Financial Adviser jobs in Weston-super-Mare
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- Public Health Wales NHS TrustCardiff CF10
- Support budget holders on all aspects of financial management, including the development of business cases and financial plans.
- View all Public Health Wales NHS Trust jobs - Cardiff jobs
- Salary Search: Finance Partner salaries in Cardiff
- See popular questions & answers about Public Health Wales NHS Trust
Trainee Financial Adviser
Often replies in 3 daysDouglas Steers & CompanyBristol BS32 4AQ- Financial planning services
- Free parking
- Company pension
- Private medical insurance
- Company events
- Cycle to work scheme
- Excellent analytical skills with the ability to interpret complex financial data.
- Previous experience in financial services administration, sales or education…
- Royal Bank of CanadaCardiff CF10 1FT
- A world-class training program in financial services.
- An extremely detailed and diverse knowledge of business sectors, current business developments, market…
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- Royal Bank of CanadaCardiff CF10 1FT
- In this role you’ll gain hands-on experience across the full wealth management lifecycle – from portfolio proposals and client reviews to trade execution and…
- Royal Bank of CanadaBristol BS1 4QP
- As a Wealth Manager, you will oversee and manage a dedicated client base with diverse financial planning needs, ensuring tailored solutions and exceptional…
- SchrodersBristol
- You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of investments, financial planning, and…
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View similar jobs with this employerFrancis Clark LLPTaunton TA1 2PX- Company pension
- Paid volunteer time
- Cycle to work scheme
- Car scheme
- Expert led webinars on mental, physical and financial wellbeing.
- Experience within a paraplanning, technical administration or financial planning support role.
View similar jobs with this employerFrancis Clark LLPTaunton TA1 2PX- Company pension
- Paid volunteer time
- Cycle to work scheme
- Car scheme
- Confident communicating technical concepts to both financial and non-financial audiences.
- Significant paraplanning experience within a financial planning…
View similar jobs with this employerFrancis Clark LLPTaunton TA1 2PX- Company pension
- Paid volunteer time
- Cycle to work scheme
- Car scheme
- Confident communicating technical concepts to both financial and non-financial audiences.
- Significant paraplanning experience within a financial planning…
- Cavendish MaineBristol
- This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an…
- Employment Specialists LtdBristol
- Financial planning services
- Company pension
- Cycle to work scheme
- If qualified or experienced in Financial Planning, there may be scope to deliver financial wellbeing seminars and identify referral opportunities into the wider…
- NJR RecruitmentBristol
- Company pension
- Work from home
- " Minimum of 2 years' experience in a similar financial services role.
- " Solid understanding of financial services and the ability to manage complex client…
- companyNewport NP19 8AJ
- Pay rise
- Flexitime
- Employee mentoring programme
- Annual leave
- Free parking
- Additional leave
- This role involves sensitive financial data and therefore requires credit checks, anti-fraud measures, and DBS checks.
- The Mortgage ExpertsBridgwater
- You enjoy understanding your clients' mortgage and protection needs.
- You offer expert advice on mortgage products and protection options.
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View similar jobs with this employerLegalAndGeneralCardiff CF10- Strong understanding of mortality and morbidity risk factors, including financial underwriting.
- Requesting additional medical or financial information where…
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- Carter JonasBristol
- We are proud to offer a wonderful working culture, a competitive salary and good annual leave offering, coupled with meaningful flexible benefits including…
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Finance Partner
Job details
£40,559 - £48,841 a year
Full-time
Cardiff CF10
Full job description
An exciting opportunity has arisen for an enthusiastic, self-motivated and technically skilled individual to join the Finance Division of Public Health Wales NHS Trust. You will be responsible for the provision of management accountancy advice and support to managers at all levels.
You will need to demonstrate a high degree of financial awareness and have a good knowledge of Microsoft Excel. Management accounting experience in an NHS environment or similar large organisation is desirable. You will need excellent analytical and communication skills and be able to build excellent relationships with both finance and non-finance staff, with the ability to present financial data to a variety of individuals and groups.
Reporting to the Senior Finance Partner and working alongside other finance staff you will have exposure to a wide range of finance activities with a willingness to be involved in the development of the Trust Finance Team.
This role supports the development of the individual with excellent opportunities for both personal and professional development as well as exposure to a range of challenges. The ability to speak Welsh is desirable for this post; English and/or Welsh speakers are equally welcome to apply.
Provide high-quality financial advice, support, and insight to managers and budget holders across Public Health Wales.
Produce accurate monthly financial reports, forecasts, and annual or ad hoc costings, helping services make informed decisions and achieve their objectives.
Support budget holders on all aspects of financial management, including the development of business cases and financial plans.
Build a strong understanding of the services you support, acting as a trusted finance partner and contributing to service improvement and value for money.
Contribute to a culture of continuous improvement, meeting agreed objectives and supporting the development of effective financial processes.
Deputise for the Senior Finance Partner when required, providing support and leadership across a range of finance activities.
We are Public Health Wales – the national public health agency in Wales. Our purpose is ‘ Working together for a healthier Wales' . We exist to help everyone in Wales live longer, healthier, happier lives. Together with our partners, we work to increase healthy life expectancy, improve health and well-being, and reduce inequalities for everyone in Wales, now and for future generations.
Our teams work to prevent disease, protect health, and provide leadership, specialist services and public health expertise. We are the leading source of public health information, research and innovation in Wales. In a world facing complex health challenges, our work has never been so important.
We are guided by our Values, 'Working together, with trust and respect, to make a difference'. We are committed to building an inclusive workplace that values equality and diversity. We welcome applications which represent the rich diversity of the communities we serve and are supportive of flexible working arrangements, including part time roles and job sharing.
To find out more about working for us and the benefits we offer please visit https://phw.nhs.wales/careers/
For guidance on the application process, please visit https://phw.nhs.wales/working-for-us/applicant-information-and-guidance/
Financial Management, Monitoring and Reporting
Support designated Directorates and Divisions with budget management and financial planning.
Monitor financial performance, analyse variances, and provide accurate forecasting and reporting.
Meet regularly with budget holders to provide financial advice, challenge, and support.
Prepare monthly financial reports, year-end forecasts, grant returns, and ad hoc financial analyses.
Contribute to the development of financial plans, budgets, and business cases.
Present financial information and recommendations at management and finance meetings.
Support project managers by providing financial analysis and advice on funding and budget requirements.
Assist with internal and external audit requirements.
Financial Systems and Continuous Improvement
Maintain and develop financial information systems, databases, and reporting tools.
Ensure the accuracy and integrity of financial data and reconciliations.
Advise managers and budget holders on financial policies, procedures, and best practice.
Identify and implement improvements to financial processes and controls.
Strategic Financial Planning and Costing
Support the preparation of annual budgets, financial strategies, and the Integrated Medium Term Plan (IMTP).
Prepare and review costings for business cases, grant applications, and service developments.
Coordinate statutory and ad hoc costing exercises, ensuring consistent and robust methodologies.
Partnership Working and Communication
Build effective relationships with managers, budget holders, and external stakeholders.
Provide specialist financial advice, guidance, and training to non-finance staff.
Communicate complex financial information clearly and confidently to a range of audiences.
Other Responsibilities
Prioritise and manage workload to meet agreed objectives and deadlines.
Maintain confidentiality and comply with Trust policies, procedures, and professional standards.
Undertake any other duties appropriate to the grade of the post.
Deputise for the Senior Finance Partner as required.
You will be able to find a full Job description and Person Specification attached within the supporting documents or please click “Apply now” to view in Trac.
The ability to speak Welsh is desirable for this post; Welsh and/or English speakers are equally welcome to apply.
You will need to demonstrate a high degree of financial awareness and have a good knowledge of Microsoft Excel. Management accounting experience in an NHS environment or similar large organisation is desirable. You will need excellent analytical and communication skills and be able to build excellent relationships with both finance and non-finance staff, with the ability to present financial data to a variety of individuals and groups.
Reporting to the Senior Finance Partner and working alongside other finance staff you will have exposure to a wide range of finance activities with a willingness to be involved in the development of the Trust Finance Team.
This role supports the development of the individual with excellent opportunities for both personal and professional development as well as exposure to a range of challenges. The ability to speak Welsh is desirable for this post; English and/or Welsh speakers are equally welcome to apply.
Provide high-quality financial advice, support, and insight to managers and budget holders across Public Health Wales.
Produce accurate monthly financial reports, forecasts, and annual or ad hoc costings, helping services make informed decisions and achieve their objectives.
Support budget holders on all aspects of financial management, including the development of business cases and financial plans.
Build a strong understanding of the services you support, acting as a trusted finance partner and contributing to service improvement and value for money.
Contribute to a culture of continuous improvement, meeting agreed objectives and supporting the development of effective financial processes.
Deputise for the Senior Finance Partner when required, providing support and leadership across a range of finance activities.
We are Public Health Wales – the national public health agency in Wales. Our purpose is ‘ Working together for a healthier Wales' . We exist to help everyone in Wales live longer, healthier, happier lives. Together with our partners, we work to increase healthy life expectancy, improve health and well-being, and reduce inequalities for everyone in Wales, now and for future generations.
Our teams work to prevent disease, protect health, and provide leadership, specialist services and public health expertise. We are the leading source of public health information, research and innovation in Wales. In a world facing complex health challenges, our work has never been so important.
We are guided by our Values, 'Working together, with trust and respect, to make a difference'. We are committed to building an inclusive workplace that values equality and diversity. We welcome applications which represent the rich diversity of the communities we serve and are supportive of flexible working arrangements, including part time roles and job sharing.
To find out more about working for us and the benefits we offer please visit https://phw.nhs.wales/careers/
For guidance on the application process, please visit https://phw.nhs.wales/working-for-us/applicant-information-and-guidance/
Financial Management, Monitoring and Reporting
Support designated Directorates and Divisions with budget management and financial planning.
Monitor financial performance, analyse variances, and provide accurate forecasting and reporting.
Meet regularly with budget holders to provide financial advice, challenge, and support.
Prepare monthly financial reports, year-end forecasts, grant returns, and ad hoc financial analyses.
Contribute to the development of financial plans, budgets, and business cases.
Present financial information and recommendations at management and finance meetings.
Support project managers by providing financial analysis and advice on funding and budget requirements.
Assist with internal and external audit requirements.
Financial Systems and Continuous Improvement
Maintain and develop financial information systems, databases, and reporting tools.
Ensure the accuracy and integrity of financial data and reconciliations.
Advise managers and budget holders on financial policies, procedures, and best practice.
Identify and implement improvements to financial processes and controls.
Strategic Financial Planning and Costing
Support the preparation of annual budgets, financial strategies, and the Integrated Medium Term Plan (IMTP).
Prepare and review costings for business cases, grant applications, and service developments.
Coordinate statutory and ad hoc costing exercises, ensuring consistent and robust methodologies.
Partnership Working and Communication
Build effective relationships with managers, budget holders, and external stakeholders.
Provide specialist financial advice, guidance, and training to non-finance staff.
Communicate complex financial information clearly and confidently to a range of audiences.
Other Responsibilities
Prioritise and manage workload to meet agreed objectives and deadlines.
Maintain confidentiality and comply with Trust policies, procedures, and professional standards.
Undertake any other duties appropriate to the grade of the post.
Deputise for the Senior Finance Partner as required.
You will be able to find a full Job description and Person Specification attached within the supporting documents or please click “Apply now” to view in Trac.
The ability to speak Welsh is desirable for this post; Welsh and/or English speakers are equally welcome to apply.
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