Financial Planning Expert

18 hours ago


Crewe, Cheshire East, United Kingdom Triumph Consultants Ltd Full time
Job Title:

Financial Planning Expert

About the Role:

We are seeking an experienced Financial Planning Expert to join our team at Triumph Consultants Ltd. The ideal candidate will have a strong background in financial planning, management, and reporting.

Key Responsibilities:
  • Provide strategic advice and guidance on financial planning and budgeting processes
  • Lead on the preparation of financial reports and analysis for senior management and stakeholders
  • Develop and implement financial procedures and policies to ensure compliance with regulatory requirements
  • Collaborate with cross-functional teams to identify areas for cost savings and process improvements
Requirements:
  • Qualified Accountant (member of CCAB)
  • Expert knowledge of finance and accounting legislation and relevant national and local policy and strategy
  • Strong analytical and problem-solving skills with ability to interpret complex financial data
  • Excellent communication and interpersonal skills with ability to work effectively with diverse stakeholders

Estimated Salary: £33,180 per annum



  • Crewe, Cheshire East, United Kingdom ARM Full time

    Role OverviewARM is seeking an experienced finance professional to support our significant change programmes and projects. As a key member of our team, you will lead on finance business partner services and associated relationship management in respect of Shared Services.Key Responsibilities:- Deliver professional financial advice and support to elected...


  • Crewe, Cheshire East, United Kingdom CV Library Full time

    We are delighted to be representing one of the fastest growing Financial Planning businesses in the UK, backed by private equity for further expansion and acquisition.The business provides a truly holistic service across financial planning, wealth management, investment management, and professional services.This advisory role is located out of their offices...


  • Crewe, Cheshire East, United Kingdom NJR Recruitment Full time

    About Us">NJR Recruitment is working in partnership with a well-established small company of Independent Financial Advisers based in a beautiful village. Our client offers an exciting opportunity for a Financial Planning Assistant to join their administration team.Key Responsibilities:">Providing administrative support to the financial planning...


  • Crewe, Cheshire East, United Kingdom ARM Full time

    About the Role">The ARM is seeking a highly skilled Financial Planning Manager to join their team. This exciting opportunity will involve leading finance business partner services and associated relationship management in respect of Shared Services.The successful candidate will have expert knowledge and experience of best practice in financial planning,...


  • Crewe, Cheshire East, United Kingdom Advanced Resource Managers Ltd Full time

    Job Summary:We are seeking a highly experienced finance professional to lead our finance business partner services and support significant change programmes and projects at Advanced Resource Managers Ltd. As a key member of our team, you will provide expert financial advice and guidance to elected Members in committee meetings, ensuring that financial...


  • Crewe, Cheshire East, United Kingdom Advanced Resource Managers Full time

    Job OverviewAdvanced Resource Managers is seeking a highly skilled finance professional to lead our team in delivering exceptional financial management services.Crewe, UK£33.18 per hourAs a seasoned finance expert, you will provide strategic financial guidance and support to our clients across various industries.The Role:Lead the delivery of comprehensive...


  • Crewe, Cheshire East, United Kingdom Advanced Resource Managers Full time

    Job DescriptionAdvanced Resource Managers is seeking an experienced Financial Planning Specialist to support our significant change programmes and projects.The role involves leading on finance business partner services, delivering professional financial advice, and ensuring that financial decisions made by committees are recorded, monitored, managed, and...


  • Crewe, Cheshire East, United Kingdom Triumph Consultants Ltd Full time

    Job Title: Strategic Financial Planning LeaderEstimated Salary: £33.18 per hour (PAYE)About the Role:We are seeking an experienced Strategic Financial Planning Leader to join our team at Triumph Consultants Ltd.The ideal candidate will have a strong background in financial planning, management, and reporting, with expertise in local authority financial...


  • Crewe, Cheshire East, United Kingdom Triumph Consultants Ltd Full time

    Job Title: Financial Planning ManagerEstimated salary: £33,180 per annum.We are seeking an experienced Financial Planning Manager to join our team at Triumph Consultants Ltd. As a key member of our finance department, you will be responsible for managing the budget setting process, in-year reporting, capital programme coordination, and treasury...


  • Crewe, Cheshire East, United Kingdom Cheshire East Council Full time

    Cheshire East Council is seeking a highly skilled finance professional to provide expertise in financial planning, management and reporting. This exciting opportunity will enable the successful candidate to make a significant impact on the council's transformation programmes and projects.The principal focus of this assignment will be to take on the role of...


  • Crewe, Cheshire East, United Kingdom Cheshire East Council Full time

    Job OverviewThe Cheshire East Council is seeking an experienced finance professional to support their significant change programmes and projects as Transformation Portfolio Finance Lead.This role involves providing financial advice and reporting in support of the Transformation programme and projects, including maintaining a comprehensive financial...


  • Crewe, Cheshire East, United Kingdom Radius Payment Solutions Limited Full time

    About the RoleWe are seeking an experienced Senior Financial Planning and Analysis Analyst to join our team. The successful candidate will be responsible for supporting the Head of FP&A in the preparation of the consolidated Group budget and short-term forecasts.You will work closely with high-level stakeholders across the business and other finance team...


  • Crewe, Cheshire East, United Kingdom Spencer Clarke Group Full time

    A key role has become available within a Local Authority in Cheshire for an experienced Finance Manager. This Interim appointment will provide critical support to the Strategic Finance and Accounting Team.The responsibilities include managing the Council's compliance with financial standards, developing the Medium Term Financial Strategy (MTFS), and...


  • Crewe, Cheshire East, United Kingdom Service Care Recruit Full time

    Key Responsibilities:This role involves leading a team of staff, ensuring effective management of resources, and maintaining compliance with regulatory requirements. Key responsibilities include:Managing a team of staff to achieve set objectives.Preparing and maintaining expenditure estimates, capital programmes, and revenue budgets.Providing expert...


  • Crewe, Cheshire East, United Kingdom Triumph Consultants Limited Full time

    We are looking for a seasoned Financial Planning Manager to join our team at Triumph Consultants Limited. As a key member of the finance department, you will be responsible for leading and managing a wide range of strategic financial management services for the Council, corporately or in respect of a portfolio of services and functions as assigned.About the...


  • Crewe, Cheshire East, United Kingdom Capio Recruitment Full time

    As a highly skilled Financial Planning Assistant, you will play a key role in supporting our team of financial advisors. Located in Crewe, UK, this position offers a competitive salary of £25,000 - £30,000 per annum, along with the opportunity to work remotely one day a week and enjoy a comprehensive BUPA health plan.We are seeking an experienced...


  • Crewe, Cheshire East, United Kingdom NJR Recruitment Full time £28,000

    Company OverviewNJR Recruitment is currently working in partnership with a well-established small company of Independent Financial Advisers based in a beautiful village.Job DescriptionWe are seeking an experienced and skilled Financial Planning Assistant to join our administration team. The ideal candidate will have excellent communication skills and be able...


  • Crewe, Cheshire East, United Kingdom Together Financial Services Limited Full time

    Job Title:Senior Real Estate ValuerCompany Overview:Together Financial Services Limited is a leading property finance expert with an entrepreneurial spirit, based in the North West of England. We have over 750 colleagues who are passionate about supporting individuals and businesses achieve their property ambitions by making finance work for them.We pride...


  • Crewe, Cheshire East, United Kingdom NJR Recruitment Full time

    Company Overview:NJR Recruitment is currently working in partnership with a well-established small company of Independent Financial Advisers based in a picturesque village near Crewe.This reputable firm is seeking a skilled Financial Planning Assistant to join their Administration team and provide high-quality administrative support. The ideal candidate will...


  • Crewe, Cheshire East, United Kingdom NJR Recruitment Full time

    OverviewWe are seeking a highly organized and detail-focused professional to provide administrative support to the Financial Planning team at NJR Recruitment. Based in a picturesque village near Crewe, our established Independent Financial Advisers require an individual with excellent communication skills, proficiency in Microsoft Office Suite, and a strong...