Financial Planning and Analysis Specialist

7 days ago


Birkenhead, Wirral, United Kingdom Think Trevor James Full time

About Think Trevor James:

Think Trevor James is a dynamic firm based in the Wirral area, seeking an experienced Accounts Senior to join their team.

The company offers a relaxed dress code and flexible working arrangements, along with the convenience of on-site parking in a bustling environment. Regular staff events foster a strong sense of camaraderie, complemented by generous annual leave opportunities. This supportive environment encourages personal and professional growth.

Salary: The estimated annual salary for this position is around £35,000 - £45,000, depending on experience.

Job Description: As an Accounts Senior at Think Trevor James, you will be responsible for preparing financial statements for various business types, including limited companies, sole traders, and partnerships. You will also engage with clients to review and discuss outcomes, either face-to-face or via phone communication.

Key Responsibilities:

  1. Preparing financial statements for limited companies, sole traders, and partnerships.
  2. Aiding clients in utilizing accounting software effectively and providing necessary guidance and training.
  3. Completing corporation tax and individual tax filings.

Required Skills and Qualifications: To excel in this role, you should be ACCA/ACA qualified or studying towards it. Strong IT skills, including Microsoft Excel and accounting software programmes such as Digita, Sage, QuickBooks, and Xero Accounts, are essential.

Benefits: In addition to a competitive salary, you can expect a range of benefits, including regular staff events, generous annual leave, and a supportive work environment that encourages personal and professional growth.


  • Pensions Specialist

    1 week ago


    Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time £45,000

    About the RoleWe are seeking a skilled Pensions Specialist to provide paraplanning support to our team of experienced Financial Advisors in Wirral. This is an excellent opportunity for an individual looking to be part of a growing company and contribute to delivering high-quality financial planning solutions.Job DescriptionAs a Pensions Specialist, you will...


  • Birkenhead, Wirral, United Kingdom Ernest Gordon Recruitment Careers Full time

    Financial Planning SpecialistErnest Gordon Recruitment Careers is seeking a skilled Financial Planning Specialist to join their team. The ideal candidate will have a CIMA qualification and experience in preparing and completing management accounts.Key Responsibilities:Manage and prepare management accountsMonitor cashflow and stocksReconcile bank...


  • Birkenhead, Wirral, United Kingdom Ernest Gordon Recruitment Full time

    OverviewA reputable manufacturing company seeks a skilled Management Accountant to join their team in a dynamic and growth-driven environment. As a key member of the finance department, you will play a vital role in preparing and completing management accounts, monitoring cash flow, and reconciling bank statements.ResponsibilitiesPrepare and complete...


  • Birkenhead, Wirral, United Kingdom Recruit Wealth Ltd Full time

    Role OverviewThe Paraplanning Team at Recruit Wealth Ltd is seeking an experienced Financial Planning Specialist to join their regional offices. This is an exciting opportunity to work with a well-established, trusted brand that has secured Private Equity backing.Main ResponsibilitiesPrepare pre-approval documentation and suitability reports, ensuring...


  • Birkenhead, Wirral, United Kingdom Resourcery Group Full time

    Job Title: Management AccountantLocation: Wirral, UKSalary: Paying up to £39kAbout the Role:Resourcery Group is seeking a proactive and detail-oriented Management Accountant to join our dynamic finance team. This is a fantastic opportunity for an ambitious individual who is working towards completing an accountancy qualification (e.g., ACCA, CIMA, ACA) and...


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

    Financial Planning ExpertWe are seeking a detail-oriented and experienced Financial Planning Expert to join our finance team in Birkenhead, United Kingdom. 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...


  • Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

    About the RoleThis is a Paraplanner position within a growing company in the Wirral, offering a unique opportunity for an individual to contribute to the delivery of high-quality financial planning solutions.As a Paraplanner, you will be working closely with a team of Financial Advisors to provide research and analysis support in the creation of suitability...


  • Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

    This role involves providing paraplanning support to a team of Financial Advisors who deliver holistic financial planning solutions to clients. You will be responsible for research, analysis, and report writing to assist the Financial Advisors in delivering quality, compliant financial planning.Your key duties will include:Preparing pre-approval documents...


  • Birkenhead, Wirral, United Kingdom Ernest Gordon Recruitment Full time

    Management Accountant RoleThe Management Accountant role at Ernest Gordon Recruitment presents an exciting opportunity to work in a dynamic manufacturing environment. This varied position requires a CIMA qualification and offers a range of responsibilities.Main Responsibilities:We are seeking an individual with expertise in financial planning and analysis,...


  • Birkenhead, Wirral, United Kingdom Beauparc Careers Full time

    About this role: We are seeking an experienced Financial Reporting Specialist to join our Finance team at Beauparc Careers. As a key member of our team, you will be responsible for supporting the financial team in reporting monthly management and financial accounts in a timely fashion.Main responsibilities:Support the financial team: You will work closely...


  • Birkenhead, Wirral, United Kingdom Ernest Gordon Recruitment Limited Full time

    Job Summary: We are seeking a highly skilled Management Accountant to join our team at Ernest Gordon Recruitment Limited. The successful candidate will be responsible for managing and preparing management accounts, monitoring cash flow and stocks, and reconciling bank sheets.Key Responsibilities:* Manage and prepare management accounts* Monitor cash flow and...

  • Senior Accountant

    1 month ago


    Birkenhead, Wirral, United Kingdom Reed Full time

    Reed is seeking an experienced Senior Accountant to join their team in Liverpool. The ideal candidate will have a strong background in financial analysis and compliance, with a minimum of 2-3 years of experience in practice.Key Responsibilities:Prepare financial statements to Trial BalanceAssist with Self Assessment Tax Returns and ensure compliance with...


  • Birkenhead, Wirral, United Kingdom Your World Recruitment Ltd Full time

    Job Summary:We are seeking a highly skilled Financial Management Specialist to join our team at Your World Recruitment Ltd. As an Assistant Financial Controller, you will provide comprehensive financial management support to our clients in the Healthcare sector.Key Responsibilities:Provide high-quality financial management reports and support to senior...


  • Birkenhead, Wirral, United Kingdom Brackenberry Full time

    Job Title: Financial Information Support SpecialistWe are seeking an experienced Financial Information Support Specialist to provide assistance with financial reporting, budgeting, and accounting tasks. This role offers an excellent opportunity for an individual to develop their skills and knowledge in financial management.About the Position:This 3-month...


  • Birkenhead, Wirral, United Kingdom Ernest Gordon Recruitment Full time

    Ernest Gordon Recruitment seeks an experienced Management Accountant to join our team in a manufacturing company.As a Management Accountant, you will be responsible for:Preparing and analysing financial reports to inform business decisionsDeveloping and implementing financial policies and proceduresProviding financial guidance and support to management and...


  • Birkenhead, Wirral, United Kingdom Your World Recruitment Ltd Full time

    Job SummaryWe are seeking a highly skilled Financial Management Specialist to join our team at Your World Recruitment Ltd. The successful candidate will provide comprehensive financial management support to senior managers and budget holders, ensuring accurate financial information and forecasts.Key ResponsibilitiesProvide financial information and forecasts...


  • Birkenhead, Wirral, United Kingdom Accountable Recruitment Full time

    Job DescriptionRole OverviewWe are seeking a highly skilled Management Accountant to join our team on the Wirral. As a key member of our finance department, you will be responsible for providing financial analysis and planning to support business growth and decision-making.Key ResponsibilitiesDevelop and maintain financial models and forecasts to inform...


  • Birkenhead, Wirral, United Kingdom beBee Professionals Full time £35,000 - £45,000

    We are looking for a Financial and Contractual Specialist to join our construction team. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity...

  • Financial Strategist

    4 weeks ago


    Birkenhead, Wirral, United Kingdom Cammell Laird Full time

    Financial Partner for Business GrowthWe're seeking a skilled Financial Partner to support our RFA program at Cammell Laird. This role involves providing strategic financial guidance to drive business performance and inform decision-making.About the RoleAs a Financial Partner, you'll work closely with our team to deliver high-quality financial insights and...


  • Birkenhead, Wirral, United Kingdom Ernest Gordon Recruitment Full time

    Job DescriptionWe are seeking a skilled Management Accountant to join our team at Ernest Gordon Recruitment. As a key member of our finance department, you will be responsible for providing financial guidance and support to our clients.Key Responsibilities:Prepare and present financial reports to management and stakeholdersDevelop and implement financial...