Financial planning jobs in Frome - Page 2Create job alerts

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

An exceptional opportunity has arisen for an experienced Financial Planning professional to join a leading regional financial planning practice as Regional Manager, to be based in the South of England. As Regional Manager, you will report to the Head of Financial Planning and lead Financial Planners

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 lead a team of analysts and business partners, guiding them to deliver high-quality financial pl

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

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

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

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 leading international organisation. This role provides direct support

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

Offer expert financial advice to clients on a wide range of areas, including investment strategies, retirement planning, tax efficiency, and estate planning. A leading financial services firm based in London, specialising in providing bespoke financial advice to high-net-worth individuals and busine

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.

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. Leverage 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. Leverage

Head of Group Financial Planning & Analysis. Head of Group Financial Planning & Analysis. Leading the Group’s financial planning, reporting, and forecasting processes, you’ll work closely with teams across the organisation to drive improvements and ensure alignment with company strategy.

The P&PM team oversees all management reporting, financial planning processes, and the administration of supporting our finance systems. Supporting cross-functional initiatives and continuous improvement projects with actionable financial insights. Proven experience in financial performance analysis

This role, reporting into the Financial Planning and Analysis manager, offers the opportunity to work closely with budget holders and across finance teams. Business partnering with treasury teams in the creation of financial reporting, inclusive of cashflows, CAPEX & finance costs. Support FP&A seni

A leading global professional services network is seeking a Financial Planner - Associate Director in Milton Keynes to develop client relationships and manage financial planning services. The successful candidate will have strong financial planning expertise, with opportunities for hybrid working an

Develop and maintain detailed financial models, including entity-by-entity forecasts, revenue and cost analysis, and scenario planning. Support M&A activities, including financial due diligence and integration planning. Analyze financial performance, identify trends, and provide actionable insights

Senior Wealth Planning Analyst – Financial Planning Operations, Business Support (14 month FTC). Develop and maintain knowledge of the industry, market, and financial planning products. Strong knowledge of financial planning products and investment features, including tax implications and client c

The successful candidate will play a crucial role in preparing monthly financial reports, supporting budgeting and forecasting activities, and assisting with internal and board-level presentations. The position will also require performing ad-hoc analysis, working with financial models, and contribu

As a Regional Director, you will lead a team of Financial Planners to deliver an outstanding client experience in line with our Lifestyle Financial Planning proposition. Regional Director – Financial Planning/Advice at Attivo. You’re an experienced leader who understands what good looks like in

As head of FP&A, you will share and lead the company’s global financial planning and analysis capability, setting the standard for insight, foresight and decision support across the organisation. Strong background in corporate finance, scenario planning, and investment analysis. This role will be

Provide financial insight on long-term planning, new initiatives, and market trends. Develop and execute strategic financial plans for UK & MENA and LMAL. Strong knowledge of insurance accounting and financial analysis.

You will play a critical role in the company’s financial reporting and analysis, overseeing financial planning, rolling forecasting, monthly reporting and analysis activities. Ability to collaborate across departments and communicate financial information to non‑financial stakeholders. In collab

Financial Planning and Analysis Business Partner. Financial Planning and Analysis Business Partner. Conduct scenario analysis and sensitivity testing to evaluate the financial impact of various business decisions.

As a Regional Director, you will lead a team of Financial Planners to deliver an outstanding client experience in line with our Lifestyle Financial Planning proposition. You’re an experienced leader who understands what good looks like in financial planning and advice - and how to bring out the be

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. Proven senior leadership experience within corporate fin

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

Financial Planning and Analysis (FP&A) Manager - Private Equity | Central London | circa £100,000 + bonus and bens. We are delighted to partner with a dynamic, Private Equity firm in their search for a Financial Planning & Analysis Manager. Build financial models to support planning and initiatives

As Financial Planning and Analysis Manager you will play a key role in driving financial planning, analysis, and the optimisation of financial systems and data. Develop and maintain comprehensive financial models for forecasting, budgeting, and long-range planning. Prepare and analyse monthly, quart

A leading financial services firm in the UK is seeking a Head of FP&A to lead financial planning and analysis.

An established industry player is seeking a passionate Financial Advisor or Financial Advisor Manager to join their talented team. This role offers the opportunity to provide expert financial advice to high-net-worth clients, ensuring their financial objectives are met through tailored solutions. Wi

Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management. This strategic leadership role drives the development and delivery of market‑leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experie

The position plays a central role in leading the annual business planning cycle and quarterly forecasting processes, delivering robust financial forecasts, scenario modelling, and analytical insights that guide senior leadership decisions. Manage and improve the International Financial Forecast Mode

Senior Financial Planning Analyst. As a result of ongoing investment, the business seeks a driven and commercially focused Senior Financial Analyst to join its West London-based finance function. Produce high quality reporting, insights and financial modelling.

Expert financial modelling and scenario planning skills. Build and refine fundraising materials: financial model, metrics, and narrative. Assist in preparing and running the financial workstream for due diligence, including Q&A.

What you’ll do Deliver insight and analysis which helps the business to achieve strategic goals* Implement improved p

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.

A leading financial institution is seeking a Portfolio Planning Manager to lead the management of financial crime risk initiatives from its London office. This role requires strong portfolio planning capabilities, stakeholder management experience, and advanced data handling with MS Excel, to enhanc

Build and enhance dynamic financial models to support commercial decision-making. Strong FP&A and modelling skills, with hands-on experience building robust financial models.

In this role as the Head of Financial Planning and Analysis you will drive improvements in data governance, financial controls and scenario‑based planning, ensuring the organisation can make informed, forward‑looking decisions that support long‑term sustainability. As a Head of Financial Plann

Director of Financial Planning and Analysis. This is a high-impact position, responsible for delivering insightful analysis, driving financial planning processes, and partnering with senior stakeholders to influence decision-making. Minimum of 5 years’ experience in FP&A, with a proven track recor

As head of FP&A, you will share and lead the company’s global financial planning and analysis capability, setting the standard for insight, foresight and decision support across the organisation. Budgeting, Forecasting & Planning. Strong background in corporate finance, scenario planning, and inve

Director of Financial Planning and Analysis. Phipps Cameron is partnering with a fast-growing, PE‑backed financial services organisation, recognised for its ambitious growth plans and innovative approach. The business is scaling rapidly and investing heavily in its future, and is seeking an FP&A D

You will be a pragmatic, hands‑on operator with a disciplined approach to verification and documentation, comfortable overseeing planning systems such as Anaplan, managing tooling and automation, and integrating financial and data processes in a scaling organisation. Director of Financial Planning

Finatal is partnering with a £90m turnover Private Equity business based in the UK, reporting into the Head of FP&A.The business is looking to grow to £150m in the next three years, doubling their EBITDA.The client is looking for an individual with Private Equity experience, ideally within a SaaS

A leading global advisory firm is seeking a Senior Financial Adviser to provide regulated financial advice mainly focused on retirement planning. The ideal candidate will have strong experience in the UK financial advice market and relevant Level 4 qualifications.

A leading financial services firm in the UK seeks a Director of Corporate Services (Financial Planning) to shape advisory services and oversee key teams.