Financial planning jobs in Colchester - Page 2Create job alerts

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 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

NET Recruit is partnering with a leading UK financial planning and investment management firm in their search for an experienced. Head of Investments and Financial Planning. Providing high-quality financial planning advice to a small portfolio of clients, maintaining excellent service standards and

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

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 modelling and analysis of new business opportunities.

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 -

FP&A Manager | Start up FMCG | East London | Hybrid | £60,000 - £70,000.JasperRose are working with an international start up FMCG business entering its scale up phase.This is an exciting role working in a fun and social environment on a hybrid basis in East London.Joining in a newly created role,

Work closely with the Planning team to ensure assumptions are appropriate. Present and clearly explain financial analysis (actuals and plan) to the underwriting teams, senior stakeholders and GRS often within very tight timescales. High level of resilience, demonstrating the ability to effectively m

The role involves supporting Financial Planners with comprehensive financial planning, detailed cashflow modeling, and proactive engagement in client meetings.

Develop and deliver regular financial forecasts, annual budgets, and long-term planning processes. This pivotal role combines strategic financial planning & analysis within a private equity backed organisation. Oversee budgeting, forecasting, and long-term financial planning.

Deliver financial and non-financial insights across the business. We’re looking for a hands‑on FP&A Analyst to support critical financial reporting, ad‑hoc analysis, and activities related to potential business acquisitions. Support the FP&A Director with M&A analysis and financial models.

You will need some experience as a financial planning administrator. You might want to progress into paraplanning.

You will be working with other members of the Administration and Financial Planning teams, ensuring that tasks are completed in an accurate and timely manner following processes to ensure compliance at all times. At least 3 years’ experience working for a financial advice firm on both New Business

Owning financial planning (budgeting, forecasting and long‑term planning) for a portfolio of research groups, workingbind ]= close?with Group Leaders and the Post‑Award Grants team. Financial Planning & Analysis Assistant Manager (Finance Business Partner). Financial Planning & Analysis Manager

Work closely with the Senior Financial Planning Manager to ensure a consistent and unified approach to financial planning. Working closely with the Senior Financial Planning Manager, you will support the development, maintenance, and enhancement of robust financial plans that underpin the organisati

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.

All paraplanning and administration will be provided, allowing you to focus on provided exceptional client service. You will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support. Knowledge of general planning and also ideally VCT, EIS and IH

Financial Planning Support, or at least 1 year as a trainee FP Assistant. We’re looking for a motivated and detail-oriented individual to join our Financial Planning team. You’ll play a key part in helping our Financial Planners deliver excellent service, while developing your own skills in a su

Take responsibility for reporting, analysing and explaining financial performance. Provide financial consulting and strategic support to senior management, including the provision of accurate, timely and insightful analyses of key projects in the business unit such as acquisitions, team hires, IT pr

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 financial services company in Greater London seeks a motivated individual to join their Financial Planning team. The ideal candidate will support Financial Planners by managing client information through Intelligent Office (IO) and facilitating key processes.

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.

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.

Strong experience in long-term financial planning within social housing. A London-based reputable social housing provider is seeking a Financial Planning candidate to join their dynamic team. Lead on the preparation and maintenance of the 30-year financial plan.

A leading wealth management firm in the UK is seeking a Financial Planning Manager to lead a team in delivering exceptional financial advice and client service. Candidates should have previous experience in financial services, a Level 4 Diploma in Financial Advice, and strong mentoring skills.

This is a fantastic opportunity for a dynamic finance professional who thrives in a strategic role and enjoys shaping financial performance, influencing senior stakeholders, and driving forward long‑term planning. Exceptional financial modelling and analytical skills. As Senior FP&A Manager, you w

Quilter Financial Advisers is part of Quilter Financial Planning, one of the largest financial advice networks in the UK. Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning needs. Prepare sound financial plans to ensure clients meet thei

Strong experience in long-term financial planning within social housing. A London-based reputable social housing provider is seeking a Financial Planning candidate to join their dynamic team. Act as a finance business partner to non-finance stakeholders, providing insight and challenge on financial

A healthcare finance organization in Greater London is seeking a Senior Financial Analyst to provide pivotal financial analysis and advice to divisional management teams within the NHS. This role involves preparing monthly budget statements, analysis reports, and supporting budget holders in underst

Handle new client enquiries and review and implement portfolio changesProvide suitable, compliant financial planning recommendations aligned to client needs and objectivesConduct annual client review meetingsRequirementsExperience working as a Financial Planner within an independent financial advice

A leading financial advice firm based in the UK is seeking an experienced Financial Adviser to join their team. This role offers tailored support for your transition and emphasizes client-centric financial advice.

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. Financial Planning & Analysis Assistant Manager (Finance Business Partner). Reporting to: Financial Planning & Analysis

Financial Planning Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. Th

Lead monthly financial forecasting processes and manage the budget for all business areas, partnering with Business Partners and Managers. Support investor relations and strategic initiatives, including developing advanced financial models. Conduct scenario analysis and sensitivity testing to evalua

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.

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. As a Head of Financial Plann

A high‑growth technology scale‑up is seeking to appoint a Director of Financial Planning & Analysis to join its senior leadership team. Reporting directly to the CFO, this newly created role will lead the planning, forecasting and performance framework for the group, providing high‑quality ins

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

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.

Expert financial modelling and scenario planning skills. Build and refine fundraising materials: financial model, metrics, and narrative. Assist in preparing and running the financial workstream for due diligence, including Q&A.

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.

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

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.

A leading financial planning firm in the UK is seeking a Head of Advice to lead the compliance, quality, and strategic direction of their advisory function.

This is a high-impact role for someone who thrives in a dynamic, entrepreneurial environment and is excited to design and implement a new KPI reporting suite, alongside planning and forecasting models that will directly inform strategic decision-making across the business. Commercially minded – ab