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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 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 leading financial servi

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

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 on

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 Bournemouth or Dorset area to join their team. Minimum 12m experience as a financial planner. Ability to analyse financial information and comply with regulations.

Support month-end and year-end financial reporting, ensuring accuracy of revenue, costs, and other key financial data. Contribute to budgeting, forecasting, and financial planning processes, including modelling assumptions and preparing projections. Respond to ad-hoc financial queries and support re

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 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.

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

Teneo’s global Financial Advisory business advises corporates, creditors and other financial stakeholders in situations of financial stress and distress. Our London-based Finance team is expanding and we are looking for a talented Financial Planning & Analysis Manager with a professional services

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. Leverage 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.

The ideal candidate will hold or be working towards a financial planning qualification, possess strong report writing skills, and have a confident customer-facing manner. A well established Financial Planning firm in London is seeking a Paraplanner / Senior Administrator to prepare client files, und

Assisting with financial planning, budgeting and forecasting processes across regions and business units. 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

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 Financial Planning & Analysis Manager is required to join a successful business based in Hounslow. Improvement and ongoing delivery of Exec Team and Board review packs, including relevant analysis, commentary and non-financial KPIs. Working closely with Senior Management (including the CFO) and th

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 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

Minimum of 2 years’ experience in a similar Paraplanner or Wealth Planning Support role within Wealth Management.

Head of Financial Planning & Analysis - London - Hybrid. Work closely with the senior leadership team to provide detailed financial analysis. Develop and own complex financial models to support new business initiatives and investment decisions.

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

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

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.

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.

Candidates should be qualified accountants or QBE with strong experience in long-term financial planning within social housing. 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

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

Referrals increase your chances of interviewing at Quilter Financial Planning by 2x. 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 ta

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

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

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

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. We’re partnered with a tier 1 wealth management firm whose aim is to provide truly exceptional, personalised financial planning to the

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.

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

Employed position and client-facing role providing independent advice across the full range of financial planning. Proven experience as a Financial Adviser, strong client servicing skills, networking skills, good technical knowledge particularly in investments and pensions, strong relationship-build

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

Head of Group Financial Planning & Analysis – Drive Strategy with Data-Driven Insights!. Head of Group Financial Planning & Analysis. Leading the Group’s financial planning, reporting, and forecasting processes, you’ll work closely with teams across the organisation to drive improvements and e

Offer expert financial advice to clients on a wide range of areas, including investment strategies, retirement planning, tax efficiency, and estate planning. Current experience as a Financial Advisor, with a proven track record of success in delivering tailored financial advice. Ethical and client-f

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.

You should be as comfortable building complex financial models as you are presenting your findings to Senior Leadership. You possess expert-level Excel skills and are experienced in building flexible, complex financial models. Financial & Health Security: Robust benefits including a market-leading p

Head of Financial Planning & Analysis - London - Hybrid. Develop and refine core financial model, ensuring it accurately reflects the unique drivers of the business. Deep financial modelling experience, ideally with knowledge of working with SQL.

We are seeking an experienced and highly organised Financial Services Administrator to support the advice and sales process within a busy financial planning firm. This is an excellent opportunity for a detail-oriented professional looking to further develop their career within financial services.

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.