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Financial Planning Specialist

1 month ago

Reading, Reading, United Kingdom Michael Page Full time

A highly skilled Financial Planning Specialist is required to oversee and manage financial planning and development within a not-for-profit organisation. This is a home-based role, ideal for a team leader who excels in the Accounting and Finance department.

About the Organisation

This organisation is a prominent entity in the not-for-profit and charities sector, boasting a sizeable team. Their primary objective is creating and implementing strategies that promote charitable work and community support.

Key Responsibilities

The key responsibilities of the Financial Planning Specialist are:

  1. Lead the development and execution of financial planning strategies.
  2. Liaise with the accounting and finance department to ensure financial stability.
  3. Create and monitor budgets to support the organisation's projects and initiatives.
  4. Track and report on financial performance and development.
  5. Identify potential financial risks and develop mitigation strategies.
  6. Collaborate with other departments to align financial plans with organisational objectives.
  7. Facilitate training and development for team members.
  8. Ensure compliance with financial regulations and standards within the charity sector.

About You

A successful Financial Planning Specialist should have:

  1. A solid understanding of financial planning and management within the not-for-profit and charities industry.
  2. Proficiency in Accounting and Finance.
  3. Strong leadership skills with a capacity to motivate and direct a team.
  4. Excellent communication skills to liaise with various departments.
  5. The ability to develop and implement strategic financial plans.

What We Offer

  • A competitive salary range of circa £55,000 per year.
  • The opportunity to make a real difference in a housing organisation.
  • A supportive and collaborative work environment.
  • Comprehensive benefits package (to be confirmed on application).
  • A permanent role with opportunities for growth and development.