Financial planning jobs in CheltenhamCreate job alerts

Key Account Manager – Festivals & EventsThis role offers a fantastic opportunity to join one of the most exciting spirits companies in the World. Sazerac UK is one of the UK’s leading spirit distributors and brand builders representing an award-winning range of Sazerac owned and...

Senior Paraplanner - £60,000 DOE – Cheltenham – 1 day/week in office. I'm currently partnered with a bespoke financial planning firm, who are looking for a Senior Paraplanner to join their team in Cheltenham. Senior Paraplanner - £60,000 DOE – Cheltenham – 1 day/week in office.

- Age 21+ £11.84 per hour - Under 21 £9.00 per hour Got a passion for all things bike? You’ll have some technical skills, but more about that later. Your unbridled enthusiasm for bikes combined with your knack with customers is what will lead you to success in this role - you’ll be deliveri...

VC backed technology firm based in central London by London Bridge, are seeking to hire a FP&A analyst for a permanent vacancy they have due to growth. Sitting within a team of eight and reporting in to the CFO directly, you will play a crucial role in driving the financial planning and analysis ...

Goodman Masson is supporting a high-growth, well-capitalised renewable energy investment platform in its search for a Head of Financial Planning and Analysis – Modelling & Valuations to join its London-based team. Reporting directly to the CFO, this position offers high exposure to senior stakeho...

Planning and Strategy Manager – Sheffield, UK ***. Here at RED, our client in the Financial Service Industry is looking for a Strategy and Planning Manager to come and join them for the next 3-6 months+ helping with data analysis, data extraction and presentations/documentation of that data to th...

Previous experience as a financial planning administrator - ideally in high-net-worth or boutique IFA settings.

Azure Project Manager Salary: Up to £65,000 Location: UK-wide (remote-first, with VERY occasional travel to client sites / HQ) Company & role A growing Microsoft Partner with deep Azure expertise is hiring an experienced Project Manager to lead the delivery of enterprise-scale cloud tr...

The Business: Our client is a fast-growing, private equity-backed energy services platform, supporting thousands of commercial customers with access to cleaner, cheaper energy solutions. With strong leadership, a differentiated model, and a scalable platform, the business is entering a period o...

With a proven track-record of organising talented teams of highly experienced and self-motivated professional engineers, the Technical Director will have experience of senior management and strategic financial planning and demonstrate the potential and career ambition to deliver across complex, h...

⭐️ Compliance File Reviewer 📍 Home Based 💰 c.£45,000 + Benefits Our client, a forward thinking IFA firm, are seeking a meticulous and experienced home based Level 4 Qualified File Reviewer to join their compliance team and ensure the continued excellence and integrity of their advice pro...

Quilter Full-Time Financial Adviser Programme A career in financial advice can be extremely rewarding, both financially and in terms of job satisfaction. You can build your own secure financial future knowing you are helping other people plan for theirs. The Quilter Academy is the perfec...

🚀 We're Hiring: Head of Lending Operations ** 📍 Location: Remote, with travel when required to Maidenhead 📣 Reports to: Director of Operations 👥 Team Size: Circa 100 employees 💷 Salary: Competitive Are you a strategic leader with deep expertise in mortgage lending and underwriting?...

Financial Advisor Home-Based | Award-Winning National Firm Nationwide Opportunity Highly competitive basic on offer + Bonus An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of...

If you are a specialist in the integration of acquisitions then look no further... We are working with a private equity backed property security solutions provider with significant growth plans across Europe. We are supporting them in strengthening their M&A team with the recruitment of an I...

Position: Finance Manager We are looking for a commercially savvy and experienced Finance Manager to lead our financial operations and play a critical role in shaping strategic business decisions. This is a high-impact position, responsible for overseeing financial reporting, planning, forecast...

Job Title: Alliances Manager Job type: Permanent Location: Based in the UK At Amplifi we know that our people are our biggest asset, therefore we are committed to hiring individuals who can embrace and embody our culture. We are conscious of creating a diverse and inclusive team, and wa...

Planning Consultant Location: Remote – UK-based Henderson Drake is working with a growing consultancy that's building out its UK team. They’re looking for a Planning Consultant with a strong understanding of financial processes and FP&A experience working with tools like Adaptive Insights, ...

⭐️ Independent Financial Adviser 📍 Home Based 💰 c.£55,000 + Bonus Our client, a successful wealth management firm, are looking for an Independent Financial Adviser to join the team. You will receive full paraplanning and administration support. Role & Responsibilities: 📋 - Oper...

We are looking for a strategic and commercially minded Finance Business Partner to join our team. Finance Business Partner Remote (UK-based) | Full-time | Permanent. Minimum 5 years’ experience in financial planning, analysis, or business partnering.

A well-known national charity is seeking a Senior Finance Business Partner to join their team to lead their financial management, budgets and business planning for some of their key corporate services directorates. Proven finance business partnering experience and ability to liaise with a range o...

Come join us and make a difference in the world! Discover more at www.necsws.com NO AGENCIES PLEASE Job Description *** Please note - Hybrid or remote subject to location *** We are currently on the lookout for a Delivery Manager to support our Housing SaaS Platforms. The ind...

Experienced Financial Planner and Wealth Manager based in Warsaw Are you ready to elevate your career with one of the top teams at deVere? We are looking for a talented Wealth Manager to join our Warsaw office. If you are passionate about growing your career, and willing to relocate to Polan...

Job title: Finance Manager Reports to: Managing Director Start Date: Immediate Working Hours: Part time: 2 or 3 days a week Location: Remote (with some travel for meetings) Salary: £40,000 Full time salary/ [£21,000 Part time Pro rata or £24,000 Part time Pro rata] Job Purpose We ar...

WE ARE SoftServe, Inc. is a digital authority that advises and provides at the cutting-edge of technology solutions with expertise across healthcare, retail, media, financial services, life sciences, software, and more. We deliver open innovation, from generating compelling new ideas, to develo...

Financial Controller/Head of Finance – UK & Ireland Operations. As Financial Controller, you will be a senior member of the finance function, leading a team of 11 and overseeing monthly reporting, business planning, and statutory compliance. You will play a pivotal role in shaping financial strat...

Founding Engineer (Full Stack) - Digital estate planning wealthtech. We’re building an AI-powered estate planning platform that’s intuitive, adviser-friendly, and radically user-centric. Familiarity with estate planning, financial wellbeing, or legaltech.

About the job Brand new permanent role with an innovative American FinTech company. They’re hiring for a top-tier Operational Resilience Analyst to work with their wider Cybersecurity team, and to be responsible for the delivery of Digital and Operational Resilience initiatives. Every ye...

Data Centres (Pre-Construction, Commercial & M&A Focus) Location: United Kingdom (Preferred focus on Scotland) Overview An exciting, well-funded start-up in the data centre and infrastructure development space is seeking a commercially astute and technically capable Development Manager...

About Konexo and Eversheds Sutherland Eversheds Sutherland is a global law firm with 74 offices across 35 countries worldwide committed to delivering client service excellence. As a full service law practice, Eversheds Sutherland acts for many sectors across the UK, Europe, Middle East, Afri...

As a self-starter with a proactive mindset, you will be an integral part of our small, dynamic and friendly team. Collaborating closely with the other Programme Coordinator, Programme Manager and Programme Director, your role will be pivotal in the day-to-day administration, running and manageme...

Established in 1996 and rebranded to Scout in 2024, we built our foundation on planning meetings for numerous organizations within the life sciences sector (Scout Meetings). In response to emerging industry needs, we expanded our services to include Scout Clinical, one of the top providers of cl...

Turn your ambitions into achievements in 2025 with deVere Group About Us: deVere Acuma is a Global leading independent financial advisory organisation, providing innovative wealth management, private banking, and investment solutions to clients around the globe. We specialise in helping indi...

Are you passionate about driving innovation in financial systems and applications? Do you have experience with Debt Manager and a strong technical skillset in strategy, workflow, and interface development? This is your opportunity to play a key role in transforming Collections and Recoveries sys...

Who We Are: Sailun Group (https://en.sailungroup.com/) is one of the world's leading rubber technology and tyre companies. Being the 10th largest manufacturer in the world, Sailun Group is offering a broad portfolio of passenger car, truck and bus as well as specialty tyres. The brand Sailun is...

Job Role: Paraplanner Location: Shrewsbury – Office Based with 1-day WFH after probation Salary: £42,000 - £46,000 (depending on experience) We are working with a firm committed to a client centric approach, focusing on helping clients achieve financial freedom and security at every stage ...

💼 Senior Finance Business Partner 📍 London (Hybrid) 📺 Global Digital Entertainment Group 💰 £70-75,000 + bonus + benefits Over the last few years, this business has seen remarkable growth - expanding its global reach and building out a hugely successful portfolio of online content bran...

About TH GC TH Global Capital (formerly known as Technology Holdings) is an award-winning global investment banking firm specializing in sector-focused investment banking, asset management, and growth advisory services. With a 24-year track record, TH Global Capital’s offering includes Sell Sid...

About Konexo and Eversheds Sutherland Eversheds Sutherland is a global law firm with 74 offices across 35 countries worldwide committed to delivering client service excellence. As a full service law practice, Eversheds Sutherland acts for many sectors across the UK, Europe, Middle East, Afri...

Senior EPM Consultant– EPM, CPM, Enterprise Performance Management, Corporate Performance Management, Anaplan, Pigment, Oracle EPM, IBM, Cognos, Hyperion, Essbase, SAP BPC, Solution Architect, Principal Consultant, Lead Consultant, Senior Consultant, Technical Consultant, Developing, Functional ...

The Role: We’re looking for an experienced and proactive Freelance Finance Manager to support a fast-growing agency working at the intersection of talent, influencer marketing, and the creator economy. Founded in late 2024, the agency has quickly scaled to a team of four and is now seeking a de...

Job title I Automation Developer (Digital Marketing Tooling) Seniority I Mid Country I United Kingdom Education Level I Degree – 2:1 Salary I TBC Reporting To | Head of BI Team I BI Location I Remote Job Type I Full time About us The Media Image is an independent, global and ag...

A prestigious wealth management business is seeking a senior professional to lead and shape its proposition targeting entrepreneurs, business owners post-sale, and professionals requiring complex financial planning and investment services. This is a newly created and strategic hire, offering...

Software Trainer – Fintech Salary - £40,000 - £45,000 Remote-first (occasional visits to the office in Warwickshire + client sites) SaaS | Financial Services | Client Enablement | Training Are you passionate about tech, training, and helping people get the most out of great softw...

Senior Business Analyst Are you ready to join a forward-thinking, people-centred digital financial services business? My client is looking for a passionate Senior Business Analyst to play a pivotal role in their journey. You’ll be part of a collaborative, multi-disciplinary team, working cl...

Job Title: Business Operations Analyst Location: London (2 days in office) Job Type: Contract A central government body driving digital transformation across public services is looking for a "Business Operations Analyst". They focus on building accessible, efficient tools and platforms that hel...

Programme Manager Salary – Up to £85,000 + package Location – Gloucester On-site requirements – Fully on-site Working Hours: 37.5 hours, including 4-day workweek or 9-day fortnight Security Clearance – Active DV/E.DV Industry: Defence, Aerospace, National Security The Opportunity J...

Turn your ambitions into achievements in Dubai with Acuma Important Notice: This is a permanent overseas position based in our Dubai office, beginning with a two-month training programme at our Investment Bank in Mauritius. You must be prepared to relocate for both stages of the role, with r...