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Reporting to the Director of Finance, the Head of Financial Planning & Analysis leads the University’s financial planning, forecasting and analytical capability. Bath Spa University is seeking an experienced and highly analytical finance leader to join us as Head of Financial Planning & Analysis.

A financial planning firm in Bradford-on-Avon is seeking an IFA Administrator to join their back office team.

You'll take ownership of the budgeting and forecasting cycle, leading the end-to-end budget preparation process while continuing to refine and enhance planning and rolling forecasts using a recently implemented model. The role will also look to strengthen how performance is measured, with scope to i

A higher education institution in Bath is seeking an experienced Head of Financial Planning & Analysis. The ideal candidate will have a strong background in financial planning, forecasting, and analysis within the education sector.

A leading Financial Planning firm in Bath is seeking an Independent Financial Adviser to deliver tailored financial solutions. If you have strong communication skills and a solid understanding of financial markets, this opportunity is ideal for you.

A reputable recruitment agency is seeking a Head of FP&A to lead financial planning and analysis within the not-for-profit sector in Bath. Responsibilities include developing financial plans, delivering reforecasts, and providing high-level financial analysis.

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

Are you ready to be part of one of the fastest growing wholesale and retail companies and be a key part of their continued success and growth? Do you have good retail sales experience? Can you work independently covering your own area and still be part of the Sales and Head Office Team? Role Overview You will be responsible for seeking out new opportunities by prospecting new clients, developing new business, and growing existing business, within the South West. This includes journey planning, tracking sales and taking full accountability for territory budgets/KPIs. You will have a great existing client base from independent retailers to small convenience stores to petrol stations to national retailers and even nightclubs! And you be expected to add to your client base by developing effective working relationships. Your Area and Where will you be based? You will be home based ideally Bath, Bristol or Somerset and cover the whole of the South West region. If overnight stays are required hotels and meal allowances will be paid for. It is up to you to effectively plan your sales routes to maximise opportunities. The job includes: • To develop and maintain exceptional consultative relationships with existing clients maximising customer retention and brand awareness, • Generate sales and opportunities by prospecting new customers, assess their needs, effectively selling products and offerings, • Develop positive and long-lasting relationships with customers over the phone and face to face, to maximise business potential, • Maintain consistent communication with customers and follow up with prospects in a timely manner, • Carry out well planned client meetings and presentations, • Deliver to KPI’s and Targets set to achieve strategic financial goals, • Prepare and generate quotations for customers, • Maintain records with sales figures, financial reports and relevant customer data, • Collaborate with other Business Development Managers regarding sales figures and to share best practice, • Keep abreast of industry changes, trends, developments and key competitors communicating when necessary What will you bring to the role? • Previous experience of business-to-business field sales within the FMCG or retail industries, • Experienced in managing strategic sales funnels and translating them into tangible sales, • Demonstratable success against KPIs and targets, • Exceptional communication, presentation and excel skills, • A results-orientated, tenacious self-starter, • Ambitious and keen to drive career forward within with organisation, • Excellent time management and organisational skills What will you get in return? Competitive salary Bonus £1K-£1.5K plus per month Home based Company Car Laptop and Mobile 22 days holiday plus stats – rises with service Cash-back health scheme including remote GP services Discounted products THE NEXT STEPS! It’s time for us to talk and for me to learn what makes you a great sales person. Please send me your CV and you can call me up to 7pm on (phone number removed) Thank you - Lindsay

Join theleadingteam in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented. The Opportunity: In this role as a Estate Planning Consultant, you will havefreedom over your schedule, fantastic earnings, a career with growth potential in a high-demand industry and the chance to make a real impact. We Offer (Estate Planning ConsultantBenefits): Earn Big: £50k £100k OTE, self-employed with uncapped commission. Enjoy Flexibility: Self-managed scheduling and flexible working hours. Receive Top-Notch Training: Full sales, marketing, and product training provided. Get ComprehensiveSupport: Start-up kit including a tablet, sales kit, and extensivesupportfor a one-off £1195 investment. Make a Difference: Help secure people's assets and provide peace of mind. Are You the IdealEstate Planning Consultant? Consultative sales approach and entrepreneurial spirit. Strong communication skills and a passion for the industry and sales. Independent, motivated, and adept at generating referrals. Presentable and ready to impress. Have access to a car and drivers licence. Ability to get out of your comfort zone KeyResponsibilities of an Estate Planning Consultant: Conduct online and face-to-face Will instructions. Upsell services such asTrusts, Funeral Plans, and Document Storage. Generateleadswith our full training andsupportsystem. Apply Now For An Immediate Interview! TPBN1_UKTJ

Interim Head of Financial Analysis Location: Bath (Hybrid) Daily Rate: Negotiable, Inside IR35 Duration: Ongoing (possible temp to perm) We're looking for an experienced Interim Head of Financial Analysis to lead financial planning, modelling, and insight at a pivotal time. Reporting to the Director of Finance, you'll play a key role in ensuring financial sustainability through high-quality analysis, robust forecasting, and strategic decision support. This is a senior leadership role with real influence - partnering across the organisation to turn data into actionable insight and guide major financial decisions. What you'll be doing Lead forecasting across key income and expenditure streams. Deliver quarterly reforecasts and ensure assumptions are robust, evidence-based, and aligned to strategy Provide clear, high-impact analysis to support monthly performance reporting and decision-making Translate complex financial data into concise, actionable insight for senior stakeholders Champion a data-driven approach to improve financial performance and understanding Lead the development of sophisticated financial models (income, cash, pay, and reporting models) Enhance planning, forecasting, and analytical processes with best practice approaches Work closely with systems and data teams to improve reporting quality and efficiency Lead key financial returns and ensure compliance with regulatory requirements Support annual reporting processes and ensure alignment across all financial models and outputs Manage and develop a high-performing financial analysis team Act as a trusted deputy to the Director of Finance Represent Finance at senior forums and influence strategic decisions across the organisationEssential Qualified accountant (ACA, ACCA, CIMA, CIPFA or equivalent) Significant experience in financial planning, forecasting, and modelling in a complex organisation Proven leadership experience with the ability to develop and inspire teams Strong track record of delivering insight to senior decision-makers Advanced analytical and financial modelling skills

The Role: As the Events & Marketing Assistant, you will provide efficient and effective operational and administrative support to members of the Marketing Operations team (1 x Senior Marketing Manager, 2 x Marketing Managers, 1 x Senior Marketing Executive) within the wider Marketing & BD team. The role will focus predominately on events and admin in the marketing team but will also involve standalone projects as directed by Marketing Managers / MBD Director. Your role will enable the MBD team to function effectively and achieve its objectives and ensure that the work done by the team complies with internal quality standards and external requirements. Key Responsibilities Personalised Client Service and Sustainable Growth • Provide administrative support for the firm’s events programme, including responsibility for executing / facilitating BAU (Business as usual) events, face-to-face and digital, predominantly in the firm’s Bath and Bristol offices in accordance with the firm’s event processes., • Use the CRM system to produce lists for mailings and events; generate and monitor campaigns; carry out data entry and updates in conjunction with marketing campaigns; and prepare timely e-comms for divisions as needed on pertinent topics., • Assist with production of marketing collateral to agreed templates., • Working with the Senior Marketing Executive, administer the firm’s corporate hospitality programme., • Assist with the execution of the firm’s legal directory process., • Assist stock management of key positions and procurement of marketing collateral / merchandise where necessary., • Any other reasonable duties as requested by the Marketing Operations team and MBD Director in relation to the day-to-day marketing operations and campaigns., • Whilst the role is based in Bath and will focus on Bath and Bristol offices accordingly, it will also occasionally require work outside of designated office and outside of normal office hours (e.g. for events management). Dynamic Culture • Build relationships with the team and internal clients based on trust., • Work closely with members of the team to ensure MBD support is provided to a consistently high standard., • Be open to and look for new ways of working., • Assist with and participate in team activities such as meetings, training or social activities. Financial & Operational Excellence • Make effective use of the relevant firm IT systems, working efficiently and streamlining processes where possible., • Input into procedural changes, making suggestions for improvement and efficiencies. Take ownership of small projects where appropriate. Skills, Experience, and Attributes: • Previous experience within an events/admin role (essential)., • Understanding of CRM, event planning and administration (desirable).Understanding of client relationship management (desirable)., • Excellent organisation capability with the ability to effectively prioritise (essential)., • Solid understanding of Microsoft Office suite and other relevant IT platforms (essential)., • Strong communication skills both written and verbal (essential)., • Positive attitude to work - approaches work with positivity and energy and thrives in a busy environment., • Effective communicator and service focussed - clearly conveys information and ideas through the relevant channels., • Ability to show incitive, sense checks tasks and goes the extra step where required., • Team player - actively participates as a member of a team. Develops and maintains relationships with others. Can-do attitude., • Resilient - functions effectively under pressure and handles difficult circumstances to a positive conclusion., • Open to change- receptive to new ways of working with the ability to be flexible in approaching tasks and problems. About Us: At RWK Goodman, you can enjoy a strong legal career, with exceptional client work. And you’ll be supported, every step of the way. A progressive Top 100 law firm, over 650 colleagues. 36 specialist areas. 3 legal divisions. With offices across the South West, Thames Valley and London. Committed to collaborative growth and shared success, we’re focused on delivering sustained positive change. Because we want to make a lasting difference to the world around us and achieve our vision of being the firm what clients want to work with and people want to work for. Benefits: Some benefits will differ depending on the level of role. Please reach out to the Recruitment team for further clarification. 26.5–31.5 days’ holiday per year Buying and selling holiday Healthcare cash plan / private medical insurance Life assurance/Pension scheme Cycle to work scheme Season ticket loan Hybrid working Employee Assistance Programme Enhanced family leave Recruitment referral bonus Group income protection Career Development: We know our people are what sets us apart. That’s why we continue to nurture and develop our colleagues and attract and retain the best talent. We support colleagues with a robust programme of learning and development opportunities, underpinned by our transparent Career Development Framework (CDF), which shows exactly what you need to achieve to grow your career with us. From mentoring initiatives, through to personal development programmes and courses, we are proud to offer a suite of opportunities to drive your career and achieve your ambitions. Inclusive Employer: We’re on a mission to create a dynamic and inclusive culture. And that starts with our recruitment process. If you have a disability, whether visible or not, we want to work with you every step of the way. Because we want to give you the best chance of success when you apply

Group Financial Planning & Reporting Manager. Our Client is a growing, independent financial services group specialising in fund administration, corporate services and private wealth solutions across several European jurisdictions. Advanced financial modelling, including scenario and stress testing.

Head of Financial Planning & Analysis. Reporting to the CFO this is a senior leadership role responsible for shaping Castle Trust Banks financial strategy through highquality insight robust planning and forwardlooking analysis. Youll lead the Banks budgeting forecasting and longterm financial pl

Demonstrated experience supporting financial reporting cycles developing financial models analysing trends and contributing to forecasting processes. Deliver adhoc financial analysis gathering data validating assumptions and building models and reports for senior stakeholders. Ability to communicate

One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the Bournemouth or Dorset area to join their team. Minimum 12m experience as a financial planner. Ability to analyse financial information and comply with regulations.

Understanding of the financial planning process. Working towards Level 4 Diploma in Financial Planning. Financial Planning Administrator | Bristol | Up to 32k.

This is a hands-on role suited to someone who can quickly get under the skin of a business, improve the quality of financial insight, and support senior leaders with better planning, forecasting and decision-making. Build and improve financial models to support strategic planning and decision-making

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

Provide financial insight on long-term planning, new initiatives, and market trends. Develop and execute strategic financial plans for UK & MENA and LMAL. Strong knowledge of insurance accounting and financial analysis.

You will lead the Group’s financial planning, forecasting, performance management, and decision support activities, while also acting as a trusted business partner across head office functions. Advanced financial modelling capability. Group Planning, Budgeting & Forecasting.

The role involves preparing financial planning reports for clients, supporting financial advisers, and conducting detailed research on clients' needs. A financial services company is seeking a Paraplanner for its Uckfield office. The ideal candidate should have experience in financial advice and pos

Fram is working with a medium-sized financial planning firm that is looking to engage an Operations Director to oversee its day-to-day operations and support the next phase of growth. This may appeal to someone with experience in an operational leadership role within financial planning or wealth man

At Argo, meticulous financial planning and insightful analysis are the backbone of our success in a rapidly evolving market, and as a publicly listed company, our operational and financial performance are constantly under the spotlight. Our Manager of Financial Planning and Analysis (FP&A) will play

Develop, implement key financial models and forecasts to support strategic objectives and decision making.

This is an excellent and newly created opportunity to work as part of a high growth and ambitious organisation.No two days will be the same and the content of this role will be extremely interesting.The position would suit a part or fully qualified accountant with a commercial mindset, as their work

Significant post‑qualification experience in financial planning and analysis, ideally in a global, multi‑entity environment. We are seeking a Head of FP&A to lead a transformation 18‑month programme to modernise our financial planning, forecasting, and decision‑support capabilities. This inc

A growing financial planning firm in London is seeking a Paraplanner to join their team. Responsibilities include assisting Financial Planners, reviewing client objectives, and preparing Financial Plans.

Get notified about new Financial Planning and Analysis Manager jobs in. Group Financial Planning & Analysis Manager — Greater Bristol Area, UK — 1 week ago. Financial Controller (Fixed until 31/05/2026) — Kingswood, UK — 1 week ago.

A financial planning firm in the UK is seeking a Technical Paraplanner to join their team. This role requires previous paraplanning experience and a Level 4 Diploma.

Service Care Solutions is recruiting a Financial Planning Administrator in Bristol. The role is suitable for candidates with 1–2 years of experience in financial services administration, ideally within an Independent Financial Adviser (IFA) environment.

Lead the financial planning and analysis cycle, including annual budgeting, quarterly forecasting, and long‑range planning. Financial Planning & Analysis Manager. We are partnering with a high‑growth, private equity backed group of independent schools in London to recruit a commercially driven F

This role involves project managing the financial planning process for clients, serving as the first contact for their queries and ensuring exceptional client service. Hartsfield Financial Services Limited is seeking a Relationship Manager to join their team in Box, Wiltshire.

Financial Planning Administrator: Recruit Wealth is representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses and is recruiting for an experienced Administrator to join their regional Huddersfield office. Their client offers expert, regulated, indepen

A leading UK charity is seeking a Financial Planning Analyst to enhance budgeting and forecasting processes. You will play a crucial role in aiding teams with financial decision-making, transforming complex data into insightful reports.

We are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking f

Key responsibilities include: - Own and evolve the 30-year business plan - driving scenario modelling and stress testing - Take the lead on cashflow forecasting and liquidity strategy - Partner with development teams on scheme appraisals and key financial assumptions - Support funding activity, lend

We are currently recruiting for an enthusiastic Financial Planning Administrator for a Mayfair based Financial Planning firm. The successful candidate will be ideally working towards Diploma in Financial Planning and have worked for at least 1 year in a Financial Planning Administrator role. Our cli

Financial Planning & Analysis (FP&A) Analyst (Assistant Vice President). A Financial Planning & Analysis Analyst is required to coordinate and run the firm’s expense allocation process.

Broadgate is looking for a Senior Financial Planner in London to provide tailored financial solutions for private clients and high-net-worth individuals. The role involves delivering comprehensive advice across investments, pensions, and estate planning while building long-term client relationships.

The Senior Manager, Financial Planning and Analysis, International, is a highly visible leadership role responsible for driving financial strategy, operational excellence, and business performance across the fast-growing region. Financial Planning & Forecasting. The position requires a proven strate

Exciting opportunity to join PureGym as US Financial Planning Manager. You will lead financial planning processes across & deliver the month end commercial reporting for US Operations. Proven exceptional financial modelling, analytical & presentation skills.

A holistic financial planning firm is seeking a Financial Planner in Greater London. You will work directly with clients to help them achieve their financial goals through relationship-led planning. You will meet with clients in various settings, ensuring their financial plans are effectively docume

We are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking f

Support the financial onboarding of acquisitions into Group reporting and planning frameworks. Manage financial models and scenario analysis primarily through Google Sheets, with a view to implementing a dedicated FP&A planning tool as the function scales. You will work closely with senior leadershi

Senior Financial Planning & Analysis Manager (Research) – 12 Months Maternity Cover. We’re looking for a Senior FP&A Manager to deliver high‑quality financial insight that shapes planning and strategy across the Crick, focusing on our core‑funded research laboratories. Lead, coach and develo