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Group Financial Planning & Reporting Manager. Our Client is a growing, independent financial services group specialising in fund administration, corporate services and private wealth solutions across several European jurisdictions. Advanced financial modelling, including scenario and stress testing.

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

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. Experience of leading a small financial planning team within large or complex organisations where advanced in

You'll have proven experience delivering business development growth in financial planning or wealth management, with strong leadership skills and a track record of coaching and managing Financial Planners. You'll understand the UK financial planning market inside out - pensions, investments, protec

You’ll take ownership of financial analysis, modelling and performance insight, helping translate complex data into clear, actionable recommendations. Partner with the Head of FP&A to deliver budgeting, forecasting, reforecasting and scenario planning in a fast-moving environment. Build and enhanc

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

As Head of Financial Planning and Analysis, this person will be both ‘hands on’ in the execution of the analysis and will lead an existing finance function. Axon Moore are supporting a fast paced, PE backed business in the South Yorkshire region to appoint a Head of Financial Planning and Analys

At Microlise, were looking for a commercially minded, highly analytical Financial Planning & Analysis Manager to take the lead in driving our financial planning capability to the ne. Financial Planning & Analysis ManagerWhen registering to this job board you will be redirected to t

A highly regarded Financial Services business is recruiting a Paraplanner in the United Kingdom.

You should be as comfortable building complex financial models as you are presenting your findings to Senior Leadership. Expert‑level Excel skills and experience building flexible, complex financial models. Financial & Health Security: Robust benefits including a market‑leading pension scheme, c

In this role, you will prepare detailed financial planning reports, conduct research on financial products, and assist Advisers with client reviews. A well-established financial services company in the UK is looking for experienced Paraplanners. Ideal candidates should have experience in a Financial

Financial Planning & Analysis roles. The Head of FP&A will be responsible for leading the financial planning and analysis function, delivering accurate and timely reporting, and ensuring forecasts reflect both current performance and future expectations. Strong commercial acumen with the ability to

The role involves preparing client information and ensuring accurate documentation in support of financial planning. A financial services provider is seeking a highly organised and detail-focused Financial Services Administrator in Liverpool City Centre.

A leading financial advisory company is seeking a Paraplanner to join its team in the UK. The candidate will conduct product research, support financial planners, and draft recommendations based on client needs. Applicants should possess a Level 4 qualification and knowledge of pensions, investments

Are you looking to join a practice that is shaping the future of Financial Planning? I'm partnered with a tier 1 wealth management firm whose aim is to provide truly exceptional & personalised financial planning to their core HNW and UHNW client base. You will be a vital link between the Client Admi

Responsibilities include providing personalized financial planning advice, cultivating client relationships, and preparing financial plans. A financial advisory academy in Essex is seeking candidates eager to develop into fully competent Financial Advisers. Ideal candidates will have 2+ years' exper

The ideal candidate must hold a UK Level 4 Diploma in Financial Advice and possess proven financial planning experience. A leading financial advisory company is seeking a Financial Planner to help clients make informed decisions. Responsibilities include preparing financial plans, advising on curren

Experience with Hyperion products or other financial planning systems. We work closely with the UMPG CFO, country Heads of Finance, and key business units to ensure our reporting, insights and planning drive value and informed decision-making across the organisation. Whether it’s updating reportin

Translate complex financial information for senior financial and non‑financial stakeholders, tailoring messaging to the audience. You’ll provide financial direction, control and insight to the Network & Digital leadership and Finance teams, ensuring robust planning, reporting and governance. You

Knowledge of capital project reporting and long-term financial planning. We are seeking a qualified and experienced finance professional to join our Finance Department as Head of Financial Planning and Analysis (FP&A). This is a new and pivotal senior role, responsible for delivering high-quality fi

Ideal candidates will have experience in technical support or compliance within financial planning, strong knowledge of relevant regulations, and excellent communication skills. A financial services firm in the UK seeks a Technical Support Team Leader to enhance client experiences through leadership

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

The business is in a growth phase and investing heavily in strengthening its financial planning capability to support its next stage of scale. Build and enhance robust financial models for scenario planning and long-range forecasting.

A regional financial planning practice is seeking a Head of Financial Planning to join their Senior Leadership Team. This role involves managing Financial Planners, contributing to strategic decisions, and fostering growth with ambitious goals.

Build financial models and scenario analyses to inform planning and investment decisions. You will also gain exposure to the workings of a listed company, including board reporting and financial analyst interactions. Develop long-term financial plans to support investor communications and strategic

Interim Financial Planning & Analysis (FP&A) Director. Lead and enhance rolling forecasts and scenario planning (base, upside, downside). Drive annual and mid-year planning cycles, aligning GTM capacity, product roadmap and hiring plans with commercial targets.

The role offers an annual salary of up to £45,000, within a supportive team-focused atmosphere that emphasizes quality financial planning. You will work closely with Financial Advisers, prepare compliant reports, and conduct research on pensions and investments.

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 respected UK wealth management firm seeks an experienced Self-Employed CAS-Status Financial Adviser to deliver client-centric financial planning across various sectors. Ideal candidates possess CAS Status and relevant experience in regulated financial advice. The firm provides a generous financial

Build and maintain comprehensive financial models for current and upcoming events, including detailed scenario planning and margin analysis. Attend regular planning and debrief sessions with Ops to understand financial impact of decisions and help shape resourcing. Conduct post-event financial revie

We’re looking for a Financial Planning Manager to help turn our strategy into clear, aligned and actionable plans. Through sharp financial analysis, strong modelling and thoughtful project management, you’ll help shape the financial plans that guide some of our biggest business decisions. Confid

Financial Planning and Analysis Lead. Build and lead the Financial Planning and Analysis team, providing development opportunities and mentorship where required. Focus on financial process, optimising our ERP systems to the best of their ability, automating and simplifying process where possible.

As a Financial Planning and Analysis Manager, your key responsibility will be to lead Kroo Bank’s forecasting, planning, and performance insight across the business, helping to shape strategic decisions through high quality models, robust analysis, and clear storytelling. Lead the Bank’s forecas

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

A leading charity organization is seeking a Financial Planning and Analysis Team Leader in Dover (hybrid). The successful candidate will be responsible for maintaining financial records, preparing reports, and supporting management decisions.

A financial consulting firm in Greater London is seeking a contract staff member for their Financial Planning and Analysis team. This role involves preparing financial and management reporting analyses, supporting the consolidation of financial results, and providing insights on business unit perfor

If you enjoy creating clarity, bringing people together around shared information and supporting thoughtful financial planning, we'd welcome your application. As our Head of Financial Planning & Analysis, you'll bring clarity, coordination and thoughtful insight that helps teams across the UK & Irel

This role is not just about supporting advisors, but owning the financial planning process and curating bespoke plans for clients. A fast-growing financial advisory startup in the UK is seeking a Paraplanner to join their innovative team. The ideal candidate will have at least 1 year of Paraplanning

This complex financial information needs to be presented to Finance Committee, Management Executive financial and non-financial board members with expert knowledge of the NHS financial regime and expertise in financial management. The post holder will work closely with the Head of Financial Manageme

Providing holistic financial planning advice across investments, pensions, protection, and estate planning. You’ll work with a high-quality and diverse client base, including private clients, business owners, and high-net-worth individuals, delivering holistic financial planning advice that’s th

This role focuses on delivering end-to-end financial planning and involves detailed cashflow modelling, technical research, and producing high-quality reports. Candidates should have a Level 4 Diploma and experience in paraplanning.

A financial services recruitment agency in the United Kingdom is seeking a detail-oriented Financial Planning Administrator to join their team.

Ideal candidates will have over 3 years in financial services, a relevant degree, and the CII Diploma.