financial planning manager jobs in West Midlands

Job Description Are you an experienced Administrator from a Financial Planning environment looking to branch out into report writing and client management. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and...

You will also have a strong working relationship with the CIO. This is a high-impact role with long-term potential to evolve into a strategic business partner. Key ResponsibilitiesAs Financial Planning and Analysis Data Manager, you will be responsible for: - Lead data extraction and consolidation across multiple platforms.

Job Description Senior Financial Planning & Analysis Manager Hybrid, West Midlands Part of LSL Property Services plc’ Financial Services division, PRIMIS Mortgage Network are the largest Mortgage and Protection Network in the UK with circa 1000 Mortgage & Insurance firms as business partners and approaching 3000 advisors working alongside us. Other businesses within the FS division include...

The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. The Financial Planning Administrator will and schedule...

Job Description Role: Deputy Head of Financial Planning and Analysis Location: Birmingham Salary: £52,000 to £60,500 Sector: Public Sector Sellick Partnership is seeking a Deputy Head of Financial Planning and Analysis for one of our Public Sector clients based in Birmingham. Key Accountabilities: Deputy Head of Financial Planning and Analysis - Prepare and deliver monthly Management...

Job Description We are currently working in partnership with a public sector organisation based in Birmingham, who are recruiting for a Deputy Head of Financial Planning and Analysis on a permanent basis. The position is due to start immediately, and the salary on offer is between £52,000-£60,500. The ideal candidate will be a qualified accountant and have relevant experience within the public...

You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.

Job Description Financial Planning Administrator - Birmingham Salary: Up to £30,000 + bonus & benefitsLocation: Birmingham (Full-time, office-based initially, hybrid available after probation) An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded wealth management firm based in Birmingham. This role offers a supportive working environment, excellent...

You will be working with some of the biggest brands in the U...

You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED:

You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset.

Join to apply for the Director Financial Planning role at Evelyn Partners Company DescriptionEvelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and...

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into...

You will manage contractors, consultants, and supply chains, ensuring all works meet our Great Homes and Neighbourhood Standard. Main job responsibilities: - Take full ownership of assigned projects from inception to completion. - Deliver professional project management services including design, estimating, valuation, cost and quality control, and statutory approvals.

You will build governance frameworks, champion data-driven decision-making, and inspire cross-functional teams to deliver measurable business value. This position requires permanent relocation to Doha, Qatar. Key Responsibilities: - Define and execute a strategic project roadmap aligned with corporate transformation and growth objectives.

You will have a degree, a professional accounting qualification (ACA, ACCA, CIMA), at least 5 years PQE, and experience in commercial finance, pricing, bid analysis, and contract management.

You should have managed management accounting processes, led teams, handled stakeholder relationships, and managed risks, costs, and efficiencies.

Job Description Spatial Planning Manager Start: ASAP Duration: 6 Months Initially Rate: £60 per hour (Inside IR35) Hybrid Working Arrangement Responsibilities: - Lead in the coordination, development, and maintenance of the local plan for Council which sets the planning policies against which planning decisions are made and is required by statute - As part of the planning service senior...

You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.

You will build governance frameworks, champion data-driven decision-making, and inspire cross-functional teams to deliver measurable business value. This position requires permanent relocation to Doha, Qatar. Key Responsibilities: - Define and execute a strategic project roadmap aligned with corporate transformation and growth objectives.

Job Description About the Company: Our client is a well-established and highly regarded firm of Independent Financial Advisers based in Sutton Coldfield. They provide bespoke financial planning and wealth management services to a loyal and growing client base. Due to continued success, they are looking to recruit an experienced Financial Planning Administrator to join their friendly and...

You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.