8 of 8 Permanent CFA Jobs in the UK excluding London

leadership Implement automation tools and process enhancements to drive efficiency Deliver financial support across the UK and Ireland Profile Degree in Finance, Accounting, Business, Economics, or a related discipline (CFA, CPA, ACCA, or CIMA part or fully qualified) Proven experience in financial analysis, accounting, or a similar finance role Strong in financial modelling, forecasting, and data analysis Excellent analytical skills More ❯

and with support organizations, including auditors and regulators. Demonstrated judgement and critical thinking skills. Education: Bachelor's/University degree or equivalent experience, potentially Masters degree Relevant certifications (CIA, CFA, CRCM, GRCP) What we can offer you This is a role that'll offer you the opportunity to build an in-depth knowledge of financial services operations. Every day there More ❯

Management Systems (TMS) and Excel/Google Sheets Strong communication skills, with confidence working across teams and with external partners Part-qualified or studying toward ACT, ACCA, CIMA, or CFA (preferred) Detail-oriented, proactive, and ready to work in a fast-moving, evolving environment Why join? £45,000-£55,000 salary plus benefits and potential equity Hybrid working More ❯

Management Systems (TMS) and Excel/Google Sheets Strong communication skills, with confidence working across teams and with external partners Part-qualified or studying toward ACT, ACCA, CIMA, or CFA (preferred) Detail-oriented, proactive, and ready to work in a fast-moving, evolving environment Why join? £55,000-£65,000 salary plus benefits and potential equity Hybrid working More ❯

review dates. Provide support to other teams as required. Knowledge and Experience Strong understanding of the UK wealth management industry. Level 4 qualification or working towards it; CISI or CFA study encouraged. Experience supporting multiple advisors, not just one-on-one. Understanding of risk and regulatory obligations. Proficiency in maintaining client data and communication. Attributes and Qualities Excellent communication and More ❯

its applications in employee benefits consulting. A solid understanding of regulatory frameworks and best practices in technology-driven sales. A relevant qualification in pensions or investments (such as APMI, CFA, CFP, or IMC) - desirable but not essential. In Return: Work with an excellent team of Benefits professionals at an exciting time of growth and expansion Join a firm investing heavily More ❯

Workplace Strategic Relationship (WSR) team responsible for distribution of the Scottish Widows (SW) proposition. As our BDM, you'll build and maintain strong relationships with key Corporate Financial Advisers (CFA). Being an industry expert, you'll build trust and customer confidence through your excellent relationship management, communicating a professional image of Scottish Widows. What you'll be doing: Working … as part of our team, you'll own and proactively lead your panel of Key CFA Accounts. You'll build advocacy with key influencers allowing you to identify and secure new business, to deliver and exceed both your own and our team's objectives and targets. Through your inquisitive nature, you'll formulate, implement and evolve effective business development strategies … improve our trading position. Work optimally with colleagues to share ideas and develop best practice. What you'll need: Experience: Proven understanding/experience of working in an EBC, CFA or Workplace Pensions Provider in a Business Development Manager role. Evidence of knowledge of the workplace market, including GPP, GSIPP, Trust, Master Trust & Contract nuances. Evidence of performing against targets. More ❯

Workplace Strategic Relationship (WSR) team responsible for distribution of the Scottish Widows (SW) proposition. As our BDM, you'll build and maintain strong relationships with key Corporate Financial Advisers (CFA). Being an industry expert, you'll build trust and customer confidence through your excellent relationship management, communicating a professional image of Scottish Widows. What you'll be doing: Working … as part of our team, you'll own and proactively lead your panel of Key CFA Accounts. You'll build advocacy with key influencers allowing you to identify and secure new business, to deliver and exceed both your own and our team's objectives and targets. Through your inquisitive nature, you'll formulate, implement and evolve effective business development strategies … customers. We're growing with purpose. Join us on our journey and you will too! What you'll need: Experience: Proven understanding/experience of working in an EBC, CFA or Workplace Pensions Provider in a Business Development Manager role. Evidence of knowledge of the workplace market, including GPP, GSIPP, Trust, Master Trust & Contract nuances. Evidence of performing against targets. More ❯