Financial planning jobs in Birmingham - Page 2Crear alertas

Deputise for the Head of Financial Planning & Analysis as required. Deputy Head of Financial Planning & Analysis. We are seeking a proactive and detail‑oriented Deputy Head of Financial Planning & Analysis to join our finance team.

A leading wealth management firm is seeking a Senior Financial Planning Director in Birmingham.

Across Asset Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ul

Provision of support to relationship managers with planning, tracking and the execution of complex client projects bymanaging timelines andresources,identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Join u

Department Manager | Birmingham | Up to £33,000 plus Bonus RAPIDLY EXPANDING and the MARKET LEADER in their retail sector! If you thrive on pace, people, processes and passion, then drive your career forward with this rapidly growing retail business. Our client is a high-profile volume retail store, renowned for value-for-money and excellent customer service. Our client is very much on an upward trajectory, having undergone an impressive new store opening programme over the last few years. Our client is looking for future Store Managers. As a Department Manager reporting to the Store Manager and responsible for a strong team, you'll be tasked with driving forward both turnover and revenues from the store based on lean principles. Keeping a close focus on financial KPIs, including wages, wastage and shrinkage will form a key element of the role, together with non-financials such as customer service/feedback, internal audit and standards and compliance. Department Manager Responsibilities; Managing the day to day running of a department Acting as Duty Manager for the entire store in the absence of Store Management Assisting Store Management in achieving company KPI's Ensuring your team delivers exceptional customer service Delivering exemplary standards in store presentation, stock control, shrinkage and administration compliance Complying with all Health & Safety policies and legislation Use management information to make strategic business decisions The ideal Department Manager candidate; Have a proven track record in a fast paced retail environment. Enjoy being on the shop floor- No sitting in the office for you! Be able to demonstrate a high level of operational, leadership, planning, organisational, interpersonal and communication skills Be target driven and customer service orientated Be highly motivated and ambitious Be a self starter with a can do attitude Please apply with your most up to date cv for the department Manager role BH35183 TPBN1_UKTJ

Your new company You will be joining an industry-leading civil engineering contractor based in Birmingham specialising in delivering major large-scale infrastructure projects across the Midlands region. This multi-accredited and established contractor is well-known for their commitment to quality, safety and innovation as well as valuing its people and investing in their professional development. As part of their continued growth, they are seeking a talented and driven Project Manager to join their expanding team. This is an exciting opportunity to be part of a dynamic organisation delivering high-value, impactful projects. This is a full-time permanent position based out of their Birmingham office covering long-term projects initially in the Warwickshire area. Your new role As Project Manager, you will lead one or more project teams to deliver complex projects up to £25m in value. You'll be responsible for ensuring projects are completed on time, within budget, and to the highest standards of safety and quality. Working closely with the Contracts Manager, you'll manage subcontractors, liaise with design teams, and maintain strong client relationships throughout the project lifecycle. Key responsibilities include: Leading project teams and overseeing all phases of construction Managing contract costs, variations and reporting financial status Ensuring compliance with health & safety, quality and environmental standards Scheduling and planning works effectively Assessing subcontractor performance and quality Building and maintaining excellent relationships with clients and stakeholders. What you'll need to succeed In order to be successful, you will bring: A proven track record of delivering large-scale civils projects Proficiency in project planning, scheduling and resource management Ability to identify potential risks and develop mitigating strategies Excellent communication, time management and organisational skills Proficiency in Microsoft Office and project scheduling tools such as MS Project A proactive mindset with a strong commitment to safety and quality. What you'll get in return In return, you will receive: Negotiable starting salary (dependent on experience) Company car or car allowance (£9,000 per annum) 26 days' annual leave plus bank holidays Fuel card Yearly reviews 10% employer pension contribution Continuous training and development Opportunity to work on high-impact and rewarding projects Collaborative and supportive team environment Opportunity to grow and advance your career with an industry-leading contractor and more. What you need to do now If you're interested in this role and meet the criteria above, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Please note - this contractor does not hold a licence for sponsored work visas. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk TPBN1_UKTJ

In a Nutshell We have an exciting opportunity for an Estimator to join our team within Vistry South West Midlands, at our Coleshill office. The Estimator will work within our Commercial Team reporting to our Pre-Con Project Director to deliver accurate estimating and cashflows for a multitude of schemes, completing all-encompassing development appraisals and cashflows. The successful candidate will come from a housebuilding, or residential developer and be experienced in pricing multi tenure schemes, with a key focus on key group KPI's such as ROCE, Peak Funds and Immediate Cash requirements, through the completion of detailed cashflows. We value in-person collaboration and team culture, but we're also committed to supporting flexible working where possible. We encourage you to raise any specific requirements during the interview process so we can explore how this could be accommodated. Let's cut to the chase, what's in it for you Competitive basic salary and annual bonus Company car, car allowance or travel allowance Salary sacrifice car scheme available to all employees Up to 33 days annual leave plus bank holidays increasing to up to 39 days with service 2 Volunteering days per annum Private medical insurance, with employee paid cover Enhanced maternity, paternity and adoption leave Competitive pension scheme through salary sacrifice Life assurance at 4 x your annual salary Share save and share incentive schemes Employee rewards portal with many more benefits In return, what we would like from you Behave in line with our company values - Integrity, Caring and Quality Experienced in pricing residential development, with elemental BQ experience for all major infrastructure works. A proven track record in a similar position within a housebuilding, residential contractor. Experience working with various internal and external stakeholders Ability to utilise current and new networks to assist with the estimating process Strong commitment to achieving deadlines Able to work efficiently on own initiative, prioritising as necessary Ability to collaborate with others and inter departmental discussions and workshops, to drive value and efficiencies. Willing to work extra to meet deadlines as and when the business needs require it Experience completing detailed cashflows, both in Excel and Coins, for multi tenure developments, including Joint Ventures and pure contracting sites. Full ownership of the cost library within the regions master appraisal. Strong Experience of Excel and appraisal models. Desirable Experience with Bluebeam Knowledge of the efficiencies and key drivers present within multi tenure developments. Experience producing CSAs for varying tenures maximising day 1 cash. Experience completing Homes England Tenures and the necessary tender forms and process. Experience bidding and estimating schemes within the Midlands within the residential sector. More about the Estimator role Represent the commercial viability of schemes at cross-departmental discussions and be able to communicate and strategies at all levels in respect of cost and related matters Assist in the preparation of cash flows for all viabilities, updating these through the life of the developments, including for all elements of the developments cost cycle. Provide a cost advisory and investigation service to the Estimating and Development Team Produce and manage land viabilities for bid purposes, liaising with the land department, driving value and providing opportunities allowing the region to be both competitive and accurate within the bid submissions. Evaluate risks and cost of construction abnormalities in formulating the budget, discussing and reviewing specifications for partners in association with the commercial team prior to the land bid Post the purchase of land, you will propose improved economical design and engineering solutions for the team to consider. Focusing on Value engineering existing infrastructure designs and external works. Assist the Pre-Construction Director and Commercial Director in reviewing new preliminary layouts and viabilities of schemes. Liaise and assist the Pre-Construction Director and Technical department regarding best solutions for house type designs and internal layouts, prior to planning and throughout the planning process. Taking full responsibility for the continued viability of schemes and reporting and improvements or degradation to the schemes position. Ahead of start on site, you will help prepare budget packs, liaising with the commercial managers to ensure all latest material, preliminaries, subcontracts, sales and development costs are included in the financial review. Also giving a formal handover of the site, with the varying details and nuances that must be understood. Assist in securing land and contracting opportunities within our market sector and geographic operational area. Initial appraisal of development sites based on information provided. Assess risks and opportunities, establish viability. Supporting value engineering or negotiating exercises where required. Update financial appraisal at key stages of the development process - including offer stage, acquisition approval, planning application and planning approval stages. Financial modelling of cost and revenue streams to determine funding requirements of each development. A key KPI for the group. Help the Land Director with financial metrics needed for the Life of Site Gateways and resulting approval papers. Finally, let's tell you a bit more about us We build more than homes, we're making Vistry. Being a responsible developer and award-winning employer means we live each day through our ethos - doing the right thing. Our behaviours reflect this, as well as our values of integrity, caring and quality. Shaping all we do; they empower us to develop sustainable communities across affordable and private housing. We work in a partnership-led way, and you'll recognise our renowned brands Bovis Homes, Linden Homes and Countryside Homes. Together with Vistry Works, our manufacturing operation, and the functional support of Vistry Services, we're a proud UK Green Building Council member, UK top five housebuilder with a five-star House Builders Federation (HBF) customer satisfaction rating, and winner of many awards including Top Employer, Global Top Inspiring Workplaces, and Best for Talent Attraction and Outreach. Join us in making Vistry. #LI-KM1 TPBN1_UKTJ

Our client is a leading provider of innovative technical solutions, trusted by businesses across the UK. With a strong reputation for quality, precision, and customer satisfaction, they are seeking a passionate Business Development Manager to join their team and drive growth in the Midlands region. Role Overview As Business Development Manager, you will play a pivotal role in expanding market presence and developing new business opportunities. You'll manage key client relationships, deliver tailored solutions, and collaborate with internal teams to ensure customer satisfaction. This role offers the flexibility of remote working while being central to the company's expansion strategy in a dynamic and competitive market. You'll have a proven track record in business development or sales within the technology, retail, or food industries, preferably with experience in weighing, slicing, or related equipment. Key Responsibilities Identify and develop new business opportunities within the Midlands region. Build and maintain strong, long-lasting customer relationships. Understand customer needs and present tailored solutions aligned with the product portfolio. Collaborate with sales, marketing, and technical teams to ensure seamless delivery. Monitor market trends and competitor activity to identify opportunities and risks. Prepare and deliver compelling sales presentations, proposals, and reports. Achieve and exceed sales targets and performance metrics. Attend industry events, trade shows, and networking opportunities to raise brand awareness. Qualifications & Skills Proven experience in business development or sales, ideally with technical or industrial products. Proven track record in business development or sales within the technology, retail, or food industries, preferably with experience in weighing, slicing, or related equipment. Strong understanding of the Midlands market and relevant sectors. Excellent communication, negotiation, and interpersonal skills. Self-motivated with the ability to work independently and as part of a team. Competent in CRM software and Microsoft Office applications. Ability to travel within the Midlands region as required. Full UK driving licence preferred. What's on Offer Competitive salary package reflecting your skills and contribution. Flexible remote working arrangement to support work-life balance. Opportunities for professional development and career progression. Company pension scheme and other standard employee benefits. Supportive and inclusive company culture focused on innovation and teamwork. Employee Benefits Health Cash Plan - savings on routine medical expenses. Life Insurance - financial peace of mind for you and your family. Pension Scheme - long-term planning for your future. Employee Discounts - initiatives and savings across a diverse range of benefits. TPBN1_UKTJ

We work with our partner universities to offer courses ranging from foundation programmes to postgraduate degrees covering subject areas including Accountancy, Business, Computing, Cyber, Digital Marketing, Events Management, Project Management and Web Development and delivered in city centre locati

Director of Financial Planning and Analysis.Are you a seasoned FP&A leader with a proven track record in driving commercial performance through insight and planning? We are seeking an experienced Commercial FP&A Director to provide crucial leadership during a period of transition and change.This rol

A leading global infrastructure consulting firm is seeking an FP&A Analyst to join their International Finance Support Team in Birmingham. This role focuses on financial planning, analytics, and automation using tools like Power BI and VBA. This position offers hybrid work flexibility and a chance t

A leading financial planning firm in Birmingham is seeking a Head of Advice Guidance to shape their advice standards and ensure exceptional outcomes for clients.

We’re looking for a Financial Planning & Analysis Director to join us to support in shaping our financial strategy and ensure we have the insight to make the best decisions for our people. Internally you’ll be known as Financial Planning & Insight Director. You’ll also develop a one-ye

Operations Manager (Financial Planning). Our Client are a boutique Firm of Financial Planners and this will be a key role to ensure the smooth, efficient and compliant running of day-to-day business functions, while driving continuous improvement and supporting long-term strategic goals.

Providing high-quality financial planning advice to a small portfolio of clients, maintaining excellent service standards and fostering strong long-term relationships. NET Recruit is partnering with a leading UK financial planning and investment management firm in their search for an experienced. He

A rare opportunity to shape the future of a growing, financial planning, adviser-led wealth management firm.

An exceptional opportunity has arisen for an experienced Financial Planning professional to join a leading regional financial planning practice as Regional Manager, to be based in the South of England. As Regional Manager, you will report to the Head of Financial Planning and lead Financial Planners

We’re looking for a Financial Planning & Analysis Director to join us to support in shaping our financial strategy and ensure we have the insight to make the best decisions for our people. Internally you’ll be known as Financial Planning & Insight Director. You’ll lead a team of analys

This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. If you are an experienced Fi

This is an excellent opportunity for an experienced IFA Administrator or Client Services professional to join a well-established and highly personable financial planning firm based in West Sussex. The business takes a genuinely holistic and relationship led approach to financial planning and is look

Data Administrator - Financial Planning. We are supporting a well established wealth management firm that prides itself on delivering high-quality financial planning underpinned by accuracy, efficiency, and exceptional client service. Input, update, and validate financial planning data and documenta

Are you a driven financial services professional looking to progress your career in Paraplanning?. Renowned for their client-centric ethos and collaborative working style, they’ve built a strong presence in the financial planning space - and they’re continuing to expand. Helping deliver high-qua

Financial Planning Analyst - WrexhamSalary: We are seeking a highly motivated Financial Planning Analyst to join our Financial Planning & Analysis (FP&A) team. Key ResponsibilitiesSupport the preparation of monthly, quarterly, and annual financial forecasts and performance reportsAssist with the mai

Financial modelling and analysis of new business opportunities. Leading the annual planning and rolling forecast process. FP&A Manager Location: West London Salary: £70k + bonus Sector: Hospitality An exciting opportunity has arisen for a Finance Planning & Analysis (FP&A) Manager to join a leadi

Experience within Asset Management or Financial Services isn't necessary but would be advantageous.

Finance Planning & Analysis (FP&A) Manager. This role provides direct support to the UK Executive, MD and CFO, delivering critical insight and financial leadership to drive performance and strategic growth. Financial modelling and analysis of new business opportunities.

The role involves ownership of financial models, preparation of business-critical presentations, and close collaboration with stakeholders across the organization to review trends, challenge assumptions, and deliver actionable insights. You’ll be responsible for improving planning processes and an

A leading financial services firm seeks an experienced Financial Planning Director to lead regional operations in the South of England. Candidates must be Chartered Financial Planners with proven success in leadership and achieving revenue targets. The role requires strong leadership and strategic a

Advanced Excel and financial modelling skills; experience with tools like Power BI or Tableau is a plus. Prepare regular financial reports, dashboards, and SaaS performance metrics for internal and external stakeholders. Translate financial and operational data into actionable insights that drive ef

A recruitment agency is seeking a skilled Financial Planning Support professional for a full-time position based in North London.

Get notified about new Financial Planning and Analysis Manager jobs in. Build financial models to support investment, growth, and change initiatives.

Get notified about new Financial Planning and Analysis Manager jobs in. Build up rigorous and dependable budgeting and forecasting processes, financial models and KPI dashboards.

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. The Delivery portfolio is delivered across key regional programs of work (Front Office, Compliance & Financial Crime, Operations, Finance, Risk & Data, Human Resources, Technology, an

We are seeking an experienced Financial Analysis Manager to lead a small team within a dynamic Financial Planning & Analysis function. Proficient in MS Office; experience with financial planning software desirable. Skilled in producing financial reports for diverse stakeholders.

Work closely with the financial controller to lead the production of timely and accurate monthly management reporting packs, providing clear commentary on performance. Develop and refine core financial model, ensuring it accurately reflects the unique drivers of the business. Deep financial modellin

Director – Financial Planning & Analysis / Finance Transformation. Director of Financial Planning and Analysis. This role offers the opportunity to drive strategic financial insights, support high-level decision‑making, and implement innovative financial solutions in a consultancy‑style enviro

A prominent financial planning firm located in Greater London is seeking a Regional Director to lead a team of Financial Planners. The ideal candidate will possess strong leadership skills, a background in financial planning, and a passion for developing others.

A specialist insurance company is seeking a Lead Financial Analyst to manage group financial planning and a team. You will be responsible for ensuring the timely delivery of GAAP planning, enhance financial capabilities, and collaborate closely with various business stakeholders.

We’re looking for a Financial Planning & Analysis Director to join us to support in shaping our financial strategy and ensure we have the insight to make the best decisions for our people. You’ll lead a team of analysts and business partners, guiding them to deliver high-quality financial planni

You will play a critical role in the company’s financial reporting and analysis, overseeing financial planning, rolling forecasting, monthly reporting and analysis activities. Ability to collaborate across departments and communicate financial information to non‑financial stakeholders. Significa

Developing and maintaining financial models to assess the performance of each fund, including key performance indicators (KPIs) and financial metrics. Preparing monthly, quarterly, and annual financial reports that offer insights into fund performance, highlighting trends, variances, and key financi

Lead the annual budgeting, rolling forecasting, and long-range financial planning processes. Head of Financial Planning & Analysis (FP&A). This role is for a Head of Financial Planning & Analysis (FP&A) on a 9-month contract, offering a competitive pay rate.

Support the Head of Financial Planning & Forecasting in developing team capability, providing training to analysts, and stepping in as the senior representative for FP&A when required. Get notified about new Head of Financial Planning Analysis jobs in London Area, United Kingdom. Deputy Head of Fina

Financial Planning and Analysis Manager. Ability to work across the business with financial and non-financial partners. Providing financial commercial input to the venue functional leaders as required.

A financial services recruitment firm is seeking a Training Manager for a remote role focused on delivering training programs for the Level 4 Diploma in Financial Planning.

In this role, you will be working on a portfolio of private clients, assisting with the delivery of financial planning advice, delivering high quality, professional services to clients at all times, and assisting with administrative and support responsibilities within the Financial Planning Team. Fi

Manage and improve the International Financial Forecast Model and associated processes, ensuring high-quality inputs, reliable outputs, and timely delivery for capital planning, Board reporting, and regulatory submissions. Support the Head of Financial Planning & Forecasting in developing team capab

A fast-growing Managing General Agency is seeking an experienced FP&A Manager to support strategic financial planning and reporting across its operations. Deliver monthly variance analysis and strategic financial modelling to support decision-making. Financial Reporting: Prepare management accounts