Financial planning jobs in BridgwaterCreate job alerts

- £32,000 - £38,000 per annum - Average uncapped bonus of £5,800 per annum (with potential to earn more) - 5 days a week - Earn extra with our refer a friend scheme – T&C’s Apply This is a really exciting time to join our Halfords Garage Services team. You will be working at one of our new...

- £29,607 - £31,000 per annum - Average uncapped bonus of £3,600 year (with potential to earn more) - 5 days a week - Earn extra with our refer a friend scheme – T&C’s Apply This is a really exciting time to join our Halfords Garage Services team. You will be working at one of our new Fusi...

This employed, Independent Financial Adviser job covering Taunton and North Somerset coast provides opportunity to join a boutique, IFA firm due to continued growth across the business You will be provided with approximately 100 - 150 clients, generating around £30m - £35m. This will continue t...

Westlakes Recruit are currently recruiting for a Framework Director on a permanent basis in Bridgwater, hybrid working will be supported. Nuclear Power Programmes is one of the newest Business Units and has been formed with the vision to support positive change and help shape the future of Nuclea...

Be the financial point of contact to the Care Group providing business partnering as required including, financial input and screening of Business Cases (Growth, resources including Capex), assessing Marketing program ensuring best ROI for the respective Care Group. High emotional intelligence an...

Be the financial point of contact to the Care Group providing business partnering as required including, financial input and screening of Business Cases (Growth, resources including Capex), assessing Marketing program ensuring best ROI for the respective Care Group. High emotional intelligence an...

Qualified accountant with ACA, ACCA or CIMA certification and a minimum of two years of post-qualification experience, ideally with exposure to financial planning and analysis. Sitting within a team of eight and reporting in to the CFO directly, you will play a crucial role in driving the financi...

Reporting into the Head of Business Planning and Performance your key focuses will include:. Build forward-looking financial models and scenario analysis.

Support bids, tenders, and contract reviews with financial modelling and scenario planning. Lead the financial planning, forecasting, and budgeting process for service lines within the FM business. Reporting to the Head of FP&A, you’ll lead planning, forecasting, and analysis for a key business u...

The Finance Planning and Analysis Manager will assist the Financial & Commercial Director in the forecasting and reporting of the results of the Metroline Manchester bus franchises in Greater Manchester. Develop company reporting to include financial and non-financial metrics and summarise the re...

International Services Business, PE backed for growth, is recruiting an FP&A Manager in Oxford to build out group planning function. Build financial models for business development.

Four Nations Mortgages are a leading mortgage and protection advice business, providing advice throughout the UK.They are offering an excellent opportunities for a.Providing high quality and professional Mortgage & Protection advice.Outstanding customer outcomes are always our priority.Promoting ...

General research related to all aspects of financial planning (e. At Vital Financial Planning, we’re building something fresh. And we’re flipping the script on what a modern financial planning firm should look and feel like.

International Services Business, PE backed for growth, is recruiting an FP&A Manager in Oxford to build out group planning function. Build financial models for business development.

This role offers the rare chance to work across both UK and Ireland finance functions, giving you broad exposure to both core management accounting and financial planning and analysis. Lead the preparation of annual budgets and financial forecasts. Conduct financial modelling and variance analysi...

Build and maintain structured, dynamic financial models to support scenario planning and long-term planning. You'll lead FP&A in a company that’s exploring how big data, automation, and AI can elevate financial planning. Experience with financial systems, ERP data, and BI tools (e.

Financial modelling: Build and maintain robust financial models to support scenario planning and sensitivity analysis. Continuous improvement: Identify opportunities to streamline financial reporting and planning processes, contributing to greater efficiency and better-informed strategic decision...

As FP&A Analyst, you'll be pivotal in supporting strategic decision-making through robust financial planning, forecasting, and insightful analysis. Proven experience in building and maintaining complex financial models for budgeting, forecasting, and strategic planning within SaaS sector. A talen...

With a focus on strategic growth and continuous improvement, they value collaboration, innovation, and high-quality financial planning to support their business ambitions. Leading the Group’s financial planning, reporting, and forecasting processes, you’ll work closely with teams across the orga

The ability to speak and interact with senior financial and non-financial stakeholders across the the business on both financial and non-financial matters. We are recruiting for a Financial Planning and Analysis Manager / Management Accountant to become part of a renowned high street fashion bran...

Be the financial point of contact to the Care Group providing business partnering as required including, financial input and screening of Business Cases (Growth, resources including Capex), assessing Marketing program ensuring best ROI for the respective Care Group. High emotional intelligence an...

Financial modelling: Build and maintain robust financial models to support scenario planning and sensitivity analysis. Continuous improvement: Identify opportunities to streamline financial reporting and planning processes, contributing to greater efficiency and better-informed strategic decision...

With a focus on strategic growth and continuous improvement, they value collaboration, innovation, and high-quality financial planning to support their business ambitions. Looking for a high-impact leadership role in financial planning and analysis? This is an exciting opportunity to shape busine...

A career in financial advice can be extremely rewarding, both financially and in terms of job satisfaction. Quilter Full-Time Financial Adviser Programme. The Quilter Academy is the perfect place for you to start your career as a financial advisor.

Through one-to-one coaching, client observation, data analysis, and strategic planning, you'll enable your team to deliver outstanding financial advice and client service. Financial Advisers across varying levels of experience — from newly qualified professionals to seasoned experts. My client is...

Qualified accountant with ACA, ACCA or CIMA certification and a minimum of two years of post-qualification experience, ideally with exposure to financial planning and analysis. Sitting within a team of eight and reporting in to the CFO directly, you will play a crucial role in driving the financi...

If you have some experience with the Financial Services industry and are seeking a role that can help you progress your career, then this could be the opportunity for you! As a leading financial services business,. They are looking for an experienced Financial Services Administrator to join their...

Demonstrable Business, economic and financial knowledge/experience, specifically of project finance and equity bridge loans.

Reporting directly to the CFO, this position offers high exposure to senior stakeholders across the Board, Shareholders, and Investment Committee, with responsibility spanning financial modelling, corporate planning, investment support, and valuation oversight. Goodman Masson is supporting a high...

Reporting to the Lead Finance Business Partner for the UK, the Financial Planning and Reporting Analyst plays a key role in supporting the financial planning, analysis, and management information functions of the Global Commercial Finance team. Proven experience in Financial Planning & Analysis (...

The Finance Planning and Analysis Manager will assist the Financial & Commercial Director in the forecasting and reporting of the results of the Metroline Manchester bus franchises in Greater Manchester. Develop company reporting to include financial and non-financial metrics and summarise the re...

One of our Strategic Partner firms at Quilter Financial Planning who are based in Lincolnshire are currently looking for experienced advisers to join their team where their advisers are highly qualified and operate to strict ethical guidelines. Ability to analyse financial information and comply ...

Goodman Masson is supporting a high-growth, well-capitalised renewable energy investment platform in its search for a Head of Financial Planning and Analysis – Modelling & Valuations to join its London-based team. Partner closely with the Investment, Strategy, Finance, and Asset Management teams ...

Compile draft net worth statements; income and expenditure statements and financial cash flow forecasts for review by Financial Planner. At Vital Financial Planning, we’re building something fresh. And we’re flipping the script on what a modern financial planning firm should look and feel like.

And we’re flipping the script on what a modern financial planning firm should look and feel like. To work alongside Financial Planners (FP) taking full responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including ...

A career in financial advice can be extremely rewarding, both financially and in terms of job satisfaction. I have good attention to detail, strong maths skills, and can learn to analyse financial information. Quilter Full-Time Financial Adviser Programme.

One of our Strategic Partner firms at Quilter Financial Planning who are based in Lincolnshire are currently looking for experienced advisers to join their team where their advisers are highly qualified and operate to strict ethical guidelines. Ability to analyse financial information and comply ...

Provide holistic financial planning and wealth management advice across investments, pensions, tax planning, inheritance planning, and protection solutions. As a Financial Planning Director, you will be responsible for delivering comprehensive financial planning and wealth management services to ...

Sitting within a team of eight and reporting in to the CFO directly, you will play a crucial role in driving the financial planning and analysis function within a dynamic and evolving business environment. Qualified accountant with ACA, ACCA or CIMA certification and a minimum of two years of pos...

Assist in the development of financial models to support strategic initiatives. Support month-end and year-end financial close processes. Collaborating with business partners to understand their financial needs.

A career in financial advice can be extremely rewarding, both financially and in terms of job satisfaction. Full academic support through your Level 4 Diploma in Regulated Financial Advice and skills development programme. If you currently work in financial services, you’ll already be aware of th...

Experience in integrating financial planning processes with operational and business strategic plans emphasizing planning agility, scenario planning and integrated business planning. They will possess a deep understanding of the challenges FP&A leaders face in transforming planning, budgeting and...

Through one-to-one coaching, client observation, data analysis, and strategic planning, you'll enable your team to deliver outstanding financial advice and client service. You’ll be delegating an experienced team, most with 5–15+ years under their belt, backed by solid paraplanning and admin sup

Proven experience in building and maintaining complex financial models for budgeting, forecasting, and strategic planning within SaaS sector. As FP&A Analyst, you'll be pivotal in supporting strategic decision-making through robust financial planning, forecasting, and insightful analysis. A talen...

If you have some experience with the Financial Services industry and are seeking a role that can help you progress your career, then this could be the opportunity for you! As a leading financial services business,. They are looking for an experienced Financial Services Administrator to join their...

Four Nations Mortgages are a leading mortgage and protection advice business, providing advice throughout the UK.They are offering an excellent opportunities for a.Providing high quality and professional Mortgage & Protection advice.Outstanding customer outcomes are always our priority.Promoting ...

Four Nations Mortgages are a leading mortgage and protection advice business, providing advice throughout the UK.They are offering an excellent opportunities for a.Providing high quality and professional Mortgage & Protection advice.Outstanding customer outcomes are always our priority.Promoting ...

Get notified about new Head of Financial Planning & Analysis jobs in. Moderate to advanced proficiency in MS Excel and Financial Modelling;.