Financial Planning Graduate Job at The Private Office (Leeds)

Financial Planning Graduate

This 3-year rotational graduate scheme is designed to fast-track development by ...

Location

United Kingdom , London

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

A strong academic background (at least a 2:1 degree in any subject)
A genuine interest in a career in financial planning and wealth management
Excellent communication and interpersonal skills
Strong organisational ability and attention to detail
A proactive and collaborative mindset
Willingness to travel between offices (Leeds and London) when needed

Job Responsibility

Rotate through several areas of the business, gaining broad exposure and building a strong foundation across different teams
Build technical knowledge in a more analytical and research-driven role
Work closely with paraplanners and advisers to produce financial planning reports and help construct tailored client recommendations
Shadow and support a Financial Planner, working on real client cases and contributing to the delivery of financial plans and investment management

What we offer

Company discretionary bonus scheme
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Private Healthcare
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme
Full support with professional qualifications

Graduate Trainee - Financial Accountant (Financial Reporting)

In this role, you will be responsible for various financial reporting and accoun...

Location

Malaysia , Cyberjaya

Salary:

Not provided

AMD

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance, accounting or equivalent
MBA or CPA preferred
Experience working in a similar role in the hi-tech industry
Advanced knowledge of MS office tools
SAP experience preferred

Job Responsibility

Prepare and provide financial updates to leadership team (budget, operating expenses, capital expenses, headcount, etc.)
Prepare operating business plans and forecast (s) for Operating & Capital Expenses with variance analysis and provide guidance based on key metrics
Manage month-end, year-end close activities
Identify and implement improvements to business processes
Assume full ownership on ad hoc projects, reports and analyses as required

Senior Financial Planning Analyst, Systems Transformation

Are you a senior finance professional who thrives at the intersection of complex...

Location

Canada , Toronto

Salary:

95000.00 - 120000.00 USD / Year

Randstad

Expiration Date

August 03, 2026

Requirements

5 to 8+ years of progressive, post-graduate experience specializing heavily in corporate FP&A, financial modeling, and scenario analysis
Background working within a billable-hour environment (such as law, engineering, accounting, or management consulting firms) is highly desired
Strong familiarity with Workday Financials or Workday Adaptive Planning is preferred
Candidates with strong administration experience in other major ERP environments (e.g., Microsoft Dynamics NAV) will absolutely be considered
Exceptional communication skills with a proven ability to 'tell the story' behind technical data to non-finance stakeholders
Bachelor’s degree in Finance or Accounting
Holding an MBA, holding a CPA/CFA designation, or actively tracking toward completion is preferred

Job Responsibility

Lead the end-to-end corporate budgeting, forecasting, and long-range modeling frameworks to deliver sophisticated, predictive business insights
Map out legacy finance workflows and build out new frameworks within the Workday platform ahead of its critical October launch
Act as a strategic sounding board for the CFO, translating complex data structures into compelling operational narratives for executive leadership
Collaborate cross-functionally with People & Culture and Operations to ensure clean data architecture between Finance systems and upcoming HR/HCM modules
Architect dynamic dashboards and reporting mechanisms using Excel and Power BI to empower profit-center leaders

Fulltime

Financial Planning and Analysis, Client Coverage - Analyst I

The Client Coverage Delivery analyst position is under the Citigroup wide Client...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0 - 2 years of relevant experience
Prior experience in accounting and /or finance, specifically FP&A
Proficient computer skills with a focus on Microsoft Office applications
Effective verbal and written communication skills
Demonstrated presentation skills
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor's degree/University degree required or equivalent experience
Chartered Accountant and MBA graduate - preferred
MBA/CA graduates preferred

Job Responsibility

Deliver both ongoing and ad hoc analysis including client metrics for quarterly and monthly business reviews to facilitate decision making
Undertake end-end ownership of infrastructure and reporting
Propose new ways through advanced tools / ideas to reduce production time and enhance analytics
Provide analytics on scorecards and Key Performance Indicators (KPIs)
Digitize data in visualization tools to allow self-service of standard financial content
Serve as the Subject Matter Expert (SME) on topics for definitions of standard client financials
Work closely with key partners across teams to help navigate client financials system (CIW), giving walkthrough of the analytics shared and supporting any queries on Scorecard client metrics
Support broader team in preparing presentation for BAU and adhoc review materials
Has the ability to operate with a limited level of direct supervision
Can exercise independence of judgement and autonomy

Fulltime

Intern Financial Planning & Analytics

We are looking for an Intern to join our Financial Planning and Analytics Team, ...

Location

Germany , Berlin

Salary:

Not provided

AUTO1 Group

Expiration Date

Until further notice

Requirements

You are recent graduate from University, preferably in Business, Economics, Finance, or in another relevant field
Relevant working experience in financial modeling and/or controlling through previous internships/working students positions
You do not just dig numbers, but you are also outspoken and like to communicate
An analytical mindset paired with excellent Excel skills
SQL and Python are a plus
Ability to fluently communicate verbally and written in English

Job Responsibility

Work with teams across Europe to gather, prepare and analyze data for our top management
Analyze the financial performance of our business lines across Europe and generate insights to facilitate decision making for our top management
Build our budgeting and forecasting processes by reviewing and evaluating financial data
Develop short and long term financial models for our business units and our products
Support our management in delivering high quality strategic and tactical reports for key stakeholders

What we offer

Be who you are: No dress code
Free coffee, soft drinks, water and organic fruits/vegetables
You don't have to know everything: here you can learn on the job
Your life-work balance and working from home are part of our culture
Take responsibily and own your topic
Join our Early Careers Program, receive a fair salary, and experience our AUTO1 world cross-functionally through special internal events

Fulltime

Financial Planning And Analysis Sr. Analyst, Assistant Vice President

Whether you're at the start of your career or looking to discover your next adve...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Exceptional communication skills, including well-developed verbal, written and presentation skills
Strong background in accounting, financial analysis or internal audit, with demonstrated understanding of substantive reviews and internal controls
Understanding of capital markets, retail banking and/or institutional banking is a must
Minimum 6 years of proven experience in driving results with a strong understanding of the financial services industry
Strong business instincts and ability to apply independent judgment to historical business practices, with a proven ability and willingness to challenge the status quo
A self-starter with ability to independently manage work and drive multiple deliverables concurrently
Must be a change agent, ensuring others understand current direction
An post-graduate degree is required, including BE / CA
An MBA and/or CFA is preferred
Previous experience(s) in Finance function is preferred

Job Responsibility

Manage the monthly Executive Scorecard reporting process within defined timelines inclusive of population reconciliations for publication, ensuring data validation and processing of change requests in alignment with the Executive Scorecard team guidelines
Actively participate in strategic discussions with internal teams and stakeholders regarding scorecard creation, metric attribution
Enhance the existing controls framework by identifying gaps, perform root cause analysis and driving technology and process solutions towards remediation
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Delivering thought leadership and supporting the implementation of changes necessary to enhance Citi's Executive Scorecard production processes and satisfy evolving senior management and board of directors' requests
Developing a strong working relationship with stakeholders across the organization in support of their individual responsibilities and in support of creating a holistic framework in which the firm executes its strategic priorities
Team member of several professionals interacting with members across multiple locations on a daily basis

What we offer

Access to telehealth options, health advocates, confidential counseling
Expanded Paid Parental Leave Policy
Access to an array of learning and development resources
Generous paid time off packages
Resources and tools to volunteer in the communities

Fulltime

Financial Planning and Analysis Lead Analyst

The Financial Planning and Analysis Lead Analyst is a senior professional role r...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-9 years of relevant experience
Proficient computer skills with a focus on Microsoft Office applications
Demonstrated presentation and analytical skills
Consistently demonstrates clear and concise written and verbal communication skills
Post Graduate degree or equivalent experience

Job Responsibility

Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, QMMF and quarterly outlooks in partnership with Planning FP&A teams
Drive financial forecast for ICAAP and Regulatory stress tests in accordance with the Global ICAAP Standard
Advise on directional strategy and provide guidance on significant business/product decisions
Co-ordinate with Business and Finance functions to review and challenge the forecast at entity level
Develop and maintain relationships with key partners and senior management to influence behavior and decision making
Prepare presentations and analysis for the team supporting the CFO
Has the ability to operate with a limited level of direct supervision
Can exercise independence of judgement and autonomy
Acts as SME to senior stakeholders and /or other team members
Partner with Model Risk Management (MRM) to ensure adherence to MRM governance

Fulltime

Graduate Financial Adviser

Our graduate programme offers a clear pathway to becoming a Financial Adviser, e...

Location

United Kingdom , London

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

A recent graduate (2025 or due to graduate in 2026) with a strong academic record (2:1) in any field
Excellent communication and interpersonal skills
Ability to work both independently and collaboratively
Strong analytical and problem-solving abilities
Keen to take ownership from an early stage
Committed to providing excellent client service
Strong multitasker with the ability to prioritise time to studying and working simultaneously
Must have the legal right to work in the UK
Must be available week commencing 4th May 2026 for an assessment centre in London

What we offer

Extensive support from day one
Comprehensive induction program
Continuous on-the-job training
Regular guidance from a Graduate Mentor
Gain valuable insights and experience with operations and paraplanning teams
Complete Level 4 Diploma in Regulated Financial Planning over 18 months

Fulltime

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Financial Planning Graduate

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