Financial planning jobs in BridgwaterCreate job alerts

• £31,827 - £35,000 per annum, • Average uncapped bonus of £5,800 per annum (with potential to earn more), • 5 days a week

• £29,607 - £31,000 per annum, • Average uncapped bonus of £3,600 year (with potential to earn more), • 5 days a week

The Senior Finance Analyst role offers an exciting opportunity to play a pivotal part in financial planning and analysis within the Energy & Natural Resources industry. This permanent position, based in Bridgwater, is ideal for those with strong expertise in accounting and finance. A successful

As the FP&A Manager, you will lead financial planning, analysis, and reporting, with a strong focus on driving cash flow and performance.

There is close interaction with both the paraplanning and advice teams, and the role plays a vital part in ensuring that clients receive a seamless and high-quality service.

There is close interaction with both the paraplanning and advice teams, and the role plays a vital part in ensuring that clients receive a seamless and high-quality service.

Our client is a progressive IFA / Wealth Management company, looking for a Financial Planning Administrator to join their team in Taunton. Administration experience of the Financial Planning process. You will be required to work in collaboration with Financial Advisers and other colleagues to pro...

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. Financial Advisor to work...

This is a fantastic opportunity to join an internationally respected not-for-profit organisation as their new Head of Financial Planning & Analysis. In this newly created, high-impact role, you’ll take the lead on financial strategy, long-term planning and business partnering, working closely wit...

Care and Support - The Lodge Care Home.The Lodge is a charming detached home in Langport surrounded by stunning Somerset countryside.The Lodge offers dedicated care and support for individuals with learning disabilities.As a Senior Support Worker you will play a vital role in leading our team, en...

The postholder will assist with financial reporting, management reporting, financial modelling, forecasting, budgeting and analysis of financial data to support strategic decision-making across the business. Assistance in the evaluation of potential investments, mergers and acquisitions as well a...

You will provide high-quality financial insight and leadership across planning, cost control, investment appraisal (CAPEX), and inventory management. Lead financial planning, cost control and performance tracking across the site. This role will be pivotal in driving financial performance, cost co...

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, with an additional focus on Capex/ROI and business partnering the US Property Team. Proven exceptional financial...

As the Head of Financial Reporting, you'll manage statutory and management accounts, ensure IFRS compliance, and oversee a high-performing team. To be successful in this role, it is likely you will have trained and qualified within a Big 4 practice and possess proven experience in financial repor...

Type of Position: Financial Planning Team Manager - Surrey. Maintain effective communication with various teams within the business including, Paraplanning, Compliance, Client Liaison and. Monthly one-to-one meetings with Financial Consultants.

As the leader of operational finance, you will be responsible for day-to-day results across areas including system improvements, management accounts, VAT, audit, banking and financial accounts for the SME organisation, with a turnover of c£10million.

Design and facilitate financial and operational planning processes in collaboration with the executive team and operational counterparts. Reporting to the CFO, you will act as a strategic financial thought partner to our executive leadership team, supporting strategic and operational planning and...

Leading the annual planning cycle and delivering forward-looking financial modelling. This role offers significant board exposure and requires someone confident in both hands-on financial management and strategic contribution. Overseeing financial operations, ensuring accurate and timely reportin...

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 Rotherham. You must have experience working in a financial planning administrator role and ideally have experience of I...

Supporting new acquisitions into the group’s financial reporting processes, ensuring the group’s financial control procedures are in place and supporting in onboarding these new companies onto the groups ERP systems. Responsible for the day-to-day financial management of the division. This role

Are you a skilled Financial Planning Associate on the lookout for your next career move? Join a dynamic financial planning firm where exceptional service meets genuine career development in a supportive, values-driven environment. Our unique approach to "Life Landscaping" goes beyond traditional ...

Care and Support - Cedar Lodge and The Limes Care Home.Cedar Lodge Dementia Care Home is nestled on the peaceful outskirts of Taunton, Somerset, overlooking a beautiful park.Thoughtfully designed for Dementia care, it provides a supportive environment for up to 42 residents.At our home, you’ll be...

As an integral part of our financial planning department, you will be required to business develop and grow new business across the region. As a Director Financial Planning your responsibilities will include among others. Our legacy is built on a commitment to helping individuals and businesses a...

Building Surveyor / Project Manager | East Anglia.We are thrilled to be partnering with a well-established consultancy that has been rocking the market for nearly a decade as they are looking to expand their East Anglia team.This is your chance to join their dynamic East Anglia team as they conti...

Director of Financial Planning and Analysis. Develop and maintain financial models to support strategic decision-making and business planning. Partner with department heads to improve financial planning and analysis capabilities.

Project Manager MOJ refurbishment small works-security clearance needed.A large FM and Maintenance contractor who runs a contract for the Ministry of Justice to maintain Uk Prisons sites has an exciting opportunity.For an experienced Project Manager to join the team.This is a temporary role with ...

Quilter Financial Advisers is part of Quilter Financial Planning, one of the largest financial advice networks in the UK. Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. Referrals increase your chances of interviewing at Qui...

Civils - Highways - Project Manager - Suffolk.A leading Civil Engineering contractor based in Suffolk, but operating throughout the UK.They deliver high-quality civil engineering projects in various sectors including highways, bridges, infrastructure, flood defence, energy, and rail.We are active...

At Amber River Midlands we think about financial planning in a way that goes beyond financial advice. We call it Life Landscaping and we're a group of like-minded, values-driven people with a passion for independent financial planning. This is a great opportunity to join a company that has imagin...

Associate Director - Project Manager | Cambridgeshire | ££.This is a leading and innovative construction and property.Cambridgeshire, covering, and working on a diverse range of multi-faceted projects in healthcare, education, life-sciences, charity, and other various sectors.With projects rangin...

Financial Planning Administrator. This role will suit someone who has been working within Financial Planning industry and has experience of processing new business with regards to Pensions & Investments. You will be providing paraplanning support to the Managing Director and other advisers in ord...

Care and Support - Cedar Lodge and The Limes Care Home.You can find Cedar Lodge and The Limes nestled on the peaceful outskirts of Taunton, Somerset, overlooking a beautiful park.Cedar Lodge provide residential care for up to 42 people living with dementia and The Limes is a seperate unit, attach...

This includes critically reviewing department business plans, analysing variance to business plans, maintaining financial reporting templates and KPIs, and producing financial data and reporting to monitor and assess MAG’s organisational financial health. Financial Planning & Analysis and Systems...

You’ll lead financial reporting, performance analysis, and forecasting to drive strategic decisions to ensure fiscal excellence across the region. Working closely with the operational business, you will provide financial information to ensure that the business hits targets and drives sustainable ...

The role involves ownership of financial models, preparation of business-critical presentations, and close collaboration with stakeholders across the organization to review trends, challenge assumptions, and deliver actionable insights. You’ll be responsible for improving planning processes and a...

You will be responsible for overseeing financial controls and reporting related to business costs below gross margin, aiding decision-making and financial planning. Strong financial management expertise and the ability to provide insightful financial guidance. In this key role within this public ...

Ideally looking to further your career within financial advice towards a Financial Adviser role, already having achieved the Regulated Diploma in Financial Advice (or near completion). Hours:Permanent full time 35 hours per weekClosing Date:Thu, 14 Aug 2025Job Introduction As a Financial Planning...

You will support financial planning, budgeting, reporting, and programme initiatives to assist the IAA’s ambition to become a high-performing, modernised regulator. Budgeting and Financial Management. This includes supporting the development of a new funding model (including leading on fees and c...

Provide Financial Planning support to clients. Provide full holistic financial advice to a varied range of clients. Understanding complex information - Analysing financial data.

Exciting opportunity to work at a public sector business work closely with stakeholders and drive efficiencies.You will be working for a growing public sector organisation.Having gone through a period of change, the business is now at an exciting period in their journey, and they want somebody mo...

Financial Planning and Analysis Manager. You’ll lead financial planning and forecasting processes, partner closely with senior stakeholders, and help shape strategic decision-making at the highest level. Develop financial models and scenario analysis to inform long-term planning.

Overseeing all financial transactions, accounting matters and cash flow management. Preparing and presenting accurate and timely financial reports, including annual accounts and management information, providing narrative. Ensuring compliance with financial regulations and statutory requirements ...

A proven track record in financial strategy, governance, and systems integration. If you’re ready to combine your financial expertise with leadership that makes a difference, we’d love to hear from you. Be the Strategic Financial Leader Who Shapes this not-for-profit’s Future.

SME Business looking for a Financial Controller up to £60,000. Hays Senior Finance are working with an established and profitable SME in the Tyne & Wear area who need to increase their in-house accounts capability with a hands-on Financial Controller. As Financial Controller, you will take owners...

Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration #J-18808-Ljbffr. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in ...

Proven leadership experience in a Financial Shared Service Centre (FSSC) environment. Strong technical knowledge of accounting standards, regulations, and financial control frameworks. Excellent analytical skills and proficiency in financial systems such as SAP, Dynamics 365, and Gladis.

Are you an experienced financial planning administrator looking for a role in a close-knit supportive environment. Previously worked in a Financial Services admin role so have some familiarity with the terms used. The successful candidate will have experience within a financial services environme...

A global, private company is looking for a Group Financial Controller. The role would include full ownership of financial accounting for the Group, including management reporting and looking after JV interests.

No qualification in Financial Services/Planning? No problem! Whilst working towards or holding a qualification in Financial Services is advantageous, we would still like to hear from you if you have developed great knowledge and skills in our sector and have an eagerness to learn or begin qualifi...

Programme Manager, ERP Implementation, Planning and Leadership, change. Oversee programme governance, planning, risk management, and reporting. Ensure the programme delivers measurable improvements in financial processes, reporting, and compliance.

Type of Position: Financial Planning Team Manager - Gloucestershire. Monthly one-to-one meetings with Financial Consultants. Maintain effective communication with various teams within the business including, Paraplanning, Compliance, Client.

Plymouth Customer Service Centre .At Currys we’re united by one passion: to help everyone enjoy amazing technology.As the UK’s best-known retailer of tech, we’re proud of the service our customers receive – and it’s all down to our team of 25,000 caring and committed colleagues.So you’l

Minimum of 3 years of experience in financial analysis, planning, or budgeting, preferably at a SaaS company. Financial Planning & Analysis (FP&A) Analyst. Financial Planning & Analysis (FP&A) Analyst.

This is a key leadership role within a dynamic and fast-paced environment, offering the opportunity to have a significant impact on the financial direction and performance of the business. In this role you will oversee financial operations, including budgeting, forecasting and reporting. Ensure c...

As the Head of Financial Planning, you will be at the forefront of shaping the financial planning strategy, steering business performance, and ensuring the highest standards of regulatory compliance and ethics. Grow and develop the financial planning team, including hiring and planning for the fu...

Become a Summer Courier – Get Paid to Train, Earn Fast - £1,000 Welcome Payment!.Looking to earn extra this summer? We’re hiring now for parcel delivery drivers across your local area.No experience needed - we’ll train you up in just 14 days and even pay you to learn.With flexible hours, fast

Get notified about new Head of Financial Planning Analysis jobs in. Head of Group Financial Planning & Analysis – Drive Strategy with Data-Driven Insights!. With a focus on strategic growth and continuous improvement, they value collaboration, innovation, and high-quality financial planning to su...

This role involves ensuring accurate and timely financial reporting, analysing financial data, and providing insights to support strategic decision-making. Manage the financial reporting process, including preparation of monthly, quarterly, and annual financial statements. Develop and maintain fi...

The team you will join, Group Financial Planning and Analysis within Group Financial Performance, consists of 9 colleagues working with financial business partners, business lines, and executive teams. Support the Head of Group Financial Planning and Analysis and Senior Leads in reviewing the Soc...

As a Care Assistant at a Barchester complex care home, you'll help residents enjoy each day by making sure they get the quality care they deserve.We'll look to you to support our residents with a variety of needs, including advanced or young onset dementia, multiple sclerosis, neuro rehab and Hun...

We are responsible for delivering insightful analysis, robust financial planning, and commercial support that helps guide strategic decisions across the organisation. Experience with financial planning systems such as Hyperion or similar. Financial Planning & Analysis Analyst page is loaded.

As a Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing great moments and memories too.It's a chance to bring your dedicat...

Financial Planning Administrator, south west england. Job Title:Financial Planning Administrator. Working towards Level 4 Diploma in financial planning.

To provide high-quality, nurturing care and support to children and young people with complex mental health needs and/or challenging behaviours within an Ofsted-regulated residential setting.The Senior Support Worker will act as a positive role model, ensuring the physical, emotional, and psychol...

Confident communicator who can simplify complex information and influence both financial and non-financial stakeholders. We’re excited to offer a brand-new opportunity for a Financial Planning and Analysis Manager. Reporting to the Head of FP&A, this role will be instrumental in aligning our fina...

Care and Support - Casa Di Lusso Care Home.Casa di Lusso Care Home is a modern, purpose-built facility in Bridgwater, specialising in expert Dementia care for up to 88 residents.Equipped with the latest care technology, our home provides comfort and peace of mind in a warm and welcoming environme...

You should have administration experience within a financial planning business. But this financial advice business in Warrington is just that. There's also funding for exams and a financial reward for each exam you pass.

Care and Support - Casa Di Lusso Care Home.Casa di Lusso Care Home is a modern, purpose-built home in Bridgwater, offering exceptional Dementia care for up to 88 residents.With the latest in care technology, a warm and welcoming environment, and a strong community focus, our home is designed to e...

Develop and maintain financial models to support various initiatives, including group forecasting, payroll reporting, and scenario planning. Collaborate cross-functionally with Financial Control, Commercial Finance and other teams to ensure alignment of financial goals. Financial Planning and Ana...

Care and Support - Aspen Court Care Home.Aspen Court Nursing & Dementia Nursing Home is a modern, purpose-built home in the peaceful northern outskirts of Taunton, offering high-quality Dementia and Nursing care for up to 42 residents.As Senior Care Assistant, you’ll play a key role in leading

Financial Planning and Analysis Manager. Albans, United Kingdom time type Full time posted on Posted 3 Days Ago job requisition id JR118299 As the Manager on the Skechers Financial Planning and Analysis (FP&A) team, you will be responsible for analysing metrics and trends to understand results an...

Activities - Aspen Court Care Home.Aspen Court Nursing & Dementia Nursing Home is a modern, purpose-built home in the peaceful northern outskirts of Taunton, offering high-quality Dementia and Nursing care for up to 42 residents.We’re looking for a dedicated and passionate.Activities Assiatant

Financial Planning and Analysis Business Partner. Equans is looking for an Financial Planning and Analysis Business Partner to join our team on a permanent basis. Drive efficient planning and forecasting activities, including best estimates, budget and MTP.

Care and Support - Cedar Lodge and The Limes Care Home.Cedar Lodge and The Limes Dementia Care Home is nestled on the peaceful outskirts of Taunton, Somerset, overlooking a beautiful park.Thoughtfully designed for Dementia care, it provides a supportive environment for up to 42 residents.At our h...

In the role of a SAP Financial Planning and Analysis Senior Manager, responsible for overseeing end-to-end implementation projects for SAP S4 HANA Finance solutions spanning Financial Planning, Analysis and Budget Forecasting areas. SAP Financial Planning and Analysis Senior Manager. SAP Financia...

Care and Support - The Lodge Care Home.The Lodge is a charming detached home in Langport, set beside Immacolata House and surrounded by stunning Somerset countryside.It offers dedicated care and support for individuals with learning disabilities.At our home, you’ll be a key person responsible in ...

Financial Planning Manager - Help Build and Lead a UK Wealth Management Business (Equity Opportunity). This is a rare opportunity for a skilled and ambitious Financial Planning Manager to take ownership of the UK proposition, with a clear pathway to directorship in the short term and the potentia...

Care and Support - Immacolata House Care Home.Immacolata House is a purpose-built care home providing exceptional Dementia and Nursing care for up to 49 residents, set in the picturesque Somerset countryside.We are looking for a compassionate and committed Bank Care Assistant to join our exceptio...

As an integral part of our financial planning department, you will be required to business develop and grow new business across the region. As a Director Financial Planning your responsibilities will include among others. Get notified about new Director of Financial Planning jobs in.

Care and Support - Casa Di Lusso Care Home.Casa di Lusso Care Home is a modern, purpose-built home in Bridgwater, offering exceptional Dementia care for up to 88 residents.With the latest in care technology, a warm and welcoming environment, and a strong community focus, our home is designed to e...

Nigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planner for their Surrey office. You will enjoy the networking and business development aspect of the role alongside delivering full holistic financial planni...

With an annual group turnover exceeding £2 billion, this is a financially secure and fast-growing organisation delivering projects across the commercial, industrial, healthcare, education, retail, and residential sectors. Lead project planning, including developing programmes, resource allocation...

We’re looking for a Consultant to join our Financial Planning team, to be based in our Taunton office and cover this geographical area. Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national business...

Salary - max £70k (+ benefits).Location - REMOTE predominantly, however occasional travel to office (Lancashire region) may be required once every few weeks.Our client is hiring for an experienced BA to join their existing team to help with the workload.This is largely project based work, assisti...

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 Darlington. You must have experience working in a financial planning administrator role and ideally have experience of ...

Security Cleared Business Analyst - SharePoint Specialist - London, remote.I am working closely with a client of mine who are a consultancy within the public sector, they're on the lookout for a SC Business Analyst.You will lead a SharePoint Governance and Reporting project within a government de...

Preparing monthly, quarterly, and annual financial reports that offer insights into fund performance, highlighting trends, variances, and key financial metrics. Developing and maintaining financial models to assess the performance of each fund, including key performance indicators (KPIs) and fina...

Our mission is simple: to provide straightforward consumer finance solutions that empower customers to make responsible financial decisions.

The successful candidate will play a crucial role in preparing monthly financial reports, supporting budgeting and forecasting activities, and assisting with internal and board-level presentations. The position will also require performing ad-hoc analysis, working with financial models, and contr...

ESG, or non-financial reporting.

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 bespo...

Working proactively and collaboratively with those around you, ensuring you provide estimates for your tasks, input in to planning, timely progress updates, and input into Project risks and issues.

Financial Planning and Analysis (FP&A) Analyst, 12-month FTC. Financial Planning and Analysis (FP&A) Analyst, 12-month FTC. Experience in insurance, financial services, Sage Intacct, Microsoft Dynamics, or SQL is a plus.

Organize and facilitate brainstorming workshops for solution design and planning.

A passion for financial planning with proven experience working in administration for a Financial Planning firm. Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career into Senior Administration or Paraplanning? D...

Senior Business Analyst – Power & Renewables | Glasgow.This is a permanent, value-add role within a growing, international engineering firm.Join an agile team to drive process and system improvements in the.Your focus will be on employing structured analysis and lean improvement techniques to dri...

You will also lead the Financial Planning and Reporting team, overseeing the planning, reporting, delivery of budgets, forecasts, and decision-support to the organisation. We are seeking a Head of Financial Planning and Reporting to lead our budgeting and forecasting processes, deliver insightful...

Establishing and maintaining robust frameworks for project planning, scheduling, governance, quality assurance, and risk/issue management. Deep knowledge of project management principles, including planning, estimating, business case creation, budget tracking, performance reporting, and comprehen...

Experience of financial modelling and scenario planning. Sign in to set job alerts for “Financial Planning and Analysis Manager” roles. Financial Planning and Analysis Manager.

Our client, a high profile organisation, urgently require an experienced Business Analyst to undertake a contract starting immediately.In order to be successful, you will have the following experience:.Strong Business Analyst background, ideally Agile cert.Extensive experience gained within Polic...

Financial Planning Administrator. NJR Recruitment is delighted to be working with a highly respected and growing financial planning business based in. Financial Planning Administrator.

Check that all Financial Conditions Precedent have been met prior to drawdown of new loans. Experience of working in a similar role in the financial services sector. Excellent knowledge of loan, security, and financial documents.

You will lead financial planning processes across & deliver the month end commercial reporting for US Operations. Exciting opportunity to join PureGym as US Financial Planning Manager. Ownership of planning, management & delivery of the annual budgeting & periodic reforecast processes.