Financial Planning Specialist

1 week ago


Portsmouth, Portsmouth, United Kingdom Charisma Charity Recruitment Full time

We are excited to announce a new opportunity for a skilled Financial Manager to join our team at Charisma Charity Recruitment. Our client, Aggie's, is a reputable charity that provides pastoral care to members of the Royal Navy and Royal Marines, as well as their families.

The successful candidate will play a crucial role in ensuring the efficient operation of the charity's financial framework to support and advance Aggie's mission. As the Financial Manager, you will be a key member of the team, overseeing financial operations, managing day-to-day finances, meeting the needs of both internal and external stakeholders, and leading two team members.

The ideal candidate will have:

  • A strong background in accounting, with a recognized qualification (ACA, ACMA, ACCA, CIPFA)
  • Previous experience as a Finance Manager, with leadership and line-management experience and an understanding of charity accounting
  • An excellent track record of budget preparation, including monthly management accounts
  • A clear understanding of risks relevant to the finance environment and controls required to mitigate risks

As a Financial Manager at Aggie's, you will have the opportunity to make a real difference in the lives of those who need it most. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



  • Portsmouth, Portsmouth, United Kingdom Recruit UK Full time

    Job Title: ParaplannerIndustry: Financial ServicesLocation: Remote OpportunitySalary: £35,000 - £45,000 (dependent on experience)About the Role:We are seeking an experienced Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering exceptional financial advice to our...


  • Portsmouth, Portsmouth, United Kingdom Recruit UK Full time

    Job Title: ParaplannerIndustry: Financial ServicesLocation: Remote OpportunitySalary: £35,000 - £45,000 (dependent on experience)About the Role:We are seeking an experienced Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering exceptional financial advice to our...


  • Portsmouth, Portsmouth, United Kingdom Recruit UK Full time

    Job Title: ParaplannerIndustry: Financial ServicesLocation: Remote OpportunitySalary: £35,000 - £45,000 (dependent on experience)Job Type: Full-timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering exceptional financial...


  • Portsmouth, Portsmouth, United Kingdom Recruit UK Full time

    Job Title: ParaplannerIndustry: Financial ServicesLocation: Remote OpportunitySalary: £35,000 - £45,000 (dependent on experience)Job Type: Full-timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering exceptional financial...

  • Financial Analyst

    1 week ago


    Portsmouth, Portsmouth, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Analyst to join our team at Hays Specialist Recruitment Limited. As a key member of our finance department, you will be responsible for providing financial support and analysis to our clients.Key ResponsibilitiesFinancial Analysis: Provide accurate and timely financial analysis and...


  • Portsmouth, Portsmouth, United Kingdom enable recruitment | B Corp™ Full time

    Position OverviewWe are collaborating with a distinguished and client-oriented Independent Financial Advisory (IFA) firm, committed to delivering customized financial guidance and solutions. This position is ideal for a seasoned Financial Planning Associate seeking greater responsibility and fulfillment in their role, as this organization prioritizes both...


  • Portsmouth, Portsmouth, United Kingdom enable recruitment | B Corp™ Full time

    Position OverviewWe are collaborating with a distinguished and client-oriented Independent Financial Advisory (IFA) firm, committed to delivering customized financial guidance and solutions. This position is ideal for a seasoned Financial Planning Associate seeking greater responsibility and fulfillment in their role, as this organization prioritizes both...


  • Portsmouth, Portsmouth, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Analyst to join our team at Hays Specialist Recruitment Limited. As a key member of our finance department, you will be responsible for providing financial support and analysis to our clients.Key ResponsibilitiesFinancial Analysis: Provide accurate and timely financial analysis and...


  • Portsmouth, Portsmouth, United Kingdom Halmer Recruit Full time

    Position OverviewHalmer Recruit is currently collaborating with a rapidly expanding financial services firm that is seeking to fill a pivotal role within their client support team. Role Responsibilities:Manage a diverse range of cases to facilitate processes related to financial planning.Provide exceptional support to clients, ensuring their needs are met...


  • Portsmouth, Portsmouth, United Kingdom Halmer Recruit Full time

    About Halmer RecruitWe are collaborating with a rapidly expanding financial services firm that is seeking to fill a pivotal role within their client support team. This dynamic position entails: Overseeing a diverse range of cases to facilitate processes related to financial planning.Providing exceptional support to clients and ensuring their needs are met...


  • Portsmouth, Portsmouth, United Kingdom Halmer Recruit Full time

    Position OverviewHalmer Recruit is currently collaborating with a rapidly expanding financial services firm that is seeking to fill a pivotal role within their client support team. Role Responsibilities:This diverse position entails:Overseeing a range of cases to facilitate processes related to financial planning.Providing exceptional support to clients...


  • Portsmouth, Portsmouth, United Kingdom Halmer Recruit Full time

    About Halmer RecruitWe are excited to announce a new opportunity within a rapidly expanding financial services firm. This role is integral to the client support team and offers a diverse range of responsibilities.This position entails:Overseeing various client cases to ensure effective financial planning processes.Providing exceptional support to clients...


  • Portsmouth, Portsmouth, United Kingdom Halmer Recruit Full time

    About Halmer RecruitWe are collaborating with a rapidly expanding financial services firm that is currently seeking a talented individual to enhance their client support team. Position Overview:This role encompasses a diverse range of responsibilities, including:Managing various client cases to facilitate financial planning processes.Providing exceptional...


  • Portsmouth, Portsmouth, United Kingdom Halmer Recruit Full time

    About Halmer RecruitWe are excited to announce a new opportunity within a rapidly expanding financial services organization that is seeking to enhance its client support team. This role encompasses a diverse range of responsibilities, including: Overseeing various client cases to ensure effective financial planning processes.Providing exceptional support to...

  • Financial Analyst

    4 days ago


    Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full time

    Job DescriptionRole Summary:This is an exciting opportunity to join the Toyota Financial Services Corporation team as a Financial Analyst. As a key member of the Management Accounts team, you will play a crucial role in assisting in the preparation of management accounts and reconciliations in a timely and accurate manner.Key Responsibilities:Assist in the...

  • Financial Analyst

    4 days ago


    Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full time

    Job DescriptionRole Summary:This is an exciting opportunity to join the Toyota Financial Services Corporation team as a Financial Analyst. As a key member of the Management Accounts team, you will play a crucial role in assisting in the preparation of management accounts and reconciliations in a timely and accurate manner.Key Responsibilities:Assist in the...


  • Portsmouth, Portsmouth, United Kingdom Qualserv Consulting Full time

    Position OverviewFinancial Operations SpecialistWe are looking for dedicated financial professionals who are committed to making a significant impact.Are you a certified Financial Operations Specialist or possess an equivalent qualification? If you are enthusiastic about utilizing your financial acumen for a meaningful purpose, we invite you to consider this...


  • Portsmouth, Portsmouth, United Kingdom Qualserv Consulting Full time

    Position OverviewFinancial Operations SpecialistWe are looking for dedicated financial professionals who are committed to making a significant impact.Are you a certified Financial Operations Specialist or possess an equivalent qualification? If you are enthusiastic about utilizing your financial acumen for a meaningful purpose, we invite you to consider this...


  • Portsmouth, Portsmouth, United Kingdom Babcock Full time

    About the RoleJob Title: Financial Reporting SpecialistLocation: Hybrid Working ArrangementsCompensation: Competitive Salary + BenefitsRole Type: Full time / PermanentRole ID: SF58929Babcock is a leading provider of critical support services to the UK's defence, security, and emergency services sectors. As a Financial Reporting Specialist, you will play a...


  • Portsmouth, Portsmouth, United Kingdom Babcock Full time

    About the RoleJob Title: Financial Reporting SpecialistLocation: Hybrid Working ArrangementsCompensation: Competitive Salary + BenefitsRole Type: Full time / PermanentRole ID: SF58929Babcock is a leading provider of critical support services to the UK's defence, security, and emergency services sectors. As a Financial Reporting Specialist, you will play a...