Financial Planning Specialist

7 hours ago


Englefield Green, United Kingdom Hays Accountancy and Finance Full time

Role Summary


We are seeking a highly skilled Financial Planning Specialist to join our team at Hays Accountancy and Finance.


Key Responsibilities



  • Preparation of budget and financial forecasting.
  • Monthly reporting of results, trends and forecasts.
  • Balance sheet reconciliations all transactions are recorded, filed and reported correctly and document business and accounting policies.
  • Streamline and improve accounting systems.
  • Support the business financial strategy and decision-making process.
  • Assist with annual audit queries.
  • Point of contact for all accounting queries on SAGE accounting system.

Requirements



  • Qualified ACCA, CIMA, ACA.
  • QBE (Qualified by Experience), or Part Qualified may be considered if you have significant experience with the above duties.

What We Offer



  • £50,000 - £55,000 pro rata.
  • Bonus.
  • Life assurance.
  • Pension.
  • Parking.
  • 3 days office-based per week.


  • Talbot Green, United Kingdom Recruit Wealth Ltd Full time

    Job Title: Financial Planning SpecialistRecruit Wealth Ltd is seeking an experienced Financial Planning Specialist to join their national Financial Planning team. The ideal candidate will have a strong background in financial planning and be able to work closely with the Paraplanning Team Leader and Adviser Support Managers.Main Responsibilities:Preparing...


  • Woodford Green, Greater London, United Kingdom Armstrong Knight Full time

    We are looking for a talented Financial Planning and Analysis Specialist to join Armstrong Knight's team. As AAT/ACCA Trainee Management Accountant, you will collaborate with the Financial Controller to deliver high-quality financial analysis and insights that inform business decisions.Main Responsibilities:Accounting and financial reporting for the company...


  • Chalkhouse Green, United Kingdom Premier Jobs UK Full time

    Financial Planning Support SpecialistIn this exciting role, you will be providing administrative support to a team of Financial Advisors who deliver holistic financial planning to clients. The business values the role you play in helping the team deliver a quality service.Key responsibilities include:* Processing and chasing new business* Obtaining...


  • Chalkhouse Green, United Kingdom Premier Jobs UK Full time

    About the Role:We are seeking a skilled Paraplanning Professional to join our team at Premier Jobs UK. As a key member of our financial planning team, you will provide essential support to our Financial Advisors in delivering high-quality financial planning solutions to our clients.Key Responsibilities:Prepare pre-approval documents and ensure...


  • Hatching Green, United Kingdom Recruit Wealth Ltd Full time

    We are looking for a skilled Compliance Officer to join our team at Recruit Wealth Ltd. This role involves overseeing compliance, T&C, and AML matters, while collaborating with the senior leadership team.ResponsibilitiesMonitor and report on compliance issues to the Leadership team on a monthly basis.Review and sign-off financial promotions.Assess adviser...


  • Englefield, United Kingdom Hays Accountancy and Finance Full time

    **Job Title: Lead Management Accountant**Hays Specialist Recruitment Limited is seeking a skilled and experienced Lead Management Accountant to join our team at Hays Accountancy and Finance.**Key Responsibilities:**Oversee the preparation of management accounts and financial reports.Supervise and mentor a team of management accountants.Ensure compliance with...


  • Forty Green, United Kingdom Additional Resources Full time

    Financial Reporting Specialist">We are looking for a skilled Financial Reporting Specialist to join our team. As a senior professional, you will be responsible for managing smaller assignments and client portfolios, handling statutory accounts for FRS 102, groups, limited companies, and LLPs.Your key responsibilities will include:Leading audits from planning...


  • Wooburn Green, Buckinghamshire, United Kingdom Zebra Full time

    At Zebra, we're a community of innovators who drive change through collaborative work.Role OverviewWe're looking for a skilled Financial Planning Analyst to join our team. As a key member of our FP&A team, you'll play a crucial role in analyzing financial data and providing actionable insights to drive business growth.ResponsibilitiesDevelop and maintain...


  • Heald Green, United Kingdom Rescourcery Group Full time

    Job Summary:We are seeking a highly skilled Senior Financial Planning Manager to join our team at Resourcery Group. As a key member of our finance department, you will be responsible for overseeing financial planning, budgeting, and forecasting processes.Key Responsibilities:Manage and analyze financial data to provide insights for strategic decision...


  • Englefield, United Kingdom Investigo Limited Full time

    Job Title: Financial Reporting ManagerInvestigo Limited is seeking a highly skilled Financial Reporting Manager to join our team. As a key member of our finance department, you will be responsible for producing and distributing monthly reports, facilitating shareholder unilateral audits, and reviewing and maintaining financial risks and controls.Produce and...


  • Forty Green, United Kingdom Reed Full time

    We are seeking a highly skilled Financial Planning and Analysis expert to join our team at Reed. The ideal candidate will have experience in real estate development, particularly in Letting Accounts, and possess strong Excel skills.Key responsibilities:Develop and maintain Financial Planning and Analysis capabilities to track and report on financial...


  • Heald Green, United Kingdom Rescourcery Group Full time

    Resourcery Group is a dynamic business based in South Manchester looking to appoint a Senior Management Accountant.About the RoleThis exciting opportunity will involve working closely with an accomplished Finance Director to provide financial planning, analysis, and reporting services.The role will be responsible for:Overseeing and managing the financial...


  • Forty Green, United Kingdom Holden Jones Full time

    Role Overview:Holden Jones is seeking a highly skilled Financial Planning and Analysis Expert to oversee the delivery of bookkeeping and outsource services. The ideal candidate will have a strong background in management accounting and be able to provide accurate financial insights.Key Responsibilities:Manage the purchase ledger and sales ledger to ensure...

  • Financial Assistant

    3 weeks ago


    Englefield, United Kingdom Hays Accountancy and Finance Full time

    Role OverviewHays Accountancy and Finance is seeking a skilled Accounts Payable Assistant to join our finance team. As an Accounts Payable Assistant, you will be responsible for handling invoice processing, supplier communications, and account reconciliations.Your Key ResponsibilitiesProcess invoices and maintain accurate records.Communicate effectively with...


  • Englefield Green, Surrey, United Kingdom Additional Resources Full time

    This is an exciting opportunity for a seasoned Finance Manager to join Additional Resources, a well-established company in the telecommunications industry. The role involves overseeing Financial Reporting, Business Planning, Performance Analysis, and Investor Reporting.Key Responsibilities:Establish financial reporting structures, create investor dashboards,...


  • Englefield, United Kingdom Hays Accountancy and Finance Full time

    Key ResponsibilitiesThe successful candidate will be responsible for maintaining and updating customer records and fees, raising invoices in a timely manner, and chasing all outstanding debt. Additionally, the role will involve allocating incoming payments, managing and processing Sales Ledger queries, and answering high volumes of incoming calls and emails....


  • Cheswick Green, United Kingdom Stonegate Group Full time

    **Job Title:** Financial Reconciliation SpecialistThe role of a Financial Reconciliation Specialist at Stonegate Group is to provide high-level support to the Finance team. The successful candidate will be responsible for managing petty cash, processing operator fees, and investigating exceptions. This is a fantastic opportunity to work in a dynamic...


  • Englefield, United Kingdom G2 Legal Limited Full time

    This is an exciting opportunity to join G2 Legal Limited as a specialist contentious probate lawyer in the contentious inheritance division of the private client team.Your workload will include all aspects of contentious trust and probate work, helping individuals who are seeking to challenge or defend the validity of a will, bring or defend a claim under...

  • Management Accountant

    2 weeks ago


    Woodford Green, Greater London, United Kingdom Armstrong Knight Full time

    Armstrong Knight is seeking a highly skilled Management Accountant to join their team. As a Management Accountant, you will play a key role in providing analysis and meaningful reporting to assist the key stakeholders in the business with the ongoing financial strategy and planning for the company and its associated subsidiaries.Key...


  • Farnborough Green, United Kingdom Jobheron Full time

    Job Title: Financial Operations SpecialistJob Summary: We are seeking a skilled and driven Financial Operations Specialist to join our team at Jobheron, a leading aircraft charter company based in Farnborough. The ideal candidate will be organised, efficient, and capable of working independently and as part of a team.Key Responsibilities:General accounts...