Financial Planner jobs in United Kingdom

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We are looking for an amazing Finance Manager to join the Waverley Abbey team based in Farnham, Surrey!

We seek an individual passionate about finance, system-savvy, and committed to delivering efficiency and excellence.

Working with our Finance Director, you will help lead the financial direction of Waverley Abbey Trust, fostering a culture of strong financial management, effective controls, and efficient processes, overseeing all aspects of our daily financial management.

We need a strong communicator who is highly organized, adept at multitasking and prioritizing in a busy environment; a great team player in a fast-paced organization.

Role Scope: Routine financial oversight including management and statutory accounting, budgeting, treasury, payroll, and audit.

Role Description: The Finance Manager oversees accurate financial records and controls for Waverley Abbey Trust and subsidiaries, managing a team of three, handling daily banking, VAT returns, gift aid, insurance, etc.

• Monitor daily financial operations, including banking transactions, account reconciliations, and payment authorizations.
• Interpret complex financial data and provide updates as needed.
• Assist the Finance Director in organization-wide budgeting.
• Monitor cash flow, bank accounts, and transactions.
• Manage VAT returns, gift aid, legacies, payroll, pensions, and staff credit cards efficiently.
• Maintain the fixed assets register and monthly depreciation.
• Supervise and develop the Finance team to improve efficiency.
• Provide timely financial reports to senior management and improve reporting quality.
• Ensure all obligations, accounts, budgets, and forecasts are prepared accurately and promptly.
• Collaborate with external accountants and auditors for year-end audits.
• Ensure compliance with statutory regulations and evolve finance policies.
• Assist in designing and implementing financial systems and process improvements.
• Stay updated on charity legal and financial reporting requirements.

• Preferably a degree or ATT qualification in accounting or finance management.
• At least 10 years of experience in finance management and accounting.
• Experience in the Charity and Higher Education sectors is advantageous.
• Proficiency with Sage 200, Microsoft Office, and accounting software.
• Experience with payroll, pensions, and leave administration.
• Excellent communication skills, both written and verbal.
• Highly organized with attention to detail, especially in planning, reporting, and budgeting.

Our mission is to extend and build the Kingdom of God through encounter, equipping the Church, and changing the world. Waverley Abbey is a caring, friendly organization—our people embody these values.

We employ professional, creative, like-minded individuals committed to making a difference. We value skills and experience, but also the right attitude. Join us and be part of something meaningful!