Financial Planning Specialist

6 hours ago


Barnstaple, Devon, United Kingdom Calvert Exmoor Full time

Job Description:

We are seeking a highly skilled Financial Planning Specialist to join our team at Calvert Exmoor, a registered charity providing stimulating breaks and activities for children, adults, families, and groups with disabilities. As a Financial Planning Specialist, you will be responsible for reducing complexity and delivering accurate financial reporting, supplying information to relevant financial bodies, assisting the Finance Manager in streamlining existing processes, and ensuring the finance function continues to run effectively.

About the Role:

  • To oversee the production and audit of the Annual Financial Statements.
  • To assist the Centre Director in ensuring compliance with all financial bodies.
  • To oversee and support the preparation of the annual and monthly budgets and forecasts.
  • To deliver change management through the finance function, including system processes and methodology to streamline the function and eliminate any inefficiencies.
  • To work with the Finance Manager and income-generating teams to ensure that the routine reporting system is automated wherever possible.
  • Develop and monitor financial performance through KPIs and forward-looking reporting.
  • To review reports where appropriate, comment on performance against budget, and provide explanation for variances and recommendations where possible.
  • To coordinate and be a key point of contact amongst with regards to all aspects of insurance.
  • Deliver ad hoc financial modelling.
  • To have sufficient knowledge of the day-to-day systems and processes to be able to stand in for the Finance Manager for short periods.
  • Lead and manage the Finance Manager, including regular performance and development reviews.

About Us:

Calvert Exmoor is situated at the edge of Wistlandpound Reservoir, among beautiful pine forests and rippling streams. Our fully accessible centre offers high-quality facilities and professionally adapted accommodation, nestled within the rolling hills of Devon's Exmoor National Park.

What We Offer:

  • A competitive salary of £42,000 per annum (pro rata) depending on experience.
  • A collaborative and friendly work environment.
  • Opportunities for personal development and growth.
  • Free on-site parking.
  • Beautiful location with immediate walks around the reservoir.
  • 29 days annual leave (including bank holidays) with length of service increase.
  • Death in service benefit.


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