Financial Planning Manager

1 day ago


Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Evelyn Partners Fund Solutions Limited is seeking a highly skilled Financial Planning Manager to join their team. This role offers a competitive salary of £70,000 - £90,000 per annum and requires a strong leader who can drive growth and success.

Job Summary

The successful candidate will be responsible for working closely with the financial planning team to deliver exceptional client outcomes, identifying and reporting risks, and promoting a service excellence mindset throughout the organization.

Main Responsibilities:
  • Lead the financial planning team to achieve outstanding results
  • Identify and report any risks or breaches
  • Promote a culture of excellence throughout the organization
  • Work closely with the Managing Partner and other stakeholders to identify training needs


  • Cambridge, Cambridgeshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Cambridge, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...


  • Cambridge, Cambridgeshire, United Kingdom Select Appointments Full time

    Select Appointments seeks a highly skilled Financial Planning Manager to lead our grants and accounts teams. This exciting opportunity offers a competitive salary range of 34000-44000 and a fixed-term contract of around 1 year.As a key member of our team, you will be responsible for providing high-level financial advice, ensuring that financial processes and...


  • Cambridge, Cambridgeshire, United Kingdom EA First Compass House Full time

    We are seeking a talented Financial Planning Manager to join our EA First Compass House team. The successful candidate will be responsible for providing expert financial planning and advice to our clients.Responsibilities:Prepare and complete accurate management accounts and VAT returns.Requirements:ACA / ACCA/ CIMA Qualified.Experience using software such...


  • Cambridge, Cambridgeshire, United Kingdom Cambridge University Press Full time

    Job DescriptionWe are seeking an experienced Financial Planning Manager to join our Education team. As a key member of the finance department, you will play a crucial role in driving financial planning and analysis across the organization.Key Responsibilities:Develop and implement financial plans and forecasts to inform business decisionsProvide analytical...


  • Cambridge, Cambridgeshire, United Kingdom Nxtgen Recruitment Full time

    About NXTGEN RecruitmentNXTGEN Recruitment is excited to be recruiting an FP&A Manager, a pivotal role where you'll lead financial planning, analysis, and strategy to support the ongoing growth of our ambitious organisation.


  • Cambridge, Cambridgeshire, United Kingdom Tbwa ChiatDay Inc Full time

    Tbwa Chiat/Day Inc seeks a seasoned Finance Director to lead our financial planning and analysis efforts. This role will focus on providing strategic and operational support to the VP of Finance, developing and managing annual budgets, and ensuring accurate and reliable financial controls.Key Responsibilities:Develop and manage comprehensive financial plans,...


  • Cambridge, Cambridgeshire, United Kingdom Finatal Full time

    Financial Planning LeaderWe are looking for an experienced Financial Planning Leader to join our finance team at Finatal. As a key member of our leadership team, you will be responsible for developing and implementing financial plans that support the company's strategic objectives.Your key responsibilities will include leading the preparation of annual...


  • Cambridge, Cambridgeshire, United Kingdom Robert Walters Full time

    About the JobIn this Senior Financial Planning Manager role, you will be responsible for driving financial performance and supporting business growth. You will work closely with senior leadership to develop and implement financial strategies, analyze financial data, and make recommendations to inform business decisions.Key SkillsStrong analytical and...


  • Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

    Evelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals, family trusts, charities, and businesses thrive.Job SummaryWe are seeking an experienced Financial Planning Team Manager to join our team. As a key member of our leadership team, you will be responsible for...


  • Cambridge, Cambridgeshire, United Kingdom CV Library Full time

    Established in the UK, our client is one of the fastest growing Financial Planning businesses.This advisory role offers a unique opportunity to join a leading Financial Planning/Wealth Management business in Cambridge, covering 42+ hubs and expanding further.The successful candidate will inherit circa clients/households, requiring expert advice on pension &...


  • Cambridge, Cambridgeshire, United Kingdom Jagex Limited Full time

    Lead Financial Planning Role\At Jagex Limited, we are seeking a highly skilled Financial Planning Director to join our team. This is an excellent opportunity to leverage your expertise in financial planning and analysis to drive business growth and profitability. As a key member of our leadership team, you will be responsible for developing and executing...


  • Cambridge, Cambridgeshire, United Kingdom Austin Fraser Full time

    Austin Fraser is seeking a skilled Financial Planning Administrator to join our team in Cambridge. The successful candidate will be responsible for providing independent financial planning advice to clients.About the RoleWe are looking for an experienced professional with minimum 5 years of experience in financial services, who can work effectively in a...


  • Cambridge, Cambridgeshire, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth Ltd is delighted to represent a leading national Financial Planning business in the UK, backed by private equity for further expansion and acquisitions.The company provides a comprehensive service across financial planning, wealth management, investment management, and professional services. This advisory role, newly created, is based out of...


  • Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is the UK's leading integrated wealth management and professional services group, driving growth and innovation through personal and performance-focused expertise.As a Data Management Team Lead, you will be responsible for managing the Financial Planning department's administrative tasks. You will work closely with...


  • Cambridge, Cambridgeshire, United Kingdom The One Group Full time

    This is a highly sought-after opportunity for an ambitious and experienced financial professional to take ownership of the finance function at The One Group in Cambridge.We are looking for a talented Financial Controller who will be responsible for leading the 5-year financial planning strategy, overseeing the statutory accounts, financial reporting,...


  • Cambridge, Cambridgeshire, United Kingdom Cambridge University Press & Assessment Full time

    Key ResponsibilitiesDevelop financial planning, reporting, and appraisals to inform decisions and influence senior stakeholders.Partner with project and business teams to drive key activities and initiatives.Embed yourself within projects to make a real impact.The ideal candidate will have experience in finance business partnering, preferably within a global...


  • Cambridge, Cambridgeshire, United Kingdom Tbwa ChiatDay Inc Full time

    We are seeking a highly skilled Director of FP&A & Accounting to join our Finance Team at Sail Biomedicines. As a key member of the team, you will be responsible for developing and implementing financial plans and processes that drive business growth and success.Our ideal candidate will have a strong background in financial planning and analysis, with...


  • Cambridge, Cambridgeshire, United Kingdom The One Group Full time

    We are currently looking for an ambitious and experienced Financial Controller to take ownership of our finance function.Job DescriptionTake the lead on financial planning, budgeting, forecasting, statutory accounts, financial reporting, and controls.Work closely with the Managing Director and the wider SLT team.About UsThe One Group is a recognised...


  • Cambridge, Cambridgeshire, United Kingdom Abcam Full time

    Abcam, a leading life sciences company, is seeking a skilled Financial Planning Expert to support its Commercial and Digital function. As a key member of the Financial Planning and Analysis Team, you will play a crucial role in driving revenue growth and improving financial efficiency.Job SummaryThis role involves providing financial expertise to business...


  • Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job OverviewWe are looking for a highly skilled and experienced Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. As an integral part of our financial services department, you will be responsible for providing high-level administrative support to our financial planners.About the RoleThis is an exciting opportunity for a...