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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

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—

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

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

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

One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the. Applicants must hold Level 4 Diploma in UK Financial Advice **. Full paraplanning and admin support.

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

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. Prepare sound financial plans to ensure clients meet their targets. Advise clients on current financial issues and make re

Financial Planning and Analysis Accountant. Based at their City of London head office, this role offers an opportunity to shape and elevate their financial reporting, forecasting, and commercial insight capability. Act as a financial advisor to the business, challenging assumptions and supporting co

The FP&A Analyst will play a critical role in driving the company’s financial planning, forecasting, reporting and budgeting processes. This role is ideal for an experienced and skilled FP&A Analyst to join our finance team and support strategic decision‑making through insightful financial plann

A recruitment agency is seeking an experienced Financial Planning Assistant in Sandbach. Requirements include a minimum of 2 years in a financial advisory firm, strong multitasking skills, and attention to detail.

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

A leading wealth management firm in the UK is seeking a Financial Planning Manager to lead a team in delivering exceptional financial advice and client service. Candidates should have previous experience in financial services, a Level 4 Diploma in Financial Advice, and strong mentoring skills.

FP&A Manager | Start up FMCG | East London | Hybrid | £60,000 - £70,000.JasperRose are working with an international start up FMCG business entering its scale up phase.This is an exciting role working in a fun and social environment on a hybrid basis in East London.Joining in a newly created role,

We are keen to recruit a talented Financial Planning & Analysis Manager to join our first-class Finance function based on the Birmingham Business Park in Solihull West Midlands. Oversee and manage all aspects of financial planning and analysis group reporting monthly consolidation & board packs. Sen

Focusing on providing a high quality financial planning and investment management service, this firm has built a sound reputation within the industry with longstanding clients. Working within a friendly, and close-knit team this is a fantastic opportunity for a Financial PlanningAdministrator to com

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

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

Ideal candidates will have technical paraplanning experience, familiarity with financial planning software, and strong analytical skills. The role involves conducting research on financial products, drafting detailed suitability reports for clients, and ensuring compliance with regulations. A financ

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

A financial services firm in the UK seeks a Senior Paraplanner to analyze client portfolios and provide FCA regulated advice on various financial topics. The ideal candidate has a university degree, relevant financial qualifications, and at least 3 years of experience.

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

Deliver high-quality financial analysis, including ROI, cost-benefit, and scenario modelling to support decision-making. Evaluate strategic initiatives and potential M&A opportunities through robust, decision-ready financial modelling. Ensure strong financial governance, risk management, and control

Present and clearly explain financial analysis (actuals and plan) to the underwriting teams, senior stakeholders and GRS often within very tight timescales. High level of resilience, demonstrating the ability to effectively manage stakeholders and deadlines, through effective planning, organisationa

A financial services company in Greater London seeks a motivated individual to join their Financial Planning team. The ideal candidate will support Financial Planners by managing client information through Intelligent Office (IO) and facilitating key processes.

Owning financial planning (budgeting, forecasting and long‑term planning) for a portfolio of research groups, workingbind ]= close?with Group Leaders and the Post‑Award Grants team. The Madonna? FP&A Assistant Manager delivers clear, high‑quality financial insight to support planning and decis

A healthcare finance organization in Greater London is seeking a Senior Financial Analyst to provide pivotal financial analysis and advice to divisional management teams within the NHS. This role involves preparing monthly budget statements, analysis reports, and supporting budget holders in underst

Owning financial planning (budgeting, forecasting and long‑term planning) for a portfolio of research groups, working closely with Group Leaders and the Post‑Award Grants team. Financial Planning & Analysis Assistant Manager (Finance Business Partner). Financial Planning & Analysis Manager (Fina

Financial Planning Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. Th

Comprehensive financial planning and analysis knowledge with demonstrable success of operating at a senior level, ideally in within the financial services sector or insurance. As our FP&A Manager you will play a pivotal role in designing and delivering Bupa's global financial planning and forecastin

Strong experience in long-term financial planning within social housing. A London-based reputable social housing provider is seeking a Financial Planning candidate to join their dynamic team. Own and manage the Brixx financial model, ensuring accuracy and alignment.

This pivotal role combines strategic financial planning & analysis within a private equity backed organisation. Oversee budgeting, forecasting, and long-term financial planning. Develop and deliver regular financial forecasts, annual budgets, and long-term planning processes.

Deliver financial and non-financial insights across the business. We’re looking for a hands‑on FP&A Analyst to support critical financial reporting, ad‑hoc analysis, and activities related to potential business acquisitions. Support the FP&A Director with M&A analysis and financial models.

You will need some experience as a financial planning administrator. You might want to progress into paraplanning.

Financial Planning Administrator Hale. Financial Planning Administrator. Understanding of financial products and regulatory requirements advantageous.

Financial Planning Support, or at least 1 year as a trainee FP Assistant. We’re looking for a motivated and detail-oriented individual to join our Financial Planning team. Keep Financial Planners updated on cases in progress.

Lead monthly financial forecasting processes and manage the budget for all business areas, partnering with Business Partners and Managers. Support investor relations and strategic initiatives, including developing advanced financial models. Conduct scenario analysis and sensitivity testing to evalua

Handle new client enquiries and review and implement portfolio changesProvide suitable, compliant financial planning recommendations aligned to client needs and objectivesConduct annual client review meetingsRequirementsExperience working as a Financial Planner within an independent financial advice

Take responsibility for reporting, analysing and explaining financial performance. Provide financial consulting and strategic support to senior management, including the provision of accurate, timely and insightful analyses of key projects in the business unit such as acquisitions, team hires, IT pr

A leading financial advice firm based in the UK is seeking an experienced Financial Adviser to join their team. This role offers tailored support for your transition and emphasizes client-centric financial advice.

Quilter Financial Advisers is part of Quilter Financial Planning, one of the largest financial advice networks in the UK. Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning needs. Advise clients on current financial issues and make recom

Head of Advice - UK - Financial Planning - £110,0000 + Bonus. I’m working with a nationwide financial planning firm seeking a Head of Advice to take the lead on the quality, compliance, and strategic direction of their advice function. This role blends technical expertise with leadership, ensurin

The role involves supporting Financial Planners with comprehensive financial planning, detailed cashflow modeling, and proactive engagement in client meetings.

Work closely with the Senior Financial Planning Manager to ensure a consistent and unified approach to financial planning. Support the Financial Planning Analyst and deputise for the Senior Financial Planning Manager when required. Working closely with the Senior Financial Planning Manager, you will

Build and enhance dynamic financial models to support commercial decision-making. Strong FP&A and modelling skills, with hands-on experience building robust financial models.

Director of Financial Planning and Analysis. This is a high-impact position, responsible for delivering insightful analysis, driving financial planning processes, and partnering with senior stakeholders to influence decision-making. As Director of FP&A, you will play a pivotal role in shaping the fi

You will be a pragmatic, hands‑on operator with a disciplined approach to verification and documentation, comfortable overseeing planning systems such as Anaplan, managing tooling and automation, and integrating financial and data processes in a scaling organisation. Director of Financial Planning

Contribute expertise in financial planning and analysis, including financial modeling, market sizing/TAM analysis, and investment or analysis summaries and memos. Financial Planning Analyst | $100/hr.