manager financial planning

NJR Recruitment

<p><strong>Compliance Manager (Financial Planning) </strong></p><p><strong>Location: Grantham / Hybrid</strong></p><p><strong>Salary: £40,000 - £45,000</strong></p><p><strong>Working Hours: 37.5 per week</strong></p><p><strong>Job Type: Full Time, Permanent</strong></p><p></p><p>NJR Recruitment is delighted to be supporting a well-established and Chartered firm of Independent Financial Planners who have an excellent opportunity available as a result of their ongping growth and are seeking a Compliance Manager. This is a fantastic opportunity for someone looking to take ownership of compliance oversight, ensure best practices, and support the continued development of a high-performing team.</p><p>Key Responsibilities:</p><p>" Maintain, update, and monitor compliance standards including written policies and procedures</p><p>" Conduct file reviews and high-risk advice checks to ensure regulatory obligations are met</p><p>" Monitor and follow up on feedback from file reviews to ensure timely resolution</p><p>" Provide technical support and updates to team members</p><p>" Stay abreast of regulatory developments and ensure firm-wide adherence to new rules and guidance</p><p>" Advise management on regulatory issues and necessary changes</p><p>" Arrange and deliver training to team members around compliance and regulation</p><p>" Conduct regular competence assessments</p><p>" Assist with onboarding and certifying competency for new financial planners</p><p>" Carry out general compliance duties as needed, appropriate to experience and role</p><p>Requirements:</p><p>" Diploma in Regulated Financial Planning by the CII (or equivalent)</p><p>" Previous experience in a similar role within the financial services sector</p><p>" Strong knowledge of FCA regulations and compliance requirements</p><p>" Excellent communication and organisational skills</p><p>" Ability to work both independently and as part of a wider team</p><p>Benefits:</p><p>" Hybrid working model (part remote, part Grantham-based)</p><p>" Supportive and collaborative working environment</p><p>" Opportunity to play a key role in the development of a growing compliance function</p><p>If you're looking to step into a pivotal role with real influence and flexibility, we'd love to hear from you. Apply today with your CV or contact the team at NJR Recruitment for more information.</p><p></p><p>NJR16091</p>

Compliance Manager (Financial Planning)

McDonald's

<div>
 <p>
  <strong>
   About McDonald&rsquo;s:
  </strong>
 </p>
 <p>
  One of the world&rsquo;s largest employers with locations in more than 100 countries, McDonald&rsquo;s Corporation has corporate opportunities in Hyderabad. Our global offices serve as dynamic innovation and operations hubs, designed to expand McDonald's global talent base and in-house expertise. Our new office in Hyderabad will bring together knowledge across business, technology, analytics, and AI, accelerating our ability to deliver impactful solutions for the business and our customers across the globe.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Financial Operations Manager
  </strong>
 </p>
 <p>
  The Financial Operations Manager plays a critical role in driving fiscal transparency, operational efficiency, and strategic resource planning across the Enterprise Data &amp; Analytics (EDAA) Platforms function, ensure alignment with business goals. This role is responsible for overseeing financial processes including budgeting, forecasting, spend tracking, and vendor financial management. Partnering closely with technology, procurement, and finance teams, the Financial Operations Manager ensures sound financial governance and supports leadership in making data-informed investment decisions to scale data platform capabilities.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Who we&rsquo;re looking for:
  </strong>
 </p>
 <p>
  <strong>
   Primary Responsibilities:
  </strong>
 </p>
 <p>
  <strong>
   Financial Planning &amp; Analysis:
  </strong>
 </p>
 <ul>
  <li>
   Lead and manage financial operations for EDAA Platforms, including budgeting, forecasting, and monthly/quarterly variance analysis.
  </li>
  <li>
   Forecast future cloud costs based on usage trends and business growth.
  </li>
  <li>
   Provide cost-benefit analysis and financial insights to support business case development and investment prioritization.
  </li>
  <li>
   Support annual planning cycles and resource allocation across platform initiatives.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Spend Management &amp; Optimization:
  </strong>
 </p>
 <ul>
  <li>
   Monitor and track technology and vendor spend to ensure alignment with strategic plans and financial targets.
  </li>
  <li>
   Drive financial reporting and dashboards to provide visibility into spend, run costs, and platform ROI.
  </li>
  <li>
   Ensure proper resource tagging for accurate cost contribution.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Vendor &amp; Contract Management:
  </strong>
 </p>
 <ul>
  <li>
   Collaborate with finance, procurement, and business leads to manage contracts, SOWs, invoicing, and vendor payments.
  </li>
  <li>
   Act as a liaison between finance, delivery teams, and vendors to ensure alignment and accountability.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Process Improvement &amp; Governance:
  </strong>
 </p>
 <ul>
  <li>
   Establish and refine financial processes and controls to ensure compliance and operational efficiency.
  </li>
  <li>
   Contribute to continuous improvement of financial operations tools, templates, and best practices.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Executive Support &amp; Communication:
  </strong>
 </p>
 <ul>
  <li>
   Prepare presentations and materials for senior leadership to support strategic reviews and governance forums.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Skill:
  </strong>
 </p>
 <ul>
  <li>
   7 years of experience in financial operations, business finance, or FP&amp;A, ideally within a technology or data environment
  </li>
  <li>
   Strong understanding of budgeting, forecasting, and financial governance practices
  </li>
  <li>
   Experience managing technology vendor contracts, invoicing, and procurement processes
  </li>
  <li>
   Proficiency with Finops tools (e.g., Finout, Datadog etc.)
  </li>
  <li>
   Proficiency with financial modelling, reporting tools, and Excel/Google Sheets; experience with ERP or PPM systems is a plus
  </li>
  <li>
   Excellent communication and stakeholder management skills with a consultative mindset
  </li>
  <li>
   Bachelor's degree in finance, Accounting, Business Administration, or a related field; MBA or related certification preferred
  </li>
  <li>
   Ability to thrive in a dynamic, matrixed environment and drive cross-functional collaboration
  </li>
  <li>
   Strong attention to detail, analytical rigor, and ability to simplify complex financial data for decision-making
  </li>
  <li>
   Good understanding of public cloud providers such as AWS, GCP, and Azure, including their respective billing models and cost structures.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Work location:
  </strong>
  Hyderabad, India
 </p>
 <p>
  <strong>
   Work pattern:
  </strong>
  Full time role.
 </p>
 <p>
  <strong>
   Work mode:
  </strong>
  Hybrid.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Additional Information:
  </strong>
 </p>
 <p>
  McDonald&rsquo;s is committed to providing qualified individuals with disabilities with reasonable accommodations to perform the essential functions of their jobs. McDonald&rsquo;s provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to sex, sex stereotyping, pregnancy (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), race, color, religion, ancestry or national origin, age, disability status, medical condition, marital status, sexual orientation, gender, gender identity, gender expression, transgender status, protected military or veteran status, citizenship status, genetic information, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
 </p>
 <p>
  <br/>
 </p>
 <p>
  McDonald&rsquo;s Capability Center India Private Limited (&ldquo;McDonald&rsquo;s in India&rdquo;) is a proud equal opportunity employer and is committed to hiring a diverse workforce and sustaining an inclusive culture. At McDonald&rsquo;s in India, employment decisions are based on merit, job requirements, and business needs, and all qualified candidates are considered for employment. McDonald&rsquo;s in India does not discriminate based on race, religion, colour, age, gender, marital status, nationality, ethnic origin, sexual orientation, political affiliation, veteran status, disability status, medical history, parental status, genetic information, or any other basis protected under state or local laws.
 </p>
 <p>
  Nothing in this job posting or description should be construed as an offer or guarantee of employment.
 </p>
</div>


Manager, Financial Planning [T500-21199]

Qiddiya Investment Company

<div><p>Qiddiya Investment Company is pioneering the future of entertainment in Saudi Arabia, and we are seeking an exceptional leader for the role of Senior Manager - Financial Planning &amp; Analysis (MAS5). This strategic position is critical to the financial health of our organization and will play a key role in guiding our growth trajectory.</p><p>
As the Senior Manager of Financial Planning &amp; Analysis, you will oversee all functions related to financial planning, budgeting, forecasting, and analysis. You will lead a team of financial professionals in developing comprehensive financial strategies that support Qiddiya's ambitious projects while ensuring sound financial governance and reporting.</p><h3 class="jobSectionHeader"><b>
Key Responsibilities</b></h3><ul>
<li>Lead the preparation of financial forecasts and budgets, ensuring alignment with organizational goals and effective stakeholder communication.</li>
<li>Drive in-depth variance analysis and performance reporting to provide actionable insights that enhance financial decision-making across the organization.</li>
<li>Establish and maintain advanced financial models, enabling rigorous analysis of investment opportunities and strategic initiatives.</li>
<li>Collaborate with senior leadership and department heads to ensure financial diligence and encourage financial accountability throughout the organization.</li>
<li>Prepare and present financial reports and presentations to executive management, articulating complex financial data in a clear and impactful manner.</li>
<li>Mentor and develop financial planning team members, promoting a culture of continuous improvement and professional growth.</li>
<li>Stay abreast of industry trends and best practices to refine financial approaches and ensure competitive advantage.</li>
</ul><p><b>Requirements</b></p><ul>
<li>
Bachelor's degree in finance, accounting, or a related field</li>
<li>Master's degree or relevant professional certifications (e.g., CMA, CPA, CFA, ACCA, CIMA) preferred</li>
<li>A minimum of 8-10 years of experience in financial planning and analysis, with progressive leadership responsibilities</li>
<li>Comprehensive knowledge of financial modeling, variance analysis, and reporting practices</li>
<li>Exceptional analytical and strategic thinking skills, with strong attention to detail</li>
<li>Excellent communication and interpersonal abilities, capable of synthesizing complex financial concepts for a diverse audience</li></ul></div>

Senior Manager - Financial Planning & Analysis (DEL5-20005165)

<div><div>Job Description Summary</div><div></div><div>
Job Description</div><div>
Position Summary</div><div>
The incumbent is responsible for providing financial advice and support to business and enable them to make sound business decisions. Managing budget and assist with strategic planning.</div><div></div><div>
Principal Responsibilities</div><ul><li>
Complete ownership of Business revenue &amp; OIBT targets for the business</li><li>
Financial Analysis of the new deals, forecasts, cash flow positions.</li><li>
Identify revenue growth opportunities for the business and highlight the risks &amp; opportunities in the business.</li><li>
Manage the P&amp;L, track revenues, GP and other relevant expenses by Business.</li><li>
Control and monitor the expenses budget, track the variance analysis of the expenses.</li><li>
Ensure accurate &amp; timely submission of Financial Reports, Projections, budget and Annual Strategic Review.</li><li>
Provide analysis and commentary to region and leadership team.</li></ul><div></div><div>
Experience &amp; Skills</div><ul><li>
Chartered accountant with 8+ years of experience preferably in FP&amp;A and Business Finance role</li><li>
Knowledge of I-GAAP, US-GAAP</li><li>
Management accounting</li><li>
Knowledge of Excel, PowerPoint, SAP, HFM.</li><li>
Analytical skills</li><li>
Communication &amp; Presentation Skills</li></ul><div></div><div>
BD SUCCESS FACTORS</div><ul><li>
Business acumen</li><li>
Strategic agility</li><li>
Managing vision and purpose</li><li>
Result oriented</li></ul><div></div><div>
Contacts (Internal)</div><ul><li>
Business Leaders</li><li>
Financial Reporting Functions</li><li>
Various stakeholders in businesses / functions in the organization.</li></ul><div></div><div>
Critical Challenges</div><ul><li>
Influence business decisions using analysis and effectively monitor and guide the organization&rsquo;s financial management and business planning process.</li><li>
Interact/ deal with people and cater to their requirements</li><li>
Meet timelines with accuracy</li></ul><div></div><div>
Problem Solving &amp; Decision Making</div><div>
Identify projects, deals, tenders for investment. Cost benefit analysis.</div><div></div><div>
This position will move to new entity in line with recent announcement in Biosciences &amp; Diagnostic Solutions businesses. <div>https://investors.bd.com/news-events/press-releases/detail/892/waters-and-bds-biosciences-diagnosti&hellip;</div></div><div></div><div>
Required Skills</div><div>
Optional Skills</div><div></div><div>
.</div><div>
Primary Work Location</div>
IND Gurgaon - Signature Towers B<div></div><div>
Additional Locations</div><div></div><div>
Work Shift</div></div>

Senior Manager Financial Planning & Analysis

Aldar Education

Job DescriptionAldar Education are currently seeking an outstanding Assistant Manager - Financial Planning &amp; Analysis for our HQ office in Abu Dhabi.Since its inception in 2007 with just 250 students, Aldar Education has grown into a highly sought-after education provider, with more than 25 owned and managed premium and super-premium schools and academies- in partnership with some of the world s most prestigious institutions including Rugby School, King s College Wimbledon, and Cranleigh. The Group now serves over 38,000 students through 5,000 educators from more than 100 nationalities to deliver world-class education across a broad range of curricula and learning pathways from nursery through to K12.At Aldar Education, our impact goes far beyond the classroom: we are proud to contribute to the UAE s vision for a sustainable, knowledge-based economy through premium education. With this in mind, we hire educators and insustry professionals who not only embody our values and cultural ethos but also bring a genuine passion for education qualities central to our mission of shaping the leaders of tomorrow.If you are passionate about excellence and ready to make a meaningful impact, we invite you to apply and be part of our journeyThis is an exciting opportunity to join the highly successful Aldar family of schools and to help shape the future of Abu Dhabi s leading school group.To provide comprehensive financial planning and analytical support for the FP&amp;A Function. The role will be responsible for preparation of the annual budgeting cycle, developing 5-year business plans, conducting corporate finance initiatives, performing detailed financial analysis, and preparing forecasts to enable effective strategic and operational decision-making.ResponsibilitiesMain Duties:Business Planning: Contribute to the preparation of monthly, quarterly, annual, and long-term (5 10 years) business plans, ensuring alignment with strategic objectives.Budgeting: Assist in the end-to-end annual budgeting process, including building Excel-based budget models and preparing management presentation decks.Forecasting: Support monthly forecasting activities across different entities, and maintain up-to-date cash flow forecasts to ensure liquidity planning and monitoring.Financial Modeling: Develop and maintain robust financial models to project financial statements over 5 10 years, supporting decision-making and scenario analysis.Financial Analysis &amp; Reporting: Provide insightful financial reports and analytical tools to monitor business unit performance, establish benchmarks, and measure goal achievement.Budget Administration: Manage the upload, validation, and transfer of budgets across cost centers and business units, ensuring compliance with internal financial policies and Budget controls.Specific Duties:Process Improvement: Identify opportunities to streamline FP&amp;A workflows, enhance automation in reporting and modeling, and improve forecast accuracy.Stakeholder Collaboration: Work cross-functionally with operations, HR, and commercial teams to align financial targets with operational realities and strategic goals.Systems &amp; Tools: Utilize ERP systems and business intelligence tools to extract, analyze, and present financial and operational data for management reporting.Data Management: Coordinate with departments to collect, validate, and manage data sets, ensuring timely and accurate analysis and reporting.Capital Planning: Collaborate with stakeholders on the 5-year Capex planning cycle, focusing on investment evaluation, capital allocation, and profit optimization.QualificationsMinimum Qualifications:Minimum Bachelor s degree in business or finance, Master s in finance / MBA in finance is desiredQualified accountant (CA/ CPA/ ACCA/ CMA)Minimum Experience:6 to 9 years of relevant experienceJob Specific Knowledge &amp; Skills:Advanced excel skills with proven financial modeling experience with exposure to automationExcellent analytical capabilities and hands on experience in DashboardStrong presentation, reporting and communication skillsDemonstrated strong interpersonal skills through effective management of stakeholder expectations in prior engagements.Ability to liaise effectively business functions in order to collect input required for analysisDeadline-driven with a strong sense of ownership and accountability for deliverablesExperience in Education sector is desirable but not mandatory.WHAT WE OFFER:Aldar Education is a family of world-class, child-centered, and innovative schools based in the UAE. We educate over 34,000 students across our group of owned and managed schools, and as we grow, so does our need for highly skilled, inspirational, and dedicated school leaders. We offer an attractive remuneration package including medical cover, flights, housing, and free child school places. Our future-focused learning model includes both students and staff, so we place a special emphasis on professional development, coaching and training.Successful candidates will have access to a wide network of professionals and opportunities to both lead and contribute to training others as well as developing themselves.Aldar Education is keen to hear from like-minded, forward thinking school leaders who would welcome the challenges and opportunities that we have to offer.This job description is not all inclusive. Aldar Education reserves the right to amend this job description at any time. We are an equal opportunity employer, committed to a diverse and inclusive work environment. We are also mindful of our national development strategy and encourage UAE Nationals in their application at our company.Aldar Education is committed to safeguarding and promoting the welfare of children and young people and expects all staff to share this commitment. Offers of appointment are subject to satisfactory references and police clearance.

Assistant Manager - Financial Planning & Analysis - Aldar Education

Dubai Holding

<div>
 <p>
  <strong>
   About Dubai Holding Real Estate:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  Dubai Holding&rsquo;s real estate business has developed strategic destinations and communities that offer unique and attractive lifestyle opportunities to meet the evolving needs of Dubai&rsquo;s residents and visitors alike. As a master developer, we invest in sustainable infrastructure, accessibility, community amenities and family-focused facilities including community centers, mosques, schools, supermarkets and landscaping.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Our integrated real estate offering also includes a robust land sales portfolio, project management for large-scale projects, as well as top-notch facilities management services.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   About the Job:
  </strong>
 </p>
 <p>
  An opportunity has arisen for a
  <strong>
   Assistant Manager - Financial Planning and Analysis
  </strong>
  to join
  <strong>
   Dubai Holding Real Estate
  </strong>
  . At this position, you will assist Senior Manager in managing the MIS Reporting, Budgeting and forecasting and recommend best practice for budgeting, MIS and reporting procedures and its supervision to ensure financial control and profitability.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Key Responsibilities:
   </u>
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   MIS
  </strong>
 </p>
 <ul>
  <li>
   Preparation of periodic and ad hoc Management Information Reports to provide Management with timely and relevant information for making informed decisions to ensure the effectiveness of the cost control within the company Develop and maintain appropriate KPI information reporting systems.
  </li>
  <li>
   Perform variance analyses of the actual results in relation to the budgeted figures to ensure KPI delivery. Investigate variances and prepare financial reviews recommending upward or business requirements. Analyze monthly reporting related to operational performance, variances, and metrics in order to forecast the budgetary exceptions during the operating year.
  </li>
 </ul>
 <p>
  <strong>
   Budgeting &amp; Forecasting:
  </strong>
 </p>
 <ul>
  <li>
   Responsible for overall budget consolidation and support line manger to finalise budget pack
  </li>
  <li>
   Provide support in developing budget plans and schedules in line with Group policies and procedures and execute the budgetary plans in coordination with concerned departments to ensure smooth preparation of budgets.
  </li>
  <li>
   Act as a liaison between entity/department heads and finance team for collating the information required to develop annual budgets. Support in monitoring its implementation and for any subsequent budget recalibrations or forecasts required by the management.
  </li>
  <li>
   Responsible for overall budget upload to oracle and maintenance of budget re-allocation requests.
  </li>
 </ul>
 <p>
  <strong>
   Policies, Process, Forms &amp; Templates.
  </strong>
 </p>
 <ul>
  <li>
   Contribute in developing Budgetary, IS and Project reporting policies, process, procedures, forms and templates that ensure adequate budgetary controls and reporting structure for overall company operations thereby ensuring the cost advantage in all its resource utilization and financial activities.
  </li>
 </ul>
 <p>
  <strong>
   Models &amp; Tools.
  </strong>
 </p>
 <ul>
  <li>
   Modify and maintain financial models for budgetary and business analysis to ensure accuracy of budgetary assumptions.
  </li>
  <li>
   Provide inputs to develop and enhance budgeting, planning, controlling and reporting tools to minimize the variance and to bring more accuracy in budgeting and reporting processes.
  </li>
 </ul>
 <p>
  <strong>
   Systems.
  </strong>
 </p>
 <ul>
  <li>
   Assist in providing input to the development and enhancements of Budgetary and MIS systems in coordination with other concerned department to ensure generation of budgetary/ actual transaction, accounting and financial reports that are required to meet the business objectives.
  </li>
  <li>
   Maintain full control over the Hyperion Budgeting software to ensure budgets are prepared, maintained and monitored accurately within the software. Identify and raise any issues to the technical team for resolution.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Qualifications, Experiences &amp; Skills
   </u>
  </strong>
  :
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Accounting/Finance (CA/ACCA preferred)
  </li>
  <li>
   Knowledge of Management Information Systems
  </li>
  <li>
   Minimum of 4 to 6 years&rsquo; experience in Finance with preferred experience in real estate industry/budgeting.
  </li>
  <li>
   Advanced proficiency in Microsoft Excel, including complex data analysis and modeling.
  </li>
  <li>
   Well versed in SQL / database management, Enterprise Resource Planning (ERP) systems such as SAP or Oracle, Management Information Systems (MIS), Oracle and MS Office Tools
  </li>
  <li>
   Ability to manage complex general ledger accounts.
  </li>
  <li>
   Proficient in financial reporting, including balance sheets, income statements, and cash flow statements.
  </li>
  <li>
   Strong numerical and analytical skills.
  </li>
  <li>
   Time Management and Attention to detail and quality.
  </li>
  <li>
   Effective co-ordination with other stakeholders
  </li>
  <li>
   Exceptional interpersonal skills
  </li>
  <li>
   Strong analytical thinking and problem-solving abilities.
  </li>
  <li>
   Ability to identify financial challenges and recommend solutions.
  </li>
  <li>
   Conflict resolution
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   About the Benefits:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  At Dubai Holding, we're committed to nurturing the success and well-being of our colleagues. Join our dynamic and diverse team, and enjoy a comprehensive benefits package that includes competitive compensation, career development opportunities, and a collaborative work environment. We strongly believe in creating an empowered workforce that will help us build a connected city for tomorrow. We are committed to attracting the brightest minds and nurturing the most pioneering candidates who desire to make a great impact on the future of Dubai.
 </p>
</div>


Assistant Manager - Financial Planning and Analysis - Dubai Holding Real Estate

<p>Financial Planning Manager Leicester based Salary up to 60,000 + OTE</p> <p>Benefits:</p> <p>" Competitive salary and performance-based incentives." 25 days holiday plus bank holidays." Generous non-contributory group pension scheme, commencing after three months continuous service." Free death in service benefit after successful completion of probationary period (subject to qualifying criteria)." Brand new air-conditioned modern-design offices, offering full kitchen and dining facilities, gym and free parking." Opportunities for professional growth and development, including support to achieve chartered status." Collaborative and supportive work environment." A chance to make a significant impact in a respected independent financial advice firm.NJR Recruitment is proud to be working in partnership with a highly regarded firm of Independent Financial Planners renowned for delivering bespoke, client-focused financial solutions, this firm operates with a deep commitment to integrity and excellence at the heart of everything they do. As part of their continued growth, our client is now looking to appoint a dynamic and experienced Financial Advice Manager. This is an exciting opportunity for a driven professional to lead and enhance the company's sales strategy, playing a pivotal role in shaping the future of the business.</p> <p>The successful candidate will take a proactive leadership role in developing and executing strategic marketing initiatives to promote the firm's services-placing a strong emphasis on building professional connections and generating new business opportunities.</p> <p>They will lead a team of experienced Financial Planners which will play a key role in driving the continued growth of the client base to enhance all business opportunities.</p> <p>Key Responsibilities:</p> <p>" Identify and pursue new business opportunities by developing professional connections and fostering relationships with prospective clients. A 'hands on' approach is a must for this role." Set the example for, and work closely with, our adviser team when implementing marketing and sales strategies." Collaborate with the marketing, product development, and compliance teams to ensure cohesive and effective marketing and sales. " Maintain and enhance relationships with existing clients, ensuring high levels of customer satisfaction and retention." Assist in the recruitment and training of new financial advisers." Analyse market trends, competitor activities, and client needs to inform product development and marketing strategies." Prepare and present sales reports, forecasts, and performance metrics to senior management.</p> <p>Essentials:</p> <p>" Proven experience of developing and executing marketing strategies within the financial services sector. " Proficient in developing and working with professional connections." Level 4 Diploma in Financial Planning or equivalent. A degree in Business, Finance, Marketing, or a related field would be advantageous. " Strong understanding of financial products and services, including investments, pensions, and insurance." Excellent leadership and team management skills." Strong communication, negotiation, and interpersonal skills." Ability to analyse data, identify trends, and make data-driven decisions." Proficiency in CRM software and Microsoft Office Suite.</p> <p>If you are interested in this role then apply online or for further information speak to one of our specialist recruiters, quoting reference NJR15769</p>

Financial Planning Manager

Search 10000+ Manager financial planning jobs near you this November. New roles added regularly across leading industries. Apply today.