Financial Planning Systems Manager
3 weeks ago
**Main duties and responsibilities**:
Produce team management accounts and support queries from business manager teams
Planning system and process:
- Actively develop and check the integrity of the planning model build and outputs
- Support and enable planning reviews
- Develop an understanding of data capture processes and data sources
- Work with a project team to build a new model to support a growing business and medium term planning requirements
- Develop an understanding of management information requirements and continuously develop and improve
- Work with reporting SMEs in order to understand planning and reporting structures for statutory as well as management accounts.
- Gain an understanding of data organisation and system architect structures across the business in order to develop planning capability including non financial metrics
- Develop networks across data management and system teams; join data management strategic development groups and work collaborative with data and system teams
- Evaluate planning system user needs and system functionality
- Develop sme knowledge of the planning product and planning within Pinsent Masons and generally accepted good practice
- Support internal use of the product and develop training information suitable for users to get the most from the product
- Ensure that we use the product in line with the terms of the licence
**Qualifications**:
- Qualified Accountant (CIMA, ACCA, ACA) preferable
**Relevant Experience**:
- Previous experience of working with a planning systems - Adaptive planning, Cognos, Hyperion - knowledge of Adaptive planning advantageous
- Management accounting Previous Experienced in developing and improving the presentation of management information
- Demonstrable experience of improving processes and procedures
- Experience in reporting and data management in a large business
- Previous experience of implementing process, data management and reporting improvements in the context of management reporting and cost control
**Key Skills**:
- High level of systems/IT literacy
- Logic/ programming experience
- Excellent communicator, persuasive and tenacious, with proven ability to develop relationships at all levels in the business
- Strong time management skills with the proven ability to multi-task and work within a busy environment and meet frequent deadlines
- Accuracy and high level of attention to detail
- Self starter approach on development, learning systems and adding value
**Personal Qualities/ Behaviours**:
- Good communication skills (both written and oral)
- Excellent team player who is reliable and flexible
- Innovative
- Ability to prioritise effectively and work on own initiative
- Organised and methodical
- Approachable and good at forming relationships with people at all levels in the Firm
- Positive and pro-active
LI-BOSO
-
Become a Financial Adviser
1 month ago
Birmingham, 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...
-
Manager, Financial Planning
2 weeks ago
Birmingham, United Kingdom Fram Executive Search Limited Full timeFram Search are working on an exciting opportunity for a T&C Manager to join a growing financial planning firm in Birmingham. Our client provides holistic financial planning and advice to individuals, households and businesses. Reporting directly to the Operations Director, the successful candidate will play a crucial role in ensuring the firm operates in...
-
Financial Advisor
1 month ago
Birmingham, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...
-
Financial Advisor
1 month ago
Birmingham, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...
-
Financial Planning Administrator
2 weeks ago
Birmingham, United Kingdom Burton Recruitment Full timeOur client, a National Financial Services Company, is actively seeking an experienced Financial Planning Administrator. This presents an exciting opportunity to join a growing business with strong values and a clear vision for the future. Hybrid working options are available, along with excellent benefits and ample career advancement opportunities. As a...
-
Financial Systems Developer
1 month ago
Birmingham, United Kingdom Pinsent Masons Full timeMain duties and responsibilities: Undertake development tasks relating to all aspects of the Practice Management System, Aderant Expert. Provide technical support for the Firm's financial systems Assist the Financial Systems Administrators with technically complex support issues. Manage and action project requests as directed by the Head of Financial...
-
Financial Planning Administrator
1 month ago
Birmingham, United Kingdom Burgh Recruitment Ltd Full time**Financial Planning Administrator**Location: Harborne, Birmingham** **Salary: Highly Competitive + Bonus & Benefits Hours: Full time** This is a fantastic opportunity for an experienced financial services administrator to showcase their initiative and drive in our fast-paced business. This is an exciting role working closely alongside the MD/Financial...
-
Senior Financial Modeller
2 weeks ago
Birmingham, United Kingdom Energy Systems Catapult Full timeContext The Business Model Innovation team is a specialist team within the Catapults wider Systems Integration team. We identify, analyse and validate future business models that can help transform the UK energy system. This leverages ESC wider research and innovation capabilities and external expertise to develop evidence-based and insight. We are...
-
Trainee Financial Planning Administrator
4 days ago
Birmingham, United Kingdom Recruit UK Full timeJob Title: Trainee Financial Planning Administrator Industry: Financial Services Location**:Birmingham** **Salary**: Up to £21,500 Reference Number: **Job Description**: Recruit UK are proud to be working with a leading wealth management firm on an exciting new opportunity in their Edgbaston office. Our client is looking for an individual who has...
-
Financial Planning and Analysis Manager
15 hours ago
Birmingham, United Kingdom Gleeson Recruitment Group Full timeGleeson Recruitment Group are currently partnering with a market leading business in Birmingham in search of a. This Financial Planning and Analysis Manager is a new position that offers great progression opportunities as well as fantastic exposure to uniqueand exciting projects to the West Midlands region. They require an ambitious, commercially-minded...
-
Financial Planning Administrator
4 days ago
Birmingham, United Kingdom Recruit UK Full timeJob Title: Financial Planning Administrator Industry: Financial Services Location: Birmingham **Salary**: Up to £28K Reference Number: 7345 **Job Description**: Recruit UK are working with a market leading wealth management firm in Birmingham on an exciting opportunity to bring on an additional experienced Financial Planning Administrator to join their...
-
Senior Financial Planning and reporting Manager
1 month ago
Birmingham, United Kingdom Claire’s Inc. Full timeFinancial Planning, Reporting & Analysis Manager page is loaded Financial Planning, Reporting & Analysis Manager Apply locations Birmingham, West Midlands time type Full time posted on Posted 2 Days Ago job requisition id JR194366 Claire's are recruiting a Financial Planning, Reporting & Analysis Manager (FPR&A Manager. The FPR&A Manager is responsible...
-
Financial Planning, Reporting
3 weeks ago
BIRMINGHAM, United Kingdom CLAIRE'S Full timeClaire's are recruiting a Financial Planning, Reporting & Analysis Manager (FPR&A Manager. The FPR&A Manager is responsible for providing a complete financial planning and management information and analysis service to directors within our European business, Margin and Cost of goods planning and supporting the CPG business. Reporting to the FPR&A Director,...
-
Financial Planning Administrator
1 month ago
Birmingham, United Kingdom Heat Recruitment Full timeAn exciting opportunity has arisen for an experienced financial planning professional to join a national and well regarded IFA in their Birmingham office **Key responsibilities** - Processing new business and servicing existing business. - Liaising with Financial Planners to facilitate review meetings, new client meetings and pipeline business. - Liaising...
-
Financial Planning, Reporting
1 month ago
Birmingham, United Kingdom Claire's Full timeClaire's are recruiting a Financial Planning, Reporting & Analysis Manager (FPR&A Manager. The FPR&A Manager is responsible for providing a complete financial planning and management information and analysis service to directors within our European business, Margin and Cost of goods planning and supporting the CPG business. Reporting to the FPR&A Director,...
-
Director - Financial Planning
6 days ago
Birmingham, United Kingdom eFinancialCareers Full timeWe are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values: Personal - we treat you as an individual Partnership - we go further together Performance - we strive for more What will you be doing? - To build and develop trusted relationships with current...
-
Finance Business Partner
3 days ago
Birmingham, United Kingdom University Hospitals Birmingham NHS Foundation Trust Full timeBand 7 Finance Business Partner - R and D The Research, Development & Innovation Finance Team at UHBFT are looking for an ambitious, highly motivated, professional individual who thrives on a challenge. Experience within an NHS financial management and research environment is desirable in this fast paced dynamic Team. Experience of MS Office packages and...
-
Finance Business Partner
5 days ago
Birmingham, United Kingdom University Hospitals Birmingham NHS Foundation Trust Full timeBand 7 Finance Business Partner - R and D The Research, Development & Innovation Finance Team at UHBFT are looking for an ambitious, highly motivated, professional individual who thrives on a challenge. Experience within an NHS financial management and research environment is desirable in this fast paced dynamic Team. Experience of MS Office packages and...
-
Group Financial Planning
1 month ago
Birmingham, United Kingdom Mitchell Adam Full timeI am currently recruiting on behalf of our client, a FTSE listed corporation, who are searching for an experienced accountant to join as a Group Financial Planning and Analysis Manager to support the Head of Group FP&A, on an interim basis. In this role, you will be responsible for delivering the financial planning processes, driving improvements in...
-
Finance Business Partner
6 days ago
Birmingham, United Kingdom Proftech Talent Full timeProject Finance Business Partner We are recruiting for a Finance Business Partner on a permanent basis in Birmingham (hybrid, office based 2 days per week) Ideally, you'll be from a Construction background with project experience, who can think outside of the box and not afraid to challenge. You'll be part of the team responsible for developing and managing...