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Bath, Whiteley or London Office | Hybrid Working | Salary up to £75k DOE + excellent benefits Introduction We are looking for an organised, enthusiastic, and knowledgeable Compliance professional to join our growing Compliance team. As part of the team, you’ll have the opportunity to work in a fast-paced, collaborative environment where you’ll be able to utilise your skills and expertise to deliver amazing outcomes for our clients. The Compliance Assurance Manager plays a critical role in overseeing and challenging the effectiveness of the organisation’s risk management and control framework. Operating independently from the first line, the role ensures that risks are appropriately identified, assessed, monitored, and mitigated in line with regulatory expectations and internal policies. Why Saltus? Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We’re proud that we’ve been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £11.4 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. Can you tell me more about the role? You’ll have responsibility for a wide range of duties within the Compliance Division, including the following: • Independently own and continually develop the Compliance Universe, ensuring all relevant risks are accurately identified, assessed, and appropriately prioritised for review., • Lead, manage, and oversee the delivery of the agreed review programme, ensuring all work is completed to the required standard and within expected timeframes., • Produce high‑quality reports for senior management, clearly presenting findings, insights, and recommendations following the conclusion of each review., • Provide robust challenge and constructive support to senior managers after each review, helping ensure agreed actions are meaningful, achievable, and aligned with effective risk management., • Lead, manage and mentor the Second Line of Defence team., • Consumer Duty Testing: measuring the effectiveness of processes designed to comply with Consumer Duty and assisting in gathering MI for the Consumer Duty Champion’s annual report., • Provide independent oversight and challenge to First Line activities, ensuring risks are identified and managed effectively., • Review and challenge risk assessments, controls, and mitigation strategies., • Ensure consistency in risk practices across business units., • Ensure compliance with relevant financial regulations and supervisory expectations., • Track key risk indicators (“KRIs”), issues, and remediation actions., • Provide insight and analysis on emerging risks and trends., • Assess effectiveness of controls and recommend improvements., • Support internal audit and external assurance activities., • Build strong relationships with First Line teams to promote effective risk management., • Influence and challenge senior stakeholders constructively., • Provide training and guidance to enhance risk awareness and capability, • Provide compliance support across projects, particularly in response to regulatory changes or operational improvements. What sort of person are we looking for? We think that the best candidate for this role will have: • Direct experience working in a Second Line of Defence team, • Minimum 5 years’ experience in a risk, compliance, or audit role within financial services and at least 2 at a management level., • Strong understanding of the “three lines of defence” model., • Strong knowledge of FCA rules and regulations, including the FCA Handbook, SM&CR, Consumer Duty, and DFM/platform rules., • Strong Line Management background, • Excellent analytical and problem-solving skills., • Strong stakeholder management abilities., • Experience in risk reporting and governance forums., • Experience working with a Wealth Manager, large-scale IFA, or network., • Understanding of distribution and manufacturing (DFM) and platform governance., • Excellent interpersonal and communication skills, especially in dealing with regulators., • Project management knowledge is desirable but not essential., • Relevant financial services qualifications (compliance, risk, or advisory)., • Ability to challenge constructively and influence decision-making., • Proactive and adaptable in a fast-paced regulatory environment. Where will I be working? We’re incredibly flexible about where, when, and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. Ideally, you’d be able to be based out of either our Bath, London or Whiteley office for a minimum of three days each week, working the remainder of the week from home. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it. What benefits do I get when working for Saltus? The role is 40 hours per week to be worked between the hours of 8:30-5.30pm with a salary range of £70,000 - £75,000 per year, depending on experience. Alongside this, you get fantastic benefits including 28 days’ holiday (plus bank holidays + your birthday off!), study assistance, life assurance cover, income protection and a pension, alongside access to our flexible benefits platform. Just as importantly, you’ll get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our 500+ people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you! Interested? If this sounds like the right opportunity for you, we’d love to hear from you. Apply now or get in touch with our recruitment team at if you have any questions or would like to discuss the role further.

Robert Half are working with a leading organisation within the education and not-for-profit sector is seeking an experienced Interim Head of FP&A to step into a critical leadership role at short notice. This is a high-impact assignment requiring an individual who can quickly assess, stabilise and enhance financial planning and reporting processes, while providing clear insight to senior stakeholders. INTERIM HEAD OF FINANCIAL PLANNING & ANALYSIS South West (On-Site) £400 - £500 per day (inside IR35) Immediate Start |3-6 Month Contract The Role Reporting to the Director of Finance, you will take ownership of the organisation's FP&A function during a key period of planning and financial oversight. This is an on-site role, requiring a strong physical presence to engage with stakeholders, support the finance team and drive improvements at pace. You will be expected to operate with minimal handover, quickly building credibility and delivering value from day one. Key Priorities (First 3-6 Months) • Lead and deliver the budgeting and forecasting cycle, • Review and strengthen financial models and forecasting accuracy, • Improve management reporting, KPIs and insight for senior leaders...

Morgan McKinley is currently partnering with a fantastic Bath based organisation in the Education sector to recruit a Head of FP&A. The Role Reporting to the Finance Director within a large finance team, this role would have a broad remit encompassing the following responsibilities: • Lead on development of 5-year financial plan and annual budget planning, • Oversee automation and data model enhancement, • Provide management accounts support and financial insight including variances against budget, • Provide data driven insight to enhance financial performance, • Leadership of small team and influence cross team outcomes, • Lead development of financial models and provide scenario planning and modelling to support strategic decision makingThe PersonTo be considered for this role, you will be a Qualified Accountant with breadth and depth in planning and analysis experience. Experience of working in the Education sector is highly desirable, and you will be experienced in developing financial plans, forecasting and scenario analysis. My client has experienced strong recent growth and is currently outperforming peers in the same sector, and you would be working in a highly attractive working environment, with flexible, hybrid working on offer (2 days p/w in the office)....

The Head of FP&A will lead financial planning and analysis activities within the not-for-profit sector, ensuring robust financial insight and support for organisational decision-making. This role is based in Bath and requires expertise in accounting and finance to deliver strategic guidance and operational excellence. Client Details This opportunity is with a well-established organisation in the not-for-profit sector. As a medium-sized entity, they are committed to delivering impactful services and rely on strong financial leadership to support their goals. Description • Lead and coordinate the development of the 5-year financial plan, supporting strategy through robust scenario modelling, sensitivity analysis, risk assessment, and strategic recommendations., • Deliver quarterly reforecasts for income and associated costs across multiple locations, • Provide authoritative financial analysis, insight, and advice to inform strategic initiatives, investment decisions, and resource allocation., • Provide senior-level financial analysis and oversight and narrative for monthly management accounts variances against budget for tuition income, franchise fee, marketing & outreach expenditure and student recruitment commissions, ensuring an accurate interpretation and explanation of variances., • Produce concise, high impact financial commentary that supports decision-m...

The Head of FP&A will lead financial planning and analysis activities within the not-for-profit sector, ensuring robust financial insight and support for organisational decision-making. This role is based in Bath and requires expertise in accounting and finance to deliver strategic guidance and operational excellence. Client Details This opportunity is with a well-established organisation in the not-for-profit sector. As a medium-sized entity, they are committed to delivering impactful services and rely on strong financial leadership to support their goals. Description • Lead and coordinate the development of the 5-year financial plan, supporting strategy through robust scenario modelling, sensitivity analysis, risk assessment, and strategic recommendations., • Deliver quarterly reforecasts for income and associated costs across multiple locations, • Provide authoritative financial analysis, insight, and advice to inform strategic initiatives, investment decisions, and resource allocation., • Provide senior-level financial analysis and oversight and narrative for monthly management accounts variances against budget for tuition income, franchise fee, marketing & outreach expenditure and student recruitment commissions, ensuring an accurate interpretation and explanation of variances., • Produce concise, high impact financial commentary that supports decision-m...

Robert Half are currently partnering with a circa £200 million turnover organisation on the recruitment of a Head of FP&A to join the business on a full time and permanent basis. This is a newly created role due to growth, and our client entering a very exciting phase of their development. Based near Bath, this role will require two days per week in their office. Responsibilities of the Head of FP&A will include but not be limited to: • Lead the development of a long-term financial plan, delivering robust scenario modelling, forecasting and strategic insight to support institutional decision making and risk management., • Own complex income and cost planning with regular re-forecasting across multiple delivery models., • Provide senior level analysis and clear, impactful commentary on management accounts, translating financial performance and variances into actionable insight for leadership., • Develop and maintain sophisticated financial models and drive continuous improvement in planning, forecasting, systems and data quality., • Lead statutory and regulatory submissions, ensuring full compliance, accuracy and alignment with financial statements.

Morgan McKinley is currently partnering with a fantastic Bath based organisation in the Education sector to recruit a Head of FP&A. The Role Reporting to the Finance Director within a large finance team, this role would have a broad remit encompassing the following responsibilities: Lead on development of 5-year financial plan and annual budget planning Oversee automation and data model enhancement Provide management accounts support and financial insight including variances against budget Provide data driven insight to enhance financial performance Leadership of small team and influence cross team outcomes Lead development of financial models and provide scenario planning and modelling to support strategic decision making The Person To be considered for this role, you will be a Qualified Accountant with breadth and depth in planning and analysis experience. Experience of working in the Education sector is highly desirable, and you will be experienced in developing financial plans, forecasting and scenario analysis. My client has experienced strong recent growth and is currently outperforming peers in the same sector, and you would be working in a highly attractive working environment, with flexible, hybrid working on offer (2 days p/w in the office)...

As a Financial Planning Analyst, you will support our FP&A function through high‑quality financial analysis, modelling, reporting and business partnering. As our new Financial Planning Analyst, you will play a key role in strengthening our financial capability, helping to guide strategic decisions

Morgan Mckinley are working exclusively with a well-regarded organisation based just outside Bath to appoint an experienced FP&A Manager on a 8-month fixed-term contract. You'll take ownership of the budgeting and forecasting cycle, leading the end-to-end budget preparation process while continuing

Robert Half are working with a leading organisation within the education and not-for-profit sector is seeking an experienced Interim Head of FP&A to step into a critical leadership role at short notice. This is a high-impact assignment requiring an individual who can quickly assess, stabilise and enhance financial planning and reporting processes, while providing clear insight to senior stakeholders. INTERIM HEAD OF FINANCIAL PLANNING & ANALYSIS South West (On-Site) £400 - £500 per day (inside IR35) Immediate Start |3-6 Month Contract The Role Reporting to the Director of Finance, you will take ownership of the organisation's FP&A function during a key period of planning and financial oversight. This is an on-site role , requiring a strong physical presence to engage with stakeholders, support the finance team and drive improvements at pace. You will be expected to operate with minimal handover, quickly building credibility and delivering value from day one. Key Priorities (First 3-6 Months) Lead and deliver the budgeting and forecasting cycle Review and strengthen financial models and forecasting accuracy Improve management reporting, KPIs and insight for senior leadership Provide scenario analysis and decision support during a period of change Support and guide a small FP&A team Identify quick wins in process improvement, automation and data quality Key Responsibilities Own rolling forecasts, variance analysis and financial performance reporting Deliver clear, concise insight to senior stakeholders and non-finance audiences Partner with budget holders to improve financial understanding and control Support strategic initiatives, investment appraisals and business cases Enhance use of financial systems and reporting tools (e.g. Power BI, planning systems) About You Fully qualified accountant (ACA, ACCA, CIMA or equivalent) Proven track record in interim FP&A or senior finance roles Strong experience delivering budgeting, forecasting and financial modelling under time pressure Comfortable operating in ambiguous or evolving environments Excellent stakeholder management skills, with the ability to influence quickly Advanced Excel and strong experience with BI / planning tools Desirable: Experience in education, public sector or not-for-profit organisations Experience stepping into roles at short notice and delivering rapid impact Key Requirements Available to start immediately or within 1 week Able to commit to a 6-month assignment Willing to work on-site in the South West I look forward to reviewing your application, this is a organisation with a strong culture and ambitious vision, a great place to work, well respected across the south-west. Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice. TPBN1_UKTJ

Build and maintain detailed financial models to support strategic planning, scenario analysis, and investment decisions. Produce and continuously improve the monthly management reporting pack, including variance analysis and KPI commentary for board and PE reporting. Backed by a leading private equi

Own data integrity: cleansing, reconciling and structuring financial and operational data for robust analysis. You’ll take ownership of financial analysis, modelling and performance insight, helping translate complex data into clear, actionable recommendations. Support SLT and C‑suite with comme

This is a key role within the Finance and Transformation directorate, supporting the Council’s medium and long term financial planning, alongside the effective management of treasury activities and financial plan. Sandwell also benefits from a mainline train station – Sandwell and Dudley and the

The business operates at significant scale across multiple geographies and business units, with increasing demand for high-quality, forward-looking financial planning to support executive decision-making. Designing and maintaining the enterprise-wide financial planning model, ensuring consistency, s

FP&A Director / Group Head of Financial Planning & Analysis. Development of robust Group financial models and scenario analysis. This role will work closely with the Group CFO and executive leadership to professionalise financial planning while supporting a high-performance, entrepreneurial culture.

Are you ready to make a meaningful impact in asset management? As a Vice President in our Central Planning & Analysis Team, you will shape financial strategy, collaborate with talented colleagues, and drive innovation in reporting and analytics. As a Vice President in the Central Planning & Analysis

As the Senior Manager, Financial Planning & Analysis, you will play a pivotal role in leading the annual budget, rolling forecasts, and long‑term business plans, and provide strategic financial insights to support decision‑making across the organization. Experience in financial planning and anal

Sitting at the intersection of finance, data, and commercial strategy, you’ll drive forecasting capability through advanced analytics and machine learning, while partnering closely with commercial and marketing teams to influence pricing, go-to-market strategy, and investment decisions. You’ll o

The Research & Analysis Team’s work is based on providing support for planning applications and appeals, the promotion of land for development and preparation of planning policy as part of work across the private and public sectors. You will be required to act regularly on behalf of developers, pr

Interim Financial Planning & Analysis Specialist. This is a hands‑on FP&A role sitting at the centre of the finance function, working closely with senior leadership to drive performance, improve visibility, and support decision‑making in a fast‑paced environment. Strong Excel and financial mod

Provide financial analysis and insight to support strategic planning, investment decisions, and service development. Support long‑term financial sustainability by setting out an approach to scenario planning, in response to policy, funding and demand changes. You will be a key member of the financ

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. This role is hands‑on a

You will lead and develop the Financial Analysis team, drive continuous improvement in financial models and systems, and provide high‑quality insight to senior leaders, committees and external regulators. Reporting to the Director of Finance, the Head of Financial Planning & Analysis leads the Uni

Key Responsibilities## Financial Planning & Budgeting* Play a significant role in owning and managing the Group's annual budgeting and quarterly forecasting cycles, ensuring processes run efficiently and outputs are accurate and insightful* Develop and maintain robust financial models to support sho

The role will lead on ensuring financial planning and analysis processes and outputs are robust, user‑friendly, and adaptable to evolving needs, providing the foundation for efficient and effective financial management. You are qualified with a recognised accounting qualification or substantial ex

The role owns financial planning and reporting while also taking hands-on responsibility for stock planning across channels. Track and report on stock movement in and out of the business, working closely with sourcing, operations, and sales teams to ensure optimal stock placement. The organisation i

The Finance Planning and Analysis Analyst plays a key role within the MVH Europe finance team, delivering accurate, consistent and insightful financial analysis to support strategic decision‑making across the business. Working closely with Finance Business Partners and FP&A leadership, the role fo

We are seeking an experienced and values-driven FP&A Manager to lead financial planning, forecasting, and performance analysis across the organisation. Significant experience in financial planning and analysis, including budgeting and forecasting. Accurate, timely, and transparent financial planning

The Senior FP&A Lead is integral to supporting the Head of Financial Planning to deliver on our mission by providing the co-ordination of financial planning and analysis activities across the range of entities in the First Rail along with the interface with the Group Finance team and is responsible

Provide financial analysis and insight to support strategic planning, investment decisions, and service development. Access to Perkbox, an employee rewards and benefits platform with over 9,000 deals and discounts, a range of free perks, employee wellbeing support and other additional employee benef

Are you ready to make a meaningful impact in asset management? As a Vice President in our Central Planning & Analysis Team, you will shape financial strategy, collaborate with talented colleagues, and drive innovation in reporting and analytics. As a Vice President in the Central Planning & Analysis

Develop and maintain management information for reporting and analysis to the London ExCo and Senior Country Manager to support control objectives and strategic decision making. The role supports the London CFO and senior management through performance analysis, development of high-quality materials

This position will focus on delivering clear financial insight to support decision‑making at Executive and Board level, alongside maintaining and developing key financial models and reporting. This is a broad and commercially focused role, sitting at the centre of financial planning, analysis and

We’re supporting a market-leading leisure and travel brand operating across major European destination cities. Lead budgeting, forecasting, and driver-based financial modelling. Own cash forecasting and consolidated Group planning.

This hands‑on role offers wide exposure to regional accounting, monthly reporting, and financial planning during a key expansion phase in Europe. Handle accurate and timely invoicing for key accounts and SMB clients. Ensure compliance with UK and European GAAP, VAT regulations, and other applicabl

Design, build and deliver regular and insightful financial MI and analysis to support management and the business in oversight, performance tracking and governance. Perform and deliver the financial planning and analysis role for the Syndicate and related entities. Financial Planning and Analysis (F

Leading financial planning for major philanthropic opportunities; developing robust financial models, business cases and reporting approaches aligned with UCL’s wider financial strategy. This highly collaborative and cross‑cutting role works closely with senior colleagues across Advancement, Fin

Lead the financial planning and analysis cycle, including annual budgeting, quarterly forecasting, and long‑range planning. The Financial Planning & Analysis Manager is central to driving financial performance, supporting strategic decision‑making, and delivering high‑quality insights to senio

The role requires paraplanning experience and a strong understanding of tax and investment strategies. Legal And General Group is seeking a Paraplanner in Greater London to provide essential support in delivering high-quality financial planning solutions. Legal And General Group offers competitive b

Are you ready to make a meaningful impact in asset management? As a Vice President in our Central Planning & Analysis Team, you will shape financial strategy, collaborate with talented colleagues, and drive innovation in reporting and analytics. As a Vice President in the Central Planning & Analysis

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

The privacy policy offers an explanation of how and why your data will be collected, how it will be used and disclosed, how it will be retained and secured, and what legal rights are associated with that data (including the rights of access, correction, and deletion). Manage and execute the allocati

Enable decision‑making and long‑term growth through robust financial insight and planning. This position will be instrumental in building a best-in‑class FP&A function that enhances decision‑making and performance analysis across the business, playing a key role in the organisation's continu

You will help to drive the business through regular forecasting and analysis with a focus on revenue – creating and developing financial models, providing insight into revenue performance, and carrying out ad‑hoc analyses for senior management. Respond to ad‑hoc requests for financial informat

Your expertise will be vital in understanding and projecting the business's performance over the next 6-9 months and beyond. Experience working within a financial services business is required and you must have exposure to working with large data sets. I am looking for a Director of FP&A to join a P

Develop and maintain management information for reporting and analysis to the London ExCo and Senior Country Manager to support control objectives and strategic decision making. The role supports the London CFO and senior management through performance analysis, development of high‑quality materia