Senior Financial Planning Analyst
16 hours ago
We are seeking an experienced financial services professional to join our team as a Senior Financial Planning Analyst. This exciting opportunity will see you work closely with our financial planners, admin, and compliance teams to deliver high-quality services to our clients.
Key Responsibilities- Analyse portfolios to provide insightful reports for our financial planners
- Collaborate with colleagues to ensure seamless delivery of our services
- Contribute to the development of new business opportunities
In addition to our comprehensive benefits package, we offer hybrid working arrangements that empower our staff and trust them to manage their time effectively. With our office located in south Sheffield, you will need to be based there during probation and then have the flexibility to work from home part-time after that.
Estimated SalaryThe estimated salary for this role is £48,000 per annum, depending on experience.
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Senior Financial Analyst
18 hours ago
West Midlands Combined Authority, United Kingdom Space 8 Recruitment Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Space 8 Recruitment. This is a hybrid working role that offers the perfect blend of finance-related duties and general management responsibilities.The ideal candidate should possess all the necessary skills to fulfill these duties independently, as this is a standalone...
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Financial Planning Analyst Position
3 weeks ago
West Midlands Combined Authority, United Kingdom Halfords Full timeRole OverviewWe are seeking a skilled Financial Planning Analyst to join our dynamic team at Halfords. As a key member of our Finance department, you will play a critical role in driving business success through data-driven decision making.As a Financial Planning Analyst, you will be responsible for analyzing financial information across the group to...
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Financial Services Specialist
20 hours ago
West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full timeCompany OverviewQuilter Financial Planning is a leading provider of financial services with a strong focus on client relationships.We are seeking a Protection Adviser to join our team, providing high-quality protection advice and building trust with valued clients.This role offers a unique chance to develop skills in:Delivering exceptional protection...
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Senior Financial Risk Analyst
3 weeks ago
West Midlands Combined Authority, United Kingdom The Caraires Consultancy Full timeThe Caraires Consultancy is seeking a Senior Financial Risk Analyst to join their team in Binley.Key ResponsibilitiesAnalyzing financial data to identify potential risks and opportunities for growth.Developing and implementing risk management strategies to mitigate financial losses.Collaborating with cross-functional teams to ensure effective risk management...
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Senior Financial Analyst
3 weeks ago
West Midlands Combined Authority, United Kingdom Agility Resoucing Full timeAgility Resourcing is a growing Accountancy Practice with offices across the West Midlands. We are seeking a part-qualified ACCA / ACA Studier to join our team as an Senior Financial Analyst. This role will suit someone looking to develop a career within Accountancy Practice.The successful candidate will have excellent communication and organizational...
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Senior Financial Analyst
16 hours ago
West Midlands Combined Authority, United Kingdom Space 8 Recruitment Full timeSpace 8 Recruitment is a well-established accountancy practice with a reputation for delivering high-quality services to its clients. We are currently looking for a skilled Senior Financial Analyst to join our team.In this role, you will oversee and mentor junior accountants, developing their technical knowledge. You will also assist in conducting 121s and...
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Financial Planning Expert
3 weeks ago
West Midlands Combined Authority, United Kingdom mbf Full timeJob SummaryWe are seeking an experienced Senior Paraplanner to lead the work of our Technical team in West Midlands. As a key member of our financial planning firm, you will oversee the Technical team and provide expertise in complex financial planning matters.The successful candidate will have 5+ years' experience in a Paraplanner role, preferably in a...
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Insurance Solutions Provider
23 hours ago
West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking a skilled Protection Adviser to join Quilter Financial Planning's team, providing expert advice and building long-term relationships with clients.This role offers a unique opportunity to develop skills in:Delivering exceptional protection solutions tailored to individual client needs.Maintaining up-to-date knowledge through...
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West Midlands Combined Authority, United Kingdom Talent Full time**Overview of the Role**We are seeking an experienced Senior Financial Analyst to join our Head Office team in Blythe Bridge, United Kingdom. This is a permanent position that requires a high level of expertise in financial operations.**Key Responsibilities:**Assist with the preparation of monthly management accounts, including P&L, balance sheet, and cash...
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Protection Adviser
19 hours ago
West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full timeJob TitleA Protection Adviser is sought to join a leading financial services provider, focusing on holistic relationships with clients.The successful candidate will work on a self-employed basis, delivering high-quality protection advice and building trust with valued clients.This opportunity offers a unique chance to develop skills in:Delivering exceptional...
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Financial Accountant
3 weeks ago
West Midlands Combined Authority, United Kingdom Hays Senior Finance Full timeCompany Overview: Hays Senior Finance is partnering with a large, reputable organisation to recruit a Financial Accountant for a permanent role.Salary and Benefits: The successful candidate will receive a competitive salary of up to £50,000 per annum, along with a comprehensive benefits package including 25 days holiday (plus Bank Holidays), private...
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Senior Financial Advisor
3 weeks ago
West Midlands Combined Authority, United Kingdom SF Recruitment Ltd Full timeJob Title: Senior Financial AdvisorWe are seeking a highly experienced Senior Financial Advisor to provide strategic financial guidance to a £200m turnover engineering business.The successful candidate will work closely with the executive team to prepare a comprehensive group cash flow, explore potential refinancing options, and develop a financial plan to...
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Senior Financial Advisor
4 weeks ago
West Midlands Combined Authority, United Kingdom mbf Full timeKey ResponsibilitiesLead the Technical team and provide expertise in complex financial planning matters.Research, interpret, and analyse financial data to develop appropriate client solutions.Draft and deliver suitability reports, client illustrations, and detailed records supporting research outcomes.Collaborate with Directors and Financial Planners to...
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Senior Financial Administrator
3 weeks ago
West Midlands Combined Authority, United Kingdom Birmingham City Council Full timeWe welcome applications from experienced accountants who can provide a high level of expertise in financial management. As a Senior Financial Administrator, you will be responsible for supporting schools and offering actionable recommendations to help drive the Trust's financial planning and operational decisions.The salary for this role is estimated to be...
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Senior Financial Strategist
3 weeks ago
West Midlands Combined Authority, United Kingdom KCGroup Full timeAre you a seasoned finance professional looking to drive strategic growth and financial performance in a thriving business? As KCGroup's new Head of Finance, you will be responsible for leading the company's financial strategy and team.About the RoleLead and shape the financial strategy of KCGroupDeliver high-quality financial insights and analysis to...
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Senior Bureau Analyst
2 weeks ago
West Midlands, United Kingdom VIQU Limited Full timeSenior Energy Bureau Analyst Consult Energy are working with a leading energy consultancy dedicated to providing innovative and sustainable solutions to businesses, helping them navigate the evolving energy landscape. We are seeking a Senior Energy Bureau Analyst with a strong background in utilities and energy management, who is analytical, proactive,...
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Protection Specialist
4 months ago
West Midlands, United Kingdom Quilter Financial Planning Full timeFour Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...
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Protection Specialist
1 month ago
West Midlands, United Kingdom Quilter Financial Planning Full timeJob Description Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family...
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Protection Specialist
4 months ago
West Midlands, United Kingdom Quilter Financial Planning Full timeFour Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...
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Senior Financial Advisor
3 weeks ago
West Midlands Combined Authority, United Kingdom Bennett and Game Recruitment LTD Full timeBennett and Game Recruitment LTD – West MidlandsA prominent firm in the industry is seeking a highly skilled Senior Financial Advisor to lead their audit and compliance team. The ideal candidate will have expertise in accounting, tax planning, and business advice.The company offers a range of services including accounting, audit, tax planning, and more....