financial planning jobs in Worcester

Senior Client Services Administrator – Wealth / Pensions / InvestmentsWorcestershire / Hybrid Are you an experienced Administrator from a Wealth Management, Pensions, or Investments background who thrives on delivering exceptional client service? Looking for a role where your expertise is genuinely valued and where you can make a real difference to clients and colleagues alike?We’re partnering...

You will work closely with colleagues in Finance, Strategic Asset Management, Business Planning, and regional delivery teams to translate insights into tangible, value-driven investment programmes.

You will bring:Substantial experience managing large-scale asset management or reinvestment programmes.

JOB TITLE Associate Vice President, Facilities and Campus Planning LOCATION Worcester DEPARTMENT NAME Finance & Operations Division DIVISION NAME Worcester Polytechnic Institute - WPI JOB DESCRIPTION SUMMARY The Associate Vice President for Facilities and Campus Planning (AVP) serves as the strategic steward of Worcester Polytechnic Institute's (WPI) built environment. Reporting to the...

Are you an ambitious Financial Planner looking to take the next step in your career, with the perfect blend of existing clients and room to grow? We're working with a well-established independent financial planning firm that's looking to hire a talented Independent Financial Planner to join their expanding team. This is a fantastic opportunity for an Adviser with 2-5 years' experience who's...

You will be an ideal candidate if you: Relevant Degree in Finance, Accounting or Investment Management (Industry Related Degree OR CFP (Certified Financial Planner) qualification) RE 5 (Must not be under supervision)

You will have access to: Opportunities to network and collaborate

Description: Senior Financial Analyst – FP&A The Senior Financial Analyst contributes to the company’s success by partnering with the business on strategy development and business execution, both near and long term. Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the...

Empowering Africa's tomorrow, together...one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To follow the six steps of financial...

Description : If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch...

Assistant Buyer - Supply Chain Planning FocusPermanent | Purchasing Department, On-siteWorcester, Engineering and manufacturing sectorStrong starting salary, company pension, 25 days holiday, subsidised canteen, Training and development budget for further education and training.Are you ready to take the next step in your supply chain career? We're looking for an Assistant Buyer to join this busy...

Job Description Join Our Team at Busy Bees – Leading Nursery Group in the UK As an Early Years Educator, you will play a leading role in fostering the intellectual, social, and emotional development of children at Busy Bees. Join a company that values high-quality education and provides ample growth opportunities. About Us Busy Bees is the UK's leading nursery group, with nearly 400 nurseries...

You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.

Job Description R&D Project Manager – Additive Manufacturing (Contract) 📍 Worcester (Hybrid / On-site) 🕒 12-month contract | Inside IR35 We’re supporting a global energy technology organisation to find an R&D Project Manager to drive additive manufacturing (AM) development projects. You’ll bring structure, pace and clarity to complex, multi-site engineering programmes spanning the UK, Germany...

You will take full ownership of projects from contract award through to successful completion, managing all operational, commercial and compliance elements.

You will be a confident and organised project professional with experience delivering complex projects in specialist transport or heavy lifting environments.

You will influence strategy, own sector growth and share in our overall business success through our Employee Ownership Trust structure, which rewards sustained performance and contribution. Key Responsibilities - Build and execute a sector growth plan for Retail Banking, Insurance, Wealth Management, Payments or Fintech.

You will work with finance leaders in rapidly growing SMEs who are looking to streamline FP&A, automate manual processes, and gain better control over reporting, consolidation, and financial planning. Key Responsibilities - Owning the complete sales process: discovery, qualification, product demonstrations, proposals, and contract negotiation

Note - role reposted after re-evaluation of grade level. About Colt Data Centre Services Colt Data Centre Services (DCS) has over 20 years’ experience in designing, building and operating energy-efficient, reliable data centres – hosting significant financial, media, corporate and cloud wholesale providers across the world. Our customers are at the heart of everything we do. We endeavour to...

Job Description Commercial Development Manager Manchester City Centre Who are MCR MCR Property Group is a leading independent real estate investment and development company, operating nationally with offices in London, Manchester, Birmingham, and Glasgow. Our primary focus lies in developing (new build and conversion) residential and industrial projects and managing a large and diverse...

Job Description Job Details Role / Job Title:Solution Architect Work Location:Warwick, UK Office Attendance (if Hybrid):3 days The Role The ID Solutions Architect will develop and verify that the IT and digital strategy is aligned with the business entity's strategy and mission by analysing business properties as well as the external environment and define all business needs. Your...

You will spend the majority of your time working with brokers on new business and renewals, assessing, rating and quoting risks, entering data into underwriting tools, issuing policy documentation and ensuring compliance with company standards. Role and Responsibilities - Reviewing specialist cases and clearly and positively articulate underwriting decisions within agreed timeframes

You will work closely with colleagues in Finance, Strategic Asset Management, Business Planning, and regional delivery teams to translate insights into tangible, value-driven investment programmes. Key Responsibilities - Develop and refine Sanctuary’s national asset reinvestment plan, ensuring it aligns with corporate strategy and financial sustainability.