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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

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

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. As a business we operate a s

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

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. The FP&A Assistant Manager delivers clear, high‑quality financial insight to support planning and decision‑making a

As a Financial Planning Specialist, you’ll be meeting the financial planning needs of our Premier Banking clients, providing advice on Investment, Retirement Planning, Inheritance Tax and Protection. You’ll be helping our clients to achieve their financial goals, providing them with bespoke fina

Significant post‑qualification experience in financial planning and analysis, ideally in a global, multi‑entity environment. This includes delivering forward-looking financial planning, budgeting, and analysis across the organisation, as well as delivery of periodic reporting to track performanc

You will support both the London and Sutton offices and provide financial planning advice while also ensuring the growth of local business. This role requires at least a diploma in financial planning and strong experience.

A leading financial services firm in the Greater London area seeks a Senior Financial Advisor to deliver tailored financial guidance and advice, particularly in retirement planning.

A leading financial services firm seeks a Paraplanner to support Advisers by providing detailed financial analysis and recommendations. The ideal candidate should possess a diploma in Financial Planning and demonstrate strong IT, communication, and report writing skills.

Working closely with the CFO you will be responsible for managing and developing the budgeting and planning process, as well as the forecasting model. Develop models for budgeting & forecasting and improving the planning process. Support with M&A and business expansion including pre-acquisition mode

A progressive investment firm in Scotland is seeking a passionate Financial Adviser to deliver exceptional client outcomes. You will leverage technology and innovative thinking to shape the future of financial advice and enhance client engagement.

A global financial services leader in Greater London is seeking a Vice President to drive financial strategy in the EMEA GCB Planning & Analysis team. The role includes leading financial planning, collaborating with senior management, and developing innovative reporting solutions. Previous experienc

Provide clear, insightful treasury and financial planning information to senior management, Board and Committees. Long-term financial planning and scenario modelling. Exposure to financial planning or modelling tools (e.

Designing and developing reporting packs using modern financial tools and technology. Acting as the primary finance contact for assigned departments, providing financial guidance. Undertaking financial analysis and reporting for strategic initiatives as required.

A leading advisory practice in City of London seeks an experienced Financial Planning Administrator to provide exceptional support to financial advisers. The role involves administration tasks, managing client communications, and requires knowledge of financial products, especially Pensions and Inve

A financial planning practice in Hove is seeking an experienced Client Relationship Manager to oversee client portfolios and ensure exceptional client outcomes. Essential skills include strong communication, attention to detail, and previous experience in financial services.

Head of Financial Planning & Analysis (FP&A). The Head of Financial Planning & Analysis role is paying up to £60,000 plus benefits. Get notified about new Head of Financial Planning jobs in.

A growing financial planning firm in the UK is seeking an experienced Paraplanner. The role focuses on delivering high-quality financial advice and client solutions, with key responsibilities including conducting detailed financial research, drafting suitability reports, and ensuring regulatory comp

Organising financial planning annual reviews with clients on behalf of the Financial Adviser. The ideal candidate will have experience working within Financial Services/Planning and working alongisde Financial Advisors. You would be responsible for dealing with queries from clients, ensuring all com

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

Director of Financial Planning and Analysis | PE Backed Buy & Build. Act as the financial spine between M&A activity, lenders and leadership.

A financial planning company in England is looking for a Financial Planning Assistant to support in delivering services to high-net-worth clients. This role requires experience in financial services and strong administrative skills.

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

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.

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

Comprehensive financial planning and analysis knowledge with demonstrable success at a senior level, ideally within the financial services sector or insurance. First‑hand experience of financial/business planning in a complex and multi‑level (i. Financial Planning & Analysis Manager.

Financial data management – Proven expertise in managing and analysing financial data, including planning, forecasting, and budgeting. Financial Planning Analyst (6 Month Fixed Term Contract). Join LCCC’s FP&A function as a Financial Planning Analyst.

A major banking institution in the United Kingdom seeks a Financial Planning Specialist to meet the investment and retirement needs of Premier Banking clients. You will provide bespoke financial advice, manage client portfolios for growth, and promote the bank's image while identifying new business

This includes delivering forward‑looking financial planning, budgeting, and analysis across the organisation, as well as delivery of periodic reporting to track performance against targets (i. The Head of FP&A is responsible for delivery of strategic financial planning, including revenue and expen

A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e. Join us as a Senior Financial Planning Supervisor in our Mass Affluent team based in London. Strong written and verbal communication skills, with the ability to engage senior stakeholders, coupled

A specialist insurance company is seeking a Lead Financial Analyst to manage group financial planning and a team. You will be responsible for ensuring the timely delivery of GAAP planning, enhance financial capabilities, and collaborate closely with various business stakeholders.

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.

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.

A local financial planning firm in Maidstone is looking for a qualified Chartered Financial Advisor. This role emphasizes strong client relationships and holistic financial planning without strict sales targets.

Own financial planning, budgeting and forecasting across the business. Strong financial modelling skills (advanced Excel essential). This is a platform-level role with strong exposure to senior leadership and an opportunity to play a key role in improving financial insight, modelling capability and

Get notified about new Financial Planning and Analysis Manager jobs in. Associate Director - JSS Financial Services - Insurance Finance Practice Lead - Interim Finance Specialist. A leading life insurance group is looking for an experienced FP&A Manager to take ownership of planning, forecasting and

Take ownership of all cycles of financial forecasting, including budgeting, long-range planning, re-forecasting and monthly performance review. Drive continuous refinement of forecasting models, financial tools and planning processes, introducing best practice FP&A methodologies. This is an exciting

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

You’ll have direct ownership over core planning and forecasting processes, performance analysis, and the financial insights that help leadership understand where we’re winning, where we need to adjust, and how we allocate resources as we scale. As the business becomes more complex, we need stron

Dawn O Shea is recruiting the Financial Planning Assistant (Financial Services Administrator) directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. As well as enjoying a responsible and highly varied role, the successful Financial Planning Assistant will also have the o

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.

This is not a typical administrator role – it combines the traditional responsibilities of financial services administration with the exciting opportunity to utilise. Financial Administrator or Junior Paraplanner.