planning advisor

Confidential

The purpose of the Financial Advisor position is to stay alert on all economic changes and their impact on the clients’ positions, to advise and provide clients with all the needed information regarding their positions and current market situation. As well as to execute and follow up on investments and securities products and assist in research for new investment instruments.&nbsp;Principal Accountabilities: &nbsp;Client sales&nbsp;<ul><li>Responsible for meeting his individual yearly sales budget</li><li>Execute clients’ orders</li><li>Update and keep clients informed of the major financial news</li><li>Offer clients hedging and customize solution ( option structured products) according to market conditions and clients risk appetite</li><li>Fully cooperate with Private Banking and Corporate Banking departments at the level of the proposed products</li><li>Cooperate at the level of identifying clients’ needs/issues and implementing appropriate financial planning and investment strategies</li><li>Cooperate at the level of developing and managing client relationships, including ongoing and regular client contact and visits for new and existing clients</li><li>Offer clients rebalancing strategies according to market conditions and their risk appetite &nbsp;</li></ul>Proprietary Trading&nbsp;<ul><li>Responsible for meeting his individual yearly trading budget within his allocated limits.</li><li>Observe the main drivers/factors that impact the trading positions &nbsp;</li></ul>Products and Investments Ideas&nbsp;&nbsp;<ul><li>Identify tailor-made investment solutions</li><li>Contribute to the structuring of&nbsp; the weekly &amp; new investment products</li><li>Communicate a list of investment instruments to clients and commercial division on a continuous basis</li><li>Introduce one to two investment idea per week &nbsp;</li></ul>Local and international financial institutions and banks&nbsp;<ul><li>Offer competitive pricing for financial markets instruments &nbsp;</li></ul>Analysis and Research&nbsp;<ul><li>Develop expertise in data availability, extraction and manipulation</li><li>Collect information from various sources &nbsp;</li></ul>Communication &nbsp;<ul><li>Cooperate with commercial division (sharing information, joint visits, etc.) based on the net worth of clients.</li><li>Cooperate with T&amp;CM Administrative unit, Back Office and T&amp;CM other units. &nbsp;</li></ul>Other Activities &nbsp;<ul><li>Ensure proper coverage of market hours (8:00 am to 11 pm)</li><li>Book trades into the Asset Management Unit Daily blotter</li><li>Renew expired orders</li><li>Processing personal data in compliance with applicable data protection legislation, the Data&nbsp;Protection Policy of the Bank as well as any other guidelines adopted by the bank in this regard from time to time.</li></ul>&nbsp;

Financial Advisor (Treasury & Capital Markets)

PricewaterhouseCoopers

Job Description &amp; Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in mergers and acquisition tax at PwC will focus on providing tax advice and guidance during mergers, acquisitions, and other business transactions. Your work will involve analysing the tax implications of such transactions, developing tax structures, and assisting clients in navigating complex tax regulations to optimise tax outcomes. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: <ul> <li>Craft and convey clear, impactful and engaging messages that tell a holistic story.</li> <li>Apply systems thinking to identify underlying problems and/or opportunities.</li> <li>Validate outcomes with clients, share alternative perspectives, and act on client feedback.</li> <li>Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations.</li> <li>Deepen and evolve your expertise with a focus on staying relevant.</li> <li>Initiate open and honest coaching conversations at all levels.</li> <li>Make difficult decisions and take action to resolve issues hindering team effectiveness.</li> <li>Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.</li> </ul>

Tax & Legal Services - Tax - ITS/M&A - Senior Manager

Anasia

<div><div><div><ul><li>2-3 years of experience in Finance, Accounting, or a related field.</li><li>
Working knowledge of accounting principles.</li><li>
Excellent command of English.</li><li>
Proficiency in Microsoft Office applications, especially Excel.</li><li>
Strong communication and presentation skills.</li></ul> 
 
Responsibilities:
<ul><li>Assist and support company-wide financial planning processes related to budgeting and forecasting on a monthly, quarterly, and annual basis, including long-term planning.</li><li>
Assist in preparing monthly financial performance reports company-wide, highlighting variances between budgeted and actual figures.</li><li>
Analyze annual budgeting and monthly reporting related to SG&amp;A (Selling, General, and Administrative) expenses, ensuring proper execution of SG&amp;A allocation processes.</li><li>
Support decision-making with scenario analysis &amp; Sensitivity analysis</li><li>
Assist in developing and tracking key financial and operational performance indicators (KPIs), including creating ad-hoc reports and analyzing data for different departments.</li></ul></div></div></div>

Financial Planning Analyst

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

Realtree Properties

Job Title: Real Estate - Property AdvisorJob Summary:We are actively seeking experienced and motivated Real Estate Sales Agent to join our dynamic team. As a Real Estate Sales Agent, you will play a key role in facilitating property transactions, connecting buyers and sellers, and contributing to the growth and success of our real estate business. The ideal candidate should possess excellent communication skills, a strong understanding of the real estate market, and a proven track record of successful property transactions.Responsibilities:Client Acquisition and Relationship Management:&#9679; Identify and cultivate relationships with potential clients, both buyers and sellers.&#9679; Understand clients' needs and preferences to provide tailored real estate solutions.Market Analysis:&#9679; Stay informed about current market trends, property values, and competitive landscapes.&#9679; Conduct thorough market analysis to provide clients with accurate and valuable insights.Property Showings and Negotiations:&#9679; Arrange and conduct property showings for potential buyers.&#9679; Negotiate terms and conditions on behalf of clients to achieve favorable outcomes.Documentation and Transactions:&#9679; Prepare and review contracts, leases, and other legal documents.&#9679; Guide clients through the entire transaction process, ensuring smooth and timely closings.Networking and Business Development:&#9679; Attend industry events, conferences, and networking functions to expand professional contacts.&#9679; Actively participate in business development activities to attract new clients and opportunities.Customer Service Excellence:&#9679; Provide exceptional customer service to build and maintain client trust and satisfaction.&#9679; Address client inquiries, concerns, and feedback promptly and professionally.Compliance and Ethics:&#9679; Ensure compliance with real estate laws, regulations, and ethical standards.&#9679; Uphold the highest level of integrity and professionalism in all interactions.Qualifications:- Proven experience as a Real Estate Broker with a successful track record.- Minimum of 2 years of Real estate experience and excellent verbal and written communication skills in English, can speak Arabic, French, Persian, Russian, Dutch is a plus.- Strong negotiation and interpersonal skills.- Excellent knowledge of local real estate markets and industry trends.- Familiarity with relevant legal regulations and procedures.- Effective communication and presentation skills.- Excellent communication and negotiation skills.- Goal-oriented and self-motivated.What we Offer:- Competitive Commission with timely pay out- Exclusive Pre-qualified for faster conversions, International and Local Leads- Full Medical Insurance &amp; Visa Support- Broker Card &amp; Transportation for Viewings- Free AI VISO Device for seamless client communication- Ongoing Training, Mentorship, and Career Growth Opportunities- Dynamic, Inclusive &amp; Performance-Driven Work Culture- Road Show to UK (Manchester)- Personal BrandingIf you are a dynamic and results-driven Real Estate Sales Agent looking to contribute to a thriving real estate team, we encourage you to apply and be a part of our exciting journey.Email your CV to saba@realtree.ae or WhatsApp +971 52 929 2111Job Type: Full-timeApplication Question(s):<ul><li>Can you join immediately? </li></ul>Experience:<ul><li>Sales: 1 year (Required)</li><li>Real Estate: 1 year (Required)</li></ul>

Off Plan - Real Estate Property Advisor

Penguin Recruitment Ltd

Senior Town Planner - Altrincham £45,000-£55,000 DOE + Bonus + BenefitsAltrincham Hybrid Working Planning Consultancy Are you an experienced Town Planner looking to step into a role with real autonomy, variety, and the chance to work on exciting and meaningful projects across the North West and beyond? I'm working exclusively with a well-regarded, independent planning consultancy based in Altrincham that's known for its collaborative ethos, strategic thinking, and strong client relationships. Due to sustained growth and a healthy project pipeline, they're now looking to appoint a Senior Town Planner to join their close-knit, high-performing team. What's in it for you? <ul> <li> Diverse Projects - You'll be working on a mix of residential, commercial, leisure and mixed-use schemes ranging from small bespoke developments to large strategic sites. </li><li> Genuine Progression - Whether you're looking to step into a more strategic role or become a future leader, the pathway is there. </li><li> Flexible Working - A hybrid working model that supports work-life balance while still fostering strong team collaboration. </li><li> Supportive Environment - You'll join a sociable and professional team that values integrity, quality, and creativity. </li></ul> About You: <ul> <li> MRTPI qualified (or very close to chartership) </li><li> A strong background in consultancy or local authority, with experience managing planning applications and providing sound planning advice </li><li> Able to build rapport with clients, consultants, and local authorities </li><li> Enjoy working collaboratively but confident taking ownership of your projects </li></ul> Why now? The consultancy has carved out a reputation for delivering high-quality planning advice with a personal touch. They're not a corporate giant - and that's a good thing. You'll have a voice, real responsibility, and the opportunity to shape your career in a business that values its people. This is an excellent move for someone who wants more than just another planning job. If you're ready to bring your expertise to a progressive, respected planning consultancy, I'd love to speak with you. Interested?Drop me a message or apply directly to have a confidential chat about the role on and forward your CV to <img src="https://www.jobg8.com/Tracking.aspx?tmjKrTVbLopmqFJvTh1Xn5YATpwpiER5r" width="0" height="0" />

Associate Town Planner

Capita

We're looking for a skilled and experienced Principal Planning Consultant to join our market-leading Planning Resilience team at Capita. As the Principal Planner, you'll lead on major planning applications, provide expert advice, and help drive service improvements for our Local Authority clients. With access to a wide range of projects and a supportive team of over 200 planning professionals, this is a chance to make a real impact-on your career and the communities we serve. This is role is open to applicants across the UK and Northern Ireland. Job title: Principal Planning Consultant Job Description: What you'll be doing Process major planning applications in a timely manner, producing robust reports and recommendations to achieve desired and deliverable outcomes. Undertake pre application discussions on major proposals, some under Planning Performance Agreements Prepare and present evidence on appeals for external clients. Contribute to the delivery and improvement of business management systems, procedures and processes. Provide support and guidance to peers and more junior staff and ensure contemporary planning issues and legislation are cascaded and understood. Support the growth of the team by making a positive contribution to business development, securing repeat work and applying a commercial lens to all work undertaken. Provide consistently high quality professional advice on planning matters to clients, members of the public, councillors and others as necessary. Negotiate with applicants and a wide range of stakeholders in order to obtain high quality outcomes within given time constraints set out in our contractual arrangements with clients. Provide concise, accurate, justified and timely reports and recommendations on major planning applications and pre application discussions applying current legislation and policy changes as appropriate. Keep up to date with current and emerging policy development at a local, regional and national level so that clients are in a strong position to benefit from existing policies and potential changes. Be involved in service improvements and our business operations to ensure resilience competitive edge, efficiency and effectiveness going forward. What we're looking for Essential: Member of the Royal Town Planning Institute. Minimum of 7 years of relevant experience, including proven expertise as an expert witness at Planning Inquiries. Demonstrable experience working as a Principal Planning Officer or Consultant in the public sector is essential; experience across both public and private sectors would be advantageous. Proven ability to lead on Planning Performance Agreements (PPAs) A high level of knowledge, understanding and application of current and emerging planning legislation. Full, clean UK Driving License with the willingness to travel to meet our client requirements Starting salary: £40,000 per annum, negotiable depending on experience 23 days' holiday (rising to 27) with the opportunity to buy extra leave The opportunity to take a paid day out of the office, volunteering for our charity partners or a cause of your choice A discretionary annual bonus / car allowance or company car - if applicable Auto-enrolment to our company pension, life assurance, a cycle2work scheme, 15 weeks' fully paid maternity, adoption and shared parental leave, paternity pay of two weeks and plenty more Voluntary benefits designed to suit your lifestyle - from discounts on retail and socialising, to health & wellbeing, travel and technology Access to our Employee Network Groups, which represent every strand of diversity and allow colleagues to connect and learn from each other on an open, inclusive platform About Capita Local Public Service Capita Public deliver services and solutions that keep the UK government including local councils running and improving services to the public. Capita Local Public Services (LPS) is a £170m business with 3,000 staff working in a matrix operating model to deliver services to over 50 clients, encompassing both Local Government and Community Health (NHS) Capita has a long and rich history working with Local Government and the NHS and both markets are central to our growth strategy for the next 5 years. Unlock Your Potential with Capita At Capita, your career can take you wherever your ambition leads. You are part of a diverse network of talented, forward-thinking professionals working across a wide range of disciplines and sectors. We're committed to your growth - offering exciting opportunities to expand your skills, explore new paths, and advance your career. Join us and discover a career with purpose. Customer first, always Fearless innovation Achieve together Everyone is valued What we hope you'll do next: Choose 'Apply now' to fill out our short application, so that we can find out more about you. Equal Opportunities At Capita, we're committed to providing an inclusive, barrier-free recruitment process and working environment for everyone. We want everyone to have the best chance of succeeding as they move through their application and start their career with us. We are an equal opportunity and Disability Confident employer; we want to hear from you if you'd like to discuss any adjustments you might need during your recruitment process. Please email or call and we'll get back to you to discuss.For more information about equal opportunities and the types of adjustments we can offer, please visit the Capita Careers website.If you have a question that does not relate to adjustments during your recruitment process, please email our Talent Acquisition team - Location: Home-Based - GBR,Zjednoczone Królestwo Time Type: Zatrudnienie w pełnym wymiarze godzin Contract Type: Stały Capita is a consulting, transformation and digital services business. We deliver innovative solutions and simplify the connections between businesses and customers, governments and citizens. We're driven by our purpose: to create better outcomes - for our employees, clients and customers, suppliers and partners, investors, and society. We're committed to being a responsible business - in how we operate, serve society, respect our people and the environment, and deliver attractive returns to our investors. Every day we help millions of people, by delivering innovative solutions to transform and simplify the connections between businesses and customers, governments and citizens. We partner with clients and provide them with the insight and cutting-edge technologies that give time back, allowing them to focus on what they do best and making people's lives easier and simpler. We operate in the UK, Europe, India and South Africa and currently have 55,000 talented people working in our three divisions: Capita Experience, Capita Public Service and Capita Portfolio.<img src="https://www.jobg8.com/Tracking.aspx?HuNA3DPAJ8vGFJOBMgjQLSMYtq%2fUJuCkm" width="0" height="0" />

Principal Town Planner

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