Financial Planning Expert
1 day ago
We are seeking an experienced Financial Planning and Performance Accountant to join our corporate finance team at University Hospitals Bristol and Weston NHS Foundation Trust. The ideal candidate will have a strong background in financial management, with experience of working in an NHS environment.
This is a challenging role that requires excellent analytical and numeracy skills, as well as the ability to communicate complex financial information effectively. The successful candidate will be responsible for assisting the Head of Financial Planning & Performance (HoFPP) and the Head of Strategic Finance (HoSF) on key tasks including;
- Developing and maintaining the Trust's annual and medium-term revenue plan, forecasting models and relevant supporting information.
- Internal and external Trust financial reporting to set timescales.
- Providing a pro-active management accounting service to the division of Trust Services including preparing monthly accounts, analysis of the financial position, budgeting and providing relevant financial advice.
- Financial assessment/appraisal of service developments and transfers.
- Financial input into corporate projects and business cases.
The post holder is required to line manage a Management Accountant.
Key ResponsibilitiesAssisting the Head of Financial Planning & Performance (HoFPP) and the Head of Strategic Finance (HoSF) on key tasks including:
- Developing and maintaining the Trust's annual and medium-term revenue plan, forecasting models and relevant supporting information.
- Internal and external Trust financial reporting to set timescales.
- Providing a pro-active management accounting service to the division of Trust Services including preparing monthly accounts, analysis of the financial position, budgeting and providing relevant financial advice.
- Financial assessment/appraisal of service developments and transfers.
- Financial input into corporate projects and business cases.
The post holder is required to line manage a Management Accountant.
RequirementsTo be successful in this role you will need to have:
- Educated to degree level or equivalent work experience.
- Professional CCAB or CIMA accountancy qualification & valid membership.
- Leadership and management development training.
- Evidence of recent CPD relating to NHS finance.
- Foundation level qualification for the HM Treasury Building Better Business Cases.
You will also need to have experience of:
- Financial management in an NHS environment.
- Maintaining, developing and operating complex financial models including a full technical understanding of the primary financial statements and their relationship and inter-dependency.
- Well-developed computer literacy including ability to use excel to an advanced level.
- Producing Board-level corporate financial reports and information.
- Resolving problems in a large, complex, financial environment.
- Working with non-financial managers to provide financial information and advice.
- Developing and delivering long term financial and operational efficiency programmes.
- Managing a small team.
Salary: £53,755 - £60,504 per annum, depending on experience.
We offer a competitive salary and benefits package, as well as opportunities for career development and progression. If you are a motivated and enthusiastic individual who is passionate about delivering high-quality financial services, we would welcome your application.
-
Financial Planning Expert
1 day ago
Bristol, Bristol, United Kingdom Talent Finder Full timeJob Title: Financial Planning ExpertAbout the Role:Talent Finder is seeking an experienced and passionate Financial Planning Expert to join their team in Aztec West, Bristol. As a seasoned independent financial adviser, you will have the opportunity to work with an exceptional paraplanning and back-office team, delivering excellence in financial...
-
Financial Planning Expert
3 weeks ago
Bristol, Bristol, United Kingdom Talent Finder Full timeJob Title: Financial Planning ExpertWe are seeking an experienced Financial Planning Expert to join our dynamic team at Talent Finder. As a directly authorised, family-run IFA firm based in the UK, we're committed to delivering excellence in financial planning.The successful candidate will have a minimum Level 4 qualification in financial planning and a...
-
Financial Planner Position
1 month ago
Bristol, Bristol, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we are seeking ambitious individuals to join our full-time programme and embark on a rewarding career as a financial adviser.This programme offers a unique opportunity to gain Level 4 CII Qualification - Diploma in Regulated Financial Advice, fully paid for, and join our team of financial planners in a self-employed role once...
-
Financial Planning Expert
3 weeks ago
Bristol, Bristol, United Kingdom SF Recruitment (Birmingham) Full timeJob Title: Financial Planning ExpertSF Recruitment (Birmingham) is currently seeking a skilled Financial Planning Expert to join their team in the Bristol region.About the Role:This is an exciting opportunity for a qualified professional to take on a challenging and rewarding role. As a key member of the finance team, you will be responsible for preparing...
-
Financial Planning Specialist
2 weeks ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeAbout MP Estate Planning UKWe are expanding rapidly and looking for motivated professionals to join our team. As an Estate Planning Consultant, you will play a key role in shaping the future of our clients.Our consultants help clients secure their financial future and build a lasting legacy. If you're passionate about this, we'd love to hear from you.Salary:...
-
Estate Planning Expert
2 weeks ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeWelcome to MP Estate Planning UKWe're a forward-thinking company that's passionate about helping individuals and families achieve their financial goals. As an Estate Planning Consultant, you'll play a key role in shaping the future of our clients.Salary: £55,000 - £70,000 per annumKey Responsibilities:Provide expert advice on estate planning and wealth...
-
Financial Planning Expert
2 weeks ago
Bristol, Bristol, United Kingdom University Hospitals Bristol NHS Foundation Trust Full timeJob DescriptionWe are seeking a highly skilled Financial Planning Expert to join our corporate finance team at University Hospitals Bristol and Weston NHS Foundation Trust.The successful candidate will be responsible for providing financial management support to the Trust's senior leadership team, including preparing financial reports, managing budgets, and...
-
Financial Planning Expert
3 weeks ago
Bristol, Bristol, United Kingdom CV-Library Full timeAs a Financial Planning Expert at CV-Library in Bristol, you will play a crucial role in helping clients accumulate life, not just wealth. This is an excellent opportunity to join an award-winning firm that continues to expand its team.Key ResponsibilitiesTake on existing review clients and focus on building new business to expand your client base.Work...
-
Financial Planning Expert
2 weeks ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeWealth Management OpportunityHandelsbanken Wealth & Asset Management, a leading wealth and investment management organization in the UK, seeks a skilled financial planning expert to join its team.The successful candidate will provide high-level financial planning advice to clients while supporting Client Directors with technical expertise. The position can...
-
Financial Planning Expert
1 day ago
Bristol, Bristol, United Kingdom Atomos Full timeJob DescriptionAbout the RoleWe are seeking a skilled Financial Planning Expert to join our team in Bristol. As a Client Director, you will be responsible for providing desk-based financial advice to an established client bank and following up on quality leads to develop a growing client portfolio.The successful candidate will have a Level 4 Diploma in...
-
Financial Planning Expert
7 days ago
Bristol, Bristol, United Kingdom PROSPECTUS Full timeJob DescriptionWe are seeking a Financial Planning Expert to join our team at The Planning Inspectorate in Bristol. This is an exciting opportunity to work with senior leaders across the organisation, providing strategic financial guidance and support.The ideal candidate will have experience of working with SAP and hold a full qualification in accountancy,...
-
Financial Planning and Analysis Expert
3 weeks ago
Bristol, Bristol, United Kingdom Health Jobs UK Full timeJob Overview: We are seeking a highly skilled Financial Planning and Analysis Expert to join our team at University Hospitals Bristol and Weston NHS Foundation Trust. As a key member of the corporate finance team, you will play a crucial role in providing financial support and guidance to the Trust's financial planning and performance function.The ideal...
-
Bristol, Bristol, United Kingdom University Hospitals Bristol NHS Foundation Trust Full timeJob OverviewWe are seeking a highly skilled Accountant to join our corporate finance team as a Financial Planning and Performance Expert. The successful candidate will provide support for the Trust's financial planning, reporting, and performance function, delivering high-quality financial management services.This varied role is an integral part of our team,...
-
Bristol, Bristol, United Kingdom University Hospitals Bristol NHS Foundation Trust Full timeUniversity Hospitals Bristol NHS Foundation Trust is seeking a highly skilled Financial Planning and Performance Expert to join their team. As an integral part of the corporate finance team, you will provide support for financial planning, reporting, and performance functions.The successful candidate will develop effective working relationships with...
-
Estate Planning Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Mp Estate Planning (Uk) Limited Full timeAbout the RoleAs a Financial Future Planner with MP Estate Planning UK, you will play a vital role in shaping the financial futures of our clients. You will provide expert advice on trusts, estates, inheritance tax, and legacy planning strategies.
-
Expert Financial Planning Consultant
2 weeks ago
Bristol, Bristol, United Kingdom Talent Finder Full timeAbout the RoleWe are seeking a highly experienced Financial Adviser to join our team in Aztec West, Bristol. As a valued member of our team, you will be responsible for providing expert financial planning advice to our clients, leveraging your knowledge and skills to help them achieve their financial objectives.You will work closely with our paraplanning and...
-
Estate Planning Expert
2 weeks ago
Bristol, Bristol, United Kingdom Mp Estate Planning (Uk) Limited Full timeUnlock your potential in a dynamic and rapidly growing industry as an Estate Planning Expert with MP Estate Planning (UK) Limited.The role offers a unique opportunity to work with clients across England and Wales, providing expert advice on trusts, estates, inheritance tax, and legacy planning strategies. With comprehensive training and continuous support,...
-
Financial Planning Expert
2 weeks ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeJob Summary:We are seeking a skilled Financial Planning Expert to join our Wealth Planning team in London. As a key member of our team, you will provide high-level financial planning advice to our Handelsbanken clients while supporting the Client Directors with technical expertise.Your role will involve working closely with our Client Directors, their...
-
NHS Financial Planning and Reporting Expert
10 hours ago
Bristol, Bristol, United Kingdom University Hospitals Bristol NHS Foundation Trust Full timeAbout the Role: University Hospitals Bristol NHS Foundation Trust is seeking a highly skilled NHS Financial Planning and Reporting Expert to join our corporate finance team. The successful candidate will be responsible for providing financial guidance and support to various stakeholders across the trust, including the Head of Financial Planning & Performance...
-
Financial Planning Expert
1 day ago
Bristol, Bristol, United Kingdom Quinton Davies Full timeAbout Quinton DaviesWe are seeking a highly skilled Financial Planning Expert to join our team. As a key member of our finance department, you will play a vital role in establishing VAT processes across the group.As a Tax Compliance Specialist, you will be responsible for gaining hands-on experience with VAT compliance, transaction reviews, and supporting...