Financial Planning Expert
1 month ago
Gleeson Recruitment Group is currently partnering with a prominent organisation in Birmingham City Centre to find a qualified Management Accountant on a temp to perm basis. The successful candidate will support the Head of Finance in a variety of duties, including project work and financial reporting.
Key Responsibilities- Monthly and Quarterly Financial Reporting: Prepare accurate and timely management accounts, highlighting key financial trends and performance metrics.
- Cash Flow Forecasting: Develop and maintain a comprehensive cash flow forecast, ensuring the organisation's financial stability and growth.
- Financial Analysis: Conduct thorough financial analysis, identifying areas for improvement and implementing cost-saving initiatives.
- Reporting and Reconciliation: Complete month-end reporting, including balance sheet reconciliations and VAT returns, ensuring accuracy and compliance.
- Experience: A minimum of [£45,000 - £55,000] per annum salary, commensurate with experience, is expected for this role.
- Skills and Qualifications: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and a professional accounting qualification (e.g., ACA, ACCA, CIMA).
We are a leading recruitment agency specialising in finance and accounting placements. Our team of experts works closely with clients to understand their needs and provides high-quality candidates who meet their requirements. If you are a motivated and experienced Management Accountant looking for a new challenge, please get in touch with us today
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Financial Planning Professional
6 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob Title: Financial Planning ProfessionalWe are seeking a motivated and ambitious individual to fill the role of financial planning professional. This position offers:A unique blend of personal satisfaction and professional growth.An excellent opportunity to develop expertise in financial advice and guidance.The successful candidate will receive...
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Financial Planning Career
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeCompany OverviewAt Quilter Financial Planning, we are committed to helping ambitious individuals achieve a rewarding career as a financial adviser. Our team is dedicated to providing expert guidance and support to our clients, ensuring they receive the best possible advice.We work with bright, ambitious individuals who share our passion for delivering...
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Career Opportunities in Financial Planning
6 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeCompany OverviewWe are a leading financial planning company that values professionalism, integrity, and a commitment to excellence. Our team of experts is dedicated to providing top-notch financial advice to our clients.
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Financial Adviser Opportunity
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeFinancial Adviser OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a financial adviser. This role offers:A unique opportunity to develop expertise in financial advice and guidance.Flexible working arrangements and a good work/life balance.Opportunities for career progression and professional growth.About the RoleThis...
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Financial Protection Consultant
6 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are proud members of the Quilter Financial Planning network, a leading provider of financial services. As a Protection Adviser, you will play a vital role in helping us deliver exceptional customer outcomes.Your main duties will include:Main Duties:Providing expert protection advice to clients, ensuring they receive the best possible...
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Protection Advice Expert
6 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeWe are looking for a highly skilled Protection Adviser to join our Quilter Financial Planning network. As a Protection Adviser, you will be responsible for providing expert protection advice to clients, identifying their insurance needs, and recommending suitable solutions.Key responsibilities include:Fact-finding to understand clients' current finances,...
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Financial Services Consultant
4 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...
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Wealth Management Expert
4 weeks ago
Birmingham, Birmingham, 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. In this role, you will have the opportunity to work on both an Employed and Self-Employed basis, developing and growing your career in a supportive environment.The ideal candidate will have proven experience as a financial planner, with strong...
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Investment Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob DescriptionWe are seeking a skilled and experienced Financial Adviser to join our team. The ideal candidate will have a strong background in finance, excellent communication and interpersonal skills, and the ability to work independently.Your primary responsibility will be to provide expert financial advice to clients, helping them to achieve their...
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Financial Planning Expert
2 weeks ago
Birmingham, Birmingham, United Kingdom Austin Fraser Full timeSenior Financial ConsultantA competitive salary of up to £60k is on offer for this highly rewarding role as a Senior Financial Consultant.We are seeking an experienced and qualified financial expert to provide expert investment advice within regulatory guidelines. This position requires a deep understanding of financial products, market dynamics, and...
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Financial Specialist
6 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob DescriptionThis exciting opportunity at Quilter Financial Planning is for a Protection Specialist who can deliver exceptional protection advice and support to valued clients.The key aspects of this role include:Delivering high-quality protection advice that meets clients' needs and exceeds their expectations.Maintaining a deep understanding of clients'...
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Financial Protection Specialist
6 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleQuilter Financial Planning is proud to offer an exciting opportunity for a Financial Protection Specialist to work on a self-employed basis. As a Protection and Wealth Adviser, you will provide holistic financial services to valued clients.The ideal candidate will have a strong background in protection advice, effective fact-finding, and...
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Financial Services Specialist
6 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is a leading provider of financial services with a strong focus on customer satisfaction. As a Protection Adviser, you will play a crucial role in helping clients achieve their long-term goals.Working on a self-employed basis, you will be responsible for providing high-quality protection advice to valued clients. Your duties will...
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Financial Planning Expert
2 weeks ago
Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a Financial Planning Expert to join their team in Birmingham. This role comes with an estimated salary of £57,500 - £62,500.About the RoleThe job purpose comprises meeting with clients and prospective clients to provide financial planning services in accordance with company propositions, generating compliant...
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Financial Services Specialist
7 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is an award-winning network of financial services professionals with a loyal client base. We are seeking a skilled Protection Adviser to join our team on a self-employed basis.This role offers an exceptional opportunity for someone who can provide high-quality protection advice, fact-find effectively to establish clients' current...
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Financial Planning Expert
2 weeks ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeSeeking a motivated and confident professional to take on a Junior Financial Adviser role in Central Birmingham. This exciting opportunity offers a salary of £60,000+ (with yearly pay reviews and discretionary bonuses). As a Financial Services Specialist, you will work with high-net-worth clients, providing expert financial planning advice.You will be...
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Financial Services Advisor
6 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we offer a unique approach to financial services that prioritizes building trust and providing peace of mind for our valued clients.We are part of a renowned organization with a loyal client base, offering an exciting opportunity for a skilled Protection Adviser to work on a Self-Employed Basis.This role involves utilizing...
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Financial Planning Expert
5 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeAbout the Job IDex Consulting is looking for a skilled Financial Planning Expert to join our Business Assurance Team. As a key member, you will contribute to shaping our processes and ensuring quality compliance in financial advice. This opportunity offers a chance to influence the development of a dynamic team from its early stages.Benefits:Career Growth:...
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Quilter Full-Time Financial Adviser Role
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob DescriptionThis role involves working closely with clients to understand their financial goals and objectives. You will be responsible for generating new business opportunities, preparing sound financial plans, and advising clients on current financial issues. As a financial planner, you will have the opportunity to build strong relationships with...
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Financial Planning Expert
6 days ago
Birmingham, Birmingham, United Kingdom Quilter Full timeAbout Our FirmWe are a reputable and dedicated Chartered Financial Planning firm, providing expert holistic financial advice to our clients.Job OverviewThis is an excellent opportunity for a high-calibre Senior Chartered Financial Adviser to work closely with clients and contribute to our ongoing success in the West Midlands.Main ResponsibilitiesProvide...