Financial Planning Expert

5 days ago


Bristol, Bristol, United Kingdom SF Recruitment (Birmingham) Full time
Job Title: Financial Planning Expert

SF Recruitment (Birmingham) is currently seeking a skilled Financial Planning Expert to join their team in the Bristol region.

About the Role:

This is an exciting opportunity for a qualified professional to take on a challenging and rewarding role. As a key member of the finance team, you will be responsible for preparing accurate and timely financial reports, forecasts, and budgets.

The ideal candidate will have excellent analytical and communication skills, with the ability to provide strategic financial guidance to support business decisions.

We are looking for someone who is self-motivated, proactive, and has a strong attention to detail. If you are a motivated and experienced Finance Manager looking for a new challenge, this could be the perfect opportunity for you.

Key Responsibilities:
  • Financial Reporting: Prepare accurate and timely monthly management accounts, quarterly forecasts, annual budgets, and statutory accounts.
  • Strategic Financial Guidance: Provide financial analysis and recommendations to support business decisions.
What We Offer:

The successful candidate will receive a competitive salary of around £60,000 per annum, depending on experience.

In addition to a competitive salary, we offer a range of benefits including a generous holiday allowance and opportunities for career development.



  • Bristol, Bristol, United Kingdom Talent Finder Full time

    Job Title: Financial Planning ExpertWe are seeking an experienced Financial Planning Expert to join our dynamic team at Talent Finder. As a directly authorised, family-run IFA firm based in the UK, we're committed to delivering excellence in financial planning.The successful candidate will have a minimum Level 4 qualification in financial planning and a...


  • Bristol, Bristol, United Kingdom Quilter Financial Planning Full time

    At Quilter Financial Planning, we are seeking ambitious individuals to join our full-time programme and embark on a rewarding career as a financial adviser.This programme offers a unique opportunity to gain Level 4 CII Qualification - Diploma in Regulated Financial Advice, fully paid for, and join our team of financial planners in a self-employed role once...


  • Bristol, Bristol, United Kingdom CV-Library Full time

    As a Financial Planning Expert at CV-Library in Bristol, you will play a crucial role in helping clients accumulate life, not just wealth. This is an excellent opportunity to join an award-winning firm that continues to expand its team.Key ResponsibilitiesTake on existing review clients and focus on building new business to expand your client base.Work...


  • Bristol, Bristol, United Kingdom Health Jobs UK Full time

    Job Overview: We are seeking a highly skilled Financial Planning and Analysis Expert to join our team at University Hospitals Bristol and Weston NHS Foundation Trust. As a key member of the corporate finance team, you will play a crucial role in providing financial support and guidance to the Trust's financial planning and performance function.The ideal...


  • Bristol, Bristol, United Kingdom Pegasus Planning Group Full time

    Pegasus Planning Group is a leading consultancy in the UK, delivering results-driven planning solutions to clients across various sectors. We are seeking a skilled Development Planning Specialist to join our team in Bristol.About the RoleThis is an excellent opportunity for a talented Development Planning Specialist to work with our team of experts on a...


  • Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full time

    Company Overview">MP Estate Planning (UK) Limited is a rapidly expanding company in the growing industry of estate planning. We are seeking motivated and driven professionals to join our team.">Salary: £45,000 - £60,000 per annum">Job Description: As an Estate Planning Consultant at MP Estate Planning (UK) Limited, you will play a key role in shaping the...


  • Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full time

    Job Title: Estate Planning SpecialistWe are seeking an experienced and skilled Estate Planning Specialist to join MP Estate Planning UK. The successful candidate will play a key role in shaping the financial futures of our clients, helping them secure their legacy and build lasting relationships with their loved ones.This is an exciting opportunity for...


  • Bristol, Bristol, United Kingdom Pegasus Planning Group Full time

    We are seeking an experienced Transportation Planner to join our team at Pegasus Planning Group in Bristol. As a key member of our Planning department, you will be responsible for providing expert planning advice and guidance to clients across various sectors.About the RoleThis is an exciting opportunity for a skilled Planning Consultant to work with our...


  • Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full time

    Financial Legacy PlannerMP Estate Planning UK is seeking a highly skilled Financial Legacy Planner to help shape the financial futures of our clients. This is a unique opportunity for professionals who are passionate about estate planning and want to make a real difference in people's lives.The successful candidate will provide expert advice on estate...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Cavendish Maine Job OpportunityWe are seeking a Financial Planning Professional to join our team at our UK office, where you will work with a renowned Financial Planning firm operating across the country.This is an exciting opportunity for a Trainee Advisor or Paraplanner to progress into an employed Advisory role with an established client base and access...


  • Bristol, Bristol, United Kingdom Pegasus Planning Group Full time

    We are a reputable consultancy in the UK, dedicated to delivering high-quality planning solutions to clients across various sectors. As a key member of our Planning team, you will be responsible for working on a wide range of planning projects, from public consultations to development proposals.About the JobThis is an exciting opportunity for a skilled...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Cavendish Maine, a renowned Financial Planning firm operating across the UK, is seeking a skilled trainee to join their team as a Financial Planning Professional. This role offers an exciting opportunity for individuals with a passion for finance to develop their skills in a supportive and dynamic environment.As a Financial Planning Professional at Cavendish...


  • Bristol, Bristol, United Kingdom Lloyds Bank plc Full time

    Job DescriptionWe are seeking an experienced Financial Planning and Analysis (FP&A) expert to join our Commercial Banking team. As a key member of our Cost Centre of Excellence, you will play a critical role in delivering high-quality financial analysis and insights to support business decision-making.About the RoleThis 9-month fixed-term contract or...

  • Planning Expert

    6 days ago


    Bristol, Bristol, United Kingdom Beach Baker Property Recruitment Full time

    Job Title: Planning ExpertWe are seeking a highly skilled Planning Expert to join our Bristol Planning Team. The successful candidate will be responsible for providing expert planning services to a diverse range of clients across the South West.The role involves conducting planning appraisals, preparing and submitting planning applications, and promoting...


  • Bristol, Bristol, United Kingdom Opus Talent Solutions Full time

    Opus Talent Solutions - FP&A ManagerWe are seeking an experienced FP&A Manager to join our team at Opus Talent Solutions. As a key member of the finance department, you will be responsible for coordinating consolidated budgeting and forecasting processes, analysing and reporting on monthly financial performance.The successful candidate will have strong...


  • Bristol, Bristol, United Kingdom MP Estate Planning Limited Full time

    **About MP Estate Planning Limited**We are a respected national firm providing expert estate planning services to individuals and families.As an Estate Planning Consultant, you will work closely with our experienced team to develop and implement effective estate plans for our clients.This is an excellent opportunity to join a growing industry and build a...


  • Bristol, Bristol, United Kingdom Talent Finder Full time

    Talent Finder Seeks Expert Financial AdviserWe are a leading IFA firm based in the UK, offering a range of services to individuals and businesses. We're currently seeking an expert financial adviser to join our team.The ideal candidate will have a minimum Level 4 qualification in financial planning and a strong technical understanding of financial advice....


  • Bristol, Bristol, United Kingdom AtkinsRéalis Full time

    AtkinsRéalis is seeking a highly skilled Estimating and Financial Planning Specialist to join our team. As a key member of our Major Projects team, you will be responsible for developing and implementing effective estimating strategies to ensure accurate cost estimates.The estimated salary for this role is £70,000 - £90,000 per annum, depending on...


  • Bristol, Bristol, United Kingdom KAP Recruitment Ltd Full time

    Planning and Development ExpertWe are seeking a Planning and Development Expert to join our team at KAP Recruitment Ltd in Bristol. As a Planning and Development Expert, you will be responsible for providing expert advice on planning and development matters.The successful candidate will have a degree in Town Planning or a related field, as well as membership...


  • Bristol, Bristol, United Kingdom Western Power Full time

    Job Title: Senior Financial AnalystOverview:Western Power is currently seeking a Senior Financial Analyst to join our team. This role is responsible for partnering with the business to identify and support cost-optimisation and productivity opportunities, ensuring financial performance is aligned to Western Power's strategy and is accurately...