Senior Manager- Wealth Management Planning and Forecasting
- Location:
- London jobs
- Salary:
- £59k- £66k basic + benefits
- Company:
- Kingston Knight Consultancy
- Job type:
- Permanent jobs
- Date posted:
- 03/11/2009 09:47
- Job id:
- 45831059
- Contact:
- Marcus Nanson
- Ref:
- Totaljobs/MNTSBWMPF C
Kingston Knight Consultancy provide high quality, effective recruitment solutions to organisations requiring high-calibre Finance, Legal, IT and Insurance professionals. We deal with candidates at all levels and the breath of the country.
We have many jobs on within these sectors and if this one is not for you please call or email us anyway.Kingston-Knight Consultancy are very pleased to be working with a highly successful high street bank, requiring an experienced Senior Manager in planning, forecasting and costing to join their expanding wealth management team.
Core Responsibilities
• Leading the budget and forecasting processes for UKPB (UK Private Banking) and responsible for the delivery of UKPB budget, forecast and MTP financials and associated returns due to the Divisional team.
• Providing process infrastructure and direction to the wider finance team and the UKPB business, including the design of templates for business unit use.
• Become a central point for communications both in and out of the Planning, Forecasting and Costing team and the rest of Finance and the business.
• Partaking in challenge sessions to close budget and forecasting gaps, and supporting the business to formulate initiatives for gap closure.
• Supporting the Head of Reporting, FD and MD to prepare key presentations for delivery to the business and Division.
• Reviewing the output of business unit submissions for forecast, budget, MTP and stress testing.
• Supporting the Management and Financial Reporting teams to understand the key drivers and movements within the forecasts and budget.
• Producing ad-hoc analysis for strategic initiatives to support the UKPB Strategy and Quarterly Business review process.
• Production and review of weekly reporting of income forecast, banking balances, IPS initial fee reporting, plus additional weekly reports produced within own team.
• Responsible for production and review of expense analysis for UKPB and Shared Operations cost and income reports, and overall management of the UKPB cost base.
• Define and establish staff, material and financial resources required to ensure the satisfaction of customer needs on a short to medium-term basis.
• Develop and maintain effective working relationships with other finance units, providing input to Group/Division discussions and decisions and
identifying / implementing initiatives to enhance business performance.
• Manage, motivate, develop and appraise team members as required, so that their individual and collective performance meets the current and
future needs of the business undertaking the recruitment process when required.
Suggested Performance Measures
• Contribution to the development of the Business Plan.
• Effectiveness of financial consultancy and quality of information provided by the team.
• Contribution to the achievement of financial plans, budgets and forecasts.
• Effectiveness in establishing/ influencing business unit needs, goals and priorities.
• Effectiveness of systems, controls, policies and processes.
• Achievement of team goals and objectives.
• Quality of strategies and recommendations.
• Achievement of projects and initiatives within agreed time, cost and quality parameters.
• Team working.
• Relationship feedback.
• Managing change.
• Personal and team development
