Current jobs related to Financial Planning Specialist - Cardiff, Cardiff - Public Health Wales


  • Cardiff, Cardiff, United Kingdom Venn Group Full time

    Job Title: Financial Planning SpecialistJob Summary:Venn Group is seeking a Financial Planning Specialist to provide financial support and advice to enable managers and leaders to effectively manage financial performance. The ideal candidate will have experience in NHS finance, excellent analytical and numerical skills, and excellent communication skills.Key...


  • Cardiff, Cardiff, United Kingdom Venn Group Full time

    Job Title: Financial Planning SpecialistJob Summary:Venn Group is seeking a Financial Planning Specialist to join our team on a temporary basis. The ideal candidate will have experience in financial and procurement planning, with a strong analytical and numerical skillset.Key Responsibilities:Provide financial support and advice to enable managers and...


  • Cardiff, Cardiff, United Kingdom Pertemps SSDC DDT Full time

    Job Title: Financial Planning SpecialistJob Summary:Pertemps SSDC DDT is seeking a skilled Financial Planning Specialist to lead and coordinate the staff budget management process throughout a transformative re-design period. The ideal candidate will have a minimum of 5 years' experience in public sector financial management, particularly within budget...


  • Cardiff, Cardiff, United Kingdom WEALTHLINK RECRUITMENT LTD Full time

    We are seeking a highly motivated Financial Planning Specialist to join our team at Wealthlink Recruitment Ltd. The successful candidate will be responsible for supporting our Senior Financial Advisers in providing holistic advice to clients.Key Responsibilities:Support Senior Financial Advisers in client meetings and consultationsAssist in the preparation...


  • Cardiff, Cardiff, United Kingdom Care & Repair Full time

    About the RoleWe are seeking a Financial Planning Specialist to provide exceptional financial support and business planning services to Care & Repair.The ideal candidate will have relevant experience in finance and accounting, with expertise in preparing management accounts, budgets, and financial business plans.This is an exciting opportunity for a highly...


  • Cardiff, Cardiff, United Kingdom Core 3 Full time

    About the roleCore 3 is seeking a Financial Planning Specialist to support financial planning and project initiatives. This is a fantastic opportunity for an ambitious finance professional to make a meaningful impact within a well-established organisation dedicated to providing essential services to the community.Key ResponsibilitiesProduce monthly budget...


  • Cardiff, Cardiff, United Kingdom Hays Accountancy and Finance Full time

    Hays Accountancy and Finance is seeking a highly skilled Financial Planning and Analysis Specialist to join our team on an initial 6-month fixed-term contract.The successful candidate will be based on the East outskirts of Cardiff, with two days spent working on-site in a hybrid role. This is a fantastic opportunity for someone looking to take their career...


  • Cardiff, Cardiff, United Kingdom Hays Senior Finance Full time

    As a Financial Planning and Reporting Specialist at Hays Accountancy and Finance, you will be responsible for organisation-wide accounting and reporting, including budgeting and forecasting. You will make key business decisions for new initiatives whilst overseeing general accounting for income and expenditure including cash management.Key...


  • Cardiff, Cardiff, United Kingdom Yolk Recruitment Full time

    We are seeking a highly skilled Financial Planning and Analysis Specialist to join our dynamic finance team. As a key member of our team, you will play a pivotal role in driving key business decisions through accurate financial reporting and analysis.The successful candidate will be responsible for:Preparing management accounts and financial...


  • Cardiff, Cardiff, United Kingdom Redmore Recruitment limited Full time

    About the RoleWe are seeking a detail-oriented and analytical Senior Financial Planning Specialist to support our financial planning, analysis, and insights that drive strategic decision-making.Job SummaryThis is a permanent job opportunity for 37.5 hours per week, Monday to Friday.The salary for this role is circa £30,000 per annum.Location: Cardiff.Key...


  • Cardiff, Cardiff, United Kingdom Recruit UK Full time

    Role Overview:We are working with a successful firm in the financial planning sector, seeking a skilled Paraplanning Professional to join their team.As a key member of the back office team, you will play a crucial role in delivering high-quality financial planning services to clients.Main Responsibilities:Producing Suitability Reports: Create comprehensive...


  • Cardiff, Cardiff, United Kingdom GE Aviation Full time

    Job DescriptionIn this challenging and rewarding role as SAP Financial Planning and Analysis Specialist, you will work closely with our finance team to develop and implement financial planning and analysis processes using SAP FI, CO, and MM modules. You will provide technical SAP support and advice to the finance team, ensuring seamless integration of...


  • Cardiff, Cardiff, United Kingdom Teqniq Ltd Full time

    Teqniq Ltd is seeking a highly skilled Finance Manager to join our team.The successful candidate will provide financial information and reports to enable effective service delivery and planning.Key responsibilities include:Financial Reporting: To provide managers with financial information and reports to enable effective service delivery and...

  • Quilter Academy

    2 weeks ago


    Cardiff, Wales, Cardiff County, United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...


  • Cardiff, Cardiff, United Kingdom Care & Repair Full time

    We are seeking a skilled Finance Manager to provide expert financial support and business planning services to Care & Repair.You will be responsible for developing positive internal and external working relationships, utilizing your finance and accounting experience in the preparation of management accounts, budgets, and financial business planning.A highly...


  • Cardiff, Cardiff, United Kingdom Hays Specialist Recruitment Limited Full time

    {"Your New RoleIn this position at Hays Specialist Recruitment Limited, you will be responsible for managing estate planning cases end to end, drafting and taking instructions on various wills and associated estate planning documents. You will provide exceptional client service, communicate with clients remotely, and work in a supportive team to gain...


  • Cardiff, Cardiff, United Kingdom Association of International Certified Professional Accountants Full time

    As a Management Accountant at the Association of International Certified Professional Accountants, you will be responsible for delivering accurate and timely month-end financial processes for specific service areas, ensuring a true and fair view of financial performance while maintaining compliance with internal financial policies and procedures.You...


  • Cardiff, Cardiff, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Summary: We are seeking a highly skilled Management Accountant to join our team at Hays Specialist Recruitment Limited. As a key member of our finance department, you will be responsible for providing financial support and guidance to our clients.Key Responsibilities:Prepare and review financial reports, including balance sheets, income statements, and...


  • Cardiff, Cardiff, United Kingdom Legal & General Group Full time

    Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to join our Retail Division. As a key member of our team, you will be responsible for driving financial insight and promoting appropriate management actions to ensure the profitability of our Workplace Savings business.Key Responsibilities:Develop and maintain financial...


  • Cardiff, Cardiff, United Kingdom Hays Senior Finance Full time

    Role OverviewHays Specialist Recruitment Limited is seeking a highly skilled Financial Management Specialist to join our team. As a key member of our finance department, you will be responsible for managing financial operations, ensuring accurate financial reporting, and providing strategic financial guidance to our clients.Key ResponsibilitiesManage...

Financial Planning Specialist

1 month ago


Cardiff, Cardiff, United Kingdom Public Health Wales Full time
Job Title: Asset Finance Partner

As an Asset Finance Partner, you will play a critical role in supporting the financial planning and analysis functions within Public Health Wales. Your primary responsibility will be to monitor and analyze financial performance, identifying areas of improvement and providing recommendations to senior management.

Key Responsibilities:
  • Develop and maintain financial models and forecasts to support budgeting and planning processes.
  • Collaborate with budget holders to understand their financial needs and provide guidance on financial planning and analysis.
  • Prepare and present financial reports to senior management, highlighting key trends and areas for improvement.
  • Develop and maintain relationships with external stakeholders, including commissioning bodies and funding agencies.
  • Provide financial planning and analysis support to project managers and other stakeholders.
Requirements:
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Excellent communication and interpersonal skills, with the ability to work effectively with senior management and external stakeholders.
  • Proven experience in financial planning and analysis, with a strong understanding of financial systems and processes.
  • Ability to work independently and as part of a team, with a strong attention to detail and ability to meet deadlines.
What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment.