Financial Planning Operations Manager
3 days ago
We are seeking an experienced Paraplanning Manager to join our client, a well-established provider in their field, on a permanent basis.
The role is full-time and will see you working Monday - Friday 9-5pm.
About the RoleThis position involves supporting a team of Paraplanners and contributing to the delivery of high-quality services.
You will be responsible for:
- Providing administrative support to the team;
- Assisting with the preparation of documents and reports;
- Maintaining accurate records and data.
In return, you can expect a competitive salary of up to £60,000 per annum.
LocationThis role is based in Stockport and offers excellent opportunities for career growth and development.
Company OverviewOur client has become a trusted name to their clients, known for providing exceptional services and delivering results.
RequirementsTo be successful in this role, you will need:
- A strong background in financial planning or a related field;
- Excellent communication and organizational skills;
- Ability to work effectively in a team environment.
As a valued member of the team, you can enjoy a range of benefits, including a generous salary package, opportunities for professional development, and a supportive work environment.
-
Financial Planning Manager
4 weeks ago
Stockport, Stockport, United Kingdom EA First Compass House Full timeFinancial Planning and Analysis Role **Job Summary** EA First Compass House is seeking a highly skilled Financial Planning and Analysis professional to lead our Financial Planning team. As Head of Financial Planning and Analysis, you will be responsible for maintaining current processes and delivering financial planning and analysis services to the...
-
Financial Planning Manager
4 weeks ago
Stockport, Stockport, United Kingdom Adecco Full time £50,000 - £60,000Paraplanning Manager RoleAt Adecco, we're committed to delivering exceptional financial services to our clients. Our team of dedicated professionals strives for excellence in every aspect of our work. As a Paraplanning Manager, you'll be responsible for leading and managing a team of paraplanners, providing guidance and support to enhance their...
-
Financial Operations Manager
2 weeks ago
Stockport, Stockport, United Kingdom Dickson O'Brien Full timeFinancial Operations ManagerAt Dickson O'brien, we are seeking a highly skilled Financial Operations Manager to join our team. The successful candidate will be responsible for managing all financial transactions, from fixed payments and variable expenses to stock management and budgets. They will lead a small team and ensure all deadlines are met.Key...
-
Financial Operations Manager
3 weeks ago
Stockport, Stockport, United Kingdom Dickson O'Brien Full timeKey Responsibilities:• Assist the director in decision-making by preparing budgets and financial forecasts.• Manage cash flow and financial plans for review with the MD.• Provide timely financial analysis and reports to the MD.• Prepare costings for new projects as required.• Review costings and look at pricing optimisation for all customers.•...
-
Chief Financial Planning Officer
4 weeks ago
Stockport, Stockport, United Kingdom EA FIRST LTD Full timeA leading transport company is seeking a Chief Financial Planning Officer to maintain current processes and deliverables of the Financial Planning team. This role has become available due to the secondment of the existing Head of FP&A to lead the selection and implementation of a new Financial Planning Tool.The company is a private equity owned transport...
-
Chief Financial Planning Officer
4 weeks ago
Stockport, Stockport, United Kingdom EA FIRST LTD Full timeA leading transport company is seeking a Chief Financial Planning Officer to maintain current processes and deliverables of the Financial Planning team. This role has become available due to the secondment of the existing Head of FP&A to lead the selection and implementation of a new Financial Planning Tool.The company is a private equity owned transport...
-
Head of Financial Planning
4 weeks ago
Stockport, Stockport, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial Leadership OpportunityWe are seeking a highly experienced Finance Manager to join our finance team in the UK. As a key member of our team, you will be responsible for financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans,...
-
Financial Operations Manager
4 weeks ago
Stockport, Stockport, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial Manager RoleWe are seeking a highly skilled Financial Manager to lead our finance team in Stockport, UK. The successful candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets for...
-
Financial Planning Administrator
4 weeks ago
Stockport, Stockport, United Kingdom Eventus Legal Full timeJob Title: Financial Planning AdministratorAbout the Role:We are seeking an experienced Financial Planning Administrator to join our team at Eventus Recruitment Cheshire. As a Financial Planning Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in delivering a first-class and compliant service.Key...
-
Senior Financial Planning Specialist
4 weeks ago
Stockport, Stockport, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial Planning and Analysis ManagerbeBee Professionals is seeking a detail-oriented and experienced Financial Planning and Analysis Manager to join our finance team in Stockport, UK. The successful candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key...
-
Key Leadership Role: Financial Planning Manager
2 weeks ago
Stockport, Stockport, United Kingdom Medlock Partners Full timeFinancial Planning Manager RoleWe are seeking an experienced Financial Planning Manager to lead our team and drive results in our Financial Planning division. As a key member of our leadership team, you will be responsible for overseeing and delivering high-quality financial plans to our clients.Key Responsibilities:Support Paraplanners in research and...
-
Financial Planning Trainee
4 weeks ago
Stockport, Stockport, United Kingdom NJR Recruitment Careers Full timeAbout NJR Recruitment CareersWe are proud to be working in partnership with a well-established boutique firm of Independent Financial Advisers. This is a fantastic opportunity for a high-calibre individual looking to progress to an advisory role. The successful candidate will be taken through a structured training programme to develop the skills and...
-
Financial Planning Trainee
3 weeks ago
Stockport, Stockport, United Kingdom NJR Recruitment Full timeNJR Recruitment is proud to be working in Partnership with a reputable Independent Financial Advisory firm offering a unique opportunity for a high-calibre individual looking to progress to a financial advisory role.The firm provides a structured training programme to equip you with the necessary skills and knowledge to become a competent and successful...
-
Financial Planning and Analysis Specialist
4 weeks ago
Stockport, Stockport, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is proud to partner with a family-owned business with a strong heritage in the North West, boasting a circa £100 million turnover. This business has been steadily growing over the last few years and is always on the lookout for relevant acquisitions. Their Finance team is stable and well-led, with a strong focus on...
-
Financial Planning and Analysis Manager
4 weeks ago
Stockport, Stockport, United Kingdom https:www.energyjobline.comsitemap Full timeAs a Financial Planning and Analysis Manager at UK Biobank, you will play a pivotal role in supporting our growth trajectory to a new level. Your expertise in financial planning and analysis will enable us to make informed decisions and drive business success.Key Responsibilities:Develop and implement financial planning and analysis strategies to support...
-
Financial Planning Lead
4 weeks ago
Stockport, Stockport, United Kingdom Medlock Partners Ltd Full time £60,000Key Responsibilities:As a key member of our team, you will be responsible for supporting our Paraplanners in research and analysis to meet client needs and objectives. This will involve having a full understanding of Holistic Financial planning and being comfortable querying Financial Planners and Paraplanners.Key Skills and Experience:We are looking for an...
-
Financial Planning Team Lead
3 weeks ago
Stockport, Stockport, United Kingdom Mitchell Hall Consulting Full time £50,000 - £60,000Job Title: Paraplanner ManagerJob Summary: Mitchell Hall Consulting is seeking an experienced Paraplanner Manager to join their Heaton Mersey office, near Stockport. The ideal candidate will have a Level 4 Diploma in Financial Planning and supervisory/training experience.Key Responsibilities:Supervise the Paraplanner team and monitor workloadImplement...
-
Senior Financial Planning Professional
3 weeks ago
Stockport, Stockport, United Kingdom Medlock Partners Limited Full timeAbout the Role:We are seeking a highly skilled and experienced Paraplanning Team Lead to join our thriving business at Medlock Partners Limited. As a key member of our team, you will be responsible for supporting our Paraplanners in research and analysis to meet client needs and objectives.Key Responsibilities:Supporting Paraplanners in research and analysis...
-
Financial Planning and Reporting Specialist
3 weeks ago
Stockport, Stockport, United Kingdom Hays PLC Full timeAbout the RoleIn this exciting opportunity, you will be working as a Management Accountant for a leading print technology and solutions provider in the UK. As a key member of the European Financial Accounting & Reporting Team for the UK, you will provide key support to the local office Finance Business Partner with monthly forecasting and annual budgetary...
-
Management Accountant
4 weeks ago
Stockport, Stockport, United Kingdom RG Consultancy Full timeRG Consultancy is seeking a highly skilled Management Accountant to join their fast-growing property development company. As a key member of the finance team, you will work closely with the Financial Director to oversee financial operations and ensure accurate financial reporting.The ideal candidate will have 5+ years of experience in a financial management...