Current jobs related to Financial Planning Assistant - Solihull, Solihull - mbf

  • Financial Planning Director

    3 weeks ago

    Solihull, Solihull, United Kingdom The Curve Group Full time

    Director of Financial Planning and AnalysisJoin our team as a Director of Financial Planning and Analysis at The Curve Group, where you will play a critical role in shaping the financial future of our organization.About the RoleWe are seeking a highly skilled and experienced financial professional to lead our financial planning and analysis function. As a...

  • Financial Planning Director

    3 weeks ago

    Solihull, Solihull, United Kingdom The Curve Group Full time

    Director of Financial Planning and AnalysisJoin our team as a Director of Financial Planning and Analysis at The Curve Group, where you will play a critical role in shaping the financial future of our organization.About the RoleWe are seeking a highly skilled and experienced financial professional to lead our financial planning and analysis function. As a...

  • Financial Planning Director

    3 weeks ago

    Solihull, Solihull, United Kingdom The Curve Group Full time

    Director of Financial Planning and AnalysisJoin our team as a Director of Financial Planning and Analysis at The Curve Group, a leading provider of product and service solutions for businesses. As a key member of our finance team, you will play a critical role in shaping the financial future of our organization.About the RoleWe are seeking an experienced and...

  • Financial Planning Director

    3 weeks ago

    Solihull, Solihull, United Kingdom The Curve Group Full time

    Director of Financial Planning and AnalysisJoin our team as a Director of Financial Planning and Analysis at The Curve Group, a leading provider of product and service solutions for businesses. As a key member of our finance team, you will play a critical role in shaping the financial future of our organization.About the RoleWe are seeking an experienced and...

  • Financial Assistant

    1 week ago

    Solihull, Solihull, United Kingdom Kate+Co Full time

    Accounts AssistantKate+Co is seeking a skilled Accounts Assistant to join our team. As an Accounts Assistant, you will be responsible for a variety of tasks, including invoicing, financial transaction processing, and product administration.Key Responsibilities:Invoicing: Raise accurate invoices for rent, trade, and sundries, and reconcile where...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    Solihull, Solihull, United Kingdom Senitor Associates Ltd Full time £45,000

    Job Summary:As a highly skilled Management Accountant, you will play a key role in producing accurate financial information for the Senior Leadership Team. Your expertise in financial planning and analysis will be essential in driving business growth and success.Key Responsibilities:Assist with financial planning and analysis, budgeting, forecasting, and...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    Solihull, Solihull, United Kingdom Senitor Associates Full time

    Job Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Senitor Associates. As a key member of our finance department, you will be responsible for producing accurate financial information to support business decisions.Key Responsibilities:Assist with financial planning and analysis, budgeting, forecasting,...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    Solihull, Solihull, United Kingdom Senitor Associates Full time

    Job Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Senitor Associates. As a key member of our finance department, you will be responsible for producing accurate financial information and assisting with financial planning and analysis, budgeting, forecasting, and monthly management accounts.Key...

  • Financial Planning and Analysis Accountant

    3 weeks ago

    Solihull, Solihull, United Kingdom Churchill Howard Ltd Full time

    Job OpportunityChurchill Howard Ltd is seeking a highly skilled FP&A Accountant to join their team. This role has become available due to exciting plans for growth, and the successful candidate will have the opportunity to progress their career.The ideal candidate will be a qualified accountant (CIMA/ACCA/ACA or equivalent) with strong communication skills...

  • Financial Planning and Analysis Accountant

    3 weeks ago

    Solihull, Solihull, United Kingdom Churchill Howard Ltd Full time

    Job OpportunityChurchill Howard Ltd is seeking a highly skilled FP&A Accountant to join their team. This role has become available due to exciting plans for growth, and the successful candidate will have the opportunity to progress their career.The ideal candidate will be a qualified accountant (CIMA/ACCA/ACA or equivalent) with strong communication skills...

  • Financial Planning Specialist

    2 weeks ago

    Solihull, Solihull, United Kingdom Stirling Warrington Full time

    Job Title: Financial Planning SpecialistWe are seeking a skilled Financial Planning Specialist to join our team at Stirling Warrington. As a key member of our finance team, you will be responsible for supporting all aspects of the business case model and communicating with internal and external stakeholders.Daily Duties:Producing reports for monthly analysis...

  • Financial Planning and Analysis Specialist

    1 week ago

    Solihull, Solihull, United Kingdom Senitor Associates Ltd Full time

    Job Summary: We are seeking a highly skilled Management Accountant to join our team at Senitor Associates Ltd. As a key member of our finance function, you will be responsible for producing accurate financial information and assisting with financial planning and analysis.Key Responsibilities:Ensure all targets are met by the finance functionComplete both...

  • Financial Planning and Analysis Accountant

    2 weeks ago

    Solihull, Solihull, United Kingdom Churchill Howard Limited Full time

    FP&A Accountant Job DescriptionChurchill Howard Limited is seeking a highly skilled FP&A Accountant to join their team. As a key member of the financial planning and analysis team, you will play a crucial role in supporting the business's growth and development.Key Responsibilities:Develop and maintain financial models for budgeting and forecasting...

  • Financial Planning and Analysis Specialist

    1 week ago

    Solihull, Solihull, United Kingdom Gleeson Recruitment Group Full time

    We are seeking a highly skilled Management Accountant to join our finance team at Gleeson Recruitment Group. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and problem-solving skills.Key Responsibilities:Production of management accounts, including monthly P&L and balance sheet, and posting...

  • Strategic Financial Planning Lead

    1 week ago

    Solihull, Solihull, United Kingdom T2M Resourcing Ltd Full time

    This is an exciting opportunity to lead the financial planning and analysis function for a major international group. As Head of Financial Planning & Analysis, you will be responsible for providing high-quality business insight and strategic planning across multiple entities in the UK and Europe. You will work closely with business leaders to create...

  • Head of Financial Planning and Control

    2 weeks ago

    Solihull, Solihull, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly experienced Financial Manager to lead our finance team in Solihull, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans,...

  • Strategic Financial Planning Leader

    1 week ago

    Solihull, Solihull, United Kingdom T2M Resourcing Ltd Full time

    Head of Financial Planning & AnalysisThis is an exceptional opportunity to join a major international group as a key member of the finance team. The role will provide the opportunity to travel internationally (Europe) with group-wide responsibility for providing high-quality business insight and strategic planning.Reporting to the Group Finance Director and...

  • Chief Financial Planning Officer

    2 weeks ago

    Solihull, Solihull, United Kingdom T2M Resourcing Ltd Full time

    Key Responsibilities:As the Head of Financial Planning & Analysis, you will be responsible for providing high-quality business insight and strategic planning to the Group Finance Director and senior management team. This role will involve developing strong stakeholder relationships, ensuring the full utilisation of Workday Adaptive Planning software, and...

  • Senior Financial Planning Analyst

    2 weeks ago

    Solihull, Solihull, United Kingdom Mitchell Adam Full time

    Role OverviewWe are seeking a highly skilled Senior Financial Planning Analyst to join our Group FP&A team at Mitchell Adam. As an Anaplan expert, you will be responsible for managing request workloads from internal stakeholders, building key relationships, and translating data into reports for the board and PE house with a fast turnaround.Key...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    Solihull, Solihull, United Kingdom Stonegate Group Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Stonegate Group. As a key member of our FP&A team, you will be responsible for designing, building, and maintaining complex Anaplan models for financial planning, forecasting, and reporting.Key ResponsibilitiesModel Development: Design and build Anaplan...

Financial Planning Assistant

2 months ago

Solihull, Solihull, United Kingdom mbf Full time

Job Summary:

We are seeking a talented Financial Planning Assistant to join our growing team at MBF Recruitment. As a key member of our wealth management business, you will play a crucial role in supporting our advisors in providing exceptional client service.

Key Responsibilities:

  • Drafting Comprehensive Reports: You will be responsible for drafting comprehensive and accurate financial planning suitability reports for a variety of client needs.
  • Collaboration with Advisors: You will work closely with our advisors to provide tailored financial solutions to our clients.
  • Research and Analysis: You will conduct in-depth research and analysis to support client recommendations.
  • Compliance and Documentation: You will ensure compliance with industry regulations and company standards, and prepare documentation to be presented to clients by our advisors.
  • Case Management: You will ensure that cases requiring pre-approval are submitted in a timely fashion and confirmation to proceed is obtained.

Requirements:

  • Experience: You should have strong report writing capabilities for all types of financial planning suitability reports. However, candidates with more limited report writing experience who demonstrate potential and enthusiasm are also encouraged to apply.
  • Skills: Excellent written and verbal communication skills, attention to detail, and the ability to work independently as well as part of a team.
  • Qualifications: Relevant financial planning qualifications such as the Level 4 Diploma or progress towards them will be advantageous.

About Our Company:

MBF Recruitment is a dynamic and forward-thinking company that is dedicated to fostering a supportive and innovative work environment. We are committed to providing our employees with opportunities for growth and advancement, and we are seeking a talented individual who shares our vision and values.