Financial planning advisor jobs in birmingham
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Learning and Development Advisor
We are looking for a proactive and passionate Learning and Development Advisor to lead on the review, implementation and ongoing evaluation and continuous improvement of the Leadership Development Programme.
This role is full-time and is home-based with some travel throughout England and Wales as required.
Position: 6287 Learning & Development Advisor - Leadership Development
Location: Homebased
Hours: Full time 37.5 hours per week (the majority of work will be Monday to Friday 9 to 5, with some evening work and moderate travel)
Contract: Permanent
Salary: £29,413.74 per annum
Closing Date: 9th September 2025. We reserve the right to close this vacancy early, if enough suitable applications are received.
The Role
This is an exciting role that requires a mixture of skills in relation to learning and development. You will be focusing on leadership and management development across the organisation. It will include the design and delivery of innovative learning interventions that support the development of leaders and managers. Modern thinking and practice are essential for this role, as well as a good understanding of leadership and management development.
The L&D Team want to step away from ‘traditional’ and you will need to be creative, motivated, and brave, generating and implementing new ways of enhancing the leader’s development. You will have scope and space to try new interventions, evaluate impact and make a difference to our overall organisational strategy.
You will:
- Use your creativity and ability to experiment in introducing innovative and modern learning practices across the organisation
- Design and deliver innovative learning interventions that support leadership and management development across the organisation.
- Work with Subject Matter Experts and senior staff within the organisation to understand learning needs and develop the right interventions.
- Create evaluation methods to measure changes in behaviour and performance across leaders and managers
- Act as a valued advisor for leaders and managers across the organisation supporting their development
It is essential to be able to work without direct supervision, prioritise work and deal with competing and conflicting demands in an organised and effective manner. The post is for 37.5 hours per week and a degree of flexibility is necessary. This role will work from home but will have moderate travel nationally across the organisation.
About You
We are looking for someone with experience of:
- Delivering successful leadership and management development programmes using innovative approaches
- Planning courses and evaluating outcomes
- Delivering soft skills training and experiential learning activities
- Ability to motivate and influence others
If you are passionate about supporting victims of crime and have the necessary skills and experience, we encourage you to apply.
Please see the attached Job Description and Person Specification for further details once you apply.
In Return…
Benefits include:
- Flexible Working Options: Including hybrid working.
- Generous Annual Leave: 28 days plus Bank Holidays, increasing to 33 days plus Bank Holidays, with options to buy or sell annual leave.
- Birthday Leave: An extra day off for your birthday.
- Welcome Bonus: £500 on successful completion of probation period.
- Pension Plan: 5% employer contribution.
- Enhanced Allowances: Enhanced sick pay, maternity, and paternity payments.
- Exclusive Discounts: High Street, retail, holiday, gym, entertainment, and leisure discounts.
- Financial Wellbeing: Access to our financial wellbeing hub and salary-deducted finance.
- Wellbeing Support: Employee assistance programme and wellbeing support.
- Inclusive Networks: Access to EDI networks and colleague cafes.
- Sustainable Travel: Cycle to work scheme and season ticket loans.
- Career Development: Ongoing training and support with opportunities for career progression.
About the Organisation
This independent charity provides a range of specialist services to people who have been affected by crime across England and Wales. Working towards a world where there are fewer victims but who have stronger rights, better support and a real influence in the Criminal Justice System, everyone at the charity is driven by the Vision Ambitions and Values to play their part in making a difference for those who experience crime and traumatic events.
As part of the commitment to the Race at Work Charter we particularly welcome applicants from Black, Asian and minority ethnic communities. The charity is also a Disability Confident Employer and provides a Guaranteed Interview Scheme for candidates that are disabled and meet all essential criteria for a role.
If you have a disability, a learning difficulty such as dyslexia or a medical condition, which you believe may affect your performance during any aspect of the selection process, the team will be happy to make reasonable adjustments to enable you to perform at your best.
You may have experience in areas such as Learning, Learning and Development, L&D, Learning Officer, Learning and Development Officer, L&D Officer, Learning Advisor, Learning and Development Advisor, L&D Advisor. #INDNFP
Please note this role is being advertised by NFP People on behalf of our client.
BCUSU is seeking a proactive and empathetic Student Advisor to play a key role in supporting and advocating for students throughout their academic journey. This position is ideal for someone who is passionate about student welfare and can provide high-quality, specialist advice across a range of complex issues.
As a Student Advisor, you will deliver personalised one-to-one support to students, particularly in areas such as academic appeals, complaints, disciplinary procedures, fitness to practise concerns, and housing issues. You will also support students during formal university processes, including attending meetings and hearings as their advocate or support person.
You will act as a central point of contact for students navigating university policies, procedures, and services—including mental health support, academic assistance, and financial aid. Building trusting relationships with students is at the heart of this role, helping them feel heard, respected, and empowered.
Key Responsibilities
- Provide accurate and up-to-date advice on complex academic and housing issues.
- Advocate on behalf of students where necessary, ensuring their voices are represented and their rights protected.
- Conduct detailed casework, including interviewing students, identifying issues, and offering appropriate solutions and support.
- Interpret and communicate complex policies, procedures, and regulations clearly and empathetically.
- Manage your own caseload, prioritising effectively based on urgency and student needs.
- Maintain a strong knowledge of legislation, university policies, and best practices relevant to student support and advice.
About You
We're looking for someone with:
- Excellent communication and interpersonal skills, with the ability to build trust and offer reassurance in sensitive situations.
- Experience working with people from all backgrounds.
- Strong organisational and problem-solving skills, with the ability to manage multiple priorities and deadlines.
- Advanced knowledge in key advisory areas (appeals, complaints, disciplinaries, housing, etc.) and current legislation and policy.
- Experience in casework, advocacy, or a student support setting.
Benefits
- Agile/Flexible Working
- Generous Holidays with Long Service increments
- Occupational Sick pay*
- Pension Scheme*
- Additional day’s holiday for Wedding day and Graduation day
- Maternity, Paternity, Adoption pay and leave (statutory entitlement)
- Volunteering – take one day volunteering and BCUSU will match it with another day for you to volunteer
- Paid Compassionate Leave *
- Health Cash Plan
- BCU Library membership
- Staff socials – subsidised events usually Summer and/or Christmas
*Terms of eligibility apply
The client requests no contact from agencies or media sales.
Womankind Worldwide are exclusively partnering with Robertson Bell in their search for a new Director of Finance, People & Culture to join their team on a permanent basis. Womankind Worldwide is a global women's rights organisation working in partnership with women's rights movements and organisations to transform the lives of women and girls.
Reporting into one of the Co-CEOs, the Director of Finance, People & Culture will lead Womankind’s finance, HR, and Resources functions while ensuring regulatory compliance across jurisdictions (UK and Kenya). You'll work closely with their Finance & Resources Committee and serve as Company Secretary, supporting their ambitious Strategy to 2030.You will also lead the people strategy that strengthens Womankind’s culture, enhances employee wellbeing, drives engagement, and aligns talent with their strategic goals.
The organisation:
Womankind Worldwide strengthen and support women’s movements in their focus countries in Africa and Asia, and take collective action at regional and global levels, to ensure women’s voices are heard, their rights are realised, and their lives are free from violence. Currently, Womankind has staff based in Kenya and the UK. They’re undertaking a strategic transformation to strengthen their impact through a grantmaking and partnership review, an updated business model and a strategic alignment process. Staff wellbeing - one of their core feminist principles - will remain central as they navigate this journey. These changes reflect their deep commitment towards a feminist future and will position them to provide more strategic support where it is most needed across their focus countries during these unprecedented times in the development sector.
The key duties of the Director of Finance, People & Culture are as follows:
- Lead strategic financial and HR planning in collaboration with Co-CEOs and Finance & Resources Committee
- Drive implementation of Strategy 2030 particularly those strategies pertaining to Womankind’s goals to value our team and decolonise our practice
- Support assessment of funding landscape and sustainable financing strategies
- Ensure effective 3-year rolling budgeting and planning cycles
- Line manage Finance, People & Culture team, provide coaching, supervision, and development support, whilst building team capacity through process improvement
- Oversee budgeting, forecasting, and reporting processes
- Lead annual audit and statutory accounts production in the UK and Kenya
- Act as Company Secretary to Board of Trustees
- Ensure consistent quality and delivery of all finance processes (internal and external)
- Strategic development and review of Human Resource management, policies and processes
- Shape and model a feminist, inclusive, and high-performing organisational culture that aligns with Womankind’s values
- Oversee design and implementation of a wellbeing strategy
- Lead on information technology, ensuring systems meet needs of the organisation
- Provide oversight of facilities in the UK and Kenya
The successful candidate will have:
- Qualification: A full, recognised accounting qualification
- Leadership: Proven track record delivering strategic plans as part of senior leadership team
- Experience: Significant experience leading Finance and HR functions
- International: Experience working across multiple jurisdictions
- Charity Sector: Understanding of charity governance, SORP accounting, and charity financing
- Management: Strong staff management and development experience
- Communication: Ability to explain complex financial matters to non-financial
- Governance: Experience working with and being accountable to Board of Trustees
- Values: Strong commitment to feminism, anti-racism, and social justice
This role can be based in either the UK or Kenya, with flexible hybrid working policies in place. The team are also open to considering candidates with strong experience on a 0.8 FTE basis.
Applications are open until Sunday 28th September, with first stage interviews due to take place the week commencing 6th October. CVs will be under continuous review in advance of this date and we reserve the right to close the advert early, so please submit your application today to make sure you don’t miss out!
Using Anonymous Recruitment
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Come and make a difference by joining our team reaching people who find it most difficult to access advice. Money Advice Plus work both locally in Sussex and nationwide. Our mission is to help people manage their money effectively, and our independent, confidential and flexible approach is tailored to individuals’ needs, allowing us to reach those who find it most difficult to access advice. You will be joining a large team of Money Advisers providing specialist level debt and benefit advice and casework.
You will have lots of variety, providing telephone specialist debt and benefit advice and casework across a range of projects. If you are available to work in our Brighton and Hove office you will also deliver face-to-face advice both in the office and other outreach locations including Foodbanks and with inpatients.
Ideally you will hold a qualification in Money Advice, obtained either through the Institute of Money Advisers or the Money and Pensions Service. If you do not have a qualification, you must be prepared to work towards obtaining this, included some study in your own time. You will have excellent communication and digital skills, be comfortable delivering advice in person and by phone, and be able to plan and organise your work effectively.
If you'd like to learn more about the post, or would like to apply in different format, please contact Nick Vaughan (details in our job pack).
If you'd like to discuss the role before applying, please contact Nick Vaughan. Please tell us how you meet the Person Specification contained in the attached document when applying.
The client requests no contact from agencies or media sales.
St John Ambulance is partnering with Robertson Bell in their search for a Finance Business Partner (Volunteering) to join their high performing team on a permanent basis. St John Ambulance is England's leading, volunteer-powered first aid charity dedicated to first aid education and emergency response across England. They are committed to ensuring that everyone receives the help they need in a health crisis from those around them.
The Finance Business Partner in Volunteering is responsible for providing the first line of support and assistance with the development of financial plans, analysis of the financial performance and forecasts of the Volunteering businesses. They will be a key member of the Financial Planning and Insight team to ensure delivery of the annual three-year budgeting process, that is aligned to strategic operational plans.
The organisation:
This is a fantastic opportunity to join a team of over 1,400 employees and over 30,000 volunteers, united by their goal of saving lives through essential first aid services, training and campaigning. As a charity with rich heritage and a long history of serving humanity, they are proud of their past and excited about creating a healthier, safer, more resilient future.
St John Ambulance works at the heart of communities, supporting and enabling them to access and receive physical and mental health first aid. They do this through developing and providing effective community response and outreach services and using our longstanding expertise to empower people with vital clinical skills and the confidence to use them. There is also a buoyant social enterprise network which delivers first aid training and supplies medical consumables to businesses and consumers.
The key duties of this Finance Business Partner will be as follows:
- Provide impactful and effective finance business partnering to St John Budget Holders, the Senior Management and Executive Teams.
- Deliver high quality business and financial analysis, with detailed outcomes and benefits, to identify and present coherent rationales for change, to support effective delivery of services.
- Work with the relevant stakeholders, to timetable in the production of the charity’s monthly management accounts, the annual budgeting and in-year forecasting process.
- Drive continuous improvement in St John’s financial management reporting, forecasting and analysis.
- Utilise technology and tools to continuously improve the presentation and content of the charity’s financial management reports.
- Provide clear and understandable narrative to stakeholders and the rest of the team, advocating good accounting principles.
- Identify and implement cost and efficiency savings, without compromising the quality of the service and accuracy of the reporting.
- Work with business partners to provide the financial analysis and appraisal for business cases.
The successful candidate will have:
- A full professional accountancy qualification (CCAB or CIMA).
- Ideally, experience in the charity sector and working in large complex organisations.
- Significant experience in management accounting processes.
- Demonstrable, previous, extensive experience in a finance business partner role.
- Track record of supporting the end-to-end processes for in-year forecasts and annual budgets.
- Experience in dealing with a stakeholders at all levels, internal and external.
- Excellent influencing skills, with confidence and gravitas to respectfully challenge.
This role is being offered Nationwide within the UK, with only occasional travel required to an office for key in-person meetings. Applicants must be willing and able to attend occasional meetings in the evenings, via Teams. TOIL and flexible working arrangements facilitate this.
The closing date for applications is on Sunday 7th September, with first stage interview due to take place the week commencing 15th September. Applications will be under continuous review in advance of this date so please do not delay in applying to make sure you don’t miss out!
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
We help EU citizens, who made a home in the UK, to secure their immigration status under the EU Settlement Scheme, and retain their rights to live, work, travel and thrive following the upheavals of Brexit.
We seek an experienced, proactive adviser to provide expert advice remotely to EU citizens across the UK with occasional face-to-face advice sessions and meetings.
You will hold IAA Level 1 or 2 accreditation and you will be able to manage volunteers to help with service delivery.
The role also involves preparing short, simple, written guidance on changes to Home Office policies.
Ability to speak another European language is essential. Due to current demand, Italian is preferred.
Please submit a CV and a covering letter that explains how you meet the person specification
The client requests no contact from agencies or media sales.