Senior Financial Planning Manager
2 days ago
As a leading specialist in financial services recruitment, Recruit UK | Certified B Corp™ is proud to present an exceptional opportunity for a seasoned professional to join our prestigious client's team in Staffordshire.
Salary: Up to £65,000 per annum (dependent on skill-set and qualifications)
The role of Technical Manager is pivotal in bridging the gap between senior advisers and the technical planning support team. This varied position will be key in ensuring the smooth running and efficiency of the company, encompassing technical paraplanning, management of the wider team, and support to the Financial Planning team.
Our ideal candidate will possess CF30 qualification or be willing to become CF30 qualified, with previous experience as a Paraplanner, preferably for 5+ years. They will have exposure to managing clients of all variety within wealth planning, excellent coaching and motivating skills, and a Level 6 Chartered qualification (ideally).
About the Role:
- Support a team of Financial Advisers and Chartered Financial Planners
- Assist with client engagement
- Conduct data analysis and research
- Provide technical paraplanning support
- Manage the financial planning support team
- Streamline and implement new processes to enhance efficiency and productivity
Benefits:
- A highly competitive salary up to £65,000 per annum
- Pension scheme
- Flexible working arrangements (if required)
- 25 days' holiday plus bank holidays
- Fantastic work culture
- Dedicated career development opportunities
- A unique and varied opportunity to grow professionally
About Recruit UK:
We bring expertise, insight, and connections to the financial services recruitment landscape. With over 100,000 financial services connections, we pride ourselves on delivering tailored solutions for both job seekers and employers.
-
Senior Financial Services Manager
2 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time**Role Overview**We are seeking a skilled Senior Financial Services Manager to lead our financial planning team in Staffordshire. As a pivotal member of our team, you will be responsible for bridging the gap between senior advisers and the technical planning support team.Key Responsibilities:Support a team of Financial Advisers and Chartered Financial...
-
Financial Planning Assistant
4 weeks ago
Staffordshire, United Kingdom Uniting People Full timeRole OverviewUniting People is seeking a skilled Paraplanning Professional to support a Financial Adviser in providing comprehensive financial planning services to a wide client portfolio.Key ResponsibilitiesAssist in the development of personalised financial plans for clientsConduct research and interpret data to inform financial planning decisionsManage...
-
Senior Demand Planning Manager
4 weeks ago
Staffordshire, United Kingdom Michael Page Full timeJob Description:A leading FMCG business is seeking a highly skilled Senior Demand Planning Manager to lead the demand element of the IBP process. The successful candidate will be responsible for supporting and developing the demand planning team, building engagement and performance.About the Role:As the Senior Demand Planning Manager, you will lead the...
-
Financial Services Operations Manager
2 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeThis pivotal role will see you bridging the gap between senior advisers and technical planning support teams in Staffordshire. Your primary responsibility will be to ensure the smooth running and efficiency of the company.About the RoleAssist with client engagement and support team of Financial Advisers and Chartered Financial PlannersConduct data analysis,...
-
Financial Director
4 weeks ago
Staffordshire, United Kingdom Universal Business Team Full time £60,000 - £75,000Financial Controller OpportunityUniversal Business Team is seeking an experienced Financial Controller to join its Senior Leadership Team. As a key member of the team, you will play a crucial role in shaping the financial direction and performance of the company and its affiliated entities.Key Responsibilities:Develop and implement financial strategies to...
-
Financial Accounting Manager
2 weeks ago
Staffordshire, United Kingdom Morgan Financial Search and Selection Full timeMy client is a £100m+ t/o Industrial Services company, with its HO based in Staffordshire and depots across the UK.The business is currently undergoing a period of significant internal re-structure to support its forward growth strategy.As a result, the new CFO seeks an experienced Financial Accounting Manager with strong systems improvement skills on an...
-
Senior Financial Accountant
3 weeks ago
Stafford, Staffordshire, United Kingdom Ernest Gordon Recruitment Full time45,000 to £55,000 DOE + 26 Holiday Days + Progression + Healthcare + Benefits + Training On offer is the opportunity to join an organically growing business with a clear plan of where they want to grow to in the next 5 years, who are growing their advisory to clients, provide training to their staff, opportunity to grow your leadership and management...
-
Senior Financial Director
3 days ago
Staffordshire, United Kingdom SF Recruitment Limited ta SF Group Full timeJob OverviewSF Recruitment Limited t/a SF Group is seeking a Senior Financial Director to join their team. This is an excellent opportunity for a qualified accountant with significant experience at Financial Controller level.
-
Financial Controller
4 weeks ago
Hopton, Staffordshire, United Kingdom CV-Library Full timeDescription Position: Financial Controller Location: Stafford, UK (Office-based) Type: Full-Time Salary: £60,000 - £75,000 Reports To: Managing Director About the Role A fantastic opportunity has arisen with a leading UK-based environmental solutions company specialising in dust and odour suppression as well as wastewater treatment equipment....
-
Interim Group Finance Manager
2 weeks ago
Staffordshire, United Kingdom Morgan Financial Search Full timeMy client is a £100m+ t/o Industrial Services company, with its HO based in Staffordshire and depots across Central England from Crewe down to Milton Keynes. The business is currently undergoing a period of significant internal re-structure to support its exciting growth strategy. As a result, the new CFO seeks an experienced Group Finance Manager with...
-
Staffordshire, United Kingdom SF Recruitment Full timeAs a seasoned financial professional, you will be responsible for leading our finance team to ensure they are fully motivated and achieving the company's objectives.Key ResponsibilitiesManagement of a team of 7; lead, motivate, communicate with, develop, appraise and performance manage staffPrepare financial analysis to support key business decisions such as...
-
Financial Accountant
3 weeks ago
Stafford, Staffordshire, United Kingdom Ernest Gordon Recruitment Full timeAccountant (Practice) Progression to Management Stafford (Onsite) £45,000 to £55,000 DOE + 26 Holiday Days + Progression + Healthcare + Benefits + Training Are you an Accountant working in practice wanting the chance to progress to management in a growing practice where people are valued, are given autonomy as well as the right support to grow their...
-
Group Finance Manager
2 weeks ago
Staffordshire, United Kingdom Morgan Financial Search Full timeMy exclusive client is a £120m t/o Service Contractor with Depot sites across the UK. The Central Accounts function is based at the main Operations hub in Milton Keynes, reporting to the Group HO in Staffordshire. This PE backed business is currently undergoing a period of significant internal re-structure to support its exciting growth strategy. An...
-
Senior Project Manager
1 month ago
Staffordshire, United Kingdom Talent Full time £51,000Job Title: Senior Project ManagerAs a Senior Project Manager at Talent, you will be responsible for delivering multiple Digital Data and Technology (DDaT) projects, including sustainment or adaptive changes. Your key tasks and responsibilities will include:Effective delivery of multiple DDaT/change projects, including sustainment or adaptive changes where...
-
Senior Project Manager
4 weeks ago
Staffordshire, United Kingdom Talent Full timeJob Title: Senior Project ManagerJob Summary:We are seeking a highly skilled Senior Project Manager to join our Digital Data and Technology (DDaT) team. As a Senior Project Manager, you will be responsible for delivering projects to a professional standard, ensuring all resource activities are correctly managed, coordinated, governed, and successfully...
-
Group Financial Controller
1 week ago
Staffordshire, Staffordshire, West Midlands, United Kingdom SF Recruitment Limited ta SF Group Full timeGroup Financial Controller required for an established construction business based in Staffordshire. Reporting to the Group Finance Director and leading team you will be responsible for the following: - Management of a team of 7; lead, motivate, communicate with, develop, appraise and performance manage staff to ensure they are fully motivated to achieve...
-
Senior Management Accountant
3 weeks ago
Staffordshire, United Kingdom Hays Accountancy and Finance Full timeYour new company I am partnering with a large, successful organisation based in Stoke-on-Trent who are looking for a qualified Management Accountant to join their finance team.Your new role As a Senior Management Accountant, you will be responsible for delivering the processing of month-end and will manage a team of 4. You will support the Assistant...
-
Financial Growth Strategist
4 weeks ago
Hopton, Staffordshire, United Kingdom Universal Business Team Full timeUniversal Business Team is a leading environmental solutions company specialising in dust and odour suppression as well as wastewater treatment equipment.**Job Title:** Financial Growth Strategist**Salary:** £62,500 - £75,000 per annum**Job Description:**As a seasoned Financial Growth Strategist, you will play a pivotal role in driving the financial...
-
Group Financial Controller
1 week ago
Staffordshire, United Kingdom SF Recruitment Limited ta SF Group Full timeGroup Financial Controller required for an established construction business based in Staffordshire. Reporting to the Group Finance Director and leading team you will be responsible for the following: - Management of a team of 7; lead, motivate, communicate with, develop, appraise and performance manage staff to ensure they are fully motivated to achieve...
-
Urban Planning Specialist
4 weeks ago
Staffordshire, United Kingdom Penguin Recruitment Full time**Job Title:** Urban Planning Specialist**Location:** NationwideWe are seeking an experienced Town Planning Specialist to join our team at Penguin Recruitment. This role offers the chance to manage high-profile projects across sectors including Commercial, Leisure, Energy, Housing, and Sport, while mentoring junior planners and playing a key role in shaping...