Current jobs related to Financial Planning Manager - Bath, Bath and North East Somerset - Castlefield Recruitment

  • Senior Financial Planning Administrator

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Senior Financial Planning AdministratorOverviewCapio Recruitment Financial Planning is seeking an experienced Senior Financial Planning Administrator to join their Wealth Management team. As a Senior Financial Planning Administrator, you will provide exceptional administrative support to experienced Financial Planners, ensuring the smooth...

  • Financial Services Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...

  • Financial Services Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...

  • Financial Planning Specialist

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Exchange Street Claims & Financial Services Full time

    Client-Centric Financial PlanningAt Exchange Street Claims & Financial Services, we prioritize our clients' needs above all else. Our Financial Planning Specialist role is designed to provide exceptional service to our existing client base, with a focus on retention and satisfaction.As a Financial Planning Specialist, you will inherit a portfolio of clients...

  • Financial Planning and Analysis Manager

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Robertson Bell Full time

    FP&A Manager RoleRobertson Bell is seeking a highly skilled FP&A Manager to join their team on a permanent basis. This is a key leadership position where you'll be instrumental in providing critical financial insights to support both the day-to-day operations and long-term ambitions of the organisation.Key ResponsibilitiesLead and develop a large team,...

  • Financial Planning and Analysis Manager

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Robertson Bell Full time

    FP&A Manager RoleRobertson Bell is seeking a highly skilled FP&A Manager to join their team on a permanent basis. This is a key leadership position where you'll be instrumental in providing critical financial insights to support both the day-to-day operations and long-term ambitions of the organisation.Key ResponsibilitiesLead and develop a large team,...

  • Financial Planning Assistant

    1 month ago

    Bath, Bath and North East Somerset, United Kingdom Recruit UK Ltd. Full time

    Financial Planning Administrator OpportunityRecruit UK Ltd. is pleased to be working with a leading Financial Planning firm in Bath, seeking a highly skilled Financial Planning Administrator to join their back office team.About the RoleThis exciting opportunity involves supporting the firm's growth by providing administrative assistance to the financial...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Rotork Full time

    Job Title: Financial Planning and Analysis ManagerJob Summary:This is a key role in driving the financial transformation that is being implemented across Rotork's Group Finance function, as well as delivering a more focused finance operating model to drive commercial performance.Key Responsibilities:Develop efficient and effective processes for financial...

  • Financial Planning and Analysis Manager

    1 month ago

    Bath, Bath and North East Somerset, United Kingdom Rotork Full time

    Job Title: FP&A Analysis ManagerThis is a key role in driving the financial transformation that is being implemented across Rotork's Group Finance function, as well as delivering a more focused finance operating model to drive commercial performance.Reporting to the Group Financial Controller, the Group Head of FP&A will be responsible for developing...

  • Financial Planning and Analysis Manager

    2 months ago

    Bath, Bath and North East Somerset, United Kingdom Rotork Full time

    Job Title: FP&A Analysis ManagerThis is a key role in driving the financial transformation that is being implemented across Rotork's Group Finance function, as well as delivering a more focused finance operating model to drive commercial performance.Reporting to the Group Financial Controller, the Group Head of FP&A will be responsible for developing...

  • Financial Planning and Analysis Manager

    2 months ago

    Bath, Bath and North East Somerset, United Kingdom Rotork Full time

    Job Title: FP&A Analysis ManagerThis is a key role in driving the financial transformation that is being implemented across Rotork's Group Finance function, as well as delivering a more focused finance operating model to drive commercial performance.Reporting to the Group Financial Controller, the Group Head of FP&A will be responsible for developing...

  • Financial Planning Assistant

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Pavilion Recruitment Solutions Full time

    Paraplanner Job DescriptionAt Pavilion Recruitment Solutions, we are seeking a skilled Paraplanner to join our client's growing team in Bath. As a Paraplanner, you will play a crucial role in supporting financial advisers by conducting research, analysis, and preparing detailed financial plans.Key Responsibilities:Financial Research and Analysis: Conduct...

  • Financial Planning Administrator

    1 month ago

    Bath, Bath and North East Somerset, United Kingdom CleverHR Full time

    {"title": "Financial Planning Administrator", "content": "Job SummaryWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Clever-HR. As a key member of our Wealth Management team, you will provide administrative support to our Financial Planners and Wealth Client Executives, ensuring seamless delivery of...

  • Financial Planning Administrator

    1 month ago

    Bath, Bath and North East Somerset, United Kingdom CleverHR Full time

    {"title": "Financial Planning Administrator", "description": "Job SummaryWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Clever-HR. As a key member of our Wealth Management team, you will provide administrative support to our Financial Planners and Wealth Client Executives, ensuring seamless delivery...

  • Financial Planning Administrator

    1 month ago

    Bath, Bath and North East Somerset, United Kingdom CleverHR Full time

    {"title": "Financial Planning Administrator", "description": "Job SummaryWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Clever-HR. As a key member of our Wealth Management team, you will provide administrative support to our Financial Planners and Wealth Client Executives, ensuring seamless delivery...

  • Senior Financial Planning and Analysis Manager

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Rotork Full time

    Job Title: Senior Financial Planning and Analysis ManagerJob Summary: We are seeking a highly skilled Senior Financial Planning and Analysis Manager to join our team at Rotork. As a key member of our finance function, you will play a critical role in driving financial transformation and delivering a more focused finance operating model.Key...

  • Financial Planning Coordinator

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Recruit UK Full time

    Job Title: Financial Planning CoordinatorRecruit UK is working with a renowned wealth management firm looking for a Financial Planning Coordinator.This firm prioritises collaboration and is committed to achieving the best outcomes for both clients and staff.The successful candidate will be responsible for processing letters of authority, new business and...

  • Financial Planning Administrator

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom CleverHR Full time

    Job SummaryWe are seeking a skilled Financial Planning Administrator to join our team at Clever-HR. As a key member of our Wealth Management team, you will provide administrative support to our Wealth Client Executives and Financial Planners in delivering exceptional service to our clients.Key ResponsibilitiesAssist with the preparation of client annual...

  • Strategic Financial Planning and Analysis Manager

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Rotork Full time

    Key Role in Financial TransformationThis is a critical position in driving the financial transformation across Rotork's Group Finance function, as well as delivering a more focused finance operating model to drive commercial performance.Reporting to the Group Financial Controller, the Group Head of Financial Planning and Analysis will be responsible for...

  • Workforce Planning Strategist

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Society of Workforce Planning Professionals Full time

    Workforce Planning StrategistAt the Society of Workforce Planning Professionals, we are seeking a skilled Workforce Planning Strategist to join our team. As a key member of our organization, you will be responsible for developing and implementing strategic workforce plans that align with our business objectives.Key Responsibilities:Conduct analysis of...

Financial Planning Manager

2 months ago

Bath, Bath and North East Somerset, United Kingdom Castlefield Recruitment Full time
Finance Manager - Capital

Castlefield Recruitment is working with a South-West based Local Authority to identify a Finance Manager – Capital. This role offers flexible, remote working and is for an initial 3–6-month period.

Key Responsibilities:
  • Develop and implement a robust capital budget, including a sound financing plan.
  • Attend budget holder meetings as required throughout the year.
  • Provide financial guidance and support to Head of Service and budget managers to produce a realistic budget monitoring forecast.
  • Oversee budget monitoring and setting.
  • Build and maintain relationships with budget holders and service heads.
  • Review grant claims and external income to ensure timely and sufficient funding.
Requirements:
  • Qualified Accountant.
  • Desirable: Local Government Finance experience.