Director Financial Planning - Birmingham

We are seeking a talented individual to join our Financial Planning team in Birmingham. The team is responsible for building and developing trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. ...

Job Title: Financial Planning Director · This is a senior role within the Rathbones Financial Planning department based in Birmingham. · Provide financial planning and investment advice across key areas of expertise for new and existing clients.Manage key Investment Management re ...

Provide financial planning and investment advice to clients. · ...

Job Description · We are seeking a talented individual to join our Financial Planning team in Birmingham as a Director. · Deliver financial planning and wealth management advice to clients. · Build new client relationships and maintain existing ones through excellent service. · ...

This role provides opportunity to join a national independent financial planning firm continuing growth through organic expansion acquiring IFA client banks. · As Financial Planning Manager you will be responsible team of Financial Advisors supporting them achieve exceed targets. ...

This role provides opportunity to join a national independent financial planning firm. · Provide support to team of Financial Advisors. · Supervise each IFA to maximise key business opportunities. · Ensure Advisors are always providing quality service to clients. · ...

Oversight of client relationships and presentation of personalized financial planning advice. · ...

+Job summary · We're supporting a well-established organisation in Birmingham City Centre as they look to appoint a Financial Planning & Analysis Analyst. · +ResponsibilitiesLead the budgeting, forecasting and long-range planning cycles across the organisation. · Produce high-qua ...

An exciting opportunity has arisen for an experienced FP&A professional to join a growing retail business. · ...

Birmingham City Centre | Full-time | Hybrid. We're supporting a well-established and growing organisation in Birmingham City Centre as they look to appoint a Financial Planning & Analysis Analyst. · ...

We are looking for a commercially minded FP&A Manager to take ownership of planning forecasting and performance insight across the business. · ...

We are seeking an experienced Senior Financial Planning Supervisor to join our Mass Affluent team based in either Birmingham or Manchester. As a key member of our team,you will assist with the supervision, · coaching,and development of Wealth Planners and Wealth Managers both pre ...

An established PE-backed B2B services business is seeking an experienced FP&A Manager to join its growing finance function.This role offers significant commercial exposure ownership of core planning and analysis activities and the opportunity to influence strategic decision-makin ...

Join us as Senior Financial Planning Supervisor in our Mass Affluent team based in either Birmingham or Manchester.You will instil a strong risk and controls culture across the team, · role modelling Barclays Mindset and Values, · whilst formally supervising regulated activities ...

We are looking for a commercially minded FP&A Manager to take ownership of planning forecasting and performance insight across the business. · ...

We want someone who can translate complex performance into clear actions and influence decisions that shape how millions of people travel every year. · Supporting a £300m revenue Coach business · ...

A fantastic opportunity has been registered for an Interim Head of Financial Planning (MTFP) within a Local Government Authority based in the West Midlands. · This role offers the chance to shape and influence the financial future of a major council, · reporting directly to the D ...

Join us as a Senior Financial Planning Supervisor in our Mass Affluent team based in either Birmingham or Manchester. · ...

We are looking for an undergraduate to join our Business Controlling UK team with a focus on financial planning reporting and analysis for our UK asset base. · Supporting senior financial controllers in preparation of financial reporting monthly quarterly adhoc for our UK Flexibl ...

+We are seeking a Financial Planning and Treasury Accountant to join our team on a permanent basis. The successful candidate will have experience in financial planning, budgeting and forecasting, with exposure to treasury management within a complex organisation. · +Support the d ...