Financial planning jobs in Exeter - Page 3Crear alertas

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

Providing high-quality financial planning advice to a small portfolio of clients, maintaining excellent service standards and fostering strong long-term relationships. NET Recruit is partnering with a leading UK financial planning and investment management firm in their search for an experienced. He

We’re looking for a Financial Planning & Analysis Director to join us to support in shaping our financial strategy and ensure we have the insight to make the best decisions for our people. Internally you’ll be known as Financial Planning & Insight Director. You’ll lead a team of analys

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

Responsibilities include assisting clients with mortgage and protection applications, providing tailored mortgage products, helping clients navigate financial options and ensring compliance with Industry regulations.

Financial modelling and analysis of new business opportunities. Leading the annual planning and rolling forecast process. FP&A Manager Location: West London Salary: £70k + bonus Sector: Hospitality An exciting opportunity has arisen for a Finance Planning & Analysis (FP&A) Manager to join a leadi

Contribute to budgeting, forecasting, and financial planning processes, including modelling assumptions and preparing projections. Support month-end and year-end financial reporting, ensuring accuracy of revenue, costs, and financial data. Review and reconcile financial data, including payroll, depa

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.

We’re looking for a Financial Planning & Analysis Director to join us to support in shaping our financial strategy and ensure we have the insight to make the best decisions for our people. You’ll take responsibility for our financial planning processes, including annual budgets and long-term for

Senior Financial Planning & Analysis Accountant. Managing, maintaining, and further enhancing the financial model. Enhancing management information by building and sustaining BI dashboards and reporting tools to deliver faster, clearer, and more accessible financial and operational insights.

This is a high‑impact role where you will drive our financial planning and analysis and also play a crucial part in executing our corporate development strategy, including M&A and other strategic transactions. Financial Planning and Analysis Manager. Produce and enhance internal reports for the le

Get notified about new Financial Planning and Analysis Manager jobs in. Build financial models to support investment, growth, and change initiatives.

A leading insurance company in Greater London seeks a Lead Financial Analyst to manage financial planning and forecasting. The role involves leading a team, ensuring accurate GAAP submissions, and enhancing financial capabilities through EPM tools like Workday Adaptive.

This role involves building referrals, delivering high-quality financial planning advice, and requires a minimum of two years’ experience in an IFA role. A prominent law firm in the East Midlands is seeking an experienced Financial Advisor to join their Wealth Management Team in their Derby office

A recruitment agency is seeking a skilled Financial Planning Support professional for a full-time position based in North London.

Get notified about new Financial Planning and Analysis Manager jobs in. Build up rigorous and dependable budgeting and forecasting processes, financial models and KPI dashboards.

A fast‑growing Managing General Agency is seeking an experienced FP&A Manager to support strategic financial business partnering with the underwriters of key planning and strategic decisions. This role is pivotal in driving financial insight, managing budgets, and supporting senior leadership with

FP&A Manager – Private Equity Backed Growth Story.This is not your typical FP&A role.You’ll be stepping into the engine room of a PE-backed, high-growth e-commerce business that’s gearing up to double in size to over £200m turnover.With major acquisitions in the pipeline, new investment on th

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. The Delivery portfolio is delivered across key regional programs of work (Front Office, Compliance & Financial Crime, Operations, Finance, Risk & Data, Human Resources, Technology, an

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 the unique drivers of the business. Deep financial modellin

Partner with senior stakeholders to provide clear, actionable financial guidance. Strong FP&A and financial modelling experience in multi‑entity environments. The FP&A Manager will play a pivotal role in building and standardizing FP&A processes, reporting packs, and financial models across multip

We are seeking an experienced Financial Analysis Manager to lead a small team within a dynamic Financial Planning & Analysis function. Proficient in MS Office; experience with financial planning software desirable. Skilled in producing financial reports for diverse stakeholders.

Director – Financial Planning & Analysis / Finance Transformation. Director of Financial Planning and Analysis. This role offers the opportunity to drive strategic financial insights, support high-level decision‑making, and implement innovative financial solutions in a consultancy‑style enviro

We are currently undergoing an exciting period of transformation and change as we modernise our processes and enhance our financial planning capabilities. Senior Financial Planning & Analysis Analyst. Consolidating the performance of all product lines within Specialty and articulating the financial

The ideal candidate should have at least 2 years of paraplanning experience and financial planning qualifications. In this role, you will conduct research on clients' financial planning, analyze investment portfolios, and produce technical reports. A leading financial services firm in Exeter is seek

The role involves managing a financial planning team, ensuring accurate GAAP (IFRS 4) forecasting, and enhancing the financial planning processes using EPM tools. A specialist insurance company is seeking a Lead Financial Analyst within its Finance function in Greater London.

A prominent financial planning firm located in Greater London is seeking a Regional Director to lead a team of Financial Planners. The ideal candidate will possess strong leadership skills, a background in financial planning, and a passion for developing others.

Lead financial planning cycles: budget, forecast, 3-year plan, rolling forecasts. 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. Support migration and enhancement of financial systems.

Our client, a leading SaaS company, is looking for an experienced FP&A Manager with 5‑7 years of experience in the SaaS sector.You will be a highly motivated and ambitious professional, strong in key SaaS metrics such as customer retention, utilisation and churn.You will set up group FP&A reports,

Financial Planning and Analysis Specialist. Financial Planning, Budgeting & Reporting. Review and approve financial transactions and spending requests.

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

Our client offers a unique proposition, where they help their clients to complete their Level 4 Diploma in Financial Planning, usually through the Chartered Insurance Institute. Principal Consultant at Recruit UK - Financial Services Recruitment.

Support financial planning and analysis activities, including model development, reporting enhancements, and process optimisation. Lead the effective use, development, and continuous improvement of the organisation’s cloud‑based financial planning and reporting system. Provide high‑quality fin

Senior Financial Planning Analyst. Financial Planning and Analysis Process & Technology Expert (Remote EMEA, Remote Canada). Senior Financial Planning Analyst.

The Financial Planning Analyst, reporting to the Financial Planning Manager, is responsible for ensuring the accuracy, integrity, and timeliness of core FP&A outputs, including forecasting, variance analysis, payroll time allocation, and month-end/outturn reporting. The Low Carbon Contracts Company

You will have advanced IT and financial modelling skills. 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.

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

The Financial Planning Analyst, reporting to the Financial Planning Manager, is responsible for ensuring the accuracy, integrity, and timeliness of core FP&A outputs, including forecasting, variance analysis, payroll time allocation, and month-end/outturn reporting. The Low Carbon Contracts Company

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

They’re looking for a Head of Financial Planning who can elevate the adviser team, strengthen external visibility, and turn the planning function into a genuine growth engine. Lead, coach and develop a team of advisers to deliver consistently high‑quality, client‑first financial planning. Head

The ideal candidate will have Chartered Financial Planner status or actively working towards it, and strong knowledge of financial planning principles. A leading financial services firm seeks a Senior Advice Technician to provide technical support and enhance advisory outcomes.

Lead development of the Group’s financial planning and analysis capability, creating structure, clarity and actionable insight for senior stakeholders. Head of Financial Planning & Analysis. Development of management information, KPIs and financial models and delivery of 13‑week cash‑flow fore

This is a 'meaty' and varied Financial Analyst Position, which incorporates financial planning, modelling and commercial finance activities. Financial planning and variance analysis. Support with financial due diligence and related strategic projects.

Execute targeted growth strategies in mid‑large corporates, leveraging Titan's vertically integrated model (financial planning – investment – custody). The postholder is responsible for developing innovative, compliant, and high‑performing solutions that address the complex needs of our corp

A growing professional services firm in Greater London is seeking a Financial Planning Consultant, Graduate for a September 2026 start. This role will involve assisting with the delivery of financial planning advice and working on a portfolio of private clients.

A leading financial services firm seeks an experienced Financial Planning Director to lead regional operations in the South of England. Candidates must be Chartered Financial Planners with proven success in leadership and achieving revenue targets. The role requires strong leadership and strategic a

A financial services firm in Greater London is seeking a Regional Manager to oversee a team of Private Client Financial Planners. Candidates should have a diploma in financial planning, experience in leadership, and a commitment to delivering exemplary service.