Senior Financial Planner Job at Robert Half (Berkeley)

Senior Wealth Planner

Join us as a Senior Wealth Planner, where you’ll take a leading role in helping ...

Location

United Kingdom , Birmingham

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products
Experience offering personalised planning and investment advice, with a solid understanding of financial markets, products, and regulations
Ability to use digital tools to support client conversations, along with thoughtful communication that builds trust
A careful approach to identifying and managing risk, while maintaining high standards of compliance

Job Responsibility

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts

What we offer

Hybrid working
modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
supportive and inclusive culture and environment

Fulltime

Senior Wealth Planner

You will be based in Denmark, and work closely with our local client advisors, i...

Location

Denmark , Copenhagen

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Master degree in law/tax, or HD Financial Planning / Certified Wealth Planner
Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor
In depth knowledge in the Danish products such as life insurance, pension, and taxation of investment products
In depth knowledge of the of Danish corporate structures and succession planning opportunities
Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
Knowledge in civil law (matrimonial regimes, succession law, etc.)
Proficient use of MS Office
Danish and English (fluent / advanced)

Job Responsibility

Provide holistic wealth planning advice to support the achievement of the client’s financial and life objectives
Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark
Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information to the client advisors
Provide assistance to compliance and lending departments on the onboarding process of complex cases
Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders
Provide technical trainings to the client advisors in the Nordics
Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
Participate in marketing and commercial events

Senior Demand Planner

Rowan’s Senior Planner, reporting directly to the Director of Inventory Manageme...

Location

United States , New York

Salary:

100000.00 - 110000.00 USD / Year

Rowan

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Merchandising, Finance, Business, Accounting or similar field or equivalent experience
3-5 years’ experience in merchandise planning, inventory management, analytics, planning, business management, omni-channel merchandising, or related area
Very strong analytically with strong communications and presentation skills
ability to present complex information to various audiences
Excellent attention to detail, organizational skills, time management, and influencing cross functionally
Strong executive presence with the ability to partner and challenge simultaneously
Proficient in Microsoft Applications (i.e., Excel, PowerPoint, Word)
Entrepreneurial spirit - excited by the challenges that come along with building brands

Job Responsibility

Develop and maintain strong relationships with inventory and buying departments to deeply understand business performance at the item level
Collaborate with relevant teams to develop item, category-level and subcategory strategies, enhancing overall business effectiveness
Develop and maintain accurate demand forecasts by analyzing sales trends, seasonality, promotions, and market intelligence
Monitor forecast accuracy and identify root causes of forecast errors
implement continuous improvements
Maintain SKU-level forecast data and support new product introductions and phase-outs
Prepare and present reports and dashboards on forecast performance, inventory metrics, and demand trends
Lead Open to Buy (OTB) discussions, identifying and focusing on business drivers, opportunities, and strategic initiatives
Oversee markdown management and inventory health, including pre-season buying budgets, in-season replenishment, pricing strategies, and procurement forecasts
Conduct comprehensive financial forecasting, including item-level planning, annual operating plans, and regular forecasts of sales, receipts, gross margin, and inventory positions across various timeframes and categories

What we offer

Medical/Dental/Vision Health Plans
Long-term Disability
Life Insurance
401k and Roth IRA Plans
Paid Parental Leave
Open PTO policy
Employee discounts on our amazing products

Fulltime

Senior Planner

To provide a professional and technical project planning service to a significan...

Location

United Kingdom , Cumbria

Salary:

Not provided

Prima Uno Ltd

Expiration Date

Until further notice

Requirements

Substantive relevant experience
A proven track record in programme/project controls management
Wide knowledge of procedures and methods relevant to your field together with full understanding of underlying principles
Convey strong communication and interaction skills, externally and internally and have the ability to influence key stakeholders
Demonstrate ability to produce and present information to high standards
Able to work under pressure and adapt to changes in the work environment, managing competing demands and meeting tight deadlines
Excellent planning and organisational skills
Excellent IT skills
Advanced skills in Primavera P6 and some system administration experience
Experience or understanding of working within a regulated environment and the requirements of working within a ‘gated’ project structure

Job Responsibility

Provide an effective planning and reporting service including build and maintenance of integrated resource loaded schedules, application of rules of credit where appropriate, and robust challenge to contractor progress submissions
Develop schedules at the most effective level for differing requirements
including detailed working schedules and the ability to advise and implement roll up of these to a higher level where appropriate
Ensure baseline adherence, demonstrate excellence in maintaining an accurate baseline position and be proficient in the development of baseline change proposals
Independently develop, manage and maintain significant programmes of work established project controls framework through detailed volume production and the trending and change control process
Provide Earned Value Analysis, identify critical areas, trends and recommend recovery options, and contribute to clear and concise reporting
Provide accurate forecasts for schedule performance within the financial year and project lifetime
Maintain planning databases for areas of work, and ensure validation and integrity of data across systems
Provide a governance role within the project controls framework by assisting in the preparation and maintenance of project control policies and procedures, and actively promote adherence to them throughout the business
Assist in mentoring and supporting colleagues in their development and provide one to one training/support as required

Fulltime

Paraplanner

We are currently working with a reputable wealth management business with office...

Location

United Kingdom , Glasgow

Salary:

45000.00 - 55000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

April 17, 2026

Requirements

Experienced within the Wealth Management/Financial Planning remit
Hold the Diploma in Financial Planning (or working towards)

Job Responsibility

Provide technical paraplanning support to a team of Senior Financial Planners
Write bespoke reports
Conduct technical research
Work closely with Planners and Financial Planning Administrators

What we offer

Excellent benefits package
Full support to attain further qualifications
Excellent career development opportunities

Fulltime

Business Development Manager

The Business Development Executive position has a fundamental value to the overa...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Skybound Wealth Management

Expiration Date

Until further notice

Requirements

An individual with a proven and demonstrable track record within a pro-active sales and business development role
Ability to generate leads and strategically develop new business, alongside continue to develop business through referrals
Comfortable dealing with high net worth individuals
Ability to handle objections
Strong, confident, eloquent phone manner
Good soft skills (organised- Excel driven, analytical, flexible, pro-active, creative)
The ability to keep up to date with market trends and latest financial news
Ability to navigate through multiple business sites (not just LinkedIn but business sites, directories)

Job Responsibility

Strategically target and then directly contact potential high net worth expat clients who are living, working and retiring globally
Outline the Skybound Wealth proposition and introducing them to one of our qualified, Senior Financial Planners
Use a wide variety of sources to map both the corporate and socio-economic landscapes within the area you are focusing on, highlighting both British and other international executives
Pitch potential clients over email, telephone or in person

What we offer

Leads (alongside ones you generate yourself) through various data sources
Warm relationships with key strategic partners across the industry
Unrivalled quarterly events
Global Skybound incentives for top performers
Excellent administrative team to assist with business placement, including an internal pension team
Internal compliance to the highest level of regulation in every jurisdiction
Full support through the CISI examination process

Senior Tax Advisor

A prestigious and fast-growing private equity firm is building out their Partner...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Degree in accounting, finance, or economics
CPA a plus
4+ years of experience preparing individual tax returns
experience working with ultra-high net worth clients
prepared investment partnership and fiduciary tax returns
understanding of tax basis, structure charts, at risk rules, passive activity rules, and basis limitations
proficiency using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner
competency with Adobe and MS Office products, especially Excel
excellent oral and written communication skills

Job Responsibility

Tax Planning
Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations
Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office
Review income tax returns for various individual, partnership and fiduciary entities for the family office
Researching tax related issues
Assisting with special projects on an as-needed basis
Risk Management
Identifying and managing risks to the family's wealth, including insurance and asset protection strategies
Estate Planning
Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning

What we offer

Equity component
excellent culture and tenure
medical, vision, dental, and life and disability insurance
eligible to enroll in company 401(k) plan

Fulltime

New

Senior Financial Services Administrator

Brook Street Recruitment is working on behalf of our Belfast client are looking ...

Location

United Kingdom , County Antrim

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Min of three years' experience in an IFA setting / wealth management firm- this is 100% essential
Strong organisational skills, attention to detail, and ability to manage multiple priorities.
Excellent written and verbal communication skills.
Proactive, self-motivated, and committed to ongoing professional development.
Thorough understanding of compliance requirements.

Job Responsibility

Support financial advisers and para planners with client servicing and administration
Communicate with clients to request information and provide updates on services
Process new business and client servicing transactions via provider systems
Prepare annual review packs and manage ongoing service requests
Maintain accurate client records
Liaise with providers to ensure smooth service delivery
Contribute to team meetings and participate in continuous improvement initiatives
Ensure compliance with FCA regulations and firm quality standards

Fulltime

Senior Financial Planner

Robert Half

Location:
United States , Berkeley

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 15, 2026

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