Strategic Financial Planning Senior Officer

1 month ago

Manchester, United Kingdom HMRC Full time
To Apply direct for this role please visit Civil Service Jobs

HMRC is made up of Business Groups, which work independently towards one common goal. Our role sits within HMRCs Chief Digital & Information Office (CDIO) Group, which delivers in-house solutions for a broad range of technical and operational services. CDIO is HMRCs Digital, Data and Information Technology (IT) function, ensuring HMRC has the IT systems and processes to run and deliver its services.

As part of the Financial, Reporting and Control Division you will play a crucial role in delivering a trusted and high-performing finance function that drives informed decision-making across the organisation.

Job description

As a Strategic Financial Planning Senior Officer within the CDIO Finance division, you will be responsible for supporting the annual business planning process, taking the lead on key areas. Your expertise will be invaluable in supporting spending reviews, 5-year rolling financial planning, and serving as the subject matter expert for specific areas.

You will ensure rigorous interrogation and challenge of financial data, conducting detailed analyses to provide important insights.

Additionally, you will prepare comprehensive reports and templates for data collation and submission, supporting cost reduction initiatives and maintaining strong collaborative relationships with central finance colleagues and Finance Business Partners. This multidimensional role demands excellent analytical skills, the ability to translate complex financial data into actionable insights, and a strategic approach to navigate a culture of change.

Exceptional interpersonal and collaboration skills are essential, enabling you to build and maintain strong working relationships with stakeholders across the organisation. Furthermore, you will demonstrate the ability to think strategically, work comfortably with risk, and champion HMRC's commitment to diversity and inclusion.

Person specification

Key activities include:

  • Support the annual business planning process, taking the lead on key areas.
  • Contribute to spending reviews and 5-year rolling financial planning activities.
  • Serve as a subject matter expert for specific financial domains
  • Conduct detailed analyses and interrogation of financial data.
  • Prepare comprehensive reports and templates for data collation and submission.
  • Support cost reduction initiatives and programs
  • Maintain strong collaborative relationships with central finance colleagues and Finance Business Partners.
  • Provide financial insights and recommendations to support strategic decision-making.

Essential Criteria:

  • Excellent analytical and problem-solving skills.
  • Strong financial modelling and forecasting abilities.
  • Proficiency in data analysis and interpretation.
  • Exceptional communication and presentation skills.
  • Ability to work collaboratively with cross-functional teams.
  • Strong attention to detail and accuracy.
  • Adaptability to change and comfortable working in a dynamic environment.
  • Accountancy qualification (CCAB or equivalent) or actively pursuing one.

Desirable Criteria:

  • Previous experience in a similar financial planning or analysis role.
  • Previous experience of working within or supporting an IT organisation from a finance perspective.

JBRP1_UKTJ

  • Financial Services Professional

    1 week ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    Job OpportunityWe are seeking an experienced Financial Services Professional to join our team at Quilter Financial Planning.This is a fantastic opportunity for a senior wealth adviser to work on an employed basis with one of our strategic partner firms, offering excellent remuneration terms and full paraplanning support.The estimated salary for this role is...

  • Strategic Financial Planning Senior Officer

    1 month ago

    Manchester, United Kingdom Hmrc Full time

    To Apply direct for this role please visit Civil Service Jobs HMRC is made up of Business Groups, which work independently towards one common goal.Our role sits within HMRCs Chief Digital & Information Office (CDIO) Group, which delivers in-house solutions for a broad range of technical and operational services.CDIO is HMRCs Digital, Data and Information...

  • Strategic Financial Planning Senior Officer

    1 month ago

    Manchester, United Kingdom H M Revenue & Customs (HMRC) Full time

    To apply direct for this role please visit Civil Service JobsHMRC is made up of Business Groups, which work independently towards one common goal. Our role sits within HMRCs Chief Digital & Information Office (CDIO) Group, which delivers in-house solutions for a broad range of technical and operational services. CDIO is HMRCs Digital, Data and Information...

  • Financial Planning Opportunity with Quilter

    2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    Financial Planning Career OpportunityJoin us at Quilter Financial Planning as a self-employed financial adviser, where you will have the chance to build a fulfilling career and make a real difference in people's lives.About the JobIn this role, you will work closely with clients to understand their financial needs and provide expert advice and guidance. With...

  • Senior Financial Consultant

    2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    **About the Role:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. The ideal candidate will have a proven track record of success in financial planning and a strong understanding of investment and pension business.The estimated salary for this role is £50,000 - £70,000 per annum, depending on experience. As a...

  • Career Transition into Financial Planning

    1 week ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    About Us:Quilter Financial Planning is a renowned name in the financial services industry, providing expert guidance and support to individuals seeking a rewarding career as self-employed financial advisers.Our Story:We strive to empower ambitious individuals with a Level 4 qualification to transition into this fulfilling profession, fostering a culture of...

  • Financial Advisor

    7 days ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice ** If you are an experienced Financial Advisor seeking an employed 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...

  • Financial Advisor

    2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed 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...

  • Financial Advisor

    2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed 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...

  • Financial Advisor

    2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed 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...

  • Financial Advisor

    2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed 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...

  • Senior Wealth Adviser

    1 week ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    Career OpportunityWe are looking for an experienced Senior Wealth Adviser to join our team at Quilter Financial Planning.This is a great opportunity for a financial services professional to work on an employed basis with one of our strategic partner firms, offering attractive remuneration terms and full paraplanning support.The estimated salary for this role...

  • Financial Planning Specialist

    1 week ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    Job OverviewWe are seeking ambitious individuals with a Level 4 qualification to embark on a rewarding career as self-employed financial advisers.This role offers flexibility for work-life balance and family commitments, excellent financial rewards with opportunities for advancement, and personal satisfaction and fulfillment through meaningful work.

  • Advisory Financial Services Specialist

    1 day ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    About the RoleThe ideal candidate will possess a proven track record in financial planning and have excellent communication skills to build strong relationships with clients. You will work closely with our strategic partners to identify new business opportunities and provide tailored financial solutions that meet the unique needs of each client.

  • Financial Advisor

    2 weeks ago

    Manchester, UK, Greater Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed 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...

  • Financial Services Specialist

    2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    **Opportunity Overview:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. This is a fantastic opportunity for an experienced Financial Adviser to work on an employed basis with one of our Strategic Partner firms.The estimated salary for this role is £55,000 - £75,000 per annum, depending on experience. Our...

  • Financial Advisor

    9 months ago

    Manchester, 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 Planning and Analysis Officer

    1 month ago

    Manchester, United Kingdom HMRC Full time

    To Apply direct for this role please visit Civil Service Jobs HMRC is made up of Business Groups, which work independently towards one common goal. Our role sits within HMRCs Chief Digital & Information Office (CDIO) Group, which delivers in-house solutions for a broad range of technical and operational services. CDIO is HMRCs Digital, Data and Information...

  • Strategic Financial Planning Senior Officer

    4 weeks ago

    Manchester, United Kingdom Hmrc Full time

    Strategic Financial Planning Senior Officer - Manchester About the job Job summary Discover a career in your hands at HMRC.Whether you're seeking purpose, growth, or a workplace that gives you a true sense of belonging, hear from some of our employees as they share their story about what it's really like to work at HMRC.Visit our YouTube channel to watch the...

  • Expert Wealth Advisor

    1 week ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    **Career Opportunity:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on an employed basis with one of our Strategic Partner firms.The estimated salary for this role is £60,000 - £80,000 per annum, depending on experience. Our company offers a...