Financial Planning Manager

7 days ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time
Job Overview

IDEX Consulting Ltd is partnering with a leading Investment and Financial Advice group to recruit a Senior Financial Planner / Director for their West Midlands team.

This is an exceptional opportunity for a Senior level Financial Planner or Wealth Advisor to join a top-tier firm and take on a leadership role in building and growing the Midlands team.

Key Highlights:

  • Salary guide £90,000 to £120,000 with share scheme, rewards and benefits package.
  • Access to high-level Financial Planning and Investment Management markets and client connections.
  • Central Birmingham office location with localized back-office and technical teams.

Requirements:

  • Chartered Financial Planner or equivalent qualification.
  • Strong leadership and networking skills with a commercial focus.
  • Experience in delivering expert financial advice and building client relationships.

About the Role:

This appointment will suit a Senior level Financial Planner or Wealth Advisor seeking a high-performance opportunity with a leading firm. The successful candidate will have the opportunity to build on existing client and professional relationships in the region, driving growth and success for the team.



  • Birmingham, Birmingham, United Kingdom Gleeson Recruitment Group Full time

    Job DescriptionJob Title: FP&A ManagerIndustry: Private Equity-Backed BusinessType: Full-Time, HybridGleeson Recruitment Group is proud to be working with a growing Private Equity-Backed Business on their search for a Financial Planning and Analysis Manager. Our client is a leading business in the Private Equity sector, backed by a prominent private equity...


  • Birmingham, Birmingham, United Kingdom Gleeson Recruitment Group Full time

    Job DescriptionJob Title: FP&A ManagerIndustry: Private Equity-Backed BusinessType: Full-Time, HybridGleeson Recruitment Group is proud to be working with a growing Private Equity-Backed Business on their search for a Financial Planning and Analysis Manager. Our client is a leading business in the Private Equity sector, backed by a prominent private equity...


  • Birmingham, Birmingham, United Kingdom HS2 Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at HS2 Ltd. As a key member of our finance function, you will play a critical role in leading our MI and Reporting team and supporting the Head of Financial Planning and Analysis in delivering insightful reporting and analysis to stakeholders.Key...


  • Birmingham, Birmingham, United Kingdom HS2 Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at HS2 Ltd. As a key member of our finance function, you will play a critical role in leading our MI and Reporting team and supporting the Head of Financial Planning and Analysis in delivering insightful reporting and analysis to stakeholders.Key...

  • Financial Planning

    1 month ago


    Birmingham, Birmingham, United Kingdom Tarmac Full time

    Job IntroductionAt Tarmac, 'who you are' matters. We want to get to know you. If you share our values and are proud of a job well done, collaborative in working well with others and ambitious to make things better, then have a read of what we have on offer. We are currently looking for an experienced Financial Planning and Analysis Manager to join our team...


  • Birmingham, Birmingham, United Kingdom Lord Accounting & Finance Full time

    About the RoleLord Accounting & Finance is seeking a highly skilled Management Accountant to join our team. As a key member of our finance department, you will play a crucial role in providing financial guidance and support to our business.Key ResponsibilitiesFinancial Reporting: Prepare and review financial statements, including balance sheets, income...


  • Birmingham, Birmingham, United Kingdom Investigo Full time

    Investigo is seeking a highly skilled Financial Planning and Analysis Manager to join our team on an interim basis. As a key member of our finance team, you will play a critical role in supporting our client through a period of exciting change.Key Responsibilities:Month-End Processes: Oversee the full management of month-end processes, ensuring timely...


  • Birmingham, Birmingham, United Kingdom Investigo Full time

    Investigo is seeking a highly skilled Financial Planning and Analysis Manager to join our team on an interim basis. As a key member of our finance team, you will play a critical role in supporting our client through a period of exciting change.Key Responsibilities:Month-End Processes: Oversee the full management of month-end processes, ensuring timely...


  • Birmingham, Birmingham, United Kingdom Lord Accounting & Finance Full time

    About the RoleLord Accounting & Finance is seeking a highly skilled Management Accountant to join our team. As a key member of our finance department, you will play a crucial role in providing financial guidance and support to our business.Key ResponsibilitiesFinancial Reporting: Prepare and review financial statements, including balance sheets, income...


  • Birmingham, Birmingham, United Kingdom Lord Accounting & Finance Full time

    About the RoleLord Accounting & Finance is seeking a highly skilled Management Accountant to join our team. As a key member of our finance department, you will play a crucial role in providing financial guidance and support to our business.Key ResponsibilitiesFinancial Reporting: Prepare and review financial statements, including balance sheets, income...


  • Birmingham, Birmingham, United Kingdom Buckden Partners Full time

    Buckden Partners is seeking a seasoned financial professional to join their team as a key member of the finance team. The ideal candidate will have a strong background in financial planning and analysis, with a proven track record of providing timely and accurate financial analysis, reporting, and cash flow management.The successful candidate will report...


  • Birmingham, Birmingham, United Kingdom Buckden Partners Full time

    Buckden Partners is seeking a seasoned financial professional to join their team as a key member of the finance team. The ideal candidate will have a strong background in financial planning and analysis, with a proven track record of providing timely and accurate financial analysis, reporting, and cash flow management.The successful candidate will report...


  • Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Financial Planning Career OpportunityEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.About the Financial Planning TeamOur Financial Planning teams work with private individuals, trusts, and businesses...


  • Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Financial Planning Career OpportunityEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.About the Financial Planning TeamOur Financial Planning teams work with private individuals, trusts, and businesses...


  • Birmingham, Birmingham, United Kingdom Melo Recruitment Full time

    About Melo Recruitment Job Advert: Financial Planning Manager Location: Not Specified Salary: £60,000 (Dependent on Experience) + Attractive Bonus Structure Melo Recruitment is a thriving, forward-thinking firm that prioritizes career progression, development, and outstanding client service. Due to our consistent year-on-year growth and success, we are...


  • Birmingham, Birmingham, United Kingdom Melo Recruitment Full time

    About Melo Recruitment Job Advert: Financial Planning Manager Location: Not Specified Salary: £60,000 (Dependent on Experience) + Attractive Bonus Structure Melo Recruitment is a thriving, forward-thinking firm that prioritizes career progression, development, and outstanding client service. Due to our consistent year-on-year growth and success, we are...


  • Birmingham, Birmingham, United Kingdom Ferguson Dean Full time

    Position OverviewA prestigious Chartered Financial Planning firm is in search of a Financial Consultant to enhance their team and manage an established client portfolio. The organization operates on a national scale and has recently integrated a reputable practice. The selected Consultant will be responsible for overseeing a substantial portfolio valued at...


  • Birmingham, Birmingham, United Kingdom mbf. Full time

    Financial Planning Assistant - Birmingham - National Wealth Management Organisation Competitive salary + Comprehensive company Benefits package We are currently working with a leading Wealth and Investment Management business to recruit for an experienced Financial Planning Assistant to join their team in the busy Birmingham office. Due to ongoing expansion...


  • Birmingham, Birmingham, United Kingdom mbf. Full time

    Financial Planning Assistant - Birmingham - National Wealth Management Organisation Competitive salary + Comprehensive company Benefits package We are currently working with a leading Wealth and Investment Management business to recruit for an experienced Financial Planning Assistant to join their team in the busy Birmingham office. Due to ongoing expansion...


  • Birmingham, Birmingham, United Kingdom Ferguson Dean Full time

    About the RoleFerguson Dean, a distinguished Chartered Financial Planning firm, is seeking a dedicated Financial Planning Consultant to manage an established client portfolio. This role involves overseeing a substantial portfolio valued at approximately £25 million in Assets Under Management (AUM). The firm prides itself on its national presence and...