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 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