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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—

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

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. Applicants must hold Level 4 Diploma in UK Financial Advice **. Full paraplanning and admin support.

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

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

A nationwide financial planning firm is seeking a Head of Advice to lead the quality and strategic direction of their advisory function. This role blends technical advisory expertise with strong leadership, ensuring clients receive exceptional financial advice while developing a high-performing team

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

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

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.

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

We are seeking finance professionals with backgrounds in manufacturing, industrial services or logistics who can support financial planning, analysis, and reporting activities across the global network. Assisting with financial planning, budgeting and forecasting processes across regions and busines

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

Financial Planning & Analysis (FTC. This position involves analysing financial data, developing forecasts, and providing insights to executive‑level stakeholders to drive our financial performance. Producing/reviewing financials for executive team, with a view to understand, explain, and improve p

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

Ideal candidates should possess a recognized financial planning qualification and a solid understanding of the financial markets. A leading financial institution in London is hiring a Wealth Planner to enhance client financial journeys through tailored advice and investment solutions. This role offe

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 financial services firm in Greater London is seeking a Regional Manager to oversee a team of Private Client Financial Planners. Candidates should have a diploma in financial planning, experience in leadership, and a commitment to delivering exemplary service.

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

Head of Financial Planning & Analysis - London - Hybrid. Work closely with the financial controller to lead the production of timely and accurate monthly management reporting packs, providing clear commentary on performance. Develop and refine core financial model, ensuring it accurately reflects th

A recruitment agency is looking for a Financial Planning Administrator to join an independent firm in Dorset. Candidates should have experience in financial planning, strong organization, and communication skills. This role involves providing essential administrative support to Financial Planners an

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

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.

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

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’ll be responsible for the design and delivery of Bupa’s Global financial planning and forecastin

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.

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

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

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

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

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

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. A strong grasp of financial planning products, client onboarding, AML, and compliance. We’re looking to speak to ambitious and technic

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

Employed position and client-facing role providing independent advice across the full range of financial planning. Administration and paraplanning support are provided. Proven experience as a Financial Adviser, strong client servicing skills, networking skills, good technical knowledge particularly

Get notified about new Financial Planning and Analysis Manager jobs in. Group Financial Planning & Analysis Manager — Greater Bristol Area, UK — 1 week ago. Public Sector Financial Reporting and Accounting Manager — Bristol, UK — 2 weeks ago.

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

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. Ensure c

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. Leading the Group’s financial planning, reporting, and f

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

The successful candidate will manage client queries, document communications, and organize financial planning reviews on behalf of Financial Advisors. A financial services recruitment agency is seeking an IFA Administrator in Wokingham. Ideal applicants will have at least one year in financial servi

Identify and implement opportunities to streamline financial planning and reporting processes. Communicate financial insights clearly and effectively to a range of stakeholders. As an FP&A Analyst, you will be responsible for delivering accurate, timely financial reporting and analysis, supporting b

Lead Specialist, Financial Planning & Management Information. Contribute to the wider financial planning and reporting community, and continuous improvement initiatives. The team delivers management reporting, forecasting, and planning for the Board and senior leadership, and plays a key role in ens

Successful candidates will have a CII Diploma in Financial Planning and strong analytical skills.

The Planning & Strategy Function is a Group Finance team that provides OSB Group with financial planning and analysis, budgeting and forecasting, management accounting, cost management, mortgage pricing and finance business partnering. As a Senior Financial Planning Analyst, you will have the opport