Current jobs related to Financial Planning Specialist - Nantwich, Cheshire East - Page Personnel Finance

  • Financial Planner

    3 weeks ago

    Nantwich, Cheshire East, United Kingdom Atherton & Associates Wealth Management Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team at Atherton & Associates Wealth Management. As a Financial Planner, you will be responsible for providing regulated financial advice to clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Offering financial advice to...

  • Financial Planner

    4 weeks ago

    Nantwich, Cheshire East, United Kingdom Atherton & Associates Wealth Management Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team at Atherton & Associates Wealth Management. As a Financial Planner, you will be responsible for providing regulated financial advice to clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Offering financial advice to...

  • Financial Planner

    4 weeks ago

    Nantwich, Cheshire East, United Kingdom Atherton & Associates Wealth Management Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team at Atherton & Associates Wealth Management. As a Financial Planner, you will be responsible for providing regulated financial advice to clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Offering financial advice to...

  • Financial Planner

    3 weeks ago

    Nantwich, Cheshire East, United Kingdom Atherton & Associates Wealth Management Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team at Atherton & Associates Wealth Management. As a Financial Planner, you will be responsible for providing regulated financial advice to clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Offering financial advice to...

  • Financial Planner

    2 weeks ago

    Nantwich, Cheshire East, United Kingdom Atherton & Associates Wealth Management Full time

    About the Role:Atherton & Associates Wealth Management is seeking a highly motivated Financial Planner to join our team in Nantwich, Cheshire. As a Financial Planner, you will be responsible for providing regulated financial advice to clients, focusing on pension and retirement planning, inheritance tax, and tax-efficient cash flow strategies.Key...

  • Financial Controller

    1 month ago

    Nantwich, Cheshire East, United Kingdom Forrest Recruitment Full time

    Accounts Manager OpportunityWe are currently supporting an established organisation within their field with the recruitment drive for an Accounts Manager. This is a great opportunity for someone looking to take on a new challenge or seeking a better work-life balance.The successful candidate will be responsible for managing the financial aspects of the...

  • Financial Manager

    1 month ago

    Nantwich, Cheshire East, United Kingdom Lipa Care Limited Full time

    Financial Manager Job DescriptionLipa Care Limited is a care-at-home organisation based in the UK, with ambitious plans to grow the business over the next five years.We are seeking a highly skilled Financial Manager to oversee the finance function for our two current operations. The ideal candidate will have a strong background in accounting and finance,...

  • Financial Manager

    1 month ago

    Nantwich, Cheshire East, United Kingdom Lipa Care Limited Full time

    Financial Manager Job DescriptionLipa Care Limited is a care-at-home organisation based in the UK, with ambitious plans to grow the business over the next five years.We are seeking a highly skilled Financial Manager to oversee the finance function for our two current operations. The ideal candidate will have a strong background in accounting and finance,...

  • Financial Controller

    2 months ago

    Nantwich, Cheshire East, United Kingdom Lipa Care Limited Full time

    About Lipa Care LimitedWe are a dynamic and ambitious care-at-home organisation with a strong presence in the UK. Our mission is to provide high-quality, person-centered support within the community, and we are committed to building a leading home care provider in northern England.We are seeking a highly skilled and experienced Financial Controller to join...

  • Financial Controller

    2 months ago

    Nantwich, Cheshire East, United Kingdom Lipa Care Limited Full time

    About Lipa Care LimitedWe are a dynamic and ambitious care-at-home organisation with a strong presence in the UK. Our mission is to provide high-quality, person-centered support within the community, and we are committed to building a leading home care provider in northern England.We are seeking a highly skilled and experienced Financial Controller to join...

  • Financial Planner Position

    2 weeks ago

    Nantwich, Cheshire East, United Kingdom Atherton & Associates Wealth Management Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team at Atherton & Associates Wealth Management. As a Financial Planner, you will be responsible for providing high-quality financial advice to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesProviding regulated...

  • Financial Manager

    2 weeks ago

    Nantwich, Cheshire East, United Kingdom Lipa Care Limited Full time

    Job Title: Financial ManagerWe are seeking a highly skilled Financial Manager to join our team at Lipa Care Limited. As a key member of our finance team, you will be responsible for overseeing the financial function for our two current operations.Key Responsibilities:Leading and supporting the finance function at each siteAssisting in the day-to-day...

  • Financial Controller

    1 month ago

    Nantwich, Cheshire East, United Kingdom Lipa Care Limited Full time

    Job Title: Financial ManagerLipa Care Limited is a care-at-home organisation based in the UK, with ambitious plans to grow the business over the next five years. We are seeking a highly skilled Financial Manager to join our team.Key Responsibilities:Oversee the finance function for the two current operations, ensuring accurate and timely financial...

  • Financial Controller

    1 month ago

    Nantwich, Cheshire East, United Kingdom Lipa Care Limited Full time

    Job Title: Financial ManagerLipa Care Limited is a care-at-home organisation based in the UK, with ambitious plans to grow the business over the next five years. We are seeking a highly skilled Financial Manager to join our team.Key Responsibilities:Oversee the finance function for the two current operations, ensuring accurate and timely financial...

  • Financial Manager

    1 month ago

    Nantwich, Cheshire East, United Kingdom Lipa Care Limited Full time

    Financial Manager Job DescriptionWe are seeking a highly skilled Financial Manager to join our team at Lipa Care Limited. As a key member of our finance function, you will be responsible for overseeing the financial operations of our care-at-home organisation.Key Responsibilities:Leading and supporting the finance function at each siteAssisting in the...

  • Financial Manager

    4 weeks ago

    Nantwich, Cheshire East, United Kingdom Lipa Care Limited Full time

    Job Title: Financial ManagerWe are seeking a highly skilled Financial Manager to join our team at Lipa Care Limited. As a key member of our finance function, you will be responsible for overseeing the financial operations of our care-at-home organisation.Key Responsibilities:Leading and supporting the finance function at each siteAssisting in the day-to-day...

  • Financial Manager

    4 weeks ago

    Nantwich, Cheshire East, United Kingdom Lipa Care Limited Full time

    Job Title: Financial ManagerWe are seeking a highly skilled Financial Manager to join our team at Lipa Care Limited. As a key member of our finance function, you will be responsible for overseeing the financial operations of our care-at-home organisation.Key Responsibilities:Leading and supporting the finance function at each siteAssisting in the day-to-day...

  • Financial Manager

    1 month ago

    Nantwich, Cheshire East, United Kingdom Lipa Care Limited Full time

    Job Title: Financial ManagerWe are seeking a highly skilled Financial Manager to join our team at Lipa Care Limited. As a key member of our finance function, you will be responsible for overseeing the financial operations of our two current operations and supporting the growth of our business.Key Responsibilities:Leading and supporting the finance function...

  • Financial Manager

    1 month ago

    Nantwich, Cheshire East, United Kingdom Lipa Care Limited Full time

    Financial Manager Job DescriptionWe are seeking a highly skilled Financial Manager to join our team at Lipa Care Limited. As a key member of our finance function, you will be responsible for overseeing the financial operations of our care-at-home organisation.Key Responsibilities:Leading and supporting the finance function at each siteAssisting in the...

  • Financial Manager

    3 weeks ago

    Nantwich, Cheshire East, United Kingdom Lipa Care Limited Full time

    Financial Manager Job DescriptionWe are seeking a highly skilled Financial Manager to join our team at Lipa Care Limited. As a key member of our finance function, you will be responsible for overseeing the financial operations of our care-at-home organisation.Key Responsibilities:Lead and support the finance function at each site, ensuring accurate and...

Financial Planning Specialist

2 months ago

Nantwich, Cheshire East, United Kingdom Page Personnel Finance Full time

Page Personnel Finance is seeking a highly skilled Financial Planning Specialist to join their team in Nantwich.

About the Company

A well-established and reputable business with a strong presence in the finance sector.

Job Summary

  • Produce and send weekly and monthly sales invoices to clients.
  • Prepare and present weekly and monthly profit and loss statements with detailed commentary.
  • Identify and implement process improvements to increase efficiency and productivity.
  • Conduct financial analysis and modeling to inform business decisions.
  • Support the preparation of the annual budget and provide financial forecasts.
  • Perform ad-hoc duties as required to support the finance team.

Requirements

  • Studying towards a professional finance qualification or equivalent experience.
  • Previous experience in a similar role, preferably in a finance or accounting environment.
  • Strong attention to detail and ability to maintain high levels of accuracy.
  • Proficient in the use of Excel and other financial software.
  • Knowledge of SAP is desirable but not essential.

What We Offer

A competitive salary, long-term career opportunities, flexible working arrangements, and a range of excellent benefits.