Financial Planning Specialist

5 days ago


Sheffield, Sheffield, United Kingdom Robert Walters UK Full time
Key Requirements

We are seeking a highly skilled Business Finance Manager to join our team at Robert Walters UK. The successful candidate will be responsible for driving forward successful decision making and ensuring monthly accounts production for operation and construction areas of the contract.

About the Role

  • Lead the development and implementation of financial strategies and plans
  • Manage and analyse financial data to inform business decisions
  • Collaborate with senior management and operations teams to drive forward successful decision making
  • Ensure accurate and timely preparation of financial reports and accounts
  • Liaise with internal and external stakeholders to provide financial guidance and support

About You

  • Significant post-qualification experience in financial planning and analysis, with a strong understanding of financial reporting and regulatory requirements
  • Excellent leadership and communication skills, with the ability to build strong relationships with stakeholders
  • Highly analytical and detail-oriented, with a passion for problem-solving and continuous improvement
  • Proficient in Microsoft Office, particularly Excel, with experience of financial software systems
  • ACCA/CIMA qualified or equivalent, with a strong track record of professional development

Salary Information

This role offers a salary of £70,000 - £85,000 per annum, depending on experience.



  • Sheffield, Sheffield, United Kingdom Quilter Financial Advisers Full time

    Role Overview: We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers, a leading UK advisory business dedicated to helping individuals achieve their financial goals.Key Responsibilities:Financial Planning: Develop and implement personalized financial plans to help clients achieve their objectives.Client Relationships:...


  • Sheffield, Sheffield, United Kingdom Pratap Partnership Ltd Full time

    About Pratap Partnership LtdA forward-thinking legal firm in Hull is seeking a skilled Financial Planning Specialist. With a strong commitment to innovation and excellence, they have established themselves as a leading player in the UK.The successful candidate will enjoy a range of benefits including:Hybrid working arrangement for maximum flexibilityBonus...


  • Sheffield, Sheffield, United Kingdom Churchill Executive Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our team at Churchill Executive. As a key member of our financial advisory services, you will be responsible for delivering exceptional client experiences through tailored financial planning and investment management advice.About the RoleProvide comprehensive financial...


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

    Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our finance team at Health Jobs UK.The successful candidate will have experience in financial planning and budgeting, with a strong background in accounting and finance. They will be responsible for creating financial plans and forecasts, and providing high-quality reporting...


  • Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    Job Title: Financial Planning SpecialistNJR Recruitment is a leading recruitment agency specializing in finance and accounting jobs. We are currently working with a reputable Wealth Management Company that provides financial advice to clients across the UK.The company has an excellent opportunity for a Junior Financial Adviser to join their team and service...


  • Sheffield, Sheffield, United Kingdom Sharp Consultancy Full time

    About the RoleSharp Consultancy is thrilled to partner with a rapidly growing business in Sheffield, UK. We are seeking an experienced Financial Planning and Analysis Specialist on a permanent basis.Key Responsibilities:To collaborate closely with key stakeholders across sales and operational teams, providing financial support for sales activities and...


  • Sheffield, Sheffield, United Kingdom Churchill Executive Full time

    About Churchill ExecutiveWe are a leading independent financial planning firm specialising in providing tailored financial advice to individuals, families, and businesses.Job DescriptionThis role involves providing comprehensive financial planning and investment management advice to new and existing clients, ensuring compliance with FCA rules and...


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

    We are seeking a detail-oriented and experienced Financial Manager to join our finance team in Sheffield, United Kingdom. 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.Key Responsibilities:Prepare financial reports, forecasts, and budgets for...


  • Sheffield, Sheffield, United Kingdom Clayton Davies Full time

    About Clayton DaviesWe are a growing wealth management firm based in Yorkshire.Salary: £45,000 + BenefitsJob Description:Undertake thorough and accurate research to support Financial Advisers in recommending suitable solutions for clients.Conduct cash-flow modelling and calculations as required to inform recommendations.Prepare clear and comprehensive...


  • Sheffield, Sheffield, United Kingdom Be-IT Ltd Full time

    Job TitleManagement Accountant">">Company OverviewWe are a reputable entity in the industrial and manufacturing sector, boasting a large dedicated group of employees across the UK. Our company is committed to sustainability and innovation, continuously seeking to improve its processes and products.">SalaryA competitive salary ranging from £45,000 to...


  • Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    Our client, a reputable wealth management practice based in Sheffield, is seeking an experienced Financial Adviser to support their continued growth. This role offers an excellent opportunity for a skilled professional to work with high net worth individuals and businesses, providing trusted financial solutions.The successful candidate will enjoy a...


  • Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    Estimated salary: £25,000-£30,000 per annum.About NJR RecruitmentNJR Recruitment is a leading recruitment agency specialising in financial services. We are pleased to be working with an established Independent Financial Advisory Firm based in Hull.The firm is seeking an experienced and talented Report Writer to join their team. As a Report Writer, you will...


  • Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    About the RoleThis Financial Services Professional position presents a unique opportunity for a motivated individual to join a thriving and successful company, supporting an existing client bank and generating their own clients. As a Financial Adviser, you will provide tailored solutions to meet individual financial goals, leveraging your experience in...


  • Sheffield, Sheffield, United Kingdom NJR Recruitment Full time

    About Our PartnerNJR Recruitment is delighted to be working with a well-established Independent Financial Advisory Firm, seeking a Senior Financial Planning Assistant to join their team in Sheffield.Opportunity OverviewThis is an excellent chance for someone looking to advance their career with a leading Financial Planning practice. The company offers full...


  • Sheffield, Sheffield, United Kingdom Bennett and Game Recruitment LTD Full time

    Job ProfileWe are seeking an experienced Semi Senior Accountant to join our team at Bennett and Game Recruitment LTD.This is a full-time, permanent position based in our Sheffield office, offering the opportunity to continue studies and develop a career in a high-profile, medium-large sized Accountancy Practice.The successful candidate will be part of a...


  • Sheffield, Sheffield, United Kingdom Be-IT Ltd Full time

    About the JobThe Business Financial Analyst role at Sheffield Health and Social Care NHS Foundation Trust offers a unique opportunity to develop your career in finance. You will work closely with service managers and clinical leads to provide financial planning and support.Your Key Tasks:Produce financial reports and analysis to inform...


  • Sheffield, Sheffield, United Kingdom RNN Group Full time

    Role OverviewThis is a challenging and rewarding role for a highly motivated finance professional. As a Senior Financial Accountant, you will play a key part in securing the financial stability of RNN Group.About the RoleThe Senior Financial Accountant will support the management of the Group's financial health by producing cash flow forecasts, balance sheet...


  • Sheffield, Sheffield, United Kingdom AFH Wealth Management Full time

    We are seeking a highly motivated and experienced Financial Planning Advisor to join our team at AFH Wealth Management in Sheffield and surrounding areas.As a Financial Planning Advisor, you will be responsible for providing expert financial guidance to clients, helping them make informed decisions about their finances.With a strong background in financial...


  • Sheffield, Sheffield, United Kingdom Capio Recruitment Full time

    Financial Planning RoleA dynamic financial planning firm in Sheffield is seeking a talented financial planning professional to join its team. The ideal candidate will be studying towards a Level 4 Diploma qualification, preferably through the CII or equivalent. The successful candidate will have experience in report writing and technical roles. Strong...


  • Sheffield, Sheffield, United Kingdom Enviri Corporation Full time

    Hiring for a Financial Planning Analyst position at Enviri Corporation. Estimated salary $85,000 - $120,000 annually.Job DescriptionThe Financial Planning Analyst is responsible for developing and implementing the financial planning process framework for the region. This includes processes for management reporting, forecasting, annual plan, intra-period...