Financial Planning Manager

3 weeks ago


Bristol, Bristol, United Kingdom Rockfield Specialist Recruitment Full time
About the Role

This Financial Planning Manager position has become available due to the company's continued growth and success. The successful candidate will be responsible for providing quarterly actuals reporting and reconciliation to the partner business, as well as being the key point of contact for fielding questions from the partner business regarding forecasts and actuals reporting.

You will work closely with the Commercial teams to analyze opportunities for improvements in performance and provide periodic commercial performance reporting. Your strong analytical skills and attention to detail will ensure that the financial performance of the business is accurately reported and analyzed.

The estimated salary for this role is £45,000-£50,000 per annum, plus bonus and benefits. If you are a qualified accountant with experience in financial planning, please apply with your CV.



  • Bristol, Bristol, United Kingdom Quilter Financial Planning Full time

    At Quilter Financial Planning, we are seeking ambitious individuals to join our full-time programme and embark on a rewarding career as a financial adviser.This programme offers a unique opportunity to gain Level 4 CII Qualification - Diploma in Regulated Financial Advice, fully paid for, and join our team of financial planners in a self-employed role once...


  • Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full time

    About MP Estate Planning UKWe are expanding rapidly and looking for motivated professionals to join our team. As an Estate Planning Consultant, you will play a key role in shaping the future of our clients.Our consultants help clients secure their financial future and build a lasting legacy. If you're passionate about this, we'd love to hear from you.Salary:...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol NHS Foundation Trust Full time

    Role OverviewWe are seeking a skilled Financial Planning Manager to join our team at University Hospitals Bristol and Weston NHS Foundation Trust. The successful candidate will be responsible for providing financial planning and management support to the corporate finance team.About the RoleThis is an exciting opportunity for a highly motivated individual...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust Full time

    Job Title: Financial Planning ManagerUniversity Hospitals Bristol and Weston NHS Foundation Trust is seeking a skilled Financial Planning Manager to join their corporate finance team. This is an exciting opportunity for a highly analytical individual with experience in financial management within the NHS environment.The successful candidate will be...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol NHS Foundation Trust Full time

    Financial Planning and Performance AccountantWe are seeking a highly skilled Financial Planning and Performance Accountant to join our corporate finance team at University Hospitals Bristol NHS Foundation Trust. This exciting role will provide support for the Trust's financial planning, reporting, and performance function, as well as delivering a...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust Full time

    Job Title: Financial Planning ManagerWe are seeking an experienced Accountant to join our team as a Financial Planning Manager at University Hospitals Bristol and Weston NHS Foundation Trust.The estimated salary for this role is £55,000 - £65,000 per annum, depending on experience.About the Role:This is a challenging and rewarding position that requires...


  • Bristol, Bristol, United Kingdom Orion Engineering Services Full time

    We are seeking an experienced Head of Financial Planning and Management to join our team at Orion Engineering Services.">Job Requirements:Company Overview: As a leading Solar start-up, we are committed to shaping the financial health and strategy of our client's UK operations.Salary: The estimated salary for this role is £90,000 - £120,000 per annum,...


  • Bristol, Bristol, United Kingdom Opus Talent Solutions Full time

    Opus Talent Solutions: Senior Financial ProfessionalWe are seeking a highly skilled Senior Budget Analyst to join our team in a leadership role within the Financial Planning & Analysis (FP&A) department. As a key member of the FP&A team, you will be responsible for coordinating consolidated budgeting and forecasting processes, analysing and reporting on...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol NHS Foundation Trust Full time

    Role OverviewThe Corporate Finance Accountant will play a key role in the financial planning and reporting of the Trust. This includes preparing financial reports, budgeting, and providing financial advice to stakeholders.This is an exciting opportunity for a skilled accountant to join our team and contribute to the financial success of the Trust.


  • Bristol, Bristol, United Kingdom Rockfield Specialist Recruitment Full time

    Senior Financial Planning Manager RoleRockfield Specialist Recruitment is seeking an experienced Senior Financial Planning Manager to join our team. In this role, you will be responsible for managing and shaping the way in which finance supports the business.You will work closely with stakeholders across the organization to agree assumptions, provide robust...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol NHS Foundation Trust Full time

    Job Title: Financial Planning and Management ProfessionalAbout the Role:We are seeking a highly skilled Financial Planning and Management Professional to join our corporate finance team at University Hospitals Bristol NHS Foundation Trust. The ideal candidate will have excellent analytical and numeracy skills, with experience in financial management in an...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol NHS Foundation Trust Full time

    Job Title: NHS Financial Planning ManagerAt University Hospitals Bristol NHS Foundation Trust, we are seeking an experienced Financial Planning Manager to join our corporate finance team. The successful candidate will be responsible for developing and maintaining the trust's annual and medium-term revenue plan, forecasting models, and relevant supporting...


  • Bristol, Bristol, United Kingdom Red Kite Waste Full time

    Salary: £35,000 - £45,000We are seeking a highly skilled Management Accountant to join our dynamic waste management and recycling company, Red Kite Waste. The ideal candidate will have previous experience as a Finance Business Partner, Finance Controller, or Accountant, with strong working knowledge of accounting systems, preferably SAP Business One.Key...


  • Bristol, Bristol, United Kingdom Aviva plc Full time

    At Aviva, our mission is to empower customers to achieve their long-term financial goals. As a Financial Planning Manager, you will play a key role in delivering exceptional customer experiences and driving business growth.About the RoleWe are seeking an experienced professional with a strong background in financial planning and analysis. You will be...


  • Bristol, Bristol, United Kingdom Knovia Full time

    About UsKnovia is a collective of leading education businesses that deliver expert professional development across their chosen sectors.We bring clarity of vision, expertise, and resources to drive success and make a lasting impact across our specialist sectors of Care, Education, and Dental. Our principles and core values demonstrate our commitment to being...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust Full time

    Job OverviewWe are seeking an experienced Accountant to join our team as a Financial Planning and Performance Manager. This is an exciting opportunity to work in a forward-thinking finance team at University Hospitals Bristol and Weston NHS Foundation Trust.In this role, you will be responsible for providing support for the Trust's financial planning,...


  • Bristol, Bristol, United Kingdom Mp Estate Planning (Uk) Limited Full time

    About the RoleAs a Financial Future Planner with MP Estate Planning UK, you will play a vital role in shaping the financial futures of our clients. You will provide expert advice on trusts, estates, inheritance tax, and legacy planning strategies.


  • Bristol, Bristol, United Kingdom Service Care Solutions Full time

    Job Overview:We are seeking a skilled Financial Planning Specialist to join our team at Service Care Solutions in Bristol. This role involves conducting comprehensive financial research, supporting Financial Planners in client meetings, and managing client portfolios to ensure optimal performance.Main Responsibilities:Developing personalized financial...


  • Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full time

    At MP Estate Planning (UK) Limited, we are seeking a highly motivated and driven Estate Planning Consultant to join our expanding team in the rapidly growing industry of estate planning.The successful candidate will play a key role in shaping the financial futures of clients and building lasting legacies. With a passion for helping individuals secure their...


  • Bristol, Bristol, United Kingdom Service Care Solutions Full time

    Service Care Solutions is proud to be recruiting on behalf of a reputable financial advisory firm in the Bristol area, seeking an accomplished Financial Planning Specialist to join their team.This role is ideal for a candidate with a strong background in financial planning, excellent analytical skills, and a client-centered approach. As a key member of the...