Financial Planning Specialist

3 days ago


Canterbury, Kent, United Kingdom Diocese of Canterbury Full time
Job Title: Financial Planning Specialist

The Diocese of Canterbury is seeking a skilled Financial Planning Specialist to oversee strategic projects and ensure sufficient funds are available for planned project expenditure. As a key member of the finance team, you will be responsible for managing restricted funds, preparing monthly reports and year-end schedules, and analyzing all project expenditure to provide detailed commentary on material variances against project budget.

Key Responsibilities:
- Manage the restricted funds of the Diocese
- Prepare monthly reports and year-end schedules
- Proactively review the portfolio of restricted funds to ensure full utilization against unrestricted expenditure
- Prepare forecasts for project income, expenditure, and cash flow

Salary: £21,010 pa plus excellent benefits (£35,017 FTE)

Required Skills and Qualifications:
- Degree qualified or with a professional accountancy, finance or related qualification (ideally ACCA or CIMA)
- Experience in year-end schedule preparation and project report writing
- Ability to interpret financial entries to understand the nature of financial transactions
- Excellent problem-solving abilities
- Proactive in reviewing balance sheet reconciliations and clearing/or allocating balances

Closing Date: Not specified. Apply via the offsite button.

  • Canterbury, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is currently seeking a highly skilled Financial Planning Specialist to join their team. This role will involve preparing suitability reports, drafting templates for approval, obtaining quotations from providers, processing new business, and communicating recommendations to customers in all cases. The ideal candidate will...


  • Canterbury, Kent, United Kingdom Goodman Masson Full time

    Our client, the Illinois CPA Society, is seeking a skilled Principal Accountant to lead their team in strategic risk management, tax management, audit liaison, and budget monitoring.Key ResponsibilitiesDevelop and implement financial strategies to support the general fund revenue account.Provide expert advice on VAT treatment, tax planning, and fraud...


  • Canterbury, Kent, United Kingdom Goodman Masson Full time

    Job DescriptionWe are seeking an experienced Principal Accountant to join our team in Canterbury, Kent.As a key member of our financial management team, you will be responsible for leading on strategic risk management, tax management, audit liaison and budget monitoring for the general fund revenue account.You will also be responsible for ensuring that our...


  • Canterbury, Kent, United Kingdom beBee Professionals Full time £45,000 - £65,000

    At beBee Professionals, we are seeking a highly skilled Financial Planning Expert to lead our finance team in Canterbury, UK. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...


  • Canterbury, Kent, United Kingdom Goodman Masson Full time

    About the RoleWe have an exciting opportunity for a skilled Principal Accountant to join our team in Canterbury, Kent. This is a permanent, full-time position with hybrid working options (2 days in the office).The ideal candidate will be responsible for leading our financial planning and budgeting processes, ensuring accurate forecasting and alignment with...


  • Canterbury, Kent, United Kingdom Michael Page (UK) Full time

    About the RoleThe Controller of Financial Planning role is an exciting opportunity to join a dynamic team at Micheal Page (UK). You will be responsible for providing financial analysis and insights to support business decisions.Responsibilities: Enhance financial controls and reporting, partner with operational teams, and lead on budgeting and forecasting...


  • Canterbury, Kent, United Kingdom Powered by Verve Full time

    Pursue a fulfilling career in financial planning with our Women's Wealth Ambassador role. You'll be empowered to create fabulous financial futures for women and their families, using our innovative subscription-based service.About the CompanyWe're an FCA-regulated independent financial advice firm, offering the highest level of client-centered advice...


  • Canterbury, Kent, United Kingdom beBee Professionals Full time £35,000 - £45,000

    beBee Professionals, based in Canterbury, is looking for a skilled Financial and Contractual Specialist to join our construction team. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled, and budgets are met.Key Responsibilities:Estimate costs for...


  • Canterbury, Kent, United Kingdom Austin Fraser Full time

    We are seeking a talented FP&A Manager to lead our financial planning and analysis team, driving strategic decision-making and business growth.Job Description:Lead the financial planning and analysis function, providing insights to support strategic initiatives.Develop and manage budgeting, forecasting, and financial modelling processes.Analyse financial...


  • Canterbury, Kent, United Kingdom beBee Professionals Full time £35,000 - £45,000

    About the Role:beBee Professionals is looking for a Financial and Contractual Specialist to join our construction team. The successful candidate will have a strong background in quantity surveying and excellent analytical and communication skills.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity requirements.Monitor...


  • Canterbury, Kent, United Kingdom Powered by Verve Full time

    Are you a motivated and ambitious individual who is passionate about helping women achieve financial freedom? We're looking for a skilled and dedicated Financial Adviser to join our team at Women's Wealth, where you'll have the opportunity to work closely with clients, build a client bank, and market yourself.With a focus on empowering women to take control...


  • Canterbury, Kent, United Kingdom Protalent Full time

    We are recruiting a Financial Services Specialist to join our partner firm in Canterbury.About the Firm:A well-established accountancy practice offering a comprehensive range of services including audit, taxation, and business advisory.A diverse client base with a strong reputation for reliability and professionalism.An excellent working environment with...


  • Canterbury, Kent, United Kingdom Motor Trade Finance Limited Full time

    Salary and Benefits:As a Financial Services Specialist, you'll earn a competitive estimated salary of $65,000 - $75,000 per annum, depending on experience. You'll also receive a great benefits package, including opportunities for professional development and career advancement.At MTF, we believe in supporting our customers in-house, out in the community, and...


  • Canterbury, Kent, United Kingdom Pro Talent Full time

    We are looking for a Financial Operations Specialist to join our small but dynamic team in Canterbury. As a key member of our team, you will play a vital role in ensuring the smooth operation of our financial services.Key Responsibilities:Accounts production for a range of companiesBookkeeping and management accounts preparationVAT and Tax Returns...


  • Canterbury, Kent, United Kingdom The Diocese of Canterbury Full time

    Job Description:The Diocese of Canterbury seeks a highly skilled Financial Operations Specialist to oversee strategic projects and manage restricted funds. The ideal candidate will have a degree in accountancy or a related field, experience in year-end schedule preparation, and proficiency in Excel.About the Role:- Manage financial records and reports-...


  • Canterbury, Kent, United Kingdom Kent Recruitment Bureau Limited Full time

    Job SummaryWe are seeking an experienced and highly skilled Tax Planning Specialist to join our team at Kent Recruitment Bureau Limited. As a Personal Tax Manager, you will play a crucial role in providing innovative and effective solutions for our personal tax clients.This is a long-term position offering opportunities for personal growth and development....


  • Canterbury, Kent, United Kingdom Protalent Full time

    About ProtalentProtalent is a leading recruitment agency specializing in placing top talent in the accountancy and finance sectors. Our team of experts has extensive knowledge of the industry and understands what clients are looking for in a candidate.The Role:We are currently seeking 3 qualified accountants to join our client's Canterbury team. As an...


  • Canterbury, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are looking for a highly motivated Senior Financial Services Specialist to join our team in Canterbury. Key responsibilities include:Main ResponsibilitiesDeliver exceptional customer service and supportIdentify and pursue new business opportunitiesMaintain accurate records and reportsCollaborate with internal teams to achieve business objectivesDesirable...


  • Canterbury, Kent, United Kingdom Canterbury District Health Board Full time

    Health System Transformation SpecialistThe Canterbury District Health Board is seeking an experienced professional to join our team as a Health System Transformation Specialist. This key role will focus on supporting the transformation of our health system through the provision of expert guidance on demand forecasting, capacity planning, and resource...


  • Canterbury, Kent, United Kingdom TPF Recruitment Full time

    About TPF RecruitmentA leading specialist tax and advisory accountancy practice in Kent is searching for a Personal Tax Senior or Manager to join their team.