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FP&A #not for profit #charity sector #hybrid working #cherryprofessional #financialplanning #derbyjobs #strategicplanning. Sign in to set job alerts for “Head of Financial Planning” roles. Head of Financial Planning – Housing Focus - £60-70,000 + Excellent Benefits.

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

Financial Planning & Analysis Manager. At Microlise, we are looking for aFinancial Planning & Analysis Managerto join our team!. As our new Financial Planning & Analysis (FP&A) Manager, you will play a pivotal role in shap.

We know that our people are our greatest asset, we are successful, dynamic, ambitious and looking for great team players to grow with us, and we have an exciting opportunity for an experienced Finance professional to join our team as Financial Planning and Analysis Manager, responsible for leading t

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. As the role entails T&C supervision, it is important you have your full Level 4 Diploma in Financial

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—

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

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

ROLE: Financial Planning & Analysis Manager HOURS: 37.

The Group Planning and Management Information team delivers internal financial reporting, forecasting, and planning for Pearson’s Board and senior leadership. The team works closely with Pearson Financial Services (PFS) in Belfast and collaborates with the Group Financial Reporting team and other

A social housing provider based in London is seeking a Financial Planning professional to join their dynamic team. The role involves leading the preparation of the 30-year financial plan and managing the Brixx financial model. Candidates should be qualified accountants or QBE with strong experience

Financial Planning Assistant, Permanent, Sandbach, £30,000 - £32,000. We have a fantastic opportunity for an experienced Financial Planning Assistant to join one of our incredibly successful clients in Sandbach. Administering financial plans and investments,.

A financial services firm in England is seeking a qualified Account Manager to oversee financial planning for clients. The ideal candidate should have a bachelor's degree and between two to three years of experience in a financial planning role. Responsibilities include identifying clients’ financ

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

As Finance Manager within the Group Financial Planning & Management Information team, you’ll provide reporting and insights for the CFO, Deputy CFO, Executive Team, and Board – shaping how the business understands performance, plans for the future, and communicates externally. Contribute to the

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

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

Teneo’s global Financial Advisory business advises corporates, creditors and other financial stakeholders in situations of financial stress and distress. Our London-based Finance team is expanding and we are looking for a talented Financial Planning & Analysis Manager with a professional services

A financial advisory firm is seeking a New Client Adviser to provide holistic financial planning and excellent service to help clients achieve their financial goals. Applicants should have a Level 4 Diploma and strong skills in financial planning and communication.

Recruit UK is supporting a successful multi-office professional advisory company that is hiring a Financial Planning Manager to join their team. Having built an excellent reputation for client service, they have Ambitious expansion plans in place, and are looking for this key hire to help drive the

Reporting into senior finance leadership, the Financial Analysis Manager will play a key role in group budgeting, forecasting, and SG&A cost reporting. Building and maintaining robust Excel‑based financial models. Responding to ad hoc financial and commercial queries from senior management.

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

I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in the Surrey area. They are looking for a driven

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 communication is accurately recorded and organising financial planning annual reviews with client

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 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.

This role leads treasury and financial planning activity for a Social Housing organisation, ensuring funding arrangements, cashflow forecasting and long-term financial plans support the organisation's financial sustainability and strategic goals. Exposure to financial planning or modelling tools (e.

Own financial planning, budgeting and forecasting across the business. 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 exit readiness. Build and maintain detailed financial and cash

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

Lead Analyst - Financial Planning## Job IntroductionJob introductionWhat you’ll doAs a Lead Analyst – Financial Planning, you will play a key role in shaping the organisation’s medium- and long-term financial strategy. Support the Financial Planning Analyst and deputise for the Senior

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

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.

They now have an opportunity within their highly prestigious US Family Office team for a Financial Planning Administrator with 12‑18 months industry experience to join. This Financial Planning Administrator will be a key member of the Client Services team within the US team. They build investment

Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning. Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics:. Pensions and Retirement Planning, pension contributions, carry forward calculations, l

Based in Haslemere, Surrey, Squirrel Financial Planning is a holistic and independent firm of financial advisers dedicated to delivering financial clarity and confidence to every client. The Trainee Paraplanner will assist in preparing financial planning reports, conducting in-depth research into in

A leading financial services firm in the United Kingdom is seeking a Paraplanner to support the delivery of advice through their financial planning team. The ideal candidate will possess appropriate Financial Services qualifications and demonstrate strong analytical skills and market knowledge.

A leading financial advisory firm is seeking a Financial Advisor in Greater London. Ideal candidates will have professional qualifications to Level 4 and extensive knowledge of financial planning. You will provide guidance and regulated advice to individuals, focusing on retirement planning and the

Quilter Financial Planning provided pay range. Direct message the job poster from Quilter Financial Planning. One of our Strategic Partner firms at Quilter Financial Planning who are based in Lincolnshire are currently looking for experienced advisers to join their team where their advisers are high

Identify and implement improvements in financial planning processes, such as speeding up reporting cycles, enhancing data accuracy, automating transactional inputs, or introducing standard templates to streamline cross‑border consolidation, and leverage technology and AI to support process optimis

You are an organised and proactive Financial Planning Administrator with at least three years' experience in a similar role within Financial Planning. Senior Financial Planning Administrator. As a Financial Planning Administrator, you will play a key role in supporting an Associate Director and thei

A leading financial services company based in City of London is seeking a Chartered Financial Planner. The successful candidate will deliver independent financial planning and manage a portfolio of high-net-worth clients.

The ideal candidate will have a degree, Level 4 qualification preferred, and at least 3 years in financial services. This full-time, hybrid role involves evaluating complex financial scenarios and producing suitable recommendations.

Ideal candidates should have a minimum of 3 years’ experience in a similar role and hold a Diploma in Regulated Financial Planning. 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.

Lead financial planning cycles: budget, forecast, 3-year plan, rolling forecasts. Financial Services, Investment Banking, and Investment Management. We’re looking for a FP&A Manager, who ideally has a background in the brokerage space or from a fast‑paced financial services background.

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.

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

If you are the analytical, pro‑active, and focussed Financial Planning & Analysis Manager that we are looking for, ready to analyse financial data for new business opportunities, and consolidate the UK business reporting according to company requirements, take a shot at your new job with us. Delaw

Ideal candidates should possess a recognized financial planning qualification and a solid understanding of the financial markets. A leading financial institution in London is hiring a Wealth Planner to enhance client financial journeys through tailored advice and investment solutions. This role offe