Financial Planning Analyst
1 month ago
We are currently working in partnership with Lord Accounting & Finance to appoint an interim Financial Planning Analyst to support a key area of the group.
The Role:
A Business Operations Specialist will be responsible for providing insight and decision support to senior stakeholders, supporting multiple functions within the business. In an organization where finance is highly valued, you will be empowered to provide strategic direction to your partners.
You will have high levels of control and lead on business partnering to maximize financial performance. With strong demonstrable financial planning and analysis experience, you will drive business growth and success.
A qualified accountant (ACA, CIMA, or ACCA) with advanced Excel skills and experience of process improvements and stakeholder management at all levels is required.
Salary: £80,000 - £110,000 per annum depending on experience.
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Financial Planning Professional
6 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob Title: Financial Planning ProfessionalWe are seeking a motivated and ambitious individual to fill the role of financial planning professional. This position offers:A unique blend of personal satisfaction and professional growth.An excellent opportunity to develop expertise in financial advice and guidance.The successful candidate will receive...
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Financial Planning Career
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeCompany OverviewAt Quilter Financial Planning, we are committed to helping ambitious individuals achieve a rewarding career as a financial adviser. Our team is dedicated to providing expert guidance and support to our clients, ensuring they receive the best possible advice.We work with bright, ambitious individuals who share our passion for delivering...
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Career Opportunities in Financial Planning
6 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeCompany OverviewWe are a leading financial planning company that values professionalism, integrity, and a commitment to excellence. Our team of experts is dedicated to providing top-notch financial advice to our clients.
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Financial Planning Analyst
2 weeks ago
Birmingham, Birmingham, United Kingdom YourConstruction Recruitment Full timeJob TitleFinancial Planning AnalystAbout the RoleWe are seeking a highly skilled Financial Planning Analyst to join our team. As a key member of our finance department, you will be responsible for implementing and maintaining our financial planning and analysis processes.Key ResponsibilitiesDevelop and maintain accurate and reliable financial models to...
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Financial Planning Analyst
1 week ago
Birmingham, Birmingham, United Kingdom Freightliner Group Ltd Full timeFreightliner Group Ltd is seeking a Financial Planning Analyst to join our ERTMS Project Team. This is an exciting opportunity to contribute to the successful delivery of the project by ensuring effective financial planning and analysis.About the RoleThe Financial Planning Analyst will be responsible for generating and reconciling cost reports from payroll,...
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Financial Services Consultant
4 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...
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Financial Adviser Opportunity
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeFinancial Adviser OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a financial adviser. This role offers:A unique opportunity to develop expertise in financial advice and guidance.Flexible working arrangements and a good work/life balance.Opportunities for career progression and professional growth.About the RoleThis...
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Financial Planning Analyst
5 days ago
Birmingham, Birmingham, United Kingdom Experis IT Full time**About the Role:**We are seeking a skilled Financial Planning Analyst to join our team in Birmingham. As a key member of our finance department, you will play a critical role in ensuring accurate cost reporting and forecasting.The ideal candidate will have excellent analytical skills, with experience in financial analysis and budgeting. You will work...
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Financial Specialist
7 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob DescriptionThis exciting opportunity at Quilter Financial Planning is for a Protection Specialist who can deliver exceptional protection advice and support to valued clients.The key aspects of this role include:Delivering high-quality protection advice that meets clients' needs and exceeds their expectations.Maintaining a deep understanding of clients'...
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Financial Protection Specialist
7 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleQuilter Financial Planning is proud to offer an exciting opportunity for a Financial Protection Specialist to work on a self-employed basis. As a Protection and Wealth Adviser, you will provide holistic financial services to valued clients.The ideal candidate will have a strong background in protection advice, effective fact-finding, and...
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Financial Protection Consultant
7 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are proud members of the Quilter Financial Planning network, a leading provider of financial services. As a Protection Adviser, you will play a vital role in helping us deliver exceptional customer outcomes.Your main duties will include:Main Duties:Providing expert protection advice to clients, ensuring they receive the best possible...
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Financial Services Specialist
6 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is a leading provider of financial services with a strong focus on customer satisfaction. As a Protection Adviser, you will play a crucial role in helping clients achieve their long-term goals.Working on a self-employed basis, you will be responsible for providing high-quality protection advice to valued clients. Your duties will...
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Financial Services Specialist
7 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is an award-winning network of financial services professionals with a loyal client base. We are seeking a skilled Protection Adviser to join our team on a self-employed basis.This role offers an exceptional opportunity for someone who can provide high-quality protection advice, fact-find effectively to establish clients' current...
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Financial Services Advisor
6 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we offer a unique approach to financial services that prioritizes building trust and providing peace of mind for our valued clients.We are part of a renowned organization with a loyal client base, offering an exciting opportunity for a skilled Protection Adviser to work on a Self-Employed Basis.This role involves utilizing...
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Quilter Full-Time Financial Adviser Role
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob DescriptionThis role involves working closely with clients to understand their financial goals and objectives. You will be responsible for generating new business opportunities, preparing sound financial plans, and advising clients on current financial issues. As a financial planner, you will have the opportunity to build strong relationships with...
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Senior Financial Planning Analyst
6 days ago
Birmingham, Birmingham, United Kingdom Marks Sattin Full timeJob OverviewMarks Sattin is seeking a highly skilled Senior Financial Planning Analyst to join our team in the Birmingham Area. As a key member of our finance department, you will play a vital role in supporting senior management with informed decision-making.The ideal candidate will possess:An innovative mindset and ability to drive business outcomes.Fully...
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Financial Planning Analyst
1 month ago
Birmingham, Birmingham, United Kingdom Marc Daniels Full timeA challenging opportunity has arisen for a seasoned Financial Planning Analyst to join Marc Daniels, based in West Drayton, working mostly remotely with occasional office visits. Estimated annual salary: £45,000-£60,000.About the Role:Collaborate with senior management to understand key drivers of financial performance and develop actionable...
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Senior Financial Planning Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeMorgan McKinley is collaborating with a leading organisation based in the Solihull area to find an experienced Finance Analyst who can contribute to the team's financial planning and analysis. The Senior Finance Analyst will assist with budgeting, month-end processes, and reviewing the financial planning and budget systems.Key Responsibilities:Support the...
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Financial Analyst
5 days ago
Birmingham, Birmingham, United Kingdom GES - Global Experience Specialists Full timeJob OverviewWe are seeking a highly skilled Financial Analyst to join our team at GES - Global Experience Specialists. As a Financial Analyst, you will play a crucial role in ensuring the financial success of our projects.
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Become a Self-Employed Financial Planner
6 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob DescriptionThis is an exciting opportunity to join our team as a self-employed financial planner, where you will have the chance to grow your business and build lasting relationships with clients.