Financial planning jobs in Swinton - Page 2Create job alerts

A career transition program for financial advisers is seeking motivated individuals to join their training program. This role offers the opportunity to achieve Level 4 Diploma in Regulated Financial Planning and build a fulfilling career with flexibility and purpose.

Financial Planning (or equivalent) is required. Get notified about new Financial Advisor jobs in. All team members work from home, and Advisers meet clients either at their homes or online.

Develop long‑term financial models for strategic planning and scenario analysis. Provide financial analysis on capital investments (ROI, payback, sensitivities). If you’re motivated by meaningful analysis, senior stakeholder engagement, and the chance to drive real financial impact, this role of

As part of our Private Client Tax team, you will combine hands-on practical experience which could be advising on tax efficient strategies or helping clients with financial planning whilst studying. Assisting in the preparation of tax advice for clients including technical tax research, strategic pl

High-Growth PE-Backed | Manchester | Hybrid.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 sit at the cen

You will like Consulting in Planning, hybrid working from Chester OR Newcastle with #WFH for employee‑owned leading national planning and environmental consultancy with a passion for delivering intelligent and innovative development. They work across all major sectors, including commerce and industry, low carbon solutions, energy, and infrastructure. You can be proud to join a firm that is renowned for strategic thinking linked to expert delivery to fulfil clients’ needs and produce sustainable solutions. The Senior Planning Consultant job itself, where you will be working on a variety of projects, supporting senior staff and directors on major project work, providing direct client advice on sites and projects, drafting reports and planning submissions (site assessments, policy notes, applications, development plan representations, and Environmental Statements) and assisting with the management of the team’s caseload. More specifically: • Assisting senior staff and directors to drive forward major projects, • Managing small to medium‐sized planning applications, • Undertaking research and analysis, • Preparing planning appraisals of land, buildings and concepts, • Preparing planning reports and planning applications, • Liaising with planning officers, employees of consultee organisations and third parties, • Liaising and cultivating good relationships with clients, colleagues and fellow professionals, • Developing creative and original solutions, • Taking financial responsibility for small to medium‐sized projects from inception through to completion, • Remaining informed about documents relating to planning policy and practice To excel as a Senior Planning Consultant, you will be an experienced Planner with a healthy mix of the following: • Degree‑qualified in a relevant field with a genuine enthusiasm for planning, • 5–10 years of experience working in the private or public sector, • Strong understanding of the principles of planning, • Adept at presentations and technical writing, • A problem‑solver, • Great communicator Hybrid / Flexible working Bonuses – discretionary EOT – Employee ownership trust – first 3.5k private healthcare – Enhanced maternity/paternity pension scheme – salary sacrifice – Cycle to work scheme 25 days holiday, rising to 26 days after 1 year and 27 days to the Senior Planning Consultant position by pushing the button on this job posting, or by sending your CV in confidence to . #J-18808-Ljbffr

A financial advisory firm in Manchester is seeking a Financial Planner to build trusted relationships with clients and deliver tailored financial planning and wealth management advice.

Financial Planning Able to construct and maintain suitable financial plans for clients taking into account : Clients requirements circumstances and tax situation Clients appetite for and ability to bear risk and capacity for loss Clients short medium and longer term aspirations Understand and be abl

About the job Data Entry VA (Remote Job). We're hiring a remote Data Entry Virtual Assistant to support a Manchester-based financial services firm that provides tailored financial planning, investment management, and business advisory solutions to individuals and organisations. The Data Entry Virtua

Level 4 qualified Financial Adviser (Diploma in Financial Planning or equivalent) with CAS Status. About the Financial Adviser role. As a Financial Adviser, you’ll manage and grow a portfolio of high-net-worth clients across Manchester, Stockport, Oldham, and surrounding areas.

Overseeing end-to-end event production, from ideation to post-event evaluation. Project management skills, taking accountability for client relationships, project financial health and event planning. Producer - Live Event Production (12 month FTC).

A government department in the United Kingdom is seeking a Deputy Director – Cloud Infrastructure to lead the strategic delivery of cloud services. The ideal candidate should possess a strong background in Agile methodologies and financial planning to optimize service delivery and value.

About The Role Currie & Brown is one of the leading international physical asset management and construction consultancies, dedicated to advising clients worldwide with our expertise and experience in multiple sectors and services. We are differentiated by our people, innovation and reputation with a genuine global office network. Our people, from the first-day apprentice to senior management make our business what it is today. Everybody in the Currie & Brown family, no matter how experienced they are, plays their own unique part in our success and have fun along the way. The role - what is it we would like you to do? Currie & Brown is currently looking for a cost consultant / senior cost consultant to join our Manchester office. The successful candidate will support project leaders in generating a high standard of service delivery, achieving successful outcomes for our clients, capturing, and sharing knowledge across projects, enhancing our culture of innovation and reinforcing our reputation as a preferred service provider working across a range of projects such as large commercial new builds for blue chip clients, private residential, towers and national government frameworks etc. Your core duties will involve: • Providing accurate cost advice and reporting to our clients • Delivering projects, commissions and professional assignments • Assuming a leading role in setting objectives and priorities, working as a proactive team player • Maintaining effective communication to ensure all information is available for the successful completion of projects; liaising with other managers to ensure efficient financial control • Undertaking commercial management services with limited supervision • Delivering all work outputs in an accurate and timely manner • Providing support to the team leader/service leaders in cost management of projects • Representing the company in a professional and diligent manner; meeting, negotiating and corresponding with clients to form strong working relationships What skills and attributes are we looking for from you • BSc in quantity surveying or equivalent • Membership of the Royal Institution of Chartered Surveyors (MRICS) • Healthcare and Pharma experience desirable • Private commercial sector experience - ideally experience gained from some of the following: offices, residential, hospitality, major projects, fit out and refurb • Expert level Excel user • Proficient CostX or other Cost Planning software • Sustainability and Data Skills i.e. carbon assessment and Power BI • Contract administration skills. • Pre and post-contract experience • Good technical writing, client-facing and communication skills • Well-organised, diligent, proactive, assertive, well-disciplined and commercially astute • A team player with a 'can-do' attitude, outgoing, polite, patient, diplomatic, personable, respectful and flexible About You About Us Why choose Currie & Brown? Unlike some businesses, we prioritise for the long term and honour our commitments. We are compassionate and inclusive in the way we approach our work, and always look to invest in our people's futures. Be it a desire to work internationally, a drive to progress, or even a curiosity to operate in a new sector, we are there for our people at every stage - providing advice, support and the structure to achieve. That is why so many of us have established and built successful careers here for so long. We don't offer just a job we offer a career with clear structured route to progression, and a track record of making international mobility happen with international moves encouraged on a permanent or secondment basis. We are an international industry leader - Working for us provides the chance to work for a leading brand with a focus on excellence, being digitally-led in our approach, we present the chance to work on some of the world's most prestigious projects and for some of the world's top clients. We want you to be able to bring your best self to work every day and that is why we firmly believe equality, diversity and inclusion should be taken seriously. Diverse people, backgrounds and experiences develop the most innovative of ideas, they are essential to our success, that is why we actively encourage applications from all backgrounds. We are a truly independent business where our people are empowered to make quick, agile decisions that drive real impact. As part of Sidara, we collaborate directly with some of the world's brightest partner brands in our industry, offering exciting opportunities to innovate and grow. We offer comprehensive benefits packages in all our global regions which have been specifically tailored to offer additional rewards to our employees from entry level to senior executives. TPBN1_UKTJ

Job Description Your new company Your new company is a progressive, centrally located business in Manchester with a fantastic reputation.Your new role Your responsibilities will include preparing monthly management accounts and overseeing the processes of financial planning, budgeting, forecasting,

You’ll provide strategic and operational finance support to Great Places and will help embed financial planning, commercial thinking and budgetary control. A commitment to work in partnership with others for the benefit of Great Places. DC scheme (up to 10% contribution from both colleagues and Gr

IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE). It may suit someone already in a Compliance role or else an IFA Salesperson or Paraplanner looking to move into such or someone from a product provider (account m

The role involves managing financial planning and analysis, developing financial models, and providing insights to leadership.

IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES / PARAPLANNER EXPERIENCE).K -£60K + Benefits 80% WFH (Manchester Area).Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk manager.Advising IFAs & collea

A highly rated Financial Planning firm with a well‑supported team of Financial Advisors, Paraplanners and Administrators working collaboratively. Ideally 2+ years experience as a Financial Advisor. This employed Financial Advisor job is based in South Manchester, focusing on servicing clients with

A leading tech consultancy located in the United Kingdom is seeking an Oracle EPM Consultant to improve financial planning and reporting through Oracle's EPM Cloud solutions.

An award-winning Wealth Planning firm based is looking to appoint experienced Financial Planners. This role is an outstanding opportunity for a driven, ambitious, and experienced Financial Planner who is looking for the next step in their career. You will have a minimum of a Diploma and experience a

A reputable financial planning firm in Manchester is seeking an experienced Paraplanner for a hybrid working role.The position involves conducting thorough research on financial products, preparing detailed reports, and building strong client relationships.Ideal candidates should possess strong anal

Job Title: Senior Finance Business Partner. Role Summary: As Senior Finance Business Partner, you will be responsible for delivering commercial insight, strategic planning and financial control to support profitability and growth. Manage month-end and year-end close processes in collaboration with G

Senior Strategic Finance & Business Planning Manager. Senior Strategic Finance & Business Planning Manager role at ACCA Careers. Use the TCO model for scenario planning, t‑shirt sizing and forecasting to support strategic financial planning.

Technical knowledge across all areas of financial planning. Applications are invited from existing financial planners comfortable working in the Manchester, Blackburn, Preston, and Fylde Coast areas. BWD are working exclusively with a leading advisory business that has a refreshing and relaxed cultu

A government department in the UK is seeking a Financial Accountant to join their Financial Accounting and Control Team.The role involves planning and executing assurance activities, advising on accounting issues, and liaising with the National Audit Office.The ideal candidate will be a qualified fi

IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES / PARAPLANNER EXPERIENCE). Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk manager. It may suit someone already in a Compliance role or else an IFA Sa

This employed, Chartered Financial Advisor job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team. In your role as a Chartered Financial Advisor, you will be provided with.

Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 7, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and...

Reporting to the Executive Director of Finance and Business Excellence you will lead a high-performing finance team embed best practices and drive continuous improvement across financial management planning reporting and control. We are seeking an experienced Director of Finance to lead the Groups f

As the Senior Manager of Financial Reporting, Planning & Insights, you will lead financial planning, budgeting, forecasting, and month-end processes, and contribute to ad-hoc projects and continuous improvement. Lead the annual budget, monthly forecast, and long-range financial planning processes in

Financial Reporting Manager, Manchester Head Office – a pivotal leadership role overseeing group‑wide financial reporting, treasury, and compliance. Lead group‑wide treasury operations: global cash‑flow management, banking relationships, covenant forecasting, and liquidity planning. Demonstr

We're looking for a Lead Finance Analyst to join our Finance team at Co-op, and help us deliver clear, insightful financial planning and performance reporting. As a finance analyst, you'll help us to make sure that we're making the right decisions with our resources, supporting our long‑term goals

Our client is a well-established, multi-disciplinary accountancy and business advisory firm with offices across Manchester. They provide comprehensive financial services including accountancy, taxation, financial planning, funding solutions, audit, and legal services. Oversee service delivery across

We are looking for several Financial Planning Administrators (known internally as Client Executives) to join our team and manage specialised administration support/services and maintain excellent client relationships. No qualification in Financial Services/Planning? No problem! Whilst working toward

Responsible for supporting delivery and senior delivery manager in managing a portfolio of customers and optimisations/enhancements against a set of customer‑agreed operational and financial targets, as well as managing your own backlog of work and customers. To provide support in planning, resour

Financial Planning and Reporting Manager. Accounting and Financial Reporting Manager. Financial Reporting and Accounting Assistant Manager.

A leading financial planning firm in Manchester is seeking a skilled Paraplanner to join their experienced team.The role includes writing suitability letters, conducting product research, and completing compliance documentation.Candidates should have a Level 4 Diploma and experience with High Net Wo

A competitive salary, support for exams, and a collaborative team culture are offered.

Lewis Davey is looking to speak with generalist consultants who hold a breadth of experience across the sustainable disciplines, who can lead and influence complex projects and client relationships. Looking to speak with those who hold a good 4 years (plus) experience and a proven ability to drive impactful sustainability solutions. We have two options for opportunities here for you to specialise in: 1- Sustainable Reporting - GRESB, CSRD 2- Energy - Technical Role This role as a more senior/leadership position will see the successful candidate responsible for leading projects and delving expertise in areas including: • ESG Strategy: Leading the design and implementation of client-specific ESG strategies, ensuring they are fully integrated with client business objectives and financial models., • Reporting & Disclosure: Overseeing major annual disclosure cycles, including GRESB submissions and reporting standards such as CSRD, INREV and EPRA., • Trusted Advisor: Advising clients on sustainable asset and portfolio management strategies, specifically supporting investment decision-making (e.g., acquisition due diligence) to protect and enhance asset value and mitigate climate risk., • A deep understanding of the various asset types, translating market shifts, regulatory changes, and technological disruptions into actionable opportunities or risks for clients., • Demonstrate expertise in client relationship management, including the ability to commercial opportunities., • Proven experience in a consulting or advisory role, with a strong track record of leading and influencing complex sustainability, or climate risk projects, ideally within the real assets sector., • A proven ability to lead and motivate project teams, effectively delegate, and actively mentor and coach junior and mid-level consultants, serving as a key driver for team mastery and growth., • A commitment to consistently deliver high-quality, client-ready deliverables and strategic documents, reliably meeting all project and client deadlines, even under pressure., • Demonstrated capability to keep up with market shifts and technological disruptions, translating them into actionable solutions and proactively contributing to thought leadership. All applications will be subject to Lewis Davey's privacy policy which can be viewed here: Lewis Davey specialise in recruiting talented people across Town Planning, Cleantech & Sustainability and Environmental industries.

A leading retail organization based in Manchester is seeking a Lead Finance Analyst to support financial planning and performance reporting.This role involves collaborating with various teams, building financial models, and analyzing financial statements.The ideal candidate will have a recognized ac

IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUITPLIANCE, PRODUCT PROVIDERS OR SALES / PARAPLANNER EXPERIENCE).

At the end of our Academy programme, you'll have the opportunity to join our advice business, Quilter financial advisers, as a self-employed adviser. A career in financial advice can be extremely rewarding, both financially and in terms of job satisfaction. Full academic support through your Level 4

Are you ready to build a rewarding career in financial advisory?. At Acuma, we provide the ideal platform for ambitious individuals to thrive in the dynamic, fast-paced world of global financial planning. Competitive, uncapped opportunities with a clear path to financial success.

A financial planning firm is seeking a Financial Advisor in South Manchester to service clients with substantial investable assets.

Working closely with the advisers, duties and responsibilities will include :. Excellent working knowledge surrounding the key areas of Financial Planning. In return this opportunity offers a basic salary of between £35,000 & £47,000, home working, full study support, bonuses and fantastic benefit

We do things differently here" (Tony Wilson).This Manchester financial planning business is the epitome of different.A traditional IFA practice it ain't.It still proudly provides first class financial advice (Trustpilot will tell you that).But it has a clear mission - to give great financial plannin

As a Financial Analyst, you will support and execute the deployment of standardized planning and reporting processes. Serve as the primary liaison for finance teams in the US, ensuring clear communication and understanding of financial deliverables for the assigned segment. Conduct thorough reviews