Financial planning jobs in Edinburgh - Page 2Create job alerts

Over two years administrative experience within a financial planning team;. Financial Planning Administrator / Edinburgh / Permanent / £30,000 - £40,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid working. The ideal candidate will possess over t

A graduate with a genuine interest to progress into financial services and/or a background within financial services, wealth management or an IFA (not essential). Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by:. Providing all necessary pa

Senior Financial Planning Administrator. I’m working with a well-established UK wealth management business that’s looking for a confident and organised Senior Financial Planning Administrator.

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. If you are an experienced Fi

An established, client-focused financial planning firm in Edinburgh is seeking an experienced. You will play a key role in supporting financial advisers by managing client administration, preparing reports, and ensuring smooth day-to-day operations.

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

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.

This strategic leadership role drives the development and delivery of market‑leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets. Execute targeted growth strategies in mid‑large corpor

As a Financial Planning Analyst within our Financial Partnering, Planning & Analysis (FPP&A) team, you'll play a vital role in ensuring every pound at Alzheimer's Society is deployed where it creates the greatest impact. Reporting to the Financial Planning Manager and line managing the Financial Pla

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

A growing medium sized business near Heathrow is seeking a Senior Financial Accountant to manage financial operations and support decision-making processes. Responsibilities include managing financial reporting, preparing statements, and leading audits. This role offers a salary of £62,000 - £68,0

A leading financial advisory firm in Edinburgh is seeking an Independent Financial Adviser to provide expert financial guidance and strategic planning. Responsibilities include building client relationships and developing bespoke financial strategies.

Reporting directly to Director of Commercial Finance, the role will play a key role in strategic planning across the business, along with budgeting, forecasting, reporting and control of the P&L. Performad hoc analysis to inform insight and coordinate with teams and implement financial systems. Resp

Financial Planning and Analysis Manager. As the FP&A Manager, you’ll be responsible for providing the financial insight and analysis that drives our next stage of growth. Own and update the company’s financial model (P&L, balance sheet, cash flow).

This role is ideal for someone hands‑on, detail-oriented, and eager to work closely with senior leadership, ensuring accurate financial insights and smooth planning cycles across Luxclusif. Monitor core KPIs, prepare dashboards, and deliver performance reports using financial and non-financial dat

Candidates should have relevant experience or a strong interest in financial planning and a diploma in the field or willingness to study towards one. A financial services company is seeking a Paraplanner / Trainee Paraplanner in Edinburgh. The ideal candidate will work with teams to deliver excellen

A financial services firm based in Edinburgh is seeking a skilled Financial Planner to help clients achieve their financial goals. You will prepare tailored financial plans, advise on current financial issues, and build lasting relationships with clients. The ideal candidate will have a diploma in f

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

Financial Planning & Analysis Manager. You'll take ownership of all financial planning and analysis activity - from forecasting and budgeting to performance reporting and insight - and work closely with senior leaders across Operations, Technology, Sales and Marketing. Extensive financial modelling

Provide financial analysis and modelling to assist Head of Finance and Director of Finance in Medium Term Financial Planning and Fiscal Sustainability Projects; act as a key contact for project workstreams. Support senior managers and budget holders with specialist advice on key financial management

Work closely with the senior leadership team to provide detailed financial analysis. Develop and own complex financial models to support new business initiatives and investment decisions. Work closely with the financial controller to lead the production of timely and accurate monthly management repo

Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals. Prepare sound financial plans to ensure clients meet their targets. Advise clients on current financial issues and make recommendations.

Get notified about new Financial Planning and Analysis Manager jobs in. Group Financial Planning & Analysis Manager — Greater Bristol Area, UK — 1 week ago. Financial Controller (Fixed until 31/05/2026) — Kingswood, UK — 1 week ago.

This role, reporting into the Financial Planning and Analysis manager, offers the opportunity to work closely with budget holders and across finance teams. Assisting with the co‑ordination and production of the monthly reporting to senior management, ensuring financial updates and commentary are a

Extensive financial modelling and analytical capability, with experience supporting CapEx‑heavy planning. You’ll take ownership of all financial planning and analysis activity — from forecasting and budgeting to performance reporting and insight — and work closely with senior leaders across