Financial planning and analysis manager Work, Jobs in Mole Valley, Sry (with Salaries)

Assistant Portfolio Manager
Charles Stanley —Guildford
- Full-time
- Analysis skills
- Communication skills
- Analytics
Product Manager
ELMOgroup —Horsham
- Hybrid work
- Product management
- Agile
- Employee assistance programme
- Employee discount
PMO Finance Analyst
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Data analysis skills
- Organisational skills
6d
Senior Product Marketing Manager (Servers.com by Nexcess)
Servers.com —Guildford
- £90,000 - £100,000 a year
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Marketing
- Annual leave
- Work from home
Quick apply
Business Development Manager (6 month FTC)
Police Care UK —Woking
- £55,000 a year
- Full-time
- Project management
- Organisational skills
- Communication skills
12d
Commercial Finance Manager - UK Hub
SC Johnson Lifestyle Brands —Frimley
- Full-time
- In-person
- Leadership
- Flexible schedule
9d
FP&A and Revenue Analyst
Hearst Networks —London
- Hybrid work
- Data analysis skills
- Analysis skills
- Accounting
Real Time Analyst
AXA —Redhill
- Up to £30,000 a year
- Overtime
- Communication skills
- Time management
- Analytics
- Annual leave
- Employee discount
Divisional Business Manager - Education
Salutem Care & Education —Windsor
- £60,000 - £68,000 a year
- Microsoft Excel
- Analysis skills
- Bachelor's degree
Commercial Finance Manager - Middle East & Indian Subcontinent
William Grant & Sons —Richmond
- Remote
- Communication skills
- Employee assistance programme
3d
FP&A Manager UKI - FTC
Nomad Foods —Woking
- Continuous improvement
13d
Senior Strategic Accounts Manager EMEA
Siemens Healthineers —Crawley
- Hybrid work
- CRM software
- Engineering
- English
Quick apply
FP&A Manager
Orso Search —Heathrow
- £80,000 a year
- Full-time
- Microsoft Powerpoint
- Management
- ERP systems
Quick apply
11d
Finance Manager
Bruckland Developments Ltd / JVB Construction Ltd —Epsom
- £40,000 - £60,000 a year
- Full-time
- Analysis skills
- Accounting
- Organisational skills
Quick apply
Sr. Manager, Software Development
Infor —Farnborough
- Full-time
- Hybrid work
- English
- Leadership
- Communication skills
Programme Manager
Sussex Partnership NHS Foundation Trust —Worthing
- £66,582 - £77,368 a year
- Full-time
- Continuous improvement
- Team management
- Budgeting
3d
Transformation Project Manager (12 Month FTC)
IAG Cargo —Hounslow
- Hybrid work
- Microsoft Powerpoint
- Continuous improvement
- Budgeting
- Employee discount
- Gym membership
2d
Business Support Officer
Connected Stars Ltd —Staines-upon-Thames
- £28,000 - £33,000 a year
- Overtime
- Microsoft Word
- Google Suite
- Microsoft Outlook
- Annual leave
Quick apply
9d
Senior Finance Manager, Sales and Marketing
IFS —Staines-upon-Thames
- Full-time
- Remote
- Bachelor's degree
- AI
- Accounting
Quick apply
3d
Supply Chain Specialist/Asset Manager (Experienced)
Boeing —Burgess Hill
- Bachelor's degree
- Business
- Communication skills
- Life insurance

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Assistant Portfolio Manager

Charles Stanley -
Guildford

Apply Now

Job details

Full-time

Qualifications

Investment
Financial analysis
Analysis skills
Investment analysis in financial services industry
Communication skills
Analytics

Full job description

About the Role:

We're looking for an Assistant Portfolio Manager to join our Investment Management team and support the delivery of high-quality investment solutions for private clients.

Working closely with Investment Managers, you'll help oversee a diverse range of portfolios for individuals, families, trusts, charities and corporate clients. You'll play an important role in portfolio monitoring, investment implementation, client reporting and investment research, helping to ensure portfolios remain aligned with client objectives and investment strategies.

This is an excellent opportunity for someone with investment management experience who is looking to further develop their portfolio management expertise and build a long-term career in wealth management.

Please note that this role does not hold discretionary investment authority and is not a Certified Function under SMCR.

What You'll Be Doing:

Support Investment Managers in the management of discretionary and advisory client portfolios.
Assist with portfolio reviews, suitability assessments and investment proposals.
Help implement and maintain portfolio models, ensuring client portfolios remain aligned with agreed investment strategies.
Monitor portfolio exceptions and support the preparation of investment and trading rationales.
Conduct portfolio analysis and provide market, economic and investment commentary to support decision-making.
Assist with client reporting, tax planning opportunities and investment documentation.
Maintain records supporting investment decisions, due diligence activities and model governance.
Work collaboratively with colleagues across the business to deliver excellent client service and outcomes.
Ensure all activities are conducted in line with regulatory requirements, internal policies and risk management standards.

What We're Looking For:

Experience & Qualifications

We're interested in hearing from candidates who can demonstrate some or all of the following:

Experience within investment management, portfolio management or investment support.
Progress towards, or completion of, a relevant professional qualification such as CISI Level 4 or equivalent.
Understanding of portfolio construction, asset allocation and investment markets.
Experience supporting private client portfolios would be beneficial.

Knowledge & Skills

Strong analytical and numerical skills with excellent attention to detail.
Good understanding of investment processes, client suitability requirements and regulatory frameworks.
Strong communication and relationship-building abilities.
Well organised, adaptable and able to manage multiple priorities effectively.
Proficiency in Microsoft Office, particularly Excel, and confidence working with investment research and market data systems.
A proactive, collaborative and client-focused approach.
Genuine interest in financial markets and investment management.

Apply Now

Refine Your Search

financial planning and analysis manager jobs in mole valley, sry

Assistant Portfolio Manager

Product Manager

PMO Finance Analyst

Senior Product Marketing Manager (Servers.com by Nexcess)

Business Development Manager (6 month FTC)

Commercial Finance Manager - UK Hub

FP&A and Revenue Analyst

Real Time Analyst

Divisional Business Manager - Education

Commercial Finance Manager - Middle East & Indian Subcontinent

FP&A Manager UKI - FTC

Senior Strategic Accounts Manager EMEA

FP&A Manager

Finance Manager

Sr. Manager, Software Development

Programme Manager

Transformation Project Manager (12 Month FTC)

Business Support Officer

Senior Finance Manager, Sales and Marketing

Supply Chain Specialist/Asset Manager (Experienced)

I want to receive the latest job alerts for financial planning and analysis manager in mole valley, sry

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