Financial Planning Manager

3 weeks ago


Lowestoft Suffolk, United Kingdom Morgan Law Full time

My client in the East of England is looking to recruit a permanent Financial Planning Manager into their team. Reporting into the Chief Finance Officer your role will be responsible for the operational management of the Financial Planning team and ensuring the team delivers the Medium-Term Financial Strategy (MTFS) as well as the production of the annual budgets, in year budget monitoring and the reporting of the year-end outturn position and supporting the production of the Statement of Accounts, all within accordance of statutory reporting requirements.

You will also take the lead in developing the skills of the Financial Planning team to facilitate a programme of continuous improvement and to ensure the ongoing resilience of the team. This will ensure all staff within the Financial Planning team have the relevant skills, knowledge and qualifications to carry out their day to day activities.

In order to be considered in this role you will need to be a CCAB qualified accountant and be able to provide evidence of production of statutory statements of accounts, budget preparation and management. You will also need to be able to evidence a track record in managing teams as well as knowledge and application of accounting principles, budgetary control, treasury management, capital accounting and local taxation in a public sector.

The role is being offered on a permanent basis with a requirement to attend the office 2 to 3 times a week. The salary range is £56,000 to £63,000.


  • Financial Advisor

    3 weeks ago


    Suffolk, United Kingdom Quilter Financial Planning Full time

    Job DescriptionIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come...

  • Financial Advisor

    4 days ago


    Suffolk, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    1 week ago


    Suffolk, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...


  • Lowestoft, Suffolk, United Kingdom Morgan Law Full time

    My client in the East of England is looking to recruit a permanent Financial Planning Manager into their team. Reporting into the Chief Finance Officer your role will be responsible for the operational management of the Financial Planning team and ensuring the team delivers the Medium-Term Financial Strategy (MTFS) as well as the production of the annual...


  • Lowestoft, Suffolk, United Kingdom Morgan Law Full time

    My client in the East of England is looking to recruit a permanent Financial Planning Manager into their team. Reporting into the Chief Finance Officer your role will be responsible for the operational management of the Financial Planning team and ensuring the team delivers the Medium-Term Financial Strategy (MTFS) as well as the production of the annual...


  • Lowestoft, Suffolk, United Kingdom Morgan Law Full time

    My client in the East of England is looking to recruit a permanent Financial Planning Manager into their team. Reporting into the Chief Finance Officer your role will be responsible for the operational management of the Financial Planning team and ensuring the team delivers the Medium-Term Financial Strategy (MTFS) as well as the production of the annual...


  • Lowestoft, Suffolk, United Kingdom Morgan Law Full time

    Job Description My client in the East of England is looking to recruit a permanent Financial Planning Manager into their team. Reporting into the Chief Finance Officer your role will be responsible for the operational management of the Financial Planning team and ensuring the team delivers the Medium-Term Financial Strategy (MTFS) as well as the production...

  • Financial Advisor

    2 weeks ago


    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSubmit your CV and any additional required information after you have read this description by...

  • Financial Advisor

    4 days ago


    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    2 months ago


    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    1 month ago


    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...

  • Financial Advisor

    2 months ago


    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    1 month ago


    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    1 month ago


    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...

  • Financial Advisor

    2 weeks ago


    Suffolk, United Kingdom Quilter Financial Planning Full time

    Job Description One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team...

  • Financial Advisor

    1 week ago


    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsBelow covers everything you need to know about what this opportunity entails, as well as what is...

  • Financial Advisor

    1 month ago


    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...

  • Financial Advisor

    2 weeks ago


    Suffolk, United Kingdom Quilter Financial Planning Full time

    Job Description One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team...

  • Financial Advisor

    1 week ago


    Acton, Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Below covers everything you need to know about what this opportunity entails, as well as what is...

  • Financial Advisor

    4 days ago


    Suffolk, UK, Eastern England, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...