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PSM Recruitment are working with a well established, family owned IFA, with over 20 years’ experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to develop the existing client bank as well as generate new business with new clients. This is an office based role and you will be working with a close-knit team and alongside an experienced Paraplanner currently operating from their offices in the centre of Folkestone. As part of the team your responsibilities will include (but not limited to): Preparing and maintaining client files including discussing clients’ objectives with the adviser. Ensuring compliance and any regulatory documentation is up to date and ensuring all financial plans and recommendations are inline with relevant regulations and compliance. Preparing recommendations, including undertaking research, providing comparisons for analysis and drafting reports for the adviser. Implementing recommendations including packaging reports and making changes to investments as instructed. Assisting with completion of application forms, submitting applications and tracking and reporting progress. Act as point of contact with clients and third parties, organising future ...

A growing professional services company is seeking an experienced Head of Financial Planning & Analysis to lead and develop its FP&A function and play a key role in supporting strategic decision-making at executive board level.

This role offers the opportunity to lead financial planning and analysis across multiple sites, providing insight and support to help the business achieve its strategic goals.

In this key role, you'll be responsible for providing financial analysis, forecasting, and reporting to help support key decision making. Drive continuous improvement in our financial planning and analysis processes. Prepare and present insightful financial reports to senior leadership.

Ideal candidates will have a degree in a quantitative field and 2–4 years of experience in financial risk analysis. The role involves developing financial models, conducting thorough quantitative analyses, and ensuring compliance with regulatory standards. A leading financial services firm is seek

Communicating financial information clearly and concisely to both financial and non-financial stakeholders. Financial Reporting and Analysis: Preparing monthly financial reports for HODs, including performance dashboards and key performance indicators to assess Dept and individual performances. Buil

Get notified about new Head of Financial Planning Analysis jobs in. Expertise in financial modelling, forecasting, and quantitative analysis. Lead the development and execution of the Group’s 3-year Corporate Plan and quarterly forecasts, providing robust financial analysis and strategic insights.

Running a business budgeting processFinancial analysis to a high level. Take responsibility for reporting, analysing and explaining financial performance. Provide financial consulting and strategic support to senior management, including the provision of accurate, timely and insightful analyses of k

Our listed client is seeking to hire an FP&A Manager with 5-7 years’ experience in the SaaS sector.You will be a highly motivated and ambitious individual who is keen to demonstrate your skills in this growing organisation.You will be strong in common SaaS metrics such as customer retention, utili

Job Title: Financial Planning and Analysis Manager. Reporting to the Senior Finance Director, the Financial Planning and Analysis Manager role sits within an international regional team supporting an international market segment. You’ll lead variance analysis, maintain planning systems and drive c

Support financial planning and analysis activities, including model development, reporting enhancements, and process optimisation. Provide high‑quality financial analysis and insight to inform organisational planning, performance, and statutory reporting. Significant experience in developing and m

Form3's Finance team is a critical function within the business, so we are looking for a Head of Financial Planning & Analysis (FP&A) who has a strategic mindset combined with hands-on capability, with the aptitude to move between big-picture thinking and detailed analysis. This is an exciting oppor

The FP&A Manager will play a pivotal role in building and standardizing FP&A processes, reporting packs, and financial models across multiple business units. Build and maintain driver‑based financial models (P&L, Balance Sheet, Cash Flow). Partner with senior stakeholders to provide clear, actiona

KPI analysis and performance insights. Strong financial modelling and. Effective financial support across.

Produce high‑quality board and senior management packs on financial and commercial performance, providing clear insight, analysis and recommendations. This is a hands‑on role reporting into the Head of Finance, with broad exposure across all projects and the core business, working closely with s

As the IPB Financial Analysis lead in the Asset & Wealth Management Finance and Business Management team, you will report directly to the IPB CFO and work closely with the IPB CEO, to provide consolidated financial analysis and reporting. Manage comprehensive financial analysis including client and

Candidates will be ACA, ACCA, CIMA, or internationally qualified accountants with a strong background in audit, financial accounting, and planning & analysis. Provide forward-looking analysis and highlight risks and sensitivities. Deliver structured variance analysis across revenue, cost, and invest

Act as a key strategic partner to the Finance Director and the wider OEV leadership team, providing insightful financial analysis and commercial recommendations. Expert‑level financial modeller: You can build robust, scalable, and complex models, including experience working with SQL. Conduct deep

As Financial Planning and Analysis Manager you will play a key role in driving financial planning, analysis, and the optimisation of financial systems and data. Prepare and analyse monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs). De

Deliver and business partner the monthly variance analysis and strategic financial modelling to support decision‑making. Financial Reporting: Prepare management accounts and consolidate divisional performance for group reporting. Ensure timely and accurate financial submissions.

Deliver clear, actionable performance analysis and KPI reporting. Build robust financial models to support growth and investment decisions.

Financial Analysis & Reporting:. This role also offers an exciting opportunity to be at the forefront of financial innovation by leveraging AI and LLM and visualization tools such as Alteryx and Tableau to revolutionize financial reporting. Deliver detailed financial analysis and reporting to key st

As the IPB Financial Analysis lead in the Asset & Wealth Management Finance and Business Management team, you will report directly to the IPB CFO and work closely with the IPB CEO, to provide consolidated financial analysis and reporting. You will play a pivotal role in coordinating across the regio

Acting as the primary finance business partner to senior commercial and operational leaders, the role will combine deep financial analysis with strong storytelling to influence decisions, optimise performance, and support sustainable growth. Strong background in financial business partnering with se

Teneo's global Financial Advisory business advises corporates, creditors and other financial stakeholders in situations of financial stress and distress. Integrating the disciplines of financial advisory, management consulting, investor relations, strategic communications, government affairs, risk a

Financial Planning and Analysis Manager. Ability to work across the business with financial and non-financial partners. Delivering high-quality monthly management information and reporting for the senior leadership team and board, including variance analysis.

Maintain financial documentation aligned with audit and legal requirements. Support internal financial forecasting and scenario modelling (as needed). Assist with preliminary business analysis for market entry or partnership evaluation.

Lead budgeting, forecasting, and driver-based financial modelling.

As the Head of Financial Planning & Analysis you will be responsible for being a key interface with senior management, delivering insight, influencing and enabling key business decisions. Delivery of short-term financial objectives, through controls, quarterly reviews and ExCo-wide initiatives, in c

The Head of Financial Planning & Analysis (FP&A) is responsible for leading the financial planning, forecasting, and performance insight for the TalkTalk Consumer. Lead the Consumer budgeting, forecasting, and long‑range planning cycles, ensuring accurate, timely, and well‑challenged financial o

Support with M&A and business expansion including pre-acquisition modelling and the financial due diligence process. Monitoring cash flow risks & opportunities, and complete analysis of business performance. You will have advanced IT and financial modelling skills.

Senior Director Financial Planning, Analysis & Controlling. Lead monthly and quarterly financial reviews, including variance analysis and risk/opportunity assessments. Financial Planning & Strategic support:.

Delivery of short‑term financial objectives, through controls, quarterly reviews and ExCo‑wide initiatives, in close partnership with Financial Control. As the Head of Financial Planning & Analysis you will be responsible for being a key interface with senior management, delivering insight, infl

This role requires extensive expertise in financial management, including accounting, budgeting, and financial controlling. The successful candidate will be responsible for providing timely financial information to support strategic decisions, ensuring compliance with regulations, and driving effici

This is a critical hire within a fast-paced, acquisitive environment, supporting growth, performance management, and value creation through robust financial insight and challenge. Deliver Board‑level reporting, including regular forecasting updates and deep‑dive analysis on key performance drive

You will play a key role in driving the hotel’s financial performance through strategic planning, budgeting, forecasting, and performance analysis. Develop and maintain financial models for scenario analysis, business cases, and investment appraisals. This role will ensure financial plans are alig

Preparing monthly, quarterly, and annual financial reports that offer insights into fund performance, highlighting trends, variances, and key financial metrics. Developing and maintaining financial models to assess the performance of each fund, including key performance indicators (KPIs) and financi

Financial Planning and Analysis Accountant. Act as a financial advisor to the business, challenging assumptions and supporting commercial initiatives with robust analysis. Identify opportunities to better leverage Workday and other internal tools for data extraction and financial analysis.

As a Financial Planning and Analysis Manager, your key responsibility will be to lead Kroo Bank’s forecasting, planning, and performance insight across the business, helping to shape strategic decisions through high quality models, robust analysis, and clear storytelling. Support investor, Board,

Act as a key strategic partner to the Finance Director and the wider OEV leadership team, providing insightful financial analysis and commercial recommendations. Develop and own complex financial models to support new business initiatives, pricing strategies for our products and investment decisions

Senior Manager, Financial Planning & Analysis. Partner closely with senior leaders across the business to provide financial insights and analysis that support investment decisions, growth initiatives, and effective resource allocation. You will serve as the operational owner of the company’s core

Support ad‑hoc financial analysis and reporting requests. Senior Finance Manager (Financial Planning & Analysis). You will play a pivotal role in shaping the financial direction of the business, providing critical insights, driving financial planning and forecasting excellence, and acting as a tru

Eaton Syalon are partnering with a high-growth, international group based in Northamptonshire to appoint a dynamic Group FP&A professional — supporting the Group CFO with forward-looking analysis and strategic insight across the entire business. Build and enhance dynamic financial models to suppor

Deep expertise in financial modelling, forecasting, budgeting and scenario analysis. This is an exciting opportunity for a highly skilled Head of Financial Planning & Analysis (FP&A) to join the Finance team within Form3. Present financial insights and recommendations to the Executive team and the B

Director of Financial Planning and Analysis. A high‑growth technology scale‑up is seeking to appoint a Director of Financial Planning & Analysis to join its senior leadership team. Strengthen integration across FP&A, Financial Reporting and Data to ensure consistency, accuracy and investor‑gra

This fundamental role within the group’s FP&A reporting team encompasses working with the financial planning & reporting, business analysis/insight, and cashflow forecasting. Reporting to the Director of Group FP&A you will play a key role in the continuous improvement of Group planning and Board

Provide financial analysis for pricing strategy, capital allocation and operational initiatives. Build and maintain robust financial models to support scenario planning, profitability analysis and strategic initiatives. Provide KPI reporting, performance analysis and recommendations to support decis