Financial Planning Operations Manager

3 days ago


Stockport, Stockport, United Kingdom Forrest Recruitment Full time
Job Overview

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 Role

This 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.

Location

This role is based in Stockport and offers excellent opportunities for career growth and development.

Company Overview

Our client has become a trusted name to their clients, known for providing exceptional services and delivering results.

Requirements

To 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.



  • Stockport, Stockport, United Kingdom EA First Compass House Full time

    Financial 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...


  • Stockport, Stockport, United Kingdom Adecco Full time £50,000 - £60,000

    Paraplanning 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...


  • Stockport, Stockport, United Kingdom Dickson O'Brien Full time

    Financial 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...


  • Stockport, Stockport, United Kingdom Dickson O'Brien Full time

    Key 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.•...


  • Stockport, Stockport, United Kingdom EA FIRST LTD Full time

    A 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...


  • Stockport, Stockport, United Kingdom EA FIRST LTD Full time

    A 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...


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

    Financial 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,...


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

    Financial 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...


  • Stockport, Stockport, United Kingdom Eventus Legal Full time

    Job 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...


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

    Financial 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...


  • Stockport, Stockport, United Kingdom Medlock Partners Full time

    Financial 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...


  • Stockport, Stockport, United Kingdom NJR Recruitment Careers Full time

    About 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...


  • Stockport, Stockport, United Kingdom NJR Recruitment Full time

    NJR 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...


  • Stockport, Stockport, United Kingdom Michael Page (UK) Full time

    About 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...


  • Stockport, Stockport, United Kingdom https:www.energyjobline.comsitemap Full time

    As 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...


  • Stockport, Stockport, United Kingdom Medlock Partners Ltd Full time £60,000

    Key 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...


  • Stockport, Stockport, United Kingdom Mitchell Hall Consulting Full time £50,000 - £60,000

    Job 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...


  • Stockport, Stockport, United Kingdom Medlock Partners Limited Full time

    About 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...


  • Stockport, Stockport, United Kingdom Hays PLC Full time

    About 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 time

    RG 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...