Current jobs related to Financial Planning Manager - Wilmslow, Cheshire East - Resourcery Group


  • Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time

    Management AccountantAt Equilibrium Financial Planning, we're more than just a Chartered Financial Planning company - we're an award-winning, independent firm based in the UK, with a clear purpose: making people's lives better. Whether it's our clients, our team, our community, or anyone who crosses our path, we're dedicated to creating more choices and more...


  • Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time

    We're seeking a talented Data Engineering Specialist to join our team at Equilibrium Financial Planning. As a key member of our data team, you'll play a crucial role in designing, constructing, and maintaining ETL processes using Azure Data Factory to integrate data from various sources into our Azure SQL database.Key responsibilities include developing and...


  • Wilmslow, Cheshire East, United Kingdom Resourcery Group Full time

    Resourcery Group is seeking a highly skilled Financial Planning and Analysis Manager to join their team in Cheshire. As a key member of the leadership team, you will be responsible for producing group management account packs and providing commercial input to drive change and develop reporting processes.Main duties will consist of;Preparing and presenting...


  • Wilmslow, Cheshire East, United Kingdom Rescourcery Group Full time

    **Resourcery Group**, a fast-paced and highly acquisitive business based in Cheshire, is seeking an experienced Management Accountant to join their leadership team.The ideal candidate will have strong commercial acumen and excellent communication skills, with the ability to provide strategic financial support and guidance.Main Responsibilities:Prepare and...


  • Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time £45,000

    Financial Planning Assistant RoleWe are looking for a motivated and detail-oriented Financial Planning Assistant to join our team at Aspire Recruitment Solutions. As a key member of our team, you will support financial planners in delivering bespoke solutions to clients as part of the financial advice process.Key Responsibilities:Support financial planners...


  • Wilmslow, Cheshire East, United Kingdom CurrentBody Full time

    About Us:At CurrentBody, we're the global leaders in beauty tech, bringing innovative products to customers worldwide. Our team is dedicated to maintaining robust financial health, optimising profitability, and delivering exceptional value to our stakeholders.About the Role:We're seeking a skilled Financial Planning and Analysis Manager to join our finance...


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Bond Recruitment is seeking a skilled Financial Planning Specialist to support our client, a leading IFA practice in the UK.The role of the Financial Planning Specialist is to assist the Financial Planners and other staff in advising clients on their financial strategies, plans, products, and investments.Key Responsibilities:Comply with the Financial...


  • Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time

    Role Overview:We are seeking a skilled Paraplanning Professional to support our financial planners in delivering bespoke solutions to clients as part of the financial advice process.The successful candidate will have a good knowledge across all advice areas, excellent interpersonal and communication skills, and a good understanding of the financial planning...


  • Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Careers Full time

    Role Overview:We are seeking a highly skilled and motivated Paraplanning Professional to join our team at Aspire Recruitment Solutions Careers. As a key member of our financial planning team, you will play a vital role in supporting our financial planners in delivering bespoke solutions to clients.Main Responsibilities:Collate and interpret client...


  • Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full time

    Company OverviewMedlock Partners Ltd is a leading Firm of Independent Financial Planners, renowned for providing bespoke financial advice to their clients. Their progressive and buoyant nature has led to ongoing growth and recent promotions, resulting in an excellent opportunity for an aspiring Paraplanner to join their organisation.Salary and BenefitsThe...


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    About the RoleWe are seeking an experienced Adviser Support Administrator to join our team at Bond Rec. About YouWe are looking for an individual with administration experience in a financial planning company for at least two years. You should have experience in processing authority letters, and gathering data about a client's investments, pensions and life...


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Bond Recruitment is delighted to be working with a leading IFA practice in the North West, seeking an experienced Paraplanning Specialist to support their Financial Planners and other staff.The role of the Paraplanning Specialist is to provide administrative support to the Financial Planners, ensuring that clients receive high-quality financial advice and...


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Company OverviewBond Recruitment is proud to be working with a leading Financial Planning firm in the UK, providing expert services to clients across the region.SalaryThe estimated annual salary for this role is £35,000 - £45,000 depending on experience, offering a competitive package that reflects the complexity and responsibility of the position.Job...


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Key ResponsibilitiesThe role of the Paraplanner is to provide administrative support to Financial Planners and other staff in delivering high-quality financial services to clients. This includes:Assisting with the preparation of client reports and presentationsCoordinating with clients to gather information and clarify their financial objectivesSupporting...


  • Wilmslow, Cheshire East, United Kingdom Ferguson Dean Full time

    About the Role:Ferguson Dean, a leading regional IFA firm, is seeking a highly skilled Financial Planning Assistant to join their team in Alderley Edge. The ideal candidate will provide technical assistance to Advisers and work on complex financial matters with high net worth clients.Key Responsibilities:Undertake reviews for clients and prepare...


  • Wilmslow, Cheshire East, United Kingdom Axon Moore Full time

    Commercial Finance Manager Role: Axion Moore have partnered with a successful PE backed business in South Manchester to create a new Commercial Finance Manager role. The business has seen significant growth through strategic acquisitions and aims to triple in size within the next 3-5 years.The ideal candidate will have CIMA/ACCA/ACA qualifications and...


  • Wilmslow, Cheshire East, United Kingdom Hays Senior Finance Full time

    Job DetailsYour new companyHays Senior Finance is seeking a highly skilled Management Accountant to join their team in South Manchester. As a key member of the finance function, you will be responsible for preparing management accounts, monitoring cash flow, and analysing budgets and forecasts. You will report to the Finance Director and play a crucial role...


  • Wilmslow, Cheshire East, United Kingdom Axon Moore Full time

    Commercial Finance Manager | Axon MooreA highly acquisitive PE backed business in South Manchester has created a new role for a Commercial Finance Manager to join their team on a full time permanent basis.This is an exciting, fast paced business who have made 15+ acquisitions since launching and have plans to triple in size over the next 3-5 years.Key...


  • Wilmslow, Cheshire East, United Kingdom McGregor Recruitment Full time

    Job DescriptionWe are seeking a skilled Financial Accountant Manager to join our team at McGregor Recruitment.About the RoleThis is an exciting opportunity for a qualified accountant with experience in accountancy practices. As a Financial Accountant Manager, you will be responsible for preparing and filing year-end accounts, business tax returns, and other...


  • Wilmslow, Cheshire East, United Kingdom Rescourcery Group Full time

    Job Title: Management Accountant Financial ServicesJob Description:We are seeking a highly skilled Management Accountant to join our team at Resourcery Group. As a Management Accountant, you will be responsible for producing group management account packs and providing a commercial input to drive change and develop current reporting processes.Main...

Financial Planning Manager

1 month ago


Wilmslow, Cheshire East, United Kingdom Resourcery Group Full time

Financial Planning Manager | Resourcery Group

We are seeking a highly skilled Financial Planning Manager to join our team at Resourcery Group. As a key member of our finance team, you will be responsible for producing group management account packs and providing commercial input to drive change and develop our reporting processes.

Main duties will consist of:

  • Prepare and present monthly management accounts, including variance analysis and commentary
  • Perform detailed budgeting, forecasting, and financial planning activities
  • Provide comprehensive financial analysis and insights to support strategic decision-making
  • Assist in the development and implementation of financial policies and procedures
  • Conduct thorough financial audits and ensure strict compliance with regulations and standards
  • Collaborate cross-functionally to provide strategic financial support and guidance
  • Drive continuous improvement of financial processes and reporting by identifying and implementing best practices
  • Engage in cost management and analysis to support operational efficiency
  • Conduct financial risk assessment and develop mitigation strategies
  • Provide financial guidance and support for business expansion or mergers and acquisitions
  • Analyse and communicate key financial performance indicators to the management team

Candidate profile:

  • Qualified – CIMA/ACCA/ACA
  • Excellent excel skills
  • Significant experience producing management account packs
  • Commercial acumen
  • Ability to communicate effectively at a c-suite level

Benefits:

  • Hybrid – 2 days on site
  • Flexible working hours
  • 7% pension
  • Career advancement – planned progression plan
  • 27 days annual leave
  • Free parking
  • Home office financial subsidies