Current jobs related to Planning Partner: Financial Planning Lead - Swansea, City and County of Swansea - Trinity St Davids
-
Planning Officer
4 days ago
Swansea, City and County of Swansea, United Kingdom SWANSEA COUNCIL Full time £36,363 - £39,862 per year£36,363 - £39,862 per year. Temporary for six months. We are recruiting a Planning Officer in our Development Management Team to be part of the team delivering unprecedented levels of regeneration and development within Swansea.Post title: Planning OfficerPost number: PL.66773-V1Salary: £36,363 - £39,862 per yearJob description: Planning Officer...
-
Development Planning Advisor
1 week ago
Swansea, City and County of Swansea, United Kingdom Cyfoeth Naturiol Cymru Natural Resources Wales Full time £40,000 - £60,000 per yearThe roleAre you passionate about shaping sustainable development in Wales? Do you want to help safeguard our natural resources while playing a key role in planning the places where we live, work, and thrive?We're looking for twoDevelopment Planning Advisorsto join our expert team within Natural Resources Wales. This is an exciting opportunity for individuals...
-
Financial Advisor
2 weeks ago
Swansea, City and County of Swansea, United Kingdom Fram Search Full time £40,000 - £80,000 per yearA well-established financial planning firm is seeking a Wealth Adviser to take over a retiring advisor's client book and support both new and existing clients in achieving their financial goals. The role exists to help clients define their short- and long-term objectives and to contribute to the ongoing development of the firm's client portfolio across South...
-
Client Services Administrator
6 days ago
Swansea, City and County of Swansea, United Kingdom Estate Capital Financial Management Ltd Full time £24,500 - £33,000 per yearOne of Swansea's leading firms of independent financial advisers wishes to appoint a business administrator.This role involves providing technical and administrative support to financial advisers.The successful candidate would provide on going management of financial products, pension funds and investment portfolio plus the ongoing management of client...
-
Financial Controller
3 days ago
Swansea, City and County of Swansea, United Kingdom Access Training Academies Full time £40,000 - £60,000 per yearCompany DescriptionAccess Training Academies provides intensive, accredited training courses for both new and experienced tradespeople across the UK. With training centres in across the UK, the academies specialise in trades such as Electrical, Plumbing, and Gas Engineer training. The courses and facilities are accredited by leading awarding bodies,...
-
Audit Senior
5 hours ago
Swansea, City and County of Swansea, United Kingdom Rekroot UK Full timeExcellent opportunity for an Audit Senior to join a growing accountancy firm in Swansea. You will lead audits from planning to completion for a diverse SME and OMB portfolio, supervise junior staff, ensure compliance, and build strong client relationships.Client DetailsThis is an excellent opportunity for an experienced Audit Senior to join a...
-
Paraplanner
7 days ago
Swansea, City and County of Swansea, United Kingdom Estate Capital Financial Management Ltd Full time £24,000 - £42,000 per yearOne of Swansea's leading firms of independent financial advisers wishes to appoint a Paraplanner.This role involves providing technical and administrative support to financial advisers, including research of suitable financial products to meet our clients needs, processing business, creating technically accurate reports, recording and managing existing...
-
Self Employed Mortgage Advisor
2 weeks ago
Swansea, City and County of Swansea, United Kingdom PM Financial Full time £28,000 - £70,000 per yearJob SummaryLooking for a self-employed role with the freedom to work on your terms while benefiting from high-quality, qualified leads and the support from an admin team?We're looking for experienced Mortgage & Protection Advisors to join our growing team If you're struggling with a lack of leads but want flexibility, great earning potential, and strong...
-
Head of Finance
2 weeks ago
Swansea, City and County of Swansea, United Kingdom Ivolve Group Full time £40,000 - £80,000 per yearJob Title: Head of Finance Location: Wales (with travel as required) Reporting to: Group Finance Director Salary: Competitive, dependent on experienceAbout the RoleWe're looking for an experienced and commercially astute Finance Lead to oversee financial operations for our Wales division. This is a senior leadership role with direct accountability for...
-
Head of Finance
2 weeks ago
Swansea, City and County of Swansea, United Kingdom TLC - part of the ivolve Group Full time £120,000 - £150,000 per yearJob DescriptionJob Title:Head of FinanceLocation:Wales (with travel as required)Reporting to:Group Finance DirectorSalary:Competitive, dependent on experienceAbout The RoleWe're looking for an experienced and commercially astute Finance Lead to oversee financial operations for our Wales division. This is a senior leadership role with direct accountability...
Planning Partner: Financial Planning Lead
2 weeks ago
This is an exciting time to be joining the University as we continue our mission of transforming education and, by doing so, transform the lives of the individuals and communities connected to us.
If you work with us, you will belong to a community of dedicated people working together to achieve our mission. Whatever your area of expertise, UWTSD offers a work environment that is welcoming and inclusive. We have many different roles at the University, from academic experts, to professional and technical services staff; each one plays a part and can make a difference. We are proud of our people and they are at the heart of everything we do.
We are also proud of our history and our connection to it. The University's Royal Charter is the oldest of any University in Wales and England after the Universities of Oxford and Cambridge. Today, we are a modern, confident and ambitious institution with campuses across 3 counties in South West Wales, as well as a campus in London and Learning Centres in Cardiff and Birmingham.
Learn more about the University and what it has to offer you by visiting our website here. We look forward to receiving your application.
Planning Partner: Financial Planning Lead
Vacancy Ref
51662
Location
Swansea or Carmarthen
Salary
£48,822 - £58,225 per annum
Closing Date
Wednesday, December 3, 2025
The University of Wales Trinity Saint David (UWTSD) traces its heritage back to the first university in Wales, receiving its Royal Charter in 1828 and is honoured to have His Majesty King Charles III as Royal Patron.
UWTSD now teaches over 16,000 students across its six campuses in the UK; four in Wales and two in England. It has long-standing international educational partnerships in Europe, China, Malaysia, the USA and elsewhere.
Our aim is to transform education, and by doing so transform the lives of the individuals and the communities we serve. We are already recognised for providing an outstanding student experience:
• 1st in Wales and 2nd in the UK for Student Satisfaction (Times Higher Education, July 2025)
Our success is due to the commitment, skill, knowledge, and ability of our people working together. We are now building on this strong culture and provision to become a leading provider of accessible higher education.
- THE ROLE –
This role will significantly contribute to the continuous improvement of strategic financial planning providing key financial technical insights and be a trusted adviser to the Chief operating Officer and senior leaders. This role is a key financial planning leader within the University, responsible for driving financial performance and delivering strategic insight.
As the Planning Partner: Financial Planning Lead you will be responsible for building financial planning, analysis, and financial modelling capabilities.
You will manage core financial planning processes, develop analytics, and provide expert guidance to inform decision-making across the institution.
You will play a key role in developing new and existing tools, processes, and relationships that empower leaders across academic and professional service areas to make better-informed, data-driven decisions aligned with the University's strategic priorities.
Please refer to the job description for details on the essential criteria required for this role.
- ADDITIONAL INFORMATION -
- Annual leave entitlement is 35 days', plus 8 bank holidays and 4 University closure days pro rata
- For information on our staff benefits, please copy and paste this link into your browser:
- This post may be eligible for sponsorship
- This application process does not include the option to submit a CV. Therefore, your application will be assessed based on your application and supporting statement
Closing date: 3rd December
Function
Administration
Status
Full Time
Type
Permanent
Hours
37