Financial Planning

3 days ago

Manchester, United Kingdom Otto James Consulting Full time

* High Tech Telecoms Organisation
- Fast Paced and Progressive Business
- Commercial Engagement and Value Add through effective FP&A
Otto James Consulting is supporting a Cheshire based organisation in their search for a Financial Planning & Analysis Manager to add value to the Sales, Pricing and Costings team's, while supporting the Head of Finance in the development of the team, and organisationalgrowth through target acquisition. This growth is not limited to the UK, so a keen interest in international development could be a district advantage for applicants.
My client has a tangible track record of continual expansion and growth, which has been realised through a heavy reliance on Accounting Talent This has seen my client swallow competition and they thrive on securing contracts through efficient and effectiveprice positioning.
Finance is a key commercial part of the organisation, and we see this position entrenched in Sales and Pricing teams. Applicants must be prepared to business partner and project visibility through out the organisation.
The Role
The role of Financial Planning & Analysis Manager is seen as a true hands on, business partnering role and has come about following business growth which has increased the need for additional bandwidth within the team, and therefore a new position managingthem.
The successful Qualified Financial Planning & Analysis Manager with a strong Finance Business Partner skill set will hold a pivotal role within the business and increase the control measures around budgeting, forecasting and reporting.
You will have exposure to the wider finance and none-finance functions, ensuring that all variables from internal and external operations are taken into account.
Key aspects to your role will include but not limited to:

- Comprehensive management reporting & analysis
- performance measurement on performance & efficiencies,
- Profitability & Pricing Analysis
- Forecasting,
- Market analysis
- Establish, create & maintain appropriate processes/systems to ensure effective financial and business controls
- Budgeting
Engaging with the organisations leadership team throughout the organisation, to help drive finances exposure is the largest aspect to this role. Yours skills as an accounting professional and a commercial manager will be utilised to show internal clients thatyou can add value and support them in the organisational grown.
Your Profile
My client is happy to see qualified applicants from all arena's, as they have seen the benefits and challenges that each industry provides on the journey to developing a commercial finance team.
- Qualified ACA / ACCA / CIMA
- Excellent FP&A skillset
- Effective communication stills and examples of cross discipline engagement
- Management of people (2 direct reports), is not a key requirement, and my client is happy to see newly qualified applicants with desire drive and determination, with the skills and maturity for development.

  • Financial Planning Expert

    2 days ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    Job OverviewThis is an exciting opportunity for a seasoned financial professional to join Quilter Financial Planning as a Financial Advisor. As a key member of our team, you will be responsible for delivering exceptional client service and driving business growth through innovative financial planning strategies.

  • Career Transition into Financial Planning

    2 weeks 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 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...

  • Financial Planning Specialist

    2 weeks 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.

  • Financial Advisor

    3 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

    1 week 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

    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 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 Services Professional

    2 weeks 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...

  • 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...

  • 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 Planner Opportunity

    2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    Job Title:A Financial Adviser Opportunity AwaitsAbout the Role:We seek ambitious individuals with a Level 4 qualification to embark on a fulfilling career as self-employed financial advisers.Career Benefits:Flexibility for work-life balance and family commitmentsExcellent financial rewards with opportunities for advancementPersonal satisfaction and...

  • Career Transition Programme for Financial Advisors

    2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    Job OverviewWe are seeking ambitious individuals to join our team as self-employed financial advisers, providing expert guidance and support to clients in achieving their financial goals.About the RoleThis is an exciting opportunity for those looking to transition into a rewarding career in financial planning. As a self-employed financial adviser, you will...

  • 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...

  • Advisory Financial Services Specialist

    4 days 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.

  • Quilter Financial Adviser Development Programme

    2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    Career BenefitsFlexibility to manage work-life balance and family commitmentsCompetitive financial rewards with opportunities for professional growthPersonal fulfillment and satisfaction through meaningful work and contributing to societyThis role involves generating new client opportunities, ensuring clients make informed decisions, preparing customized...

  • Launch Your Financial Adviser Career

    2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    About This Opportunity:We are seeking ambitious individuals with a passion for finance and a desire to make a difference in people's lives. As a self-employed financial adviser, you will have the freedom to build your own business and create a successful career.The Program:Our 14-week training program covers all aspects of financial planning, including...