Due to an internal promotion, our globally operating and industry leading client require a Finance Planning Manager to support their Senior Finance and Operations teams.
Working as part of the Regional Service Team in close cooperation with the global head office commercial controlling, this business-critical position is responsible for maintaining an accurate overview and forecast of the regional finances within the service department, creating ongoing transparency of the current financial status and regional risks and opportunities.
Posted by IDEX Consulting Ltd • £70K/yr to £90K/yr
Working alongside the Head of Financial Planning, the Financial Planner will be an essential member of the team, providing advice and key recommendations to clients on areas such as retirement planning, tax and investment structuring, inheritance tax and estate planning.
My client is currently looking for a Chartered Financial Planner to join their team in Manchester.
The role operates within the financial planning team providing excellent client service to help clients meet and enhance their individual financial goals and needs.
Key responsibilities of the Financial Planning & Analysis Manager
Ensure timely and accurate preparation of financial budgets, forecasts, and other appropriate financial management information to support and challenge Business Unit's SMT and MD's.
Develop and implement financial systems and processes tailored to meet evolving business needs.
Lead and co-ordinate the annual budgeting process ensuring full alignment to the Group Budget process and business plan.
Our client is seeking a highly skilled Finance Manager to join their dynamic team.
As the Finance Manager, you will play a pivotal role in overseeing the preparation and delivery of accurate and timely management accounts for all sites.
This role offers an excellent salary range of £50,000 - £60,000 and is based in Tameside.
Are you an experienced Financial Planning Administrator looking to take the next step in your career?
Join one of the UK's largest and most prestigious Wealth & Investment Management organisations in their stunning Manchester city centre office!
About the Role
As a Financial Planning Administrator, you will be an integral part of the Wealth Management team, providing high-quality administrative support to Financial Advisors and clients.
Posted by Taylor James Professional Recruitment • £32K/yr to £44K/yr
General
Our client, a prestigious firm of financial planners in Manchester city centre are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home or out of prestigious offices (home working available), you will be an integral part of the firm's technical function.
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.