Financial planning jobs in Cheltenham - Page 3Create job alerts

Your role as Interim Head of Financial Planning (MTFP), you will play a central role in shaping how financial resources are managed across all areas of this large public sector organisation. A fantastic opportunity has been registered for an Interim Head of Financial Planning (MTFP) within a Local G

Extensive experience in a paraplanning role within a Financial Planning firm. The client base is predominantly HNW, with exposure to complex pension planning, IHT, and holistic financial planning cases. This is a rare opportunity to join a well-established and highly respected Chartered Financial Pl

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

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

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

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

Provide financial insight on long-term planning, new initiatives, and market trends. Develop and execute strategic financial plans for UK & MENA and LMAL. Strong knowledge of insurance accounting and financial analysis.

Leading the annual planning and rolling forecast process. Finance Planning & Analysis (FP&A) Manager. This role provides direct support to the UK Executive, MD and CFO, delivering critical insight and financial leadership to drive performance and strategic growth.

Financial Planning & Analysis (FP&A) Manager. Build and maintain financial models to support investment and business planning. You combine financial expertise with commercial curiosity – you love turning data into insight and insight into action.

Our listed client is seeking to hire an FP&A Manager with 5-7 years’ experience in the SaaS sector.You will be a highly motivated and ambitious individual who is keen to demonstrate your skills in this growing organisation.You will be strong in common SaaS metrics such as customer retention, utili

The Premier League Studio’s Finance department is looking for a Senior Financial Planning and Studios Manager to join the team and drive the organisation’s financial planning and operational finance support for our studio and production activities. Senior Financial Planning and Studios Manager -

Candidates should have a Level 4 qualification in Financial Planning and strong management experience. A leading financial services provider in Greater London is seeking a Training & Competency Manager to oversee the development of Wealth Planners and Wealth Managers.

Finatal is partnering with a £90m turnover Private Equity business based in the UK, reporting into the Head of FP&A.The business is looking to grow to £150m in the next three years, doubling their EBITDA.The client is looking for an individual with Private Equity experience, ideally within a SaaS

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. Lead scenario planning to support decision-making in a volatile and capital-intensive environment. Thi

Director of Financial Planning and Analysis. The business is scaling rapidly and investing heavily in its future, and is seeking an FP&A Director who will sit at the heart of strategic decision‑making, shaping the financial narrative and influencing outcomes that drive long‑term success. Lead th

Build and enhance dynamic financial models to support commercial decision-making. Strong FP&A and modelling skills, with hands-on experience building robust financial models.

In this role as the Head of Financial Planning and Analysis you will drive improvements in data governance, financial controls and scenario‑based planning, ensuring the organisation can make informed, forward‑looking decisions that support long‑term sustainability. We have a fantastic new job

Reporting directly to the CFO, this newly created role will lead the planning, forecasting and performance framework for the group, providing high‑quality insight and financial leadership across the organisation. You will be a pragmatic, hands‑on operator with a disciplined approach to verificat

A leading global advisory firm is seeking a Senior Financial Adviser to provide regulated financial advice mainly focused on retirement planning. The ideal candidate will have strong experience in the UK financial advice market and relevant Level 4 qualifications.

What you’ll do Deliver insight and analysis which helps the business to achieve strategic goals* Implement improved p

Contribute expertise in financial planning and analysis, including financial modeling, market sizing/TAM analysis, and investment or analysis summaries and memos. Financial Planning Analyst | $100/hr.

Director of Financial Planning and Analysis. This is a high-impact position, responsible for delivering insightful analysis, driving financial planning processes, and partnering with senior stakeholders to influence decision-making. As Director of FP&A, you will play a pivotal role in shaping the fi

Expert financial modelling and scenario planning skills. Assist in preparing and running the financial workstream for due diligence, including Q&A. Support and enhance rolling forecasts and scenario planning across base, upside and downside cases.

A financial services consultancy is seeking a Regional Financial Planning Director to oversee strategy and operations in the South of England. This leadership role involves managing a team of Financial Planners and ensuring client excellence through effective coaching and performance management.

Lead the effective use, development, and continuous improvement of the organisation’s cloud‑based financial planning and reporting system. Support financial planning and analysis activities, including model development, reporting enhancements, and process optimisation. Provide high‑quality fin

A financial planning firm in London is seeking a Senior Paraplanner to support Partners and a Junior Adviser as part of a close-knit team. Ideal candidates should have a minimum of 3 years’ experience in a similar role and hold a Diploma in Regulated Financial Planning.

Financial, Planning and Analysis Manager (F,P&A). Build and maintain financial models to support investment and business planning. Join enfinium as a FP&A Manager and help shape the financial future of our business.

A leading housing association in the United Kingdom is seeking a Lead Analyst – Financial Planning. This role involves shaping long-term financial strategies and providing insightful financial analysis to support strategic decisions. The ideal candidate has a CCAB-recognised accounting qualificati

Lead financial planning cycles: budget, forecast, 3-year plan, rolling forecasts. Strong background in FP&A and financial modelling. Financial Services, Investment Banking, and Investment Management.

Reporting to the Financial Planning Manager and line managing the Financial Planning Assistant, you'll collaborate with Finance Business Partners and colleagues across the Society to maintain a single point of truth. As a Financial Planning Analyst within our Financial Partnering, Planning & Analysi

Our client, a leading SaaS company, is looking for an experienced FP&A Manager with 5‑7 years of experience in the SaaS sector.You will be a highly motivated and ambitious professional, strong in key SaaS metrics such as customer retention, utilisation and churn.You will set up group FP&A reports,

Additionally, working closely with the Financial Controller to provide financial comfort and controls of the warranty reserve, identifying opportunities to reduce the financial impact and identifying trends in warranty exposure + Partner in the creation of financially meaningful business cases for

Financial Planning and Analysis Specialist. Financial Planning, Budgeting & Reporting. Build, manage, and optimize financial dashboards (Power BI, Tableau, or similar).

Deliver strong business partnering to key stakeholders, offering financial guidance and challenging assumptions of business leaders. Lead monthly financial forecasting processes and manage the budget for all business areas, partnering with Business Partners and Managers. Support investor relations a

Senior Financial Planning Analyst. Senior Financial Planning Analyst. Financial Planning and Analysis Process & Technology Expert (Remote EMEA, Remote Canada).

Overseeing second‑line supervision across multiple business areas including Mortgages and Corporate Financial Planning. Excellent organisational skills and deep understanding of Lifestyle Financial Planning. Regional Financial Planning Director - South of England.

Join us as a Senior Financial Planning Supervisor 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. If managing a team, they define jobs and responsibilities, planning for the department’s future needs

We’re excited to be working with a growing, people-focused business that’s looking for a proactive.This is a key role where you’ll support the OperationsVp team and Directors, help solve problems, and make sure both staff and clients have a great experience.If you enjoy being the go-to person,

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

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

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

As Financial Planning and Analysis Manager you will play a key role in driving financial planning, analysis, and the optimisation of financial systems and data. Develop and maintain comprehensive financial models for forecasting, budgeting, and long-range planning. Prepare and analyse monthly, quart

Financial Planning and Analysis (FP&A) Manager - Private Equity | Central London | circa £100,000 + bonus and bens. We are delighted to partner with a dynamic, Private Equity firm in their search for a Financial Planning & Analysis Manager. This is an exceptional opportunity to join a fast-paced en

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

The Premier League Studio's Finance department is looking for a Senior Financial Planning and Studios Manager to join the team and drive the organisation's financial planning and operational finance support for our studio and production activities. Senior Financial Planning and Studios Manager - Pre

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.

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