74 Financial Planning Jobs in Surrey

The Financial Planning & Analysis team provide analysis and insight on the Macquarie Asset Management business, taking accountability for internal forecasting. Our Asset Management group is a full-service asset manager, providing clients with access ...

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Senior FP&A Analyst (Financial Planning & Analysis) Industry: Purchasing Hybrid - Swindon, Wiltshire or Paddington, London up to 75,000 10% Annual Bonus & Benefits Role overview: The FP&A Senior Analyst requires making informed decision-making throug...

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MERJE are delighted to be partnered with this established Wealth Management firm in London. Working in a highly collaborative and successful environment, you will be part of a team that provides regulated financial and investment advice to clients in...

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Are you looking to launch a rewarding career in the finance industry? Do you have a passion for helping clients achieve their financial goals? We are currently seeking motivated individuals to join our team as Trainee Wealth Managers. This is an exce...

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Are you looking to launch a rewarding career in the finance industry? Do you have a passion for helping clients achieve their financial goals? We are currently seeking motivated individuals to join our team as Trainee Wealth Managers. This is an exce...

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This Client Services Representative job in Farnborough is ideal for individuals with experience in providing high standards of customer service within a fast-paced environment. You will be joining their Client Services team of 9, with the purpose of ...

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Asset and Wealth Management (AWM) Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, inves...

Fixed Term Contract Duration - 12 Months What the Hiring Manager says This is an exciting opportunity to work within the Commercial Proposition team which spans our new business segment, bringing together Quilter Investors, Quilter Investment Platfor...

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Primary Details Time Type: Full time Worker Type: Employee The Opportunity Following sustained and continued growth plans, we are pleased to announce an exciting opportunity as an Account Managerwithin our London & Southeast Distribution Team on a fi...

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Wealth Planner AVP/VP Location: London, UK About Us We are a leading bulge bracket bank with a strong presence in the global financial market. As part of our major growth strategy, we are expanding our wealth management team and making it our main fo...

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Your New Role: AnIndustry leading international/foreign bank based within central London arelooking for someone to join their dynamic team as a Business Manager.You'll play a pivotal role in managing Liquidity, Risk and Treasury business operations, ...

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Who we are looking for You will be part of the Centralized Modeling, Analytics & Operations group within Enterprise Risk Management's Financial Risk organization, responsible for driving State Street's international capital management efforts includi...

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Requirements: 4 or more years of corporate finance experience within the M&A teams of Investment Banks, Big Four or boutiques Track record of working full sell-side transactions with valued clients Strong interest in the broader consumer sector Excel...

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Requirements: · Minimum of 5 years of experience in internal and/or external audit, compliance testing team or a similar function within the financial industry · Extensive experience in compliance test planning, processes and controls design assessme...

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My leading Financial Services client are looking for a talented and motivated individual to lead the Operations team. You'll be responsible for planning, organising, and supervising the daily operational activities of the department. The main areas o...

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Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and ...

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To see more Chinese jobs please follow us on WeChat: teamchinapf AND pfteamchina Ref: 22500 The Skills You'll Need: Fluent Cantonese and English. Solid experience in credit analysis and preparing credit proposal in UK commercial lending Your New Sala...

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Internal Audit – Front Office Controls – Investment Banking My client, a Tier 1 Investment Bank, is looking for a number of Internal Audit specialists to join on a contract basis, The ideal candidate will be a qualified accountant with a professional...

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Responsibilities: Work as the Head of sales to strategise, manage and build a successful sales effort for the business across institutional investors across pensions, endowments, insurance, and charitable foundations Build new networks and use existi...

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NEW GROUND WON’T BREAK ITSELF. Every day our teams help people in businesses and communities to do what is right and achieve their goals. Our Financial Services Business Risk Services practice focuses on helping organisation manage risk, improve oper...

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A global family office presents a dynamic opportunity for an experienced and strategic leader to join our team as the Global Head of Real Estate. This role is pivotal in shaping our physical presence across the UK, US, and Africa ensuring our real es...

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Job Description Responsibilities (how we will measure success) The main purpose of the role is to provide advice and guidance to a portfolio of Appointed Representatives (ARs"), and to provide leadership and management within the team. In particular:...

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Opportunity for a dynamic and analytically minded Portfolio Manager to work on the management of a complex debt and equity portfolio for one of the leading private equity firms. They manage a range of assets across Real Estate, Debt (secured, unsecur...

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Bringing together public markets and alternative investments, Goldman Sachs Asset Management provides clients around the world with a dedicated, intelligent partnership that helps them realize their potential. We shape investment opportunities to the...

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Responsibilities: Day to day responsibility for managing the Investment Risk function across private and public market funds, looking at fund counterparty risk, market risk, liquidity and credit risk. Overseeing fund liquidity risk, stress testing, r...

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