Current jobs related to Financial Planning - Cheshire - Robert Walters
-
Financial Planning Administrator
3 days ago
Warrington, Cheshire, United Kingdom mbf Full timeIFA Administrator – Central Manchester Salary: Up to £35,000 + Bonus + Excellent Benefits Hybrid Working (Office/Home) A highly respected national Financial Planning firm, with a strong and long-established presence across the North West, is seeking an experienced IFA/Financial Planning Administrator to join their Manchester office. This is an excellent...
-
Financial Planning and Analysis Manager
3 days ago
Chester, Cheshire, United Kingdom GARY CHAPLIN LTD Full timeEntrepreneurial Consumer Services Group c.£70,000 + Attractive Package An entrepreneurial, high-growth consumer services group is seeking an ambitious, commercially astute, and technically strong Senior FP&A Manager. This is a newly created senior leadership opportunity for an experienced finance professional to play a pivotal role in a period of rapid...
-
Financial Planning Administrator
2 days ago
Cheadle, Cheshire, United Kingdom Asset Recruit Full time £100,000 - £150,000 per yearJob Description We are currently recruiting for an enthusiastic Financial Planning Administrator for a Cheadle based IFA firm. Our client is a well-respected financial planning company committed to the delivery of approachable, professional and informed advice to a select number of corporate and private clients. They currently have a great opportunity for an...
-
Financial Planning and Analysis Manager
2 weeks ago
Warrington, Cheshire, United Kingdom GT Consulting | GTC Full timeFP&A Manager High-Growth PE-Backed | Manchester | Hybrid £70,000 – £80,000 + benefits Confidential Search – via GTC Are you an analytically sharp, commercially minded FP&A professional who wants to step into a role with real visibility, influence and momentum? We're supporting a high growth PE-backed business on the search for an FP&A Manager who will...
-
Financial Planner
1 week ago
Cheshire, United Kingdom IDEX Consulting Ltd Full timeMy client is looking for someone to join their Financial Planning team at their offices in Cheshire. They're looking for a Chartered or 'working towards Chartered' Financial Planner who believes in true independent lifetime financial planning; someone who revels in the detail of building financial plans and 'what if' scenarios. - Service and grow an existing...
-
Financial Planner
1 week ago
Cheshire, United Kingdom MB Fitzgerald Full time**Financial Planner - Cheshire - Salary negotiable around £60,000 plus Bonus and Benefits** MB Fitzgerald Recruitment are currently working with a hugely successful Financial Planning Practice in Cheshire who are looking to hire an experienced Financial Planner. With over £250M FUM and 7 figure profits, this company are well established as a leader in the...
-
Financial Planning and Analysis Manager
3 days ago
Cheshire West And Chester, United Kingdom GARY CHAPLIN LTD Full timeEntrepreneurial Consumer Services Groupc.£70,000 + Attractive PackageAn entrepreneurial, high-growth consumer services group is seeking an ambitious, commercially astute, and technically strong Senior FP&A Manager. This is a newly created senior leadership opportunity for an experienced finance professional to play a pivotal role in a period of rapid...
-
Financial Planning and Analysis Manager
4 days ago
Cheshire West and Chester, United Kingdom GARY CHAPLIN LTD Full timeEntrepreneurial Consumer Services Groupc.£70,000 + Attractive PackageAn entrepreneurial, high-growth consumer services group is seeking an ambitious, commercially astute, and technically strong Senior FP&A Manager. This is a newly created senior leadership opportunity for an experienced finance professional to play a pivotal role in a period of rapid...
-
Financial Advisor
6 days ago
Cheshire, United Kingdom IDEX Consulting Ltd Full timeAre you bored of having to generate lead after lead? Do you want to move to a business whose reputation is one of the best in the market? Do you want to be given the autonomy to work to your own circumstances and lifestyle? If the answer to those questions is yes, this is the role for you **The role**: Working as a Wealth Advisor you will meet new and...
-
Financial Controller
6 days ago
Cheshire, United Kingdom SaB Consultancy Yorkshire Ltd Full timeJob DescriptionFinancial Controller (FD Designate)Cheshire\tFinancial Controller (FD Designate).\tEntrepreneurial owner managed business.\tQualified CIMA/ACCA/ACA or equivalent experience.\t5 Year growth strategy organically and through acquisition.\tKey Leadership role reporting to the MD.About the CompanyBased in Cheshire, my client is one of a group of...
Financial Planning
2 weeks ago
My client, a leading PE-backed logistics business, are looking to recruit a Financial Planning and Reporting Manager to join their fast-growing finance team in Warrington.
Reporting into the Group FC, and working closesly with senior finance and operations, the Financial Planning & Reporting Manager will oversee the group budgeting, forecasting, consolidated management accounts, as well as various other ad hoc projects.
This is a fantastic opportunity to join one of the fastest-growing businesses in the North West. There is huge scope to progress and develop your career long term, whilst being supported by a high calibre senior finance function.
Key responsibilities include:
- Lead and develop the budget process with support from the Group Financial Controller, ensuring it's timely completion.
- Enhance and develop forecasting and scenario planning capabilities - working alongside key business stakeholders.
- Preparation of briefing packs to support the sign off of budgets.
- Preparation of fortnightly senior management briefing packs for review and sign off with the CEO and CFO.
- Preparation of monthly Board packs / management accounts.
- Work with the divisional financial controllers/management accounts to ensure consistency of reporting across the Group
- Managing the flow of information for funding providers.
- Ad hoc information provision for tender processes.
- Supporting the GFC and auditors where required with reporting the full year results and finalising our financial statements.
- Work with the core finance team to develop analysis key product streams (P&Ls) and also key balance sheet items.
- Work with the GFC to enhance the reporting of non-financial metrics and KPIs including operational finance metrics.
- Qualified accountant (ACA/CIMA/ACCA) with some PQE
- Strong experience in management accounting and FP&A
- Advanced Excel skills, ability to help build robust models
- Highly analytical, ideally with Power BI experience or similar
- Confident and ambitious
