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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

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

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.

WHAT OUR FINANCIAL PLANNING & ANALYSIS MANAGER WILL DO:. ROLE: Financial Planning & Analysis Manager. 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 experienc

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—

One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the Bournemouth or Dorset area to join their team. Prepare sound financial plans to ensure clients meet their targets. Advise clients on current financial issues and make re

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

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. Prepare sound financial plan

ROLE: Financial Planning & Analysis Manager HOURS: 37.

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

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

You should be as comfortable building complex financial models as you are presenting your findings to Senior Leadership. You possess expert-level Excel skills and are experienced in building flexible, complex financial models. Financial & Health Security: Robust benefits including a market-leading p

This key leadership position involves providing expert compliance guidance to support financial planning. A prominent national financial firm in the United Kingdom is seeking an experienced Senior Compliance Manager to enhance their governance framework.

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

We are seeking finance professionals with backgrounds in manufacturing, industrial services or logistics who can support financial planning, analysis, and reporting activities across the global network. Assisting with financial planning, budgeting and forecasting processes across regions and busines

A well established Financial Planning firm in London is seeking a Paraplanner / Senior Administrator to prepare client files, undertake research, and maintain compliance. The ideal candidate will hold or be working towards a financial planning qualification, possess strong report writing skills, and

You’ll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. A strong grasp of financial planning products, client onboarding, AML, and compliance. We’re looking to speak to ambitious and technic

Join us in providing holistic financial planning solutions that make a difference in the lives of our clients. Established in the early stages of 2019, Rosart has experienced significant organic growth, prompting the need for an additional financial administrator to effectively manage the increasing

You'll need experience as a financial planning administrator and a conscientious mindset.

A tier 1 wealth management firm in London is seeking a Financial Planning Support Specialist to provide exceptional financial planning for high-net-worth clients. The ideal candidate will hold a Level 4 qualification and have experience in financial planning. The role involves supporting Financial P

Candidates must possess a Level 4 qualification in Financial Planning, strong organisational skills, and a commitment to client service. A leading financial services provider in Greater London seeks a Private Client Advisor to deliver exceptional financial advice to a diverse client base.

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

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.

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. If you have any further qualifications within Financial Advice / Planning or working towards your Le

A boutique financial advisory firm in Greater London is seeking a Paraplanner / Financial Adviser to deliver expert financial advice across investments and retirement planning.

In this mid-senior level role, you will be responsible for producing financial planning reports and conducting research to meet clients' needs. Ideal candidates will have paraplanning experience, strong report writing skills, and a good understanding of financial products.

In this role, you will build and maintain long-term client relationships while providing tailored financial planning services. You will need to possess a Level 4 Diploma in Regulated Financial Planning and have experience in a client-facing position. A reputable wealth management company in the UK i

A wealth planning firm in the West Midlands is seeking an experienced Financial Planning Assistant to provide high-quality support to Planners and enhance client outcomes. The ideal candidate will have a strong understanding of financial planning and excellent organisational skills, working in a col

Head of Financial Planning & Analysis - London - Hybrid. Work closely with the financial controller to lead the production of timely and accurate monthly management reporting packs, providing clear commentary on performance. Develop and refine core financial model, ensuring it accurately reflects th

The ideal candidate will have substantial experience in financial services, excellent skills in budgeting, forecasting, and financial analysis.

A boutique financial advisory firm in Greater London is seeking a Paraplanner / Financial Adviser to deliver expert financial advice across investments and retirement planning.

As our new Financial Planning & Analysis (FP&A) Manager, you will play a pivotal role in shaping Microlises financial future. Experience of preparation and review of financial projections including annual budgets and 3-5 year plans; specifically, the ability to challenge projections and perform sens

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. Referrals increase your chan

Employed position and client-facing role providing independent advice across the full range of financial planning. Administration and paraplanning support are provided. Proven experience as a Financial Adviser, strong client servicing skills, networking skills, good technical knowledge particularly

A prominent wealth management firm in England is looking for a Self-Employed/Employed Trainee Financial Adviser to join their advisory team. This role offers an aspiring adviser the chance to work with high-net-worth clients and build a long-term career in financial advice.

A reputable financial advisory firm in the United Kingdom is seeking an experienced Financial Adviser to manage an existing client portfolio. This client-facing role includes providing independent financial advice across various planning areas while benefitting from strong administration support. A

Financial Planning & Analysis Lead (6 Month FTC to Perm). You will lead financial planning for a major market of a B Corp certified gifting leader. Provide detailed monthly analysis of gross margin performance and present actionable financial insights to senior business stakeholders.

A premier financial planning company in the United Kingdom is seeking a Senior Financial Planning Administrator to support an Associate Director and their clients.

Looking for a high-impact leadership role in financial planning and analysis? This is an exciting opportunity to shape business performance and influence key strategic decisions at a senior level. Head of Group Financial Planning & Analysis. Leading the Group’s financial planning, reporting, and f

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. Ensure c

Offer expert financial advice to clients on a wide range of areas, including investment strategies, retirement planning, tax efficiency, and estate planning. Ethical and client-first approach to financial planning. A leading financial services firm based in London, specialising in providing bespoke

Get notified about new Financial Planning and Analysis Manager jobs in. Group Financial Planning & Analysis Manager — Greater Bristol Area, UK — 1 week ago. Public Sector Financial Reporting and Accounting Manager — Bristol, UK — 2 weeks ago.

Supporting senior financial controllers in preparation of financial reporting (monthly, quarterly, adhoc) for our UK Flexible Generation Assets. We are looking for a keen and motivated undergraduate to join our Business Controlling UK team, with a focus on financial planning, reporting and analysis

The Group Planning and Management Information team delivers internal financial reporting, forecasting, and planning for Pearson’s Board and senior leadership. Participate in the Financial Planning & Reporting community, including monthly FP&R meetings. The team works closely with Pearson Financial

A financial planning firm in Leicester is seeking a qualified Paraplanner. In this role, you will closely collaborate with Financial Advisers to provide high-quality client support and technical assistance.

As an integral part of our financial planning department, you will be required to business develop and grow new business across the South region. As a Director Financial Planning your responsibilities will include among others. Evelyn Partners is a UK leader in wealth management, providing personali

A local financial planning firm is looking for a Chartered Financial Advisor in Maidstone. Ideal for candidates who value quality, holistic financial services and wish to work in a supportive environment.

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