clients.
li>Developing relationships with clients, arranging meetings and being the main point of contact for any queries on their portfolio.
• Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching  clients’ existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies.
Processing new business application forms, proposals and supporting documentation.
• Contract administration of all products recommended by the Financial Planner (pensions, ISA’s, Investments, Bonds, Protection etc.).
< i>Producing management information and recording and updating all client information on the back-office system.
• General administration and project work, supporting with the development of the firm’s standard operating procedures.

Financial Planning Assistant (Client Relationship Manager), skills and experience required:

< i>Experience of working in an involved customer service orientated support role gained in a professional services environment (financial advice/planning experience is not essential as training will be provided for the right candidate).
• Intelligent, ambitious, proactive, embracing of change and keen to learn.
• A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times.
• Professional appearance, confident manner and exceptional communication skills, both verbal and written.
• Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines.
• Analytical, excellent administrative and organisational skills and a keen eye for detail.
• Strong technology and mathematical aptitude, proficient with MS Office.
• A strong team player who is keen to participate fully in the successful operation of the business.

Dawn O’Shea is the Recruitment Partner, recruiting the Financial Planning Assistant (Client Relationship Manager) directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.

Robert Half is exclusively partnering on a retained basis with a dynamic and fast-growing company based in Milton Keynes to recruit a Financial Planning & Analyst. This is a hybrid role, offering a blend of remote and office-based work.

This is an excellent opportunity to join a forward-thinking business experiencing sustained growth. The successful candidate will play a pivotal role in providing s.

Head of Financial Planning & Analysis

£90,000 - £00,000 + Car allowance, Bonus & Benefits

Are you a senior finance leader with an emphasis on FP&A and long term strategic planning?

Aila is exclusively partnered with our longstanding client who has constantly been recognised for their awards and offers an excellent environment for you to excel.

About the Company:

• 11 years in Sunday Times 100 Best Companies to Work For
• ~ 00m turnover, leading British Manufacturing business
• The leader in its field with two separate businesses in the Group
• Strong Employee Value Proposition & sustainably focused

The Role:

The Group FP&A team are financial business partners to the senior managers within the Group and are responsible for preparing tailored financial reporting and analysis, including monthly management accounts, analysis of business performance, annual budgets and 5-year plans.

You will manage this team, reporting to the Group CFO and take lead in delivering this as well as implementing a new global planning & reporting tool.

This is a senior Finance role that is both strategic and “hands on” in preparing global financial reporting and developing appropriate analysis to facilitate effective decision making within the business.

Key Responsibilities:

• Manage and prepare the consolidated Group management accounts packs and support analysis to agreed deadlines and quality standard
• Prepare tailored monthly reporting including insightful commercial analysis of concise commentary on business performance, KPIs and trends globally (sales, margins, manufacturing, overheads and working capital) to facilitate effective decision making within the business
• People manage all the management accountants on the FP&A team
• Working with the Group IT team, complete the implementation of a new global financial planning and management accounts reporting system
• Prepare the monthly reporting timetable and coordinate achievement of the deadlines
• Prepare monthly P&L forecasts
• Coordinate the budget processes and prepare timely and accurate consolidated information packs and analysis
• Prepare timely and accurate consolidated information packs and analysis for the 5 Year Plan
• Act as Business Partner to support & hold accountable Operational and Commercial stakeholders to meet financial targets for the business.
• Support decision making by Group CFO and CEO with data and KPIs.

The Ideal Candidate:

• Qualified CIMA/ACCA/ACA Accountant with at least 10 years’ experience in FP&A
• Previous effective management of a month end FP&A team
• Experience in a complex global and constantly evolving commercial environment
• Managing comprehensive budget process for a complex global business
• Experience in a manufacturing, engineering or product-based business
• Advanced Excel skills and the ability to implement a new reporting tool

What they Offer:

• Competitive salary: £90,00 - 00,000
• Car Allowance: ,000
• Enhanced pension
• Share Incentive Plan
• 25 days holiday, Healthcare & Life Insurance
• Comprehensive benefits package
• Hybrid working (2-3 days in Letchworth)

How to Apply:

We want to hear from you if you're excited about this opportunity and believe you have what it takes to excel in this role. Apply now for further information.

About Aila Recruitment:

Aila is a specialist finance recruitment business dedicated to providing the best jobs to the best people. We operate as an extended arm of our client's business and a career coach for our candidates' ongoing development.

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