Financial planning jobs in Cambridge - Page 2Create job alerts

We’re looking for a Financial Planning & Analysis Director to join us to support in shaping our financial strategy and ensure we have the insight to make the best decisions for our people. You’ll lead a team of analysts and business partners, guiding them to deliver high-quality financial pl

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

We’re looking for a Financial Planning & Analysis Director to join us to support in shaping our financial strategy and ensure we have the insight to make the best decisions for our people. You’ll lead a team of analysts and business partners, guiding them to deliver high-quality financial pl

An exceptional opportunity has arisen for an experienced Financial Planning professional to join a leading regional financial planning practice as Regional Manager, to be based in the South of England. As Regional Manager, you will report to the Head of Financial Planning and lead Financial Planners

Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Cambridge offices, one of 50+ nationwide. They deal with individuals, relating to their pens

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 their Cambridge office. You must have experience working in a financial planning administrator role and ideally have exper

Providing high-quality financial planning advice to a small portfolio of clients, maintaining excellent service standards and fostering strong long-term relationships. NET Recruit is partnering with a leading UK financial planning and investment management firm in their search for an experienced. He

This is an excellent opportunity for an experienced IFA Administrator or Client Services professional to join a well-established and highly personable financial planning firm based in West Sussex. The business takes a genuinely holistic and relationship led approach to financial planning and is look

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

Leading the annual planning and rolling forecast process. FP&A Manager Location: West London Salary: £70k + bonus Sector: Hospitality An exciting opportunity has arisen for a Finance Planning & Analysis (FP&A) Manager to join a leading international organisation. This role provides direct support

A leading global professional services network is seeking a Financial Planner - Associate Director in Milton Keynes to develop client relationships and manage financial planning services. The successful candidate will have strong financial planning expertise, with opportunities for hybrid working an

Financial modelling and analysis of new business opportunities. Leading the annual planning and rolling forecast process. Finance Planning & Analysis (FP&A) Manager.

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

A growing medium sized business near Heathrow is seeking a Senior Financial Accountant to manage financial operations and support decision-making processes. Responsibilities include managing financial reporting, preparing statements, and leading audits. This role offers a salary of £62,000 - £68,0

The Financial Planning Analyst, reporting to the Financial Planning Manager, is responsible for ensuring the accuracy, integrity, and timeliness of core FP&A outputs, including forecasting, variance analysis, payroll time allocation, and month-end/outturn reporting. The Low Carbon Contracts Company

This strategic leadership role drives the development and delivery of market‑leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets. Execute targeted growth strategies in mid‑large corpor

The ideal candidate will have Chartered Financial Planner status or actively working towards it, and strong knowledge of financial planning principles. A leading financial services firm seeks a Senior Advice Technician to provide technical support and enhance advisory outcomes.

Head of Financial Planning & Analysis. Lead development of the Group’s financial planning and analysis capability, creating structure, clarity and actionable insight for senior stakeholders. Development of management information, KPIs and financial models and delivery of 13‑week cash‑flow fore

This is a 'meaty' and varied Financial Analyst Position, which incorporates financial planning, modelling and commercial finance activities. Financial planning and variance analysis. Drive ongoing ad‑hoc analysis and financial modelling.

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 leading financial services firm seeks an experienced Financial Planning Director to lead regional operations in the South of England. The role requires strong leadership and strategic acumen, managing a team of 15 Financial Planners, ensuring high performance, compliance, and client satisfaction.

A growing professional services firm in Greater London is seeking a Financial Planning Consultant, Graduate for a September 2026 start. This role will involve assisting with the delivery of financial planning advice and working on a portfolio of private clients.

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 an

Experience within Asset Management or Financial Services isn't necessary but would be advantageous.

The FP&A Manager will lead a small team of analysts and will be accountable for translating complex financial data into clear, actionable insight. Act as the lead FP&A partner for a defined global business area, supporting senior stakeholders with financial insight, challenge, and decision support.

As head of FP&A, you will share and lead the company's global financial planning and analysis capability, setting the standard for insight, foresight and decision support across the organisation. Head of Financial Planning and Analysis (FP&A). Lead scenario planning to support decision‑making in a

Reporting directly to Director of Commercial Finance, the role will play a key role in strategic planning across the business, along with budgeting, forecasting, reporting and control of the P&L. Performad hoc analysis to inform insight and coordinate with teams and implement financial systems. Resp

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. Head of Financial Planning & Analysis (FP&A). Head of Financial Planning & Analysis (FP&A).

This role is ideal for someone hands‑on, detail-oriented, and eager to work closely with senior leadership, ensuring accurate financial insights and smooth planning cycles across Luxclusif. Monitor core KPIs, prepare dashboards, and deliver performance reports using financial and non-financial dat

A solid understanding of financial back-office systems like Intelligent Office is advantageous.

An established industry player is seeking a passionate Financial Advisor or Financial Advisor Manager to join their talented team. This role offers the opportunity to provide expert financial advice to high-net-worth clients, ensuring their financial objectives are met through tailored solutions. Wi

As a Financial Planning Analyst within our Financial Partnering, Planning & Analysis (FPP&A) team, you'll play a vital role in ensuring every pound at Alzheimer's Society is deployed where it creates the greatest impact. Reporting to the Financial Planning Manager and line managing the Financial Pla

Senior Financial Planning & Analysis Analyst. We are currently undergoing an exciting period of transformation and change as we modernise our processes and enhance our financial planning capabilities. Consolidating the performance of all product lines within Specialty and articulating the financial

This is a high‑impact role where you will drive our financial planning and analysis and also play a crucial part in executing our corporate development strategy, including M&A and other strategic transactions. Financial Planning and Analysis Manager. This includes conducting financial due diligenc

A leading insurance company in Greater London seeks a Lead Financial Analyst to manage financial planning and forecasting. The role involves leading a team, ensuring accurate GAAP submissions, and enhancing financial capabilities through EPM tools like Workday Adaptive.

This role involves building referrals, delivering high-quality financial planning advice, and requires a minimum of two years’ experience in an IFA role. A prominent law firm in the East Midlands is seeking an experienced Financial Advisor to join their Wealth Management Team in their Derby office

A recruitment agency is seeking a skilled Financial Planning Support professional for a full-time position based in North London.

FP&A Manager – Private Equity Backed Growth Story.This is not your typical FP&A role.You’ll be stepping into the engine room of a PE-backed, high-growth e-commerce business that’s gearing up to double in size to over £200m turnover.With major acquisitions in the pipeline, new investment on th

A fast‑growing Managing General Agency is seeking an experienced FP&A Manager to support strategic financial business partnering with the underwriters of key planning and strategic decisions. Business Partnering: Meeting with external underwriters to discuss strategic planning of the business deci

Senior Financial Planning & Analysis Analyst. We are currently undergoing an exciting period of transformation and change as we modernise our processes and enhance our financial planning capabilities. Consolidating the performance of all product lines within Specialty and articulating the financial

Get notified about new Financial Planning and Analysis Manager jobs in. Build financial models to support investment, growth, and change initiatives.

Get notified about new Financial Planning and Analysis Manager jobs in. Build up rigorous and dependable budgeting and forecasting processes, financial models and KPI dashboards.

The Delivery portfolio is delivered across key regional programs of work (Front Office, Compliance & Financial Crime, Operations, Finance, Risk & Data, Human Resources, Technology, and Planning), and overseen by the Regional Portfolio Committee. Discover your opportunity with Mitsubishi UFJ Financia

Deep financial modelling experience, ideally with knowledge of working with SQL. 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.

Director of Financial Planning and Analysis. Director – Financial Planning & Analysis / Finance Transformation. Contribute to business development initiatives by advising on financial feasibility, business cases, and strategic planning.

We are seeking an experienced Financial Analysis Manager to lead a small team within a dynamic Financial Planning & Analysis function. Proficient in MS Office; experience with financial planning software desirable. Oversee monthly reporting processes and enhance financial systems for better user exp

The FP&A Manager will play a pivotal role in building and standardizing FP&A processes, reporting packs, and financial models across multiple business units. Build and maintain driver‑based financial models (P&L, Balance Sheet, Cash Flow). Lead budgeting, forecasting, and scenario planning process