Financial Adviser Manager Job at IDEX Consulting Ltd (Bristol)

New

Financial Manager

Make an impact with NTT DATA Join a company that is pushing the boundaries of wh...

Location

India , Gurgaon

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Advanced ability at interpersonal and communication skills, both verbally and written
Advanced business acumen, financial expertise, and strategic planning skills
Advanced problem-solving skills
Ability to collaborate with senior leadership at a strategic and tactical level
Ability to understand new issues quickly and make wise decisions
Ability to work under pressure, plan personal workload effectively and delegate
Ability to inspire and move a cross-functional team towards a unified direction with a common vision
Advanced knowledge of big data analysis and performance/operation metrics
Advanced understanding of business functions such as HR, Finance, marketing, etc.
Bachelor's degree or equivalent in Business Administration or a related field

Job Responsibility

Establishes and optimizes day-to-day operational activities, including revenue and sales growth, expense, cost and margin control and monthly, quarterly and annual financial goal management
Leads efforts to develop and improve through efficient and effective integrated processes, implementing common management processes/services to leverage organizational resources
Directs operations review of cost and service structures, productivity measures and delivery methods to achieve planned targets
Manages and oversees the day-to-day operations to meet budget and other financial goals
Supports with development and implementation of a system to track and report on the progress of strategic plan implementation
Ensures that all department heads are fully informed of the operational objectives of the business
Participates in the design and development of operational processes, policies and improvements related to these processes for each department in their domain
Manages and oversees the establishment of performance goals and allocates resources
Ensures that operational activities comply with organizational requirements for quality management, legal stipulations and general duty of care
Participates in acquisition and growth activities that support overall business objectives and plans

Fulltime

Assistant Financial Manager

Location

South Africa , Pretoria

Salary:

Not provided

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

Full/part-qualified accounting qualification or Bachelor's degree from four-year College or University
or three years related experience and/or training
or equivalent combination of education and experience
Hotel accounting experience is essential, operational experience is also preferred but not essential
Hotel Operational Finance knowledge – previous Asst DOF or smaller hotel Director of Finance
Numeracy - using mathematics to solve problems, calculations, presentations etc.
Computer Skills – Strong computer skills, particularly Excel and preferably Opera, PeopleSoft, Micros
Reading Comprehension - Understanding written sentences and paragraphs in work related documents
Writing - Communicating effectively in writing as appropriate for the needs of the audience
Economics and Accounting - Knowledge of economic and accounting principles and practices, P&L statements, operating budgets, forecasting and scheduling, and the reporting of financial data

Job Responsibility

Manages the hotel’s day-to-day Accounting function, assisting the Director of Finance in providing financial leadership to the business and clear structure and direction to the Finance team
Preparation and analysis of the financial reports and reconciliations, internal and external reporting, budgeting/forecasting, audit and control, asset and liability reconciliation, working capital and cash control
Supports strategies and conducts activities to drive financial results, guest satisfaction, human capital index and market share
Effectively manages the day to day operation of Accounting to execute finance and accounting responsibilities for the property
Assists the Cluster DOF in developing the annual business plan, budgets, forecasts, financial reports, tax compliance, and profit and loss statements
Works through own team and influencing department managers to ensure appropriate controls are in place to manage business risks
Assists in the hiring of accounting associates, and development and retention of a diverse high caliber workforce to provide strong functional expertise to the property and the discipline
Sustains a work environment that focuses on fair and equitable treatment and associate satisfaction to enable business success
Meets Report Delivery Deadlines
Submits reports in a timely manner, ensuring delivery deadlines

Fulltime

Product and Training Manager (Financial Advisory)

Our client is a prominent financial advisory firm in Singapore, backed by a well...

Location

Singapore , Singapore

Salary:

Not provided

Randstad

Expiration Date

July 26, 2026

Requirements

Diploma or degree qualification
A minimum of 5 years of experience in training and competence within the financial services industry, specifically within a life insurer or licensed financial advisory setup
Familiarity with industry regulations and guidelines, including the Financial Advisers Act (FAA) and Life Insurance Association (LIA) memorandums
Possession of CMFAS certifications including RES5, 9, 9A, HI, 8, 8A, CM-EIP, and CM-SIP, alongside professional qualifications such as AFC, AFP, or ChFC
Experience with Learning Management Systems (LMS), Articulate, Zoom, Microsoft Teams, and Microsoft Office applications
Capability in training facilitation, public speaking, and strong in communication

Job Responsibility

Product Governance: Conducting rigorous product due diligence, evaluating solution suitability, and managing the onboarding and approval process for investment and insurance products
Training Strategy: Developing and implementing structured training frameworks and roadmaps aligned with corporate business objectives for new and existing financial representatives
Content Development: Designing and creating comprehensive learning resources, presentations, and digital content across blended learning platforms, including classroom and microlearning
Stakeholder Collaboration: Partnering with external partners, insurers, compliance, and subject matter experts to ensure all materials are accurate, updated, and regulatory-compliant
LMS Management: Overseeing the Learning Management System to monitor training attendance, evaluate programme effectiveness, and track Continuing Professional Development (CPD) hours

Financial Adviser | HNW Portfolio (Sydney CBD)

A premium, self-licensed financial services firm in the Sydney CBD is looking fo...

Location

Australia , Sydney

Salary:

Not provided

Randstad

Expiration Date

June 27, 2026

Requirements

FASEA qualified with a minimum of 3 years’ experience as a Financial Adviser
Proven track record managing HNW/wholesale clients, ideally in a boutique or private wealth setting
Deep knowledge of investments, SMSFs, complex trust structures, and tax strategies
Proficiency with Xplan and IPS (Iress Portfolio System) or similar
High attention to detail, strong business development skills, and the confidence to manage sophisticated stakeholders

Job Responsibility

Portfolio Management: Act as the primary adviser for 50 wholesale/HNW clients, managing all regular reviews and touchpoints
Strategy & Advice: Deliver holistic advice across superannuation, retirement, SMSFs, trusts, and tax-aware strategies
Portfolio Oversight: Collaborate with the internal investment team to manage direct equities, managed funds, and platform investing
Compliance: Maintain high standards of record-keeping, file notes, and KYC data within a self-licensed framework
Collaboration: Partner with internal paraplanners to deliver high-quality SOAs/ROAs

Fulltime

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Senior Financial Adviser

NXTGEN are representing a well-established, high-growth financial services organ...

Location

United Kingdom , Westerham

Salary:

50000.00 - 65000.00 GBP / Year

NXTGEN Recruitment

Expiration Date

Until further notice

Requirements

Level 4 Diploma in Regulated Financial Planning (minimum)
Proven experience delivering financial advice across multiple areas
Strong analytical, client management, and advisory skills
Proactive, commercially aware, and able to mentor junior colleagues

Job Responsibility

Lead client meetings and provide tailored, strategic financial advice
Develop and implement financial plans across investments, pensions, protection, and estate planning
Manage client portfolios and retirement strategies
Maintain long-term relationships through ongoing reviews and guidance
Ensure all advice meets FCA and compliance standards

What we offer

Pension
Life cover
Income protection
Volunteering day
Corporate discounts
Supportive, collaborative work environment

Fulltime