Financial Planning Manager

1 month ago


Sheffield, Sheffield, United Kingdom Edwards & Pearce Full time

Job Title: Financial Planning Manager

We are seeking a highly skilled Senior Financial Professional to join our team at Edwards & Pearce. This is an exciting opportunity for an ACCA/ACA qualified professional with at least 3 years PQE from a busy accounts office, trained in a Practice environment.

The ideal candidate will have a strong understanding of preparing LTD company accounts and be confident in managing a small team, planning and reviewing work for staff, and meeting with clients to build business relationships.

The successful candidate will have a strong commercial head, understand the operational needs of a business, and be able to offer professional advice to Directors. They will also have opportunities for career progression within the firm.

The estimated salary for this role is £60,000 - £80,000 per annum, depending on experience.



  • Sheffield, Sheffield, United Kingdom Kerry Robert Associates Full time

    Job DescriptionWe are seeking a highly skilled and experienced Financial Planning Manager to join our team at Kerry Robert Associates. The successful candidate will oversee the financial operations of two hotels, working closely with the General Managers to drive business growth and improve financial performance.The key responsibilities of this role...


  • Sheffield, Sheffield, United Kingdom IPS Group Full time

    Job OverviewIPSG Group, a leading legal firm based in Hull, seeks an experienced Senior Financial Planning Manager to support its financial planning and decision-making processes.


  • Sheffield, Sheffield, United Kingdom Vertex IT Solutions Ltd Full time

    Financial Planning and Analysis ManagerAs a Financial Planning and Analysis Manager at Vertex IT Solutions Ltd, you will play a critical role in defining finance business requirements and developing processes to ensure the effective and efficient processing of financial data. You will work closely with the Financial Systems team to identify opportunities for...


  • Sheffield, Sheffield, United Kingdom Churchill Executive Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our team at Churchill Executive. As a key member of our financial advisory services, you will be responsible for delivering exceptional client experiences through tailored financial planning and investment management advice.About the RoleProvide comprehensive financial...


  • Sheffield, Sheffield, United Kingdom AFH Wealth Management Full time

    We are seeking a highly motivated and experienced Financial Planning Advisor to join our team at AFH Wealth Management in Sheffield and surrounding areas.As a Financial Planning Advisor, you will be responsible for providing expert financial guidance to clients, helping them make informed decisions about their finances.With a strong background in financial...


  • Sheffield, Sheffield, United Kingdom Pratap Partnership Ltd Full time

    About Pratap Partnership LtdA forward-thinking legal firm in Hull is seeking a skilled Financial Planning Specialist. With a strong commitment to innovation and excellence, they have established themselves as a leading player in the UK.The successful candidate will enjoy a range of benefits including:Hybrid working arrangement for maximum flexibilityBonus...


  • Sheffield, Sheffield, United Kingdom Enviri Corporation Full time

    Hiring for a Financial Planning Analyst position at Enviri Corporation. Estimated salary $85,000 - $120,000 annually.Job DescriptionThe Financial Planning Analyst is responsible for developing and implementing the financial planning process framework for the region. This includes processes for management reporting, forecasting, annual plan, intra-period...


  • Sheffield, Sheffield, United Kingdom Elite Search Associates Limited Full time

    We are seeking an experienced Financial Planning Expert to join our client's finance team in Sheffield.The ideal candidate will have a strong background in financial planning and analysis, with excellent Excel skills and the ability to challenge operations.Responsibilities include:Production of financial accounts, forecasts, budgets, and analysisDevelopment...


  • Sheffield, Sheffield, United Kingdom Clayton Davies Full time

    Join Clayton Davies as a Financial Planning Specialist and take advantage of a rewarding career opportunity. This role offers a competitive salary of £60,000 - £80,000 per annum, plus benefits. As a specialist in your field, you will have the chance to work with a growing wealth management firm, providing expert financial advice to clients nationwide.Your...


  • Sheffield, Sheffield, United Kingdom Churchill Executive Full time

    About Churchill ExecutiveWe are a leading independent financial planning firm specialising in providing tailored financial advice to individuals, families, and businesses.Job DescriptionThis role involves providing comprehensive financial planning and investment management advice to new and existing clients, ensuring compliance with FCA rules and...


  • Sheffield, Sheffield, United Kingdom Robert Walters UK Full time

    Key RequirementsWe are seeking a highly skilled Business Finance Manager to join our team at Robert Walters UK. The successful candidate will be responsible for driving forward successful decision making and ensuring monthly accounts production for operation and construction areas of the contract.About the RoleLead the development and implementation of...


  • Sheffield, Sheffield, United Kingdom Clayton Davies Full time

    OverviewWe are a growing wealth management firm seeking an experienced Financial Planning Specialist to join our team in Yorkshire. As an Independent Advice Provider, you will be responsible for dispensing high-quality financial advice to clients across the UK.Salary and BenefitsThe estimated salary for this role is £50,000 - £70,000 per annum, depending...


  • Sheffield, Sheffield, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a detail-oriented and experienced Financial Manager to join our finance team in Sheffield, United Kingdom. As a key member of our team, you will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets for...


  • Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    Job Title: Financial Planning SpecialistNJR Recruitment is a leading recruitment agency specializing in finance and accounting jobs. We are currently working with a reputable Wealth Management Company that provides financial advice to clients across the UK.The company has an excellent opportunity for a Junior Financial Adviser to join their team and service...


  • Sheffield, Sheffield, United Kingdom Clayton Davies Full time

    About Clayton DaviesWe are a growing wealth management firm based in Yorkshire.Salary: £45,000 + BenefitsJob Description:Undertake thorough and accurate research to support Financial Advisers in recommending suitable solutions for clients.Conduct cash-flow modelling and calculations as required to inform recommendations.Prepare clear and comprehensive...


  • Sheffield, Sheffield, United Kingdom Be-IT Ltd Full time

    Job TitleManagement Accountant">">Company OverviewWe are a reputable entity in the industrial and manufacturing sector, boasting a large dedicated group of employees across the UK. Our company is committed to sustainability and innovation, continuously seeking to improve its processes and products.">SalaryA competitive salary ranging from £45,000 to...


  • Sheffield, Sheffield, United Kingdom Enviri Corporation Full time

    **About Enviri Corporation**Enviri Corporation operates globally, boasting a century-long legacy in pioneering mechanized maintenance for rail tracks. Our company is renowned for providing customized technology-driven solutions, setting the standard for insight, innovation, and performance.We offer high-quality Contract Services to our customers through...


  • Sheffield, Sheffield, United Kingdom Exchange Street Executive Search Full time

    About the Company: Exchange Street Executive Search is an acquisitive, growing financial planning business. A common theme has been that vacancies have arisen because of internal promotion or investment in a trainee. If there's no short-term prospect of a step up, there often is in the medium and long term.They offer hybrid working, demonstrating trust in...


  • Sheffield, Sheffield, United Kingdom Capio Recruitment Full time

    Financial Planning RoleA dynamic financial planning firm in Sheffield is seeking a talented financial planning professional to join its team. The ideal candidate will be studying towards a Level 4 Diploma qualification, preferably through the CII or equivalent. The successful candidate will have experience in report writing and technical roles. Strong...


  • Sheffield, Sheffield, United Kingdom NJR Recruitment Careers Full time

    Located in Sheffield, this Financial Planning Administrator position offers a long-term career path within the Financial Services industry. The successful candidate will provide high-quality administrative support to a team of wealth managers across a range of pensions, investments and other financial products.Responsibilities include conducting product...