financial planner

Financial Divisions

<ul><li>Financial Planner X 2</li><li>Boutique financial planning business</li><li>Offices in Dorking (hybrid working)</li><li>Manage existing clients and generate new business</li><li>£60k - £70k basic salary plus bonuses</li></ul>I am currently recruiting for a boutique wealth planning firm based in Dorking who I have placed staff into. My client provides a full suite of advice covering Pensions, Investments, Tax Planning, IHT, Trusts and some Protections to clients HNW retirees, families and City professionals across Surrey, Sussex, Hampshire and some based in London.My client are seeking a Financial Planner/Adviser on an employed basis, but self-employed will be considered to work closely with established adviser to manage their current book of clients in the region and also an anticipated influx over the coming months. You will be conducting annual reviews, initial meetings with prospective clients and looking to build upon the influx of business that is coming into their so you must have your level 4 diploma and have been advising for 2+ years as a minimum. You ideally be looking to work towards your chartered status, but this is not essential. The Director will look to offer between £60k - £70k with an attractive benefits package and bonus structure.If this would be of interest or any other Adviser roles I am working on please do get in touch.<img src="https://www.jobg8.com/Tracking.aspx?IEHdHPGpx6QL%2fjADFQ%2fewZ8Fd0NLNqjrx" width="0" height="0" />

Financial Adviser

Macy's

<div>Be part of an amazing story

Macy&rsquo;s is more than just a store. We&rsquo;re a story. One that&rsquo;s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions&hellip;about inspiring stores and irresistible products&hellip;about the excitement of the Macy&rsquo;s 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We&rsquo;ve been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work.

Job Overview

The Associate, Merchandise Planner sets financial targets for sales, margin, and receipts by channel and department. They drive bottom-up merchandise financial plans that align with Buyer&rsquo;s category strategies. In-season, they maintain rolling forecasts at the department(s) level and work with the Buyer to manage the business. Additionally, they collaborate with Inventory Managers to review product flow and mitigate risks. The Associate performs other duties as assigned.

What You Will Do
<ul>
<li>Translate top-down GFOB &amp; Division financial targets to the department level</li>
<li>Collaborate with Buyers to develop a monthly department-level bottom-up build, emphasizing sales, margin, and turn in line with the category strategy</li>
<li>Develop in-season Rolling Operating Forecast for sales, margin, and inventory</li>
<li>Gather input from Buyers and Inventory Managers to maintain a weekly inventory forecast, including updates on vendor-specific shipping</li>
<li>Support the assignment of stores to division/department volume clusters</li>
<li>Manage department-level Open-to-Buy (OTB) in collaboration with Buyers</li>
<li>Review business performance by channel, focusing on highlights and opportunities</li>
<li>Assess current inventory levels and evaluate Rolling Operating Forecast (ROF) based on beginning of month (BOM), receipts, and end of month (EOM) plans</li>
<li>Evaluate opportunities and risks related to adjusting core parameters, allocations, markdowns, and promotions to achieve sales, margin, and inventory objectives</li>
<li>Develop action plans with buyers to meet financial targets</li>
<li>Establish and maintain store clusters at the department level and above to align with financial plans</li>
<li>Foster an environment of acceptance and respect that strengthens relationships, and ensures authentic connections with colleagues, customers, and communities</li>
<li>Ensure regular, dependable attendance and punctuality</li>
</ul>
Skills You Will Need

Financial Acumen: Proficiency in setting financial targets for sales, margin, and receipts, along with the ability to translate top-down financial targets to the department level

Forecasting Analysis: Capability to develop in-season Rolling Operating Forecasts for sales, margin, and inventory, as well as conducting forecasting analysis to support decision-making

Inventory Optimization: Skill in collaborating with Inventory Managers to review product flow, assess current inventory levels, and optimize inventory management strategies

Risk and Opportunity Assessment: Ability to identify and quantify risks and opportunities within the business, evaluating adjustments to core parameters, allocations, markdowns, and promotions to achieve financial objectives

Communication Skills: Practice of open and continuous communication, with the ability to effectively present information in a clear and concise manner, keeping stakeholders informed

Leadership and Interpersonal Skills: Excellent leadership, facilitation, and interpersonal skills, enabling effective collaboration with Buyers, Inventory Managers, and other stakeholders across functional lines and organizational levels

Creative and Strategic Thinking: Capability to think creatively, strategically, and technically, contributing to the development of innovative solutions and strategies aligned with business goals

Who You Are
<ul>
<li>Candidates with a bachelor&rsquo;s degree or equivalent work experience in a related field are encouraged to apply
<ul><li>4+ years in Financial or Merchandise Planning.</li>
</ul></li><li>Able to work a flexible schedule based on department and company needs</li>
</ul>
What We Can Offer You

Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities.

Some additional benefits we offer include:
<ul>
<li>Merchandise discounts</li>
<li>Performance-based incentives</li>
<li>Annual merit review</li>
<li>Employee Assistance Program with mental health counseling and legal/financial advice</li>
<li>Tuition reimbursement</li>
</ul>
Access the full menu of benefits offerings here.

About Us

This is a great time to join Macy&rsquo;s! Whether you&rsquo;re helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people&rsquo;s lives.

Join us and help write the next chapter in our story - Apply Today! 


This job description is not all-inclusive. Macy's, Inc. reserves the right to amend this job description at any time. Macy's, Inc. is an Equal Opportunity Employer, committed to a diverse and inclusive work environment. 


SUPPLY00
This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at macysJOBS.com.</div>

Planning Operations Associate

IDEX Consulting Ltd

An opportunity has become available for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.They are looking for an individual that ideally holds their level 4 diploma and has experience as a Paraplanner as you will be supporting experienced Financial Planners and assisting them with a range of cases. Your role will include but will not be limited to: <ul> <li>To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate</li><li>Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance</li><li>Provide research and analysis of investment funds and financial products, whilst considering the client objectives</li><li>Conduct fund research</li><li>Prepare financial plans, clearly outlining the client's current position, where they need to be and how they will get there</li><li>Preparation of fund switch and encashment letters according to advice provided</li><li>Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source</li><li>Liaise with product providers/third parties regarding any technical queries</li></ul> The ideal candidate will: <ul> <li>Level 4 diploma qualified </li><li>Good understanding of the financial planning process</li><li>Strong interpersonal skills, both written and verbal communication</li><li>Customer service skills - providing an excellent service to the Adviser and client</li><li>Excellent planning and organisational skills</li><li>Ability to work effectively to deadlines</li><li>Accuracy and attention to detail to balance demands of role</li></ul> This is a unique opportunity for a Paraplanner in the Brighton and Hove area to join a firm where they offer hybrid working and a genuinely supportive environment. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.<img src="https://www.jobg8.com/Tracking.aspx?ETISU6e12OkDNffSJVfMdGJg2HTnGjtSh" width="0" height="0" />

Paraplanner

Hiring Talent

We are looking for a Budget Officer for a renowned Medical University.Experience: 2 to 4 yearsTimings: 8:30 am to 4:30 pmJob Location: Gadap Town, Super HighwayJob Responsibilities:&middot; Prepare, monitor and analyze budgets&middot; Support financial planning and resource allocation&middot; Conduct variance analysis and propose adjustmentsRequirements:&middot; Bachelor&rsquo;s in accounting, finance or related field (Master&rsquo;s preferred)&middot; 2 to 4 years of relevant experience in budgeting or financial planningInterested candidates may apply.Job Type: Full-timePay: Rs70,000.00 - Rs80,000.00 per monthApplication Question(s):<ul><li>Are you comfortable working onsite in Gadap Town?</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>budgeting: 2 years (Preferred)</li><li>financial planning: 2 years (Preferred)</li><li>variance analysis: 1 year (Preferred)</li><li>healthcare, education or research industry: 2 years (Preferred)</li></ul>Work Location: In person

Budget Officer

desingworkss

Key Responsibilities: 1. Provide comprehensive financial planning and investment advice to clients. 2. Conduct financial analysis and develop personalized financial plans for clients. 3. Recommend investment strategies and products to clients. 4. Build and maintain relationships with clients, including regular portfolio reviews and updates. 5. Collaborate with internal teams, including investment research, portfolio management, and operations. 6. Stay up-to-date with industry trends, regulatory changes, and market developments. Requirements: 1. Bachelor's degree in Finance, Economics, or related field. 2. Advanced degree (e.g., MBA, CFP) preferred. 3. Minimum 3 years of experience in financial planning or a related field. 4. Professional certifications, such as CFP, CFA, or CPA. 5. Strong analytical, communication, and interpersonal skills. 6. Ability to work in a fast-paced environment. 7. Proficiency in financial planning software, such as Financial Planning & Analysis (FP&A) or MoneyGuide. Nice to Have: 1. Experience with investment management software, such as Aladdin or BlackRock. 2. Knowledge of tax planning and estate planning strategies. 3. Familiarity with alternative investment products, such as private equity or hedge funds.<img src="https://www.jobg8.com/Tracking.aspx?4JvFlRdvJgMf3Bo2bSbArzqS3VET16YPp" width="0" height="0" />

Financial Advisor

Resource Matters Ltd

Basic Up to £60k + Package + Paraplanning + Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: <ul> <li>Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning</li><li>Genuine desire to provide a high standard of advice and service to clients</li><li>You are engaging and can connect with a wide array of audiences</li><li>Detailed knowledge of Investments, tax planning and Defined Contribution pensions.</li></ul> Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143<img src="https://www.jobg8.com/Tracking.aspx?ArXQWHzQuHj2%2fjA2WGhZLppkMDoFtGwJa" width="0" height="0" />

Independent Financial Advisor

First National Equities Limited

About FNELFirst National Equities Limited (FNEL) is a public-listed brokerage firm and a TREC holder on the Pakistan Stock Exchange (PSX). We strive to achieve excellence in everything we do and expect the same dedication and professionalism from our employees.Chartered Financial Analyst (CFA) &ndash; Corporate Finance &amp; InvestmentFNEL is looking for a CFA professional to drive our corporate finance and investment strategy. This is a unique opportunity to lead financial planning, manage treasury and investments, and provide strategic insights for a growing organization.What You&rsquo;ll Do<ul><li>Lead financial planning, budgeting, and forecasting.</li><li>Conduct valuations for projects and investments.</li><li>Manage cash, treasury, and investment portfolios.</li><li>Provide strategic financial guidance for capital allocation and risk management.</li><li>Prepare reports and presentations for executives and investors.</li></ul>What We&rsquo;re Looking For<ul><li>CFA Charterholder (mandatory) with 4&ndash;8 years of experience.</li><li>Bachelor&rsquo;s in Finance, Accounting, Economics, or Business</li><li>Strong skills in financial modeling, valuations, portfolio management, and forecasting.</li><li>Practical knowledge of Pakistani capital markets (PSX, mutual funds, bonds).</li><li>Familiarity with SECP regulations and taxation framework.</li><li>Analytical, strategic thinker with excellent communication and ethical standards.</li></ul>Why Join FNEL? Be part of a dynamic company where your financial expertise shapes corporate growth and investment strategy. Competitive salary and growth opportunities for top talent.Job Type: Full-timeWork Location: In person

Chartered Financial Analyst

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