Financial Planning Manager

Liverpool City Council; United Kingdom; On-site; GBP 45,000 - 65,000; Full time

Job summary

A local government authority in the UK seeks a Financial Planning Manager to lead high-profile financial planning activities. The role involves implementing Microsoft Dynamics 365, ensuring robust financial controls, and supporting the Medium-Term Financial Strategy. Candidates must have a CCAB or CIMA membership and proven experience in local authority financial planning. The position offers at least 27 days of holiday, agile working options, and a local government pension scheme.

Benefits

At least 27 days holiday

Agile working

Local Government Pension Scheme

Progression opportunities

Health and Wellbeing support

Cycle to Work Scheme

Discounted Gym Memberships

Qualifications

• Must hold a current membership with CCAB or CIMA.
• Proven experience in financial planning and support of MTFS.
• Strong understanding of local government funding frameworks.

Responsibilities

• Provide project management and guidance throughout the implementation process.
• Support the implementation of Microsoft Dynamics 365.
• Develop and maintain financial processes and controls.

Skills

Financial planning

Project management

Stakeholder engagement

Education

Membership with CCAB or CIMA

Tools

Microsoft Dynamics 365

Job description

Job Introduction

Job Title: Financial Planning Manager

A bit about us:

Liverpool is home to vibrant, energetic, and engaged communities, people who take real ownership of their local area and are passionate about making our city a better place. We've got ambitious targets to meet and we need people who are driven, dynamic and ready to deliver the very best for our communities. Public service is more important than ever, and this role represents a real opportunity to make a difference to our communities by transforming the way we work and placing our residents at the heart of everything we do.

Working at Liverpool City Council provides an opportunity to contribute to your community and make a positive impact on the lives of residents. Our values shape how we work to deliver public services, and how we communicate with the residents we serve. We care about the best outcomes for local people, through our public services.

We are proud of our world-famous thriving city with its rich culture, as well as affordable housing, good schools, beautiful green spaces - there's really something for everyone!

We are seeking an ambitious, qualified Accountant to lead high-profile financial planning activities within Liverpool City Council. This pivotal role will support Finance's modernisation journey, adopting a Finance Business Partner approach and driving the implementation of the Council's new core financial system, Microsoft Dynamics 365.

You must hold a current membership with CCAB or CIMA, and provide evidence of continued professional development (CPD). Proven experience in financial planning and supporting the Medium-Term Financial Strategy (MTFS) within a local authority setting. Strong understanding of local government funding frameworks and their connection to national policy.

The Role:

• You the Financial Planning Manager will provide project management, guidance, and input throughout the implementation process, ensuring robust financial controls and documentation. The role also involves developing and testing processes, managing interfaces and feeder systems, and embedding Planning, Budgeting, and Forecasting functionality.
• As the Financial Planning Manager, you'll support the implementation of Microsoft Dynamics 365, including project management and stakeholder engagement.
• Our Financial Planning Manager will develop and maintain financial processes and controls, ensuring full documentation.
• Within the role of a Financial Planning Manager, you will be required to test system functionality, including core interfaces and feeder systems.
• Throughout your role as the Financial Planning Manager, you will maintain the Medium-Term Financial Strategy (MTFS) financial model until integration into the new system.
• Our dedicated Financial Planning Manager will ensure all financial models underpinning MTFS assumptions are accurate and regularly updated.

Our offer to you:

• At least 27 days holiday, plus bank holidays rising to 32 after 5 years' service (pro rata if part time) - option to purchase further days
• Agile working (role dependent) - a "Flexibility First" approach to agile working, where flexibility is the norm rather than the exception
• Part of the Local Government Pension Scheme - option to join the AVC Scheme
• Progression - opportunities and training through a wide range of high quality learning
• Health and Wellbeing - offer including Employee Assistance Programme
• Cycle to Work and Travel Pass Schemes
• Drive Time - a salary sacrifice car lease scheme
• Family friendly policies with enhanced leave
• Discounted Gym Memberships
• Employee Volunteering Scheme
• Medicash

Next steps:

• Closing date: midnight Monday 29th December 2025
• Shortlisting date: w/c Monday 29th December 2025
• Interview date: w/c Monday 12th January 2026
• Interview type: Competency based face to face interview

We reserve the right to close vacancies earlier than the specified date should we receive sufficient applications. If interested, please complete an application as early as possible.

Please note: this vacancy is classified as a politically restricted position.

If you would like any further information or an informal discussion, please contact Fiona Marsh at [e-mail]

Watch our recruitment video and see what life is like working at Liverpool City Council.

Equal Opportunities Employer Statement

Liverpool City Council is committed to fostering a workforce representative of the communities we serve. As an Equal Opportunities Employer, we believe in appointing candidates based on their skills, experience, qualifications, and abilities. To support this commitment, we guarantee an interview to candidates from under-represented groups who meet the minimum essential criteria for the role.

If you require any reasonable adjustments in line with the Equality Act 2010, such as an application form in a different format or additional time to complete your application, please contact us at [e-mail].

Although we advertise on Jobs Go Public, and other websites, your application process will be directed to our Tribepad system. Please note that all communication regarding your application for this post will be sent to the email address that you have registered on Tribepad, including your invite to interview if you are shortlisted. Please check your emails regularly, including Spam/Junk, after the closing dates for notifications. Please ensure you complete your full profile, work and education history in Tribepad.

Eligibility to work in the UK will be verified in the final stages of the selection process. All candidates must either already have a right to work in the UK before commencing employment or meet the Home Office criteria for Visa sponsorship. Candidates who require sponsorship should evaluate the Home Office eligibility criteria for a Skilled Worker visa before applying.

This is not legal advice, and we advise you to seek your own independent legal advice tailored to your own personal circumstances.