Current jobs related to Financial Planning Manager - Essex - Workingmums
-
Experienced Mortgage
3 weeks ago
Essex, United Kingdom Quilter Financial Planning Full timeRole Overview: We are seeking a highly skilled and experienced Self-Employed Mortgage & Protection Adviser to join our team at Quilter Financial Planning. Your primary responsibility will be to deliver mortgage and protection advice to our clients, ensuring they receive the best possible solutions for their financial needs.About the Company: Our company...
-
High Earning Mortgage Professional
6 days ago
Essex, United Kingdom Quilter Financial Planning Full timeCompany Overview: Quilter Financial Planning is a leading business providing mortgage planning, protection advice, and general insurance.The company offers a supportive and friendly environment, a commitment to quality advice, excellent customer service, and dedicated administration to facilitate income-generating activities.We are seeking an experienced...
-
Mortgage Advisor
2 weeks ago
Essex, United Kingdom Quilter Financial Planning Full timeJob Description One of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run...
-
Mortgage Advisor
3 months ago
Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run firm offering a...
-
Mortgage Advisor
3 months ago
Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run firm offering a...
-
Financial Planning Administrator
5 months ago
Essex, United Kingdom Idex Full timeAn opportunity has become available for a Financial Planning Administrator in Essex to join a growing financial planning firm. **Your role will include but will not be limited to**: - Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner - Record annual review dates on the back office system and...
-
Mortgage Advisor
3 months ago
Essex, UK, Eastern England, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run firm offering a...
-
Financial Planning Specialist
4 weeks ago
Essex, United Kingdom D4P Media Ltd Full timeAbout the Role:D4P Media Ltd is seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you will play a crucial role in supporting the financial activities of our company's Accounts department.Key Responsibilities:Assist with cash management, banking operations, and cash flow reportingMaintain accurate financial records and provide...
-
Financial Planning Administrator
1 week ago
Loughton, Essex, United Kingdom CV Elite Ltd Full timeI am recruiting a Financial Planning Administrator to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10). The Role: Working in a collaborative, fast paced and client focused team, the role of Financial Planning Administrator involves providing administrative support to the Partners, Financial...
-
Financial Planning Administrator
2 weeks ago
Loughton, Essex, United Kingdom Dawn Consulting (Sw) Limited Full timeI am recruiting a Financial Planning Administrator to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10).The Role: Working in a collaborative, fast paced and client focused team, the role of Financial Planning Administrator involves providing administrative support to the Partners, Financial...
-
Assistant Financial Planning Administrator
4 weeks ago
Colchester, Essex, United Kingdom Time Appointments Full timeWe are delighted to be recruiting for an Assistant Financial Planner on behalf of our client, a highly regarded Independent Financial Advisors based in Colchester. This is a fantastic opportunity for a bright individual who is looking to build a thriving career within the Financial Services Industry. This two-year training programme has been specifically...
-
Financial Management Specialist
4 weeks ago
Essex, United Kingdom Edwards & Pearce Limited Full timeWe are seeking a part-time Financial Management Specialist to join our team at Edwards & Pearce Limited. The successful candidate will work 4 days a week, providing financial expertise to our Arts sector clients. The contract is until Spring 2026, with the possibility of extension. The role offers a competitive package, including 25 days holiday (pro rata)...
-
Financial Planning Administrator
4 weeks ago
Colchester, Essex, United Kingdom Service Service Full time €32,000My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to...
-
Financial Operations Manager
4 weeks ago
Essex, United Kingdom Pure Resourcing Solutions Limited Full timeFinancial Controller Job DescriptionThe Financial Controller is a key member of our team at Pure Resourcing Solutions Limited, responsible for leading our financial operations and ensuring the company's financial performance is optimized.Key Responsibilities:Financial Reporting: Produce monthly management accounts and department finance reports, providing...
-
Financial Operations Manager
4 weeks ago
Essex, United Kingdom Pure Resourcing Solutions Limited Full timeFinancial Controller Job DescriptionThe Financial Controller is a key member of our team at Pure Resourcing Solutions Limited, responsible for leading our financial operations and ensuring the company's financial performance is optimized.Key Responsibilities:Financial Reporting: Produce monthly management accounts and department finance reports, providing...
-
Financial Planning Administrator
4 weeks ago
Colchester, Essex, United Kingdom Service Service Full time €32,000My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to...
-
Financial Manager
4 weeks ago
Essex, United Kingdom Hill Group UK Full timeJob Title: Financial Manager - Investment PartnershipsReports to: Deputy Group Finance DirectorOverview:The Financial Manager - Investment Partnerships oversees all financial aspects of Hill Group's Investment Partnerships, working with local authorities and housing associations to redevelop land for housing and commercial uses.This role includes managing...
-
Management Accountant
4 weeks ago
Essex, United Kingdom Pure Resourcing Solutions Limited Full timePure Resourcing Solutions Limited is seeking a skilled Management Accountant to join their team. As a key member of the finance department, you will be responsible for preparing and reviewing financial statements, managing accounts payable and receivable, and performing balance sheet reconciliations.Key Responsibilities:Prepare and review financial...
-
Financial Manager for Investment Partnerships
4 weeks ago
Essex, United Kingdom Hill Group UK Full timeJob Title: Investment Partnerships Finance ManagerOverview:The Investment Partnerships Finance Manager plays a crucial role in overseeing the financial aspects of Hill Group's Investment Partnerships. These partnerships work closely with local authorities and housing associations to redevelop land for housing and commercial uses. The successful candidate...
-
Financial Director
4 weeks ago
Essex, United Kingdom cv-library.co - Jobboard Full timeJob SummaryThe Finance Director is a key member of the regional management team, responsible for providing financial oversight and guidance to the Managing Director. The role involves reviewing and challenging new business opportunities, leading the business planning process, and developing the BU business strategy.Key ResponsibilitiesReview and challenge...
Financial Planning Manager
2 months ago
Salary: £60,000 Pro Rata dependent upon experience + Profit Share Opportunity
Location: Stansted
Term: Permanent
Our client is seeking a qualified Accountant with robust financial acumen to join their team as a Management Accountant. The successful candidate will oversee all financial activities of the company, including financial planning and analysis, budgeting, forecasting, financial reporting, and compliance with relevant regulations.
You will collaborate closely with the executive team, providing financial insights and recommendations to support strategic decision-making as the company grows and thrives in a robust and thriving sector.
The role would be working 3 or 4 full days per week, offering a fantastic opportunity to play a key role in a significant corporate transaction.
Key Responsibilities:- Prepare and manage monthly management accounts, offering detailed insights into financial performance.
- Implement strategies to improve financial performance, streamline operations, and maximize profitability.
- Provide detailed financial reports.
- Collaborate with management to identify opportunities and constraints for company growth.
- Model financial scenarios and provide recommendations based on analysis.
- Work closely with the management team, particularly the CEO and COO, to deliver financial information and support strategic planning.
- Attend board meetings to discuss financial matters.
- Utilise Sage and the CRM system for financial management.
- You must be a fully qualified accountant.
- Ability to prepare statutory accounts.
- Strong understanding of financial principles, practices, and regulations.
- Advanced proficiency in financial modelling and analysis.
- Energetic self-starter with a keen awareness of financial performance.
- Capacity to maintain confidentiality while handling financial matters.
- Proficiency in Sage and CRM systems.
- Profit Share Opportunity.
- Benefits: Pension, 23 Days Annual Leave + 1 additional day per calendar year worked, up to 25 days.
- Free Parking.
If you meet the above criteria and are ready to take on a pivotal role in a dynamic company working in a leading edge sector, we would love to hear from you. Apply today to contribute to their financial success.
#