Financial Planning Manager
2 weeks ago
Job Description
Rate: £500 per day
Location : Somerset – 1 day per week in the office
Are you ready for a challenging role in finance leadership? Cameron Kennedy has partnered with a council in the Southwest. You'll play a pivotal role in reshaping the financial future of the council.
With responsibility for the development of the Council's Medium Term Financial Plan and production of the Revenue Budget and Capital Programme, this role offers a unique opportunity to make a significant impact.
Key Responsibilities:
- Forecasting the Council's income and expenditure over multiple years to identify budget gaps and inform the Medium-Term Financial Plan.
- Expertly modelling complex funding mechanisms like the Business Rates Retention Scheme to maximize benefits.
- Developing the multi-year capital programme and identifying sources of funding, including borrowing and developer contributions.
- Coordinating the Council's Budget Monitoring process, ensuring accurate monthly Revenue monitoring to Cabinet & SLT.
- Developing a methodology to assess the level of reserves the Council should hold.
- Recruiting and developing apprentices within Finance, fostering their growth through rotation within the Finance Team.
- Liaising with District Councils on precepts and payments of Council Tax and Business Rates, including the production of Council Tax leaflets.
- Conducting financial analysis of key funding items like Council Tax to make projections for future years.
- Serving as the financial lead for, managing spending plans and acting as Deputy s151 Officer.
- Completing financial returns to the Government on the Council's budget and planned spend.
Requirements:
- Fully qualified CCAB Accountant with experience in a complex organization.
- Exceptional analytical skills and ability to interpret complex financial issues like the Business Rates Retention Scheme.
Dimensions of Role:
- Annual revenue budget of over £800m and capital programme of over £400m.
- Business Rates Retention scheme with annual income over £80m.
- management of 4 staff and indirect management across the Finance Directorate.
-
Financial Adviser
2 weeks ago
England, United Kingdom Quilter Financial Planning Full time** Any applicant must hold a Level 4 Diploma in Financial Advice ** An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support. The ideal candidate will deliver personalized solutions to help...
-
Financial Adviser
3 weeks ago
England, United Kingdom Quilter Financial Planning Full time** Any applicant must hold a Level 4 Diploma in Financial Advice **An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support.The ideal candidate will deliver personalized solutions to help clients...
-
Financial Adviser
3 weeks ago
England, United Kingdom Quilter Financial Planning Full time** Any applicant must hold a Level 4 Diploma in Financial Advice ** An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support. The ideal candidate will deliver personalized solutions to help...
-
Financial Adviser
3 weeks ago
England, United Kingdom Quilter Financial Planning Full time** Any applicant must hold a Level 4 Diploma in Financial Advice **An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support.The ideal candidate will deliver personalized solutions to help clients...
-
Financial Adviser
3 weeks ago
England, United Kingdom Quilter Financial Planning Full time** Any applicant must hold a Level 4 Diploma in Financial Advice **An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support.The ideal candidate will deliver personalized solutions to help clients...
-
Financial Adviser
2 weeks ago
England, United Kingdom Quilter Financial Planning Full time** Any applicant must hold a Level 4 Diploma in Financial Advice ** An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support. The ideal candidate will deliver personalized solutions to help...
-
Financial Advisor
4 weeks ago
England, United Kingdom Quilter Financial Planning Full timeIf 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...
-
Become a Financial Adviser
1 month ago
England, United Kingdom Quilter Financial Planning Full timeAre you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for progression. Personal satisfaction and the opportunity to do something...
-
Become a Financial Adviser
2 weeks ago
England, United Kingdom Quilter Financial Planning Full timeAre you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for progression. Personal satisfaction and the opportunity to do something...
-
Become a Financial Adviser
4 weeks ago
England, United Kingdom Quilter Financial Planning Full timeAre you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal satisfaction and the opportunity to do something...
-
Become a Financial Adviser
3 weeks ago
England, United Kingdom Quilter Financial Planning Full timeAre you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for progression. Personal satisfaction and the opportunity to do something...
-
Become a Financial Adviser
1 month ago
England, United Kingdom Quilter Financial Planning Full timeAre you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal satisfaction and the opportunity to do something...
-
Become a Financial Adviser
4 weeks ago
England, United Kingdom Quilter Financial Planning Full timeAre you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal satisfaction and the opportunity to do something...
-
Financial Planning Team Manager
1 month ago
England, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Planning Team Manager - Kent - Artemis Recruitment Consultants Financial Services Financial Planning Team Manager - Kent Financial Planning Team Manager - Kent We are looking for a Private Client Manager to look after clients based in the South-East area of England. Your main responsibility will be to lead and manage a private client team...
-
Financial Planning Team Manager
1 month ago
England, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Planning Team Manager - Hampshire - Artemis Recruitment Consultants Financial Services Financial Planning Team Manager - Hampshire Financial Planning Team Manager - Hampshire We are looking for a Private Client Manager to look after clients based in the South-East area of England. Your main responsibility will be to lead and manage a...
-
Financial Planning Team Manager
1 month ago
England, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Planning Team Manager - Surrey - Artemis Recruitment Consultants Financial Services Financial Planning Team Manager - Surrey Financial Planning Team Manager - Surrey We are looking for a Private Client Manager to look after clients based in the South-East area of England. Your main responsibility will be to lead and manage a private client...
-
Lead Financial Planning Manager
1 month ago
England, United Kingdom Artemis Recruitment Consultants Ltd Full timeThis website uses cookies to ensure you get the best experience on our website. Financial Planning Team Manager - Gloucestershire - Artemis Recruitment Consultants Financial Services Financial Planning Team Manager - Gloucestershire Financial Planning Team Manager - Gloucestershire We are looking for a Private Client Manager to look after clients...
-
Independent Financial Adviser
4 weeks ago
England, United Kingdom Heat Recruitment Ltd Full timeSenior Independent Financial Adviser Circa £60,000 (Negotiable for the Right Candidate) + Bonus 23 days holiday + BH * Detailed training and development program * Social events * Hybrid working approach - flexi hours We are seeking a highly experienced and motivated Independent Financial Adviser (IFA) to join a dynamic wealth management...
-
Independent Financial Adviser
4 weeks ago
England, United Kingdom Heat Recruitment Ltd Full timeSenior Independent Financial Adviser Circa £60,000 (Negotiable for the Right Candidate) + Bonus 23 days holiday + BH * Detailed training and development program * Social events * Hybrid working approach - flexi hours We are seeking a highly experienced and motivated Independent Financial Adviser (IFA) to join a dynamic wealth management...
-
Senior Financial Planning
1 week ago
England, United Kingdom Venture Recruitment Partners Full timeGroup Financial Planning Manager – Reporting £75k + bonus Venture Recruitment Partners are delighted to partner with a global business in the recruitment of a brand-new role within the Group finance team. As Group Financial Planning Manager – Reporting you will be responsible for managing the reporting processes and delivering actionable insights...