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A well-established financial planning firm is seeking a proactive and organised Financial Planning Administrator to join its established team in Wakefield.

A long-standing advisory business in Wakefield require a Financial Planning Administrator to join their busy offices.

A leading snack manufacturer in Liversedge is seeking a Site Financial Controller to manage financial performance. The role involves collaborating with the site leadership team to drive profit and loss, oversee financial planning and reporting, and ensure robust financial controls.

Our clientbased in Wakefield has an upcoming requirement for a Finance Manager to oversee the finances of several group entities and lead a small finance team. Key Responsibilities Lead the production of accurate monthly accounts Oversee budgeting, forecasting and financial planning Provide clear

Access to professional development resources and ongoing learning opportunities. Proficiency in budgeting, cost optimization, and financial planning for complex projects. Project Planning and Coordination:.

We’re looking for a Financial Planning & Analysis Director to join us to support in shaping our financial strategy and ensure we have the insight to make the best decisions for our people. Qualified finance professional – CCAB accounting qualification or equivalent experience in financial pl

Highly reputable IFA business who sit at the forefront of UHNW private client advice looking to bring in a Graduate calibre Financial Planning Administrator to their expanding back-office support team. Sitting alongside a team of administrators this role/remit is to work alongside 2 high performing

Providing high-quality financial planning advice to a small portfolio of clients, maintaining excellent service standards and fostering strong long-term relationships. NET Recruit is partnering with a leading UK financial planning and investment management firm in their search for an experienced. He

This is a Chartered financial planning firm based in Leeds, known for delivering bespoke, specialist financial advice to high-net-worth clients. Based in their Leeds city centre office full-time, this role supports the delivery of tailored financial planning strategies. Prepare suitability reports a

Practice Manager – Independent Financial Planning Firm. Independent Financial Advisory practice.

The firm is known for its strong reputation in holistic financial planning and investment management, with a long history of advising private clients, business owners, and families. The incoming planner will step into a fully supported environment, benefiting from a robust paraplanning, administrati

We’re looking for a Financial Planning & Analysis Director to join us to support in shaping our financial strategy and ensure we have the insight to make the best decisions for our people. Internally you’ll be known as Financial Planning & Insight Director. You’ll lead a team of analys

This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their busy team in their Leeds office. You must have experience working in a financial planning administrator role and ideally have experienc

This is an excellent opportunity for an experienced IFA Administrator or Client Services professional to join a well-established and highly personable financial planning firm based in West Sussex. The business takes a genuinely holistic and relationship led approach to financial planning and is look

A niche, highly client-centric IFA firm based in Central Leeds who are looking to add an experienced Financial Planning Administrator to their technical support structure, in support of two high-performing private wealth focused Financial Advisers:.

Financial Planning Administrator – Financial Services. As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. A highly respected and growing, National wealth and investment management firm in Leeds is

Financial Planning Analyst - WrexhamSalary: We are seeking a highly motivated Financial Planning Analyst to join our Financial Planning & Analysis (FP&A) team. Key ResponsibilitiesSupport the preparation of monthly, quarterly, and annual financial forecasts and performance reportsAssist with the mai

FP&A Manager Location: West London Salary: £70k + bonus Sector: Hospitality An exciting opportunity has arisen for a Finance Planning & Analysis (FP&A) Manager to join a leading international organisation. This role provides direct support to the UK Executive, MD and CFO, delivering critical insi

The ideal candidate will have Chartered Financial Planner status or actively working towards it, and strong knowledge of financial planning principles. A leading financial services firm seeks a Senior Advice Technician to provide technical support and enhance advisory outcomes.

Finance Planning & Analysis (FP&A) Manager. This role provides direct support to the UK Executive, MD and CFO, delivering critical insight and financial leadership to drive performance and strategic growth. Financial modelling and analysis of new business opportunities.

Responsiblefor planning and supporting data creation along with analysing yearly budgeting and quarterly forecasts. Reporting directly to Director of Commercial Finance, the role will play a key role in strategic planning across the business, along with budgeting, forecasting, reporting and control

A financial services recruitment firm is seeking a Training Manager for a remote role focused on delivering training programs for the Level 4 Diploma in Financial Planning.

A financial consultancy seeks a skilled Money adviser to assist clients in managing debt and financial strategies. This role involves interviewing clients to assess their financial situations, preparing tailored financial plans, and regularly reviewing accounts. Candidates should possess strong inte

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

We’re looking for a Financial Planning & Analysis Director to join us to support in shaping our financial strategy and ensure we have the insight to make the best decisions for our people. You’ll take responsibility for our financial planning processes, including annual budgets and long-term for

FP&A plays a key business advisory role supporting decision‑making at a senior level and in highlighting key financial issues and risks, as well as opportunities for improvement. FP&A’s responsibilities are financial support for the strategic plan, budgeting and forecasting, management reporting

Head of Financial Planning & Analysis (FP&A). This role is for a Head of Financial Planning & Analysis (FP&A) on a 9-month contract, offering a competitive pay rate. Lead the annual budgeting, rolling forecasting, and long-range financial planning processes.

You will play a critical role in the company’s financial reporting and analysis, overseeing financial planning, rolling forecasting, monthly reporting and analysis activities. Ability to collaborate across departments and communicate financial information to non‑financial stakeholders. In collab

Ability to work across the business with financial and non-financial partners. Financial Planning and Analysis Manager. Working with Finance Director to maintain and further develop strong internal financial controls.

The position plays a central role in leading the annual business planning cycle and quarterly forecasting processes, delivering robust financial forecasts, scenario modelling, and analytical insights that guide senior leadership decisions. Manage and improve the International Financial Forecast Mode

The postholder is responsible for developing innovative, compliant, and high‑performing solutions that address the complex needs of our corporate clients while ensuring we remain at the forefront of the financial planning and employee benefits market. Director of Corporate Services (Financial Plan

A well established Financial Planning firm in London is seeking a Paraplanner / Senior Administrator to prepare client files, undertake research, and maintain compliance. The ideal candidate will hold or be working towards a financial planning qualification, possess strong report writing skills, and

Join us as a Senior Financial Planning Supervisor in our Mass Affluent team based in London. A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e. Extensive experience in financial services, particularly retail regulated products, with a proven abilit

Oil & Gas business looking for a strong FP&A professional to standardise FP&A reporting and bring leadership on the journey of understanding numbers, forecasting, budgeting and planning.

Join us as a Training & Competency Manager Financial Planning in our Mass Affluent team based in London. A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e. Strong written and verbal communication skills, with the ability to engage senior stakeholde

Offer expert financial advice to clients on a wide range of areas, including investment strategies, retirement planning, tax efficiency, and estate planning. A leading financial services firm based in London, specialising in providing bespoke financial advice to high-net-worth individuals and busine

This role, reporting into the Financial Planning and Analysis manager, offers the opportunity to work closely with budget holders and across finance teams. Business partnering with treasury teams in the creation of financial reporting, inclusive of cashflows, CAPEX & finance costs. Support FP&A seni

The Head of Financial Planning & Analysis will lead the organisation’s financial planning, forecasting, budgeting, and performance analysis activities for an estimated 9-month fixed-term period. Lead the annual budgeting, rolling forecasting, and long‑range financial planning processes. Leverage

Head of Group Financial Planning & Analysis. Head of Group Financial Planning & Analysis. Leading the Group’s financial planning, reporting, and forecasting processes, you’ll work closely with teams across the organisation to drive improvements and ensure alignment with company strategy.

The P&PM team oversees all management reporting, financial planning processes, and the administration of supporting our finance systems. Supporting cross-functional initiatives and continuous improvement projects with actionable financial insights. Proven experience in financial performance analysis

Build and maintain robust financial models to support business planning and PE reporting requirements. Analyse financial and operational data to identify trends, opportunities, and risks. Partner with senior stakeholders—including Finance, Operations, and the PE sponsor—to improve financial perf

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.

Financial Planning & Analysis Associate. Finance at AlphaSights is an expanding, global function responsible for planning, accounting, controlling and, ultimately, enabling our fast‑paced and high‑growth business. FP&A plays a key business advisory role supporting decision‑making at a senior l

Support financial planning and analysis activities, including model development, reporting enhancements, and process optimisation. Contribute to annual budgeting and forecasting cycles and other core financial planning activities. Lead the effective use, development, and continuous improvement of th

Lead financial planning cycles: budget, forecast, 3-year plan, rolling forecasts. We’re looking for a FP&A Manager, who ideally has a background in the brokerage space or from a fast‑paced financial services background. Support migration and enhancement of financial systems.

Financial data management – Proven expertise in managing and analysing financial data, including planning, forecasting, and budgeting. Financial Planning Analyst (6 Month Fixed Term Contract). Join LCCC’s FP&A function as a Financial Planning Analyst.

Our client, a leading SaaS company, is looking for an experienced FP&A Manager with 5‑7 years of experience in the SaaS sector.You will be a highly motivated and ambitious professional, strong in key SaaS metrics such as customer retention, utilisation and churn.You will set up group FP&A reports,

Working closely with the CFO you will be responsible for managing and developing the budgeting and planning process, as well as the forecasting model. Develop models for budgeting & forecasting and improving the planning process. Support with M&A and business expansion including pre-acquisition mode