140 Vp Of Finance jobs in the United Kingdom

VP Project Finance / Credit Risk (2LoD)

London, London Michael Page

Posted 18 days ago

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Job Description

permanent

The VP Project Finance / Credit Risk (2LoD) plays a pivotal role in assessing and managing credit risks primarily related to project finance transactions, but understanding asset acquisition financing and asset finance (aviation, shipping and real estate) and related derivatives is an advantage. You'll play a critical role in maintaining the integrity of the bank's risk governance framework

Client Details

This opportunity is with a well-established international bank who are a global leader in project finance - the team are considered to be a cornerstone of the bank's global structured finance operations and is widely recognised for its leadership and expertise in the EMEA region.

Description

As a VP on the team, you will have a lot of independence and autonomy, therefore you should be comfortable and have experience across the following:

  • Independent Credit Assessment: Evaluate and challenge credit proposals submitted by the front office, ensuring alignment with internal risk appetite, regulatory expectations, and market best practices.
  • Sanctioning & Approvals: Lead the preparation of credit submissions for internal approval committees, articulating clear recommendations supported by robust financial and structural analysis.
  • Portfolio Oversight: Monitor a portfolio of counter-parties and transactions, identifying emerging risks, sectoral trends, and early warning indicators.
  • Stakeholder Engagement: Act as a trusted advisor to origination and structuring teams, providing early-stage guidance on credit structuring, risk mitigation, and policy interpretation.
  • Problem Credit Management: Participate in the review and resolution of under-performing or distressed exposures, collaborating with restructuring and legal teams as needed.
  • Governance & Policy: Contribute to the development and refinement of credit risk policies, procedures, and frameworks to ensure consistency and regulatory compliance.

Profile

**Minimum of 5 years in a credit risk role within a major financial institution, development bank, or credit rating agency, with demonstrable experience in credit sanctioning and approvals.**

At VP level, the preferred candidates need to be able to demonstrate:

  • Technical Expertise: Strong understanding of structured and project finance transactions, including cash flow modelling, covenant analysis, and sector-specific risk factors (e.g., energy, infrastructure, transport).
  • Analytical Skills: Ability to distil complex financial and legal information into concise, decision-ready credit papers.
  • Communication: Excellent written and verbal communication skills, with the ability to influence stakeholders and present to senior risk committees.
  • Judgement: Proven ability to exercise sound judgement under pressure, balancing commercial considerations with prudent risk management.
  • Collaboration: Strong interpersonal skills and a collaborative mindset, with a commitment to diversity, inclusion, and ethical conduct.

Unlike front-office roles, this position allows you to focus on independent analysis and risk oversight without the pressure of deal origination. You'll collaborate closely with origination teams, but your role is to challenge, guide, and ensure sound credit decisions -ideal for professionals who enjoy analytical depth and strategic thinking.

Job Offer

  • Competitive salary and great team culture with low attrition
  • Comprehensive benefits package
  • Opportunity to work within a market leading project finance team
  • Exposure to complex and high-profile project finance transactions.
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VP EMEA Commercial Finance

Buckinghamshire, South East Danaher Corporation

Posted today

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Job Description

At Cepheid, we are passionate about improving health care through fast, accurate diagnostic testing. Our mission drives us, every moment of every day, as we develop scalable, groundbreaking solutions to solve the world's most complex health challenges. Our associates are involved in every stage of molecular diagnostics, from ideation to development and delivery of testing advancements that improve patient outcomes across a range of settings. As a member of our team, you can make an immediate, measurable impact on a global scale, within an environment that fosters career growth and development.
Cepheid is proud to work alongside a community of six fellow Danaher Diagnostics companies. Together, we're working at the pace of change on diagnostic tools that address the world's biggest health challenges, driven by knowing that behind every test there is a patient waiting.
Learn about the Danaher Business System ( which makes everything possible.
The VP EMEA Commercial Finance is responsible for financial forecasting and reporting for Cepheid's EMEA region and is the strategic finance partner to the VP Commercial/General Manager EMEA.
This position is part of the Global Commercial Finance organization and will be located in London or Amsterdam. At Cepheid, our vision is to be the leading provider of seamlessly connected diagnostic solutions.
In this role, you will have the opportunity to:
+ Be the lead business/finance partner to the commercial leader(s) of the EMEA Commercial and EMEA HBDC businesses.
+ Own the EMEA HBDC and Commercial forecast by month and by product line working with the VP Commercial/General Manager EMEA and other business owners to formulate the forecast for both revenue and margin. Emphasis placed on profitability of the business in line with overall Cepheid average and emphasis placed on core sales growth on YoY basis.
+ Provide high integrity advice and expertise for complex commercial transactions ensuring growth and profitability while maintaining compliance to laws and regulations.
+ Lead efforts for financial justification of go-direct strategies as appropriate depending on needs of business and competitive demands associated with local competitive situations.
+ Maintain contact with OPCO Finance leadership so that investment needs are openly communicated and validated within the constraints of Cepheid's global investment strategy (HIV investment priorities will be a large driver for growth given TB maturity).
+ Partner with OPCO Finance and business leaders to drive improved results in working capital (Accounts Receivables, Inventory and Accounts Payable).
+ Own responsible Accounts Receivable and Inventory levels for the business that balances delivery vs carrying cost particularly given product shelf-life issues.
+ Drive organizational improvements to develop the best team possible and work with staff to ensure that adequate development plans are in place so that we create and grow a bench of high integrity financial analysts and business partners for EMEA growth and profitability.
The essential requirements of the job include:
+ BA or advanced degree in Accounting, CPA certification or equivalent skilled in US GAAP.
+ 20 years relevant experience in medium to large scale organization ideally in med tech/life sciences industry.
+ Commercial Finance experience, appropriately engaging personality with executive presence so that you are sought out as a solution provider and problem solver
+ Experience working with peers and leaders in non-accounting and financial functions (Sales, Marketing, R&D, Manufacturing, Logistics)
+ Demonstrated track record of creating and managing lean teams.
+ Demonstrated experience in driving improved results via excellent forecasting of a business, experience in counter-measuring shortfalls and recommending and actioning plan to remedy.
+ Demonstrated experience in Europe and Africa within similar regulated industry.
+ Detailed orientation, passion and curiosity to dive into problem areas before they become financial surprises in our results.
Cepheid, a Danaher company, offers a broad array of comprehensive, competitive benefit programs that add value to our lives. Whether it's a health care program or paid time off, our programs contribute to life beyond the job.
Join our winning team today. Together, we'll accelerate the real-life impact of tomorrow's science and technology. We partner with customers across the globe to help them solve their most complex challenges, architecting solutions that bring the power of science to life.
For more information, visit .
At Danaher, we value diversity and the existence of similarities and differences, both visible and not, found in our workforce, workplace and throughout the markets we serve. Our associates, customers and shareholders contribute unique and different perspectives as a result of these diverse attributes.
Operating Company: Cepheid
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Leverage Finance Underwriter - VP - London

London, London Citigroup

Posted today

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Leveraged Finance Underwriting within Institutional Credit Management is seeking a Vice President/Underwriter to join the team. The VP is an Underwriter level professional that will work with the full team to lead and drive a best-in-class Leveraged Lending In-Business Credit organization with a goal of materially enhancing Citi's end-to-end Leveraged Lending credit management process. This will be achieved through a strong partnership with Banking, Capital Markets and Risk Management.
LFU Underwriters will be actively involved in Citi's credit approval and origination process for leveraged finance transactions, assisting clients in raising funds in the capital markets, as well as providing ongoing oversight of Citi's credit monitoring support for Citi's Lending Finance Portfolio of client relationships.
Our Underwriters have a comprehensive understanding of the wide range of complex financial issues facing our clients and can provide VPs the opportunity to further develop an enhanced set of core credit skills. Combined with an appreciation of the broad set of services offered by Citi, this understanding allows us to effectively deliver innovative solutions to our clients, as well as properly manage the credit exposure within global Citi's Leveraged Lending Portfolio.
VP Role and Responsibilities:
+ Work with Analysts, Associates and Senior Underwriters to oversee and provide critical support and leadership across LFU's core functions: (1) Leveraged Finance transaction execution (LBO & Corporates) and credit approval; (2) periodic credit monitoring; (3) portfolio management and reporting, limits and early problem recognition; (4) global leveraged lending related projects and strategic initiatives
+ Evaluate and gain a strong understanding of clients' business, financial performance and key credit drivers across various industries with the ability to raise issues and concerns as needed
+ Review and analyze models used for enterprise valuation and to forecast the client's operating and financial performance and be able to articulate assumptions and analysis to senior Business and Risk
+ Supervise Analysts and Associates in coordination with LFU Mumbai to perform periodic written reviews of the clients' financial and operating performance, covenant compliance, management/relationship strategy, and competitive position within its peer group
+ Interact daily with our product partners in Capital Markets, Investment Banking, Corporate Banking and Risk, in addition to Legal counsel (both internal and external) developing the ability to understand the deal structures and to ensure they are properly documented and approved as per the WCR Standards & Procedures
+ Help manage the LFU junior team (i.e., Analysts and Associates), responsible for their credit training and mentoring throughout their tenure in the group
+ Analyze underlying business rationale/strategy for deals that are conducted through creating both Business and portfolio reviews for Senior Management on the global risks for the portfolio as well as to highlight key trends in the market
+ Thought leader to help develop and execute on a robust governance framework for the credit underwriting end-to-end processes
+ Remain current on all relevant Leveraged Lending market trends and issues
Qualifications:
+ Significant leveraged lending underwriting experience. Prior experience working in a regulatory and compliance policy environment
+ Proven analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry/competitive analysis and projections; including complicated business structures with foreign subsidiaries and/or parent organizations
+ Demonstrated advanced knowledge of accounting theory and its practical application in the credit underwriting process
+ Excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast-paced environment
+ Effective inter-personal and written/verbal communication skills
+ Thorough problem recognition and resolution skills
+ Pro-active disposition with ability to work autonomously and within a team Proficient in various spreadsheet and word processing applications (Excel and Word), including the use of graphs and charts and financial analysis software
+ Requires good analytical skills in order to filter, prioritize and validate potentially complex material from multiple sources
+ Exercises wide degree of latitude and discretion
+ Significant impact on the area through complex deliverables
+ Provides advice and counsel related to the technology or operations of the business
+ Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family
---
**Job Family Group:**
Risk Management
---
**Job Family:**
Credit Decisions
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Analytical Thinking, Constructive Debate, Escalation Management, Financial Analysis, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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Vice President, Leveraged Finance

London, London MUFG

Posted today

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**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
MUFG's Leveraged Finance group provides product expertise in the origination, structuring and execution of LBOs for private equity sponsors.
The Leveraged Finance group also works with relevant coverage and product functions within the bank to assist in executing our broader Financial Institutions strategy to maximise cross-sell amongst private equity sponsor clients and their portfolio companies.
Leveraged Finance works collaboratively with MUFG's Global Sponsor Coverage teams, Mid Market Direct Lending team and the Leveraged Capital Markets team to deliver financing solutions and to maximise revenue opportunities in EMEA.
**MAIN PURPOSE OF THE ROLE**
+ Undertake analysis and manage processes to successfully structure and execute leveraged finance transactions, defined as large cap underwritten LBO financings and direct lending transactions.
+ Assist in the generation of deal flow in sponsor-driven leveraged finance transactions consistent with our targeted sponsor framework, target size range and specific geographic focus.
**KEY RESPONSIBILITIES**
+ Prepare and present in coordination with other deal team members (i) client marketing materials (presentations, pitch books etc.) and (ii) the relevant internal approval documents, including industry and company analysis, due diligence, financial analysis, financial modelling, sensitivity scenarios, risks and mitigants and return calculation.
+ Execute deals ensuring the highest quality of transaction delivery, risk management and client satisfaction.
+ Negotiate terms and documentation for leveraged finance transactions in collaboration with senior deal team members, Leveraged Finance Transaction Execution function and, where relevant, Leveraged Capital Markets.
+ Assist in driving profitable dealflow from the private equity community in EMEA from across our leveraged finance product range, specifically execute underwritten financings and direct lending transactions.
+ Retain ongoing responsibility for risk management of onboarded assets, in partnership with the Portfolio Management team, and drive incremental revenue and cross selling opportunities for MUFG.
+ Work closely with internal stakeholders, notably Credit, Sponsor Coverage, Leveraged Capital Markets, Financial Institutions Coverage, Corporate Coverage, Growth & Mid Market Tech, Compliance and Audit to promote the strategic mission of Leveraged Finance and to ensure the continued good standing of the team within the bank.
+ Support Leveraged Finance team leadership to manage and develop more junior team members.
+ Provide strategic support to Leveraged Finance team leadership as required.
**WORK EXPERIENCE**
+ At least six years of experience in transacting European private equity sponsor-backed leveraged finance transactions in lead roles.
+ Experience of working within a banking environment or a debt fund environment.
**SKILLS AND EXPERIENCE**
**Functional / Technical Competencies:**
+ Detailed understanding and expertise in sub-investment grade credit analysis, cash flow modelling and leveraged documentary negotiation.
+ Sound understanding of banking products (loans, bonds, private placement, ABL lines) as well as DCM, M&A market and its dynamics
+ Advanced understanding of deal structuring principles
+ Demonstrable negotiation skills with internal partners and external counterparties
+ Corporate finance principles/accounting knowledge
+ Can demonstrate existing relationships with capital markets and equity investment professionals within the private equity industry.
+ Excellent presentation and negotiation skills.
+ Experience of large cap lead underwriting LBO transactions desirable.
**PERSONAL REQUIREMENTS**
+ A good team player with excellent communication and interpersonal skills
+ Results driven, with a strong sense of accountability
+ Demonstrates a structured, proactive, motivated and logical approach to work
+ Ability to operate with urgency, manage large workloads, multiple stakeholders and tight deadlines when needed
+ Strong decision-making skills, shows the ability to demonstrate sound judgement
+ Strong problem-solving and numerical skills
+ Excellent attention to detail and accuracy
+ A calm approach, with the ability to perform well and prioritise work in a pressurised environment
+ Excellent Microsoft Office skills
+ Proficiency in English, other languages desirable
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
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Financial Planning Analyst

Greater Manchester, North West £35000 - £40000 Annually Medlock Partners Ltd

Posted 2 days ago

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permanent

Financial Planning Analyst (FP&A) / Bury / Permanent - up to £40k DOE / Hybrid

We are looking for a highly motivated Financial Planning Analyst to join a thriving business in the Bury area. This is an excellent opportunity for someone currently operating at Junior FP&A level or an Assistant Accountant / Senior Accounts Assistant who is eager to make the move into an FP&A focused role.

The successful candidate will play a key part in the forecasting process and will provide financial analysis to support business decisions. You’ll need a good foundation in technical accounting, an understanding of double entry, and an appreciation of how the P&L and Balance Sheet contribute to the broader financial picture.

This is a developmental role, working with mentors who will invest in you, and is therefore ideal for someone looking to grow within FP&A and take on increasing responsibility as the business evolves post-acquisition. You’ll be working in a collaborative and fast-paced environment with great exposure to senior stakeholders.

Key Responsibilities:

  • Support the preparation of monthly and quarterly forecasts
  • li>Assist in the creation of budget templates and financial models (training can be provided)
  • Perform analysis and provide insight on key drivers of performance
  • Collaborate with operational teams to understand and challenge business inputs
  • Help improve forecasting accuracy, assisting with process enhancements and better data use
  • Contribute to ongoing process improvement initiatives within the finance function
  • Present findings and reports to finance and non-finance stakeholders

Candidate Requirements:

  • Currently working as an Assistant Accountant or in a similar role
  • Highly analytical with excellent attention to detail
  • Strong understanding of double entry and core accounting principles
  • Advanced Excel skills (e.g. PivotTables, VLOOKUPs, IFs, SUMIFS); financial modelling experience is a plus, as is Power BI, but not essential as training and development will be provided
  • Confident communicator, comfortable engaging with stakeholders across all levels
  • Enthusiastic and proactive approach with a strong desire to develop within FP&A
  • Part-qualified or actively studying towards ACCA/CIMA/ACA (study support provided)
  • Manufacturing sector exposure would be advantageous

Benefits:

  • Excellent career development opportunity in FP&A
  • li>Study support for ACCA/CIMA/ACA
  • Hybrid working (3 days in the office, 2 days from home)
  • A collaborative environment with a focus on continuous improvement
  • Exposure to a dynamic, growing business with a positive welcoming culture
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Financial Planning Administrator

Cheshire, North West Exchange Street Executive Search

Posted 2 days ago

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permanent
We aren't sure if you’re supposed to have favourite clients. But this financial advice business in Warrington is just that.
  
And that’s because the things that people don’t always get at work - the chance to develop, flexible working, heck, have fun, are par for the course. And they’re par for the course because of the people you’ll work with.
 
You’ll report into the office manager, who by the way, is a great boss. Approachable, generous with his time, supportive. And we know that because we placed him. And you’ll work alongside three talented administrators who will give you a warm welcome. They have lots of experience and will want to provide any help that you need as you bed in. And we know that because we placed them.
 
They pay a healthy starting salary (we will tell you what that is before sharing your details) but it doesn’t end there. There’s:
  
  • A discretionary bonus
  • Hybrid working (3/2)
  • 4 x DIS
  • Pension – 10% employer contribution
  • BUPA
  • Share save
  • PHI
  • 28 days hols + Bank holidays
  • Free parking
  
There's also funding for exams. And to cap it off, there’s a financial reward for every exam you pass.
  
As for the job you'll be supporting two advisers, but the business will grow in the future. They provide independent advice to their clients and you’ll be on hand to support them – preparing for client meetings, processing business, liaising with providers/clients etc. This isn’t a business though where planners are on a pedestal. A first class service relies on all parts of the team and that’s very much the ethos here.
  
  
  
HERE'S WHAT YOU'LL NEED:
  
You’ll have administration experience within a financial planning business.
  
You’ll ideally know your way around Intelligent Office. But if you’re good with technology you’ll soon pick it up. And the team is always on hand to help.
  
  
It may seem an uncertain time to be considering a job move. But when you know a business and its people as well as we do, we can assure you that this is a business with a bright future.
  
Click apply and we will be in touch. Don't have a CV? Don't worry, we can come to that later.
  
Everyone will receive a response.
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Financial Planning Assistant

West Yorkshire, Yorkshire and the Humber £23000 - £29000 Annually Lime People Search & Select Ltd

Posted 16 days ago

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permanent

My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.

We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times.

Specifically you'll:

Provide relevant documentation ahead of FPC client meetings;
Obtain relevant research relating to proposed advice;
Compile suitability letters based on the advice being given;
Process new business;
Ensure accurate completion of compliance requirements;
Respond to client queries; • Maintaining client records on XPlan;
Liaise with life offices and providers;
Ensure the administrative requirements are completed for the Client Review Process;
Contribute to new business development;
Proactively maintaining a high level of client service;
Carry out other administrative related tasks as required in support of the FPC.

We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems.  It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning.

Great salary and company benefits are offered with this role.

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Financial Planning Administrator

Guildford, South East £27000 - £35000 Annually Dynamite Recruitment

Posted 18 days ago

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permanent
We are seeking a dedicated and experienced Financial Planning Administrator to join a well-established, independent financial advisory firm based just outside Woking.
This is a pivotal, fully office-based role providing comprehensive administrative support to the team of Financial Advisers.
The ideal candidate will have a professional, mature attitude and a strong eye for detail, capable of consistently producing accurate, high-quality work. 

Key Responsibilities
  • Provide administrative support to Financial Advisers across all areas of financial planning.
  • Maintain and update client records on the back-office system 
  • Ensure all client files comply with regulatory standards.
  • Prepare client documentation, including illustrations, key features documents, and application forms.
  • Process new business applications, investment trades, pension contributions, and transfer requests.
  • Draft and submit Letters of Authority and liaise with product providers to obtain information.
  • Prepare investment valuations, performance reports, and review packs.
  • Assist with compiling client meeting documentation and annual review reports.
Key Requirements
  • Minimum 2 years’ experience in a similar role within an Independent Financial Adviser (IFA) firm.
  • High attention to detail and strong organisational skills.
  • Proficient in using Intelligent Office and Wrap Platforms (e.g. Standard Life, Aegon, Transact).
  • Strong working knowledge of Microsoft Word and Excel.
  • Solid understanding of financial planning processes, compliance, and current regulations.
  • Excellent written and verbal communication skills.
  • Professional, punctual, well-presented, and a strong team player.

Package
  • Competitive salary up to £35,000 (dependent on experience)
  • 25 days holiday + bank holidays
  • Company pension scheme
  • Discretionary annual bonus
  • Death in service benefit
  • Free on-site parking
  • Support with professional development and qualifications
  • Friendly, professional, and sociable office environment
For more details please apply or contact Tegan at Dynamite Recruitment
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Financial Planning Administrator

West Yorkshire, Yorkshire and the Humber £24000 - £32000 Annually Tempest Jones

Posted 18 days ago

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permanent

Financial Planning Administrator - Wakefield outskirts

Tempest Jones are excited to be recruiting for is a thriving national chartered financial planning practice specialising in provision of advice on whole of market pensions, investments, mortgages, and protection.

They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in creation and maintenance of client financial portfolios.

This role offers an exceptional opportunity to work in a supportive environment that promotes ongoing career development and progression, including industry exam sponsorship.

On offer:

  • Competitive
  • Study support toward the Diploma in Financial Planning
  • Multiple career progression opportunities
  • Hybrid working
  • Free parking
  • Competitive benefits package

Key Responsibilities:

  • Managing both new and existing client accounts
  • Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments
  • Accessing provider platforms to gather essential information
  • Processing business accurately and promptly in line with compliance guidelines
  • Document preparation, scanning, and data input as required
  • Diary management and other ad hoc tasks as requested by advisers
  • Answering telephones professionally and courteously, providing information and assistance to advisers and third parties

Requirements:

  • Professional background within an administrative capacity or a recent graduate with a financial services related degree and relevant work experience, plus neither current nor future need for sponsorship.
  • Confidence using Microsoft Office, word and Excel.
  • Excellent communication skills both verbal and written.
  • Permanent residency and right to work in the UK. This company are unfortunately unable to provide sponsorship so they are seeking candidates who have both current and indefinite right to work in the UK.

If you are looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you!

Apply today by sending your cv to jenny @ tempestjones .com

Financial Planning Administrator, IFA Administrator, Sales Support, Financial Services Administrator, Administrator, West Yorkshire, Wakefield, Castleford, Leeds

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Financial Planning Administrator

£23000 - £28000 Annually Tempest Jones

Posted 18 days ago

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Job Description

permanent

Financial Planning Administrator - Stunning offices on outskirts of Sunderland

Tempest Jones are excited to be recruiting for is a thriving national chartered financial planning practice specialising in provision of advice on whole of market pensions, investments, mortgages, and protection.

They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in creation and maintenance of client financial portfolios.

This role offers an exceptional opportunity to work in a supportive environment that promotes ongoing career development and progression, including industry exam sponsorship.

On offer:

  • Competitive
  • Study support toward the Diploma in Financial Planning
  • Full training
  • Multiple career progression opportunities at head office
  • Hybrid working
  • Free parking
  • Competitive benefits package

Key Responsibilities:

  • Managing both new and existing client accounts
  • Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments
  • Accessing provider platforms to gather essential information
  • Processing business accurately and promptly in line with compliance guidelines
  • Document preparation, scanning, and data input as required
  • Diary management and other ad hoc tasks as requested by advisers
  • Answering telephones professionally and courteously, providing information and assistance to advisers and third parties

Requirements:

  • Professional background within an administrative capacity or a recent graduate with a financial services related degree and relevant work experience, plus neither current nor future need for sponsorship.
  • Confidence using Microsoft Office, word and Excel.
  • Excellent communication skills both verbal and written.
  • Permanent residency and right to work in the UK. This company are unfortunately unable to provide sponsorship so they are seeking candidates who have both current and indefinite right to work in the UK.

If you are looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you!

Apply today by sending your cv to jenny @ tempestjones .com

Financial Planning Administrator, IFA Administrator, Sales Support, Financial Services Administrator, Sales Administrator, Case Manager, County Durham, Sunderland, Tyne and Wear, Newcastle

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  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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