Financial Planning Professional
3 days ago
This is an exciting opportunity to join a well-established financial planning firm in Sutton Coldfield as a Financial Planning Professional. In this role, you will be responsible for updating the CRM system, processing new business, diary management, collating meeting packs, and providing general administration support. If you have experience in wealth management and excellent written and verbal communication skills, we would like to hear from you.
The ideal candidate will have several years of experience in wealth management and excellent written and verbal communication skills. You must be able to work independently and as part of a team, with attention to detail and the ability to prioritize tasks effectively. Benefits of this role include flexible home and office working, exam support toward Level 4 Diploma, pension contribution, 4 x Death in Service, parking nearby the office, lovely offices and location, brilliant working environment, great culture, and career professional development. The estimated salary for this position is £28,000 - £38,000 (negotiable).
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Financial Planning Manager
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeRole OverviewForvis Mazars, a leading global professional services network, is seeking an experienced Financial Planning Manager to join our team. This role involves delivering high-quality financial planning services to existing clients and assisting in winning new business.
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Financial Planning Director
3 days ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeJob OverviewWe are seeking a highly skilled and experienced Chartered Financial Planner to lead our financial planning team. This role will be responsible for managing a portfolio of existing clients, identifying and pursuing new planning opportunities, and providing exceptional financial planning advice.Key Responsibilities:Portfolio management of existing...
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Financial Planning Expert
3 days ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeFinancial Planning Expert WantedWe are seeking an experienced and skilled Financial Planner to join our team at Forvis Mazars. As a Financial Planner, you will be responsible for managing a portfolio of existing clients, identifying planning opportunities, and providing expert financial advice.This role requires strong financial skills, including risk...
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Strategic Director and Financial Planning Leader
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a Strategic Director and Financial Planning Leader to join our team at Forvis Mazars. This is an exciting opportunity to make a significant impact in our financial planning department.Key ResponsibilitiesLead a portfolio of existing clients, identifying planning opportunities and pursuing them where appropriateProvide expert...
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Financial Planning and Budgeting Specialist
3 weeks ago
Sutton Coldfield, Birmingham, United Kingdom London Borough of Sutton Full timeAbout the Job Sutton Council is seeking a talented Senior Finance Officer to join its finance team, working collaboratively with colleagues across departments to achieve shared objectives. In this critical role, you will be responsible for providing expert financial guidance and support to budget managers, ensuring compliance with regulatory requirements,...
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Financial Audit Professional
3 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Hays Senior Finance Full timeAuditing RoleAre you a highly skilled and experienced Audit and Accounts Senior looking for a new challenge? We have an exciting opportunity for you to join our team at Hays Senior Finance as a Financial Audit Professional.We are seeking a qualified and motivated individual with extensive experience in audit and accounts preparation within a practice...
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Professional Financial Strategist
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom HSBC Global Services Limited Full timeUnlock your career potential as a Wealth Manager with HSBC Global Services Limited. With a competitive salary of £60,000 - £80,000 per annum, you'll be at the forefront of delivering exceptional wealth management services to our high net worth customers.About HSBC: As a global banking and financial services organisation, we pride ourselves on providing...
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Technical Sales Professional
2 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Professional Technical Ltd Full timeBenefitsThe successful candidate will enjoy a comprehensive benefits package, including:Uncapped commission structureCar allowance or company-provided vehicleHealthcare planCompany Sick Pay SchemeCompany Pension SchemeRecognition and wellbeing schemeFull training programOthersThis is an exciting opportunity for a motivated individual to contribute to the...
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Financial Director
2 months ago
Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a highly skilled Financial Director to oversee financial planning, reporting, and analysis for beBee Professionals in Sutton Coldfield, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end and...
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Financial Director
3 months ago
Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £45,000 - £65,000Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team at beBee Professionals in Sutton Coldfield, United Kingdom.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to ensure the company's financial health and compliance with regulations.Oversee cash flow management, ensuring...
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Financial Controller
3 months ago
Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £45,000 - £65,000Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team at beBee Professionals in Sutton Coldfield, United Kingdom.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to ensure the company's financial health and compliance with regulations.Oversee cash flow management, ensuring...
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Financial Director
2 months ago
Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial DirectorWe are seeking a detail-oriented and experienced Financial Director to join our finance team in the UK. 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 management review.Monitor and...
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Strategic Financial Leader
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a detail-oriented and experienced Finance Manager to join our finance team in the UK. 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.Responsibilities:Financial Planning and Reporting: Prepare comprehensive financial reports,...
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Lead Financial Planner, UK
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeFinancial Planning Leadership OpportunityWe are seeking an experienced Financial Planner to join our team as a Lead Financial Planner. As a key member of our Financial Planning team, you will be responsible for delivering high-quality financial planning services to existing clients and assisting in winning new clients.About the Role:Management of a portfolio...
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Strategic Investment Partner
3 weeks ago
Sutton Coldfield, Birmingham, United Kingdom London Borough of Sutton Full timeAbout the RoleThe London Borough of Sutton is seeking an experienced professional to join its shared finance service with Kingston Council as a Strategic Investment Partner - Capital Planning.This key position supports the Head of Financial Planning and Business Partnering by providing strategic guidance on the council's capital and commercial programmes....
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Head of Financial Operations
2 months ago
Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £45,000 - £65,000Head of Financial OperationsWe are seeking a highly experienced and skilled Head of Financial Operations to join our finance team in the UK. You will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and...
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Financial and Contractual Specialist
2 months ago
Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £35,000 - £45,000beBee Professionals is seeking a skilled Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in quantity surveying and a keen eye for detail.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity requirements.Monitor construction budgets and keep track of...
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Strategic Financial Support Specialist
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom London Borough of Sutton Full timeAbout the RoleThe London Borough of Sutton is seeking a highly skilled Strategic Financial Support Specialist to join its shared finance service with Kingston Council. This role will focus on providing financial support to budget managers and contributing to the council's revenue and capital budget setting processes.Key Responsibilities:Financial Planning...
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Senior Financial Planning Strategist
1 month ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeOverviewAt Forvis Mazars, we're a global professional services network with a strong commitment to providing an unmatched client experience. We deliver audit & assurance, tax, and advisory services worldwide, striving to move our clients, people, industry, and communities forward.
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Project Financial Manager
3 months ago
Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £35,000 - £45,000BeBee Professionals: Seeking a Meticulous Quantity SurveyorWe are a dynamic construction company based in Sutton Coldfield, seeking a detail-oriented Quantity Surveyor to join our team. As a key member of our construction team, you will play a crucial role in managing the financial and contractual aspects of our projects, ensuring costs are controlled and...