Financial planning jobs in Blackburn - Page 2Create job alerts

This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. Prepare sound financial plan

Internal Audit,Financial Services,Financial Performance,Variance Analysis,Journal Entries,Account Management,ACH,Customer Accounts,General Ledger Accounts,Payroll,Customer Relationships,Financial Statements,Annual Reports. Financial Planning and Analysis Manager Permanent Stonehouse. Financial Pla

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.

Essential Skills & Experience: Ideally a minimum of 2 years experience in wealth management financial planning or financial administration. Ideally a minimum of 2 years experience in wealth management financial planning or financial administration. Internal Audit,Financial Services,Financial Perform

This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. As a business we operate a s

You are an organised and proactive Financial Planning Administrator with at least three years experience in a similar role within Financial Planning. Internal Audit,Financial Services,Financial Performance,Variance Analysis,Journal Entries,Account Management,ACH,Customer Accounts,General Ledger Acco

This Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. As the role entails T&C supervision, it is important you have your full Level 4 Diploma in Financial

At Cestrian Financial Planning, we’re proud to offer just that. The role Looking to step into a role that values your expertise and rewards your precision? As our Paraplanner, you’ll work directly with Chartered Financial Planners to deliver compliant, personalised recommendations—

That means more than financial returns its about helping people feel confident in their decisions and supported in their future.

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

This Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. You will be responsible for a team of Financial Advisors, providing support to them to ensure they achiev

Ideal candidates should have a Level 4 Diploma in Financial Planning and at least 3 years of experience in Financial Advice. A multi-office professional advisory company in the United Kingdom is seeking a Financial Planning Manager to lead a team of advisers. The role involves driving performance, m

This role involves building referrals, delivering high-quality financial planning advice, and requires a minimum of two years’ experience in an IFA role. A prominent law firm in the East Midlands is seeking an experienced Financial Advisor to join their Wealth Management Team in their Derby office

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.

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. If you have any further qualifications within Financial Advice / Planning or working towards your Le

Build up rigorous and dependable budgeting and forecasting processes, financial models and KPI dashboards.

A leading nationwide Independent Financial Advisory firm is looking for an experienced Financial Adviser to join their growing team in Cheshire. The ideal candidate will be fully qualified, with a Level 4 Diploma, and have experience in delivering high-quality financial advice.

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

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

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. The role w

Alternatively, candidates with an FP&A background who have hands-on experience with planning systems and operations, along with a comprehensive understanding of planning cycles, will also be considered. Heathrow's core Finance processes are executed in Oracle Cloud Fusion Financials and EPM. A key f

Financial Planning & Analysis (FTC. This position involves analysing financial data, developing forecasts, and providing insights to executive‑level stakeholders to drive our financial performance. Engaging regularly with the Finance Director for Investec plc on financial performance.

A leading recruitment agency in the UK is seeking a skilled Business Analyst for a 12-month contract to enhance the operational capability of a high-profile banking client.The role involves supporting bank-wide projects, improving management information, and documenting key processes.Candidates shou

A social housing provider based in London is seeking a Financial Planning professional to join their dynamic team. The role involves leading the preparation of the 30-year financial plan and managing the Brixx financial model. Candidates should be qualified accountants or QBE with strong experience

This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. Referrals increase your chan

A prominent wealth management firm in England is looking for a Self-Employed/Employed Trainee Financial Adviser to join their advisory team. This role offers an aspiring adviser the chance to work with high-net-worth clients and build a long-term career in financial advice.

Join us in providing holistic financial planning solutions that make a difference in the lives of our clients. Established in the early stages of 2019, Rosart has experienced significant organic growth, prompting the need for an additional financial administrator to effectively manage the increasing

Head of Financial Planning & Analysis - London - Hybrid. Develop and own complex financial models to support new business initiatives and investment decisions. Work closely with the financial controller to lead the production of timely and accurate monthly management reporting packs, providing clear

A tier 1 wealth management firm in London is seeking a Financial Planning Support Specialist to provide exceptional financial planning for high-net-worth clients. The ideal candidate will hold a Level 4 qualification and have experience in financial planning. The role involves supporting Financial P

A recruiting agency is seeking a Paraplanner to join a financial advisory firm in Wiltshire.

In this role, you will build and maintain long-term client relationships while providing tailored financial planning services. You will need to possess a Level 4 Diploma in Regulated Financial Planning and have experience in a client-facing position. A reputable wealth management company in the UK i

In this mid-senior level role, you will be responsible for producing financial planning reports and conducting research to meet clients' needs. Ideal candidates will have paraplanning experience, strong report writing skills, and a good understanding of financial products.

A premier financial planning company in the United Kingdom is seeking a Senior Financial Planning Administrator to support an Associate Director and their clients.

A respected wealth management firm in the UK is seeking a Mid-Senior Financial Adviser to manage financial planning for an existing portfolio of clients. Ideal candidates will hold the Level 4 Diploma in Financial Planning and have strong technical knowledge, as well as the ability to build trusted

A wealth planning firm in the West Midlands is seeking an experienced Financial Planning Assistant to provide high-quality support to Planners and enhance client outcomes. The ideal candidate will have a strong understanding of financial planning and excellent organisational skills, working in a col

In this role, you will prepare detailed financial planning reports, conduct research on financial products, and assist Advisers with client reviews. A well-established financial services company in the UK is looking for experienced Paraplanners. Ideal candidates should have experience in a Financial

A boutique financial advisory firm in Greater London is seeking a Paraplanner / Financial Adviser to deliver expert financial advice across investments and retirement planning.

The ideal candidate will have substantial experience in financial services, excellent skills in budgeting, forecasting, and financial analysis.

A leading financial services provider in Greater London seeks a Private Client Advisor to deliver exceptional financial advice to a diverse client base. Candidates must possess a Level 4 qualification in Financial Planning, strong organisational skills, and a commitment to client service.

You'll need experience as a financial planning administrator and a conscientious mindset.

You’ll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. At least 2 years’ experience in a financial planning environment. We’re looking to speak to ambitious and technical financial planni

Financial Planning & Analysis Lead (6 Month FTC to Perm). You will lead financial planning for a major market of a B Corp certified gifting leader. Provide detailed monthly analysis of gross margin performance and present actionable financial insights to senior business stakeholders.

This client-facing role includes providing independent financial advice across various planning areas while benefitting from strong administration support. A reputable financial advisory firm in the United Kingdom is seeking an experienced Financial Adviser to manage an existing client portfolio. A

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.

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. Provide

Looking for a high-impact leadership role in financial planning and analysis? This is an exciting opportunity to shape business performance and influence key strategic decisions at a senior level. Head of Group Financial Planning & Analysis – Drive Strategy with Data-Driven Insights!. Leading the

Offer expert financial advice to clients on a wide range of areas, including investment strategies, retirement planning, tax efficiency, and estate planning. Ethical and client-first approach to financial planning. A leading financial services firm based in London, specialising in providing bespoke