Senior Product Manager, Financial Planning & Advice Job at Acorns

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

Aqd corporate reporting advisory senior manager

This is an opportunity for a talented, high performing and ambitious Senior Mana...

Location

United Kingdom , London; Greater Manchester; Leeds; Birmingham; Reading

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

ACA/ICAS qualified or overseas equivalent
Senior Manager in a technical team or have other relevant experience in technical financial reporting
Strong working knowledge of IFRSs, UK GAAP, and the Companies Act
Sector specialism for financial services, particularly Banking and Alternative Finance, Fintech or Insurance
Knowledge of content requirements for the annual report of a company listed on either the Main Market or the AIM market of the London Stock Exchange
Knowledge of the wider financial reporting environment, including future developments in law, regulation and emerging areas
Practical experience of performing technical reviews of annual reports of listed companies
Proven ability to apply technical knowledge to complex financial reporting issues and provide practical and supportable solutions
Strong oral and written communication skills, and an ability to adapt as appropriate to the scenario
Ability to create productive relationships across the firm and network and to influence other senior professionals

Job Responsibility

Work with Managers, Senior Managers, Directors and Partners within both AQD, the Audit Stream and across the wider firm
Maintain and encourage an open and constructive environment in which to provide technical accounting support and advice
Bring pre-existing financial services specialist technical accounting knowledge and experience to the CRT team and contribute to all output areas
Provide support and supervision to the more junior team members
Technical review of a personal portfolio of annual reports of publicly traded and other higher risk companies
Providing clear and practical solutions to the most complex technical financial reporting queries, and act as a consultant for the more junior members of the team in your specialist area
Preparing and presenting financial reporting training, updates and seminars both internally and externally
Helping to develop financial reporting tools and guidance for application by the firm’s partners and staff
Writing articles and other publications on financial reporting matters for internal and external communications
Assisting with the preparation of draft responses to external consultations in relation to legal, regulatory and financial reporting matters

What we offer

Health and wellness programmes
Pension plan with matched employer contributions
Private medical access for you and your family
Income protection plan
Holiday purchase scheme (up to 10 additional days)
Bike to work scheme
Agile working
Wellbeing programmes
Career development programmes
Mentoring and coaching

Financial Services Audit Manager - Insurance

Providing Audit assistance and expertise that makes an impact. We work with the ...

Location

United Kingdom , London

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

ACCA/ACA/ICAS qualified or overseas equivalent
Previous experience of managing people
Good working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements
Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering
Experience of systems/controls testing as well as substantive auditing, including consolidations, group audits, statutory accounts and disclosures
Project Management experience

Job Responsibility

Act as a major point of contact within the firm for the audited entity, together with the Partner
Build and maintain strong relationships with stakeholders at senior levels, to develop a strong commercial understanding of the audited entity
Identify and recognise business and sales opportunities and inform the Partner as appropriate
Act as an ambassador of the firm, participates in office marketing events, keeps abreast of the wide range of service the firm offers
Recruit, retain, develop and motivate our employees, which includes participating in graduate recruitment, ensuring job appraisal documentation is completed within deadlines and ensuring appropriate objectives and development plans are in place for counselees
Complete assignments within agreed budgets and timescales and identify opportunities for additional billings

What we offer

Health and wellness programmes
Pension plan
Private medical
Income protection plan
Holidays
Bike to work scheme