Financial Planning Specialist

Pertemps Seeks Paraplanning ExpertWe are looking for an ambitious and experienced paraplanning specialist to join our team in the Solihull area. The successful candidate will be responsible for assessing fact find documentation, attitude to risk questionnaires, and advisor proposals to develop comprehensive financial plans.This is a fantastic opportunity for...

Company OverviewJELD-WEN, Inc. is a leading manufacturer of windows and doors, with a rich history of innovation and customer satisfaction.About the RoleWe are seeking an experienced Senior Financial Planning Specialist to join our European Operations team. As a key member of our finance team, you will play a crucial role in driving business growth and...

Role OverviewWe are seeking an experienced Financial Planning and Analysis (FP&A) specialist to join our team in Solihull, UK. The successful candidate will be responsible for supporting group-wide planning processes, including annual budgeting and forecasting.

Key ResponsibilitiesThe successful Paraplanner will be responsible for drafting high-quality financial planning reports, collaborating with advisors, and conducting thorough research and analysis.We are seeking an experienced Paraplanner to join our team, offering a competitive salary of £35,000 per annum, plus a discretionary bonus of £3-4K and...

Henderson Loggie Financial Planning Ltd (HLFP), a proud subsidiary of Henderson Loggie LLP, offers expert, independent financial advice tailored to businesses and individuals throughout Scotland.We're excited to share that we're on the lookout for a new member to join our team as an experienced Financial Planning Consultant.Our Financial Planning division...

Secure Trust Bank Group is a leading specialist lender in the UK, providing savings accounts and lending services to over one million customers. We're an award-winning bank that nurtures differences and supports diversity.About the RoleWe're seeking an experienced Banking Strategy Coordinator to assist our Strategy and Corporate Development Director in...

About the Role">We are seeking a skilled Corporate Financial Planning and Analysis Specialist to join our team. As an FP&A Analyst, you will be responsible for consolidating monthly financial performance data and engaging with various teams to gain insights into variances to forecast.">Key Accountabilities">">Consolidate monthly financial data and analyze it...

CORRELA IS SEEKING A HIGHLY SKILLED FINANCIAL PLANNING ANALYST TO JOIN OUR TEAM!In this role, you will play a crucial part in ensuring the accuracy and completeness of our company's financial data, working closely with both functional and operational teams to develop a thorough understanding of our financial performance.Key aspects of the job include:Monthly...

Are you looking for a challenging and rewarding career in wealth management? We have an exciting opportunity for a Paraplanner to join our team at MBF Recruitment in Solihull.Company OverviewWe are delighted to be representing a small but dynamic wealth management business, backed by an international Investment Manager. Our client is ambitious and plans to...

We're excited to introduce the role of Financial Content Specialist at Paragon Bank. This is a unique opportunity to showcase your expertise in personal finance, savings, and money management to a wide audience.Key ResponsibilitiesDevelop and maintain relationships with key stakeholders in the media and personal finance communities.Create compelling content...

Job Title: Financial Planning and Analysis Lead\About the Role: Our client, a leading business in Solihull, is seeking an experienced Financial Planning and Analysis Lead to join their team. The successful candidate will have expertise in budgeting and forecasting, financial analysis, and strategic planning.\Key Responsibilities:\\Develop and manage...

About the Role">We are seeking an experienced Financial Planning and Analysis Leader to join our team at CV Library. As the leader of our FP&A and Strategic Projects team, you will be responsible for developing and implementing annual budgets, forecasting financial performance, and providing actionable insights to drive business growth.This is a highly...

Director of FP&A and Strategic Projects - Solutions and Services (S&S)The OpportunityAs the Director of Financial Planning & Analysis (FP&A), you will lead and own the financial planning, forecasting, and strategic planning processes across the organization. You will work closely with senior leadership, providing actionable insights that drive...

Overview: As a Junior Financial Planning Coordinator at CleverHR, you will play a vital role in supporting our financial planning team. This is an exciting opportunity to work in a fast-paced environment and develop your skills in financial planning and administration.Your responsibilities will include providing administrative support, data entry, and record...

Senior Business AnalystThis is an exceptional opportunity to join a major international group as a Senior Business Analyst. The role will provide the opportunity to travel internationally (Europe) with group-wide responsibility for providing high-quality business insight and strategic planning.The Senior Business Analyst will report to the Group Finance...

This is a varied financial planning administration role which will develop quickly for an ambitious applicant with ability and a great attitude. It is a fantastic opportunity to work with motivated colleagues and where you will have a real impact to the success of the business. You will be an integral member of our client services support team. Your...

OverviewInfor, a global leader in business cloud software, is seeking a skilled Financial Accounting Specialist to join our dedicated accounting team.This role will be based in [Location], offering a competitive salary of $65,000 - $85,000 per annum, depending on experience.Job DescriptionThe successful candidate will work closely with the accounting team to...

About the CompanyCounted Recruitment is seeking a highly skilled FP&A Analysis Manager to join an international service company based in Solihull.The role involves refining financial models, conducting scenario analysis, and managing long-term budgets to support the company's strategic objectives.Enhance strategic planning and financial modelling for...

Job OverviewWe are seeking an exceptional FP&A professional to join our team as Head of Financial Planning & Analysis. This role offers a unique opportunity to work with a major international group, providing high-quality business insight and strategic planning. You will be responsible for managing the forecasting and budgeting activities across multiple...

Job DescriptionWe are seeking a highly skilled Senior Financial Planning and Analysis Manager to join our team at CV Library. As a key member of our finance department, you will be responsible for leading the development and implementation of our annual budgeting process, working closely with department heads to set financial targets and objectives.Key...