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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. You will work closely with senior leaders to ensure that all financial planning activities, from budget setti

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

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

A Financial Planning & Analysis Manager is required to join a successful business based in Hounslow.

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

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. Financial Planning & Analysis ManagerWhen registering to this job board

Financial modelling and analysis of new business opportunities. Leading the annual planning and rolling forecast process. Finance Planning & Analysis (FP&A) Manager.

Wealth Matters is an award-winning, innovative, and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning fir

Direct message the job poster from Quilter Financial Planning. A comprehensive, structured training programme and exam support designed to help you achieve your Level 4 Diploma in Regulated Financial Planning. A proposition that can lead to a secure financial future with the potential to build a bus

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

The Trainee Paraplanner will assist in preparing financial planning reports, conducting in-depth research into investments and other financial products, and supporting financial advisers in formulating long-term plans for clients. Based in Haslemere, Surrey, Squirrel Financial Planning is a holistic

Head of Financial Planning & Analysis. Develop and oversee management reporting, performance analysis, and key financial and non-financial KPIs. MLC are partnering with a reputable, large UK university to recruit a Head of Financial Planning & Analysis to play a critical role within its senior finan

A financial planning firm is seeking an experienced Paraplanner in Lancashire to support financial advisers. The ideal candidate has a minimum of 2 years' experience and a Level 4 Diploma in Financial Planning.

Financial Planning and Analysis Manager. As our FP&A Manager you’ll be responsible for the design and delivery of Bupa’s Global financial planning and forecasting processes and for undertaking reporting and detailed analysis of business performance to be able to deliver added value support and c

Candidates should possess a Diploma in Financial Services and have proven financial planning experience. A leading financial services provider in Greater Lincolnshire seeks an experienced financial adviser to manage and grow a client portfolio. The role includes preparing detailed financial plans, a

You are an experienced and technically strong paraplanning professional with a Diploma in Regulated Financial Planning and a deep understanding of pensions, investments, and regulatory requirements. As a Technical Paraplanner, you will play a pivotal role in protecting and enhancing the quality, con

You are an organised and proactive Financial Planning Administrator with at least three years’ experience in a similar role within Financial Planning. As a Financial Planning Administrator, you will play a key role in supporting an Associate Director and their clients, ensuring the smooth coordina

A recruitment agency in the financial sector is seeking an experienced Paraplanner for a firm in Sutton Coldfield. The role involves preparing compliant suitability reports, conducting research for financial advice, and collaborating with clients and advisers. Candidates should have at least 2 years

This role is ideal for someone who enjoys combining leadership with hands-on financial planning, mentoring others, and playing a pivotal role in driving both performance and client satisfaction. Oversee paraplanning activities (via the Head of Paraplanning) and coordinate effectively with support te

We are seeking someone who possesses an Advanced Diploma in Financial Planning and can demonstrate their experience in working with a wide range of provider products, services, with the ability to showcase your delivery in these areas. Diploma in Financial Planning, with an Advanced diploma being de

We’re seeking a Senior FP&A Manager to head up our Financial Planning & Analysis function. Collaborate on capital stack optimisation, funding strategy, and support liquidity planning for multi-market expansion. Advanced Excel (complex modelling, macros, scenario planning), strong SQL, and PowerBI

Evidence of strong financial modelling and analysis skills and be confident with financial planning tools such as Adaptive Planning. Financial Analysis & Planning Manager. Financial Planning & Analysis Manager.

JSS are partnered with a PE backed financial services organisation where they are looking for a commercial and data driven FP&A Analyst to lead key aspects of financial planning, budgeting, and forecasting for a major platform within the business. Strong ability to present complex financial informat

Direct message the job poster from Quilter Financial Planning. Quilter Financial Planning provided pay range. This range is provided by Quilter Financial Planning.

Responsibilities:•Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation•Review and formulate plans for clients with highly specialised situations•Review prospective clients' exi

Be prepared to occasionally flex hours to align with stakeholder teams in Europe and North America, ensuring engagement across time zones and responsiveness during critical planning cycles or messaging sensitive financial updates. Financial Planning & Analysis (FP&A) or equivalent finance roles. Bui

A small but growing Financial Planning business based in the centre of Welwyn Garden City, supporting clients to an exceptional standard with a range of financial planning requirements, including planning for large life events, tax efficient investments, retirement planning – truly going through l

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.

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.

A reputable financial organization in the East Midlands is seeking a Financial Planning Assistant to provide administrative support to financial advisors. Ideal candidates should have at least two years of experience in financial administration.

A national financial advisory firm in Greater London is seeking an experienced Paraplanner to provide technical support to Financial Advisers. The role involves writing Financial Planning Reports, conducting product research, and assisting with client reviews. The ideal candidate must possess experi

Ability to analyse financial information and comply with regulations. Accounting, Financial Services, and Banking. Financial Advisor to work on both an Employed and a Self-Employed basis.

An exceptional opportunity has arisen for an experienced Financial Planning professional to join a leading regional financial planning practice as. As Regional Manager, you will report to the Head of Financial Planning and lead Financial Planners across a number of regional offices. This is a dual��

A leading financial services firm in the UK seeks an experienced Financial Advisor. The advisor will help clients achieve financial goals and prepare sound financial plans. This full-time role offers excellent support, including lead generation and paraplanning.

A financial advisory company in London is looking for an experienced Financial Adviser to join their team. The role offers hybrid working and requires delivering comprehensive financial planning advice to clients. Candidates should have a Bachelor's degree, Level 4 Diploma in Financial Planning, and

Organising financial planning annual reviews with clients on behalf of the Financial Adviser. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Adv

This is an excellent opportunity to develop a career in wealth management, gaining exposure to financial planning, investment advice, and client relationship management. Exposure to a wide client base across financial planning and investment advice. We are partnering with a respected wealth manageme

Reporting to the CFO, the Head of Financial Planning & Analysis will be responsible for supporting strategic financial decision-making, overseeing reporting financial, and ensuring the University’s financial health and compliance. Reporting to the Chief Finance Officer (CFO) and as a key member of

Build and maintain financial models for forecasting, budgeting, and long‑range planning. Partner with teams across the business to improve systems, data quality, and financial insight.

Morphe are seeking a dedicated Financial Planning & Analysis Manager to enhance the finance function by providing strategic insight, financial analysis, and budgeting.

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

A financial consultancy seeks a skilled Money adviser to assist clients in managing debt and financial strategies. This role involves interviewing clients to assess their financial situations, preparing tailored financial plans, and regularly reviewing accounts. Candidates should possess strong inte

Support the Head of Financial Planning & Forecasting in developing team capability, providing training to analysts, and stepping in as the senior representative for FP&A when required. Get notified about new Head of Financial Planning Analysis jobs in London Area, United Kingdom. Deputy Head of Fina

Support month-end and year-end financial reporting, ensuring accuracy of revenue, costs, and financial data. Contribute to budgeting, forecasting, and financial planning processes, including modelling assumptions and preparing projections. Respond to ad‑hoc financial queries and support resolution