Financial planning jobs in Kidderminster - Page 2Create job alerts

Financial Planning Administrator. Provide comprehensive administrative and business support to Financial Advisers, working towards shared business goals. Liaise with clients to obtain financial information and documentation.

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—

Head of Investments and Financial Planning. 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

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

That means more than financial returns its about helping people feel confident in their decisions and supported in their future.

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

A high‑growth technology scale‑up is seeking to appoint a Director of Financial Planning & Analysis to join its senior leadership team. Reporting directly to the CFO, this newly created role will lead the planning, forecasting and performance framework for the group, providing high‑quality ins

Our listed client is seeking to hire an FP&A Manager with 5-7 years’ experience in the SaaS sector.You will be a highly motivated and ambitious individual who is keen to demonstrate your skills in this growing organisation.You will be strong in common SaaS metrics such as customer retention, utili

A well established Financial Planning firm in London is seeking a Paraplanner / Senior Administrator to prepare client files, undertake research, and maintain compliance. The ideal candidate will hold or be working towards a financial planning qualification, possess strong report writing skills, and

Join us as a Training & Competency Manager Financial Planning in our Mass Affluent team based in London. A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e. Provision of support to relationship managers with planning, tracking and the execution of c

The ideal candidate will have substantial experience in financial services, excellent skills in budgeting, forecasting, and financial analysis.

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

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.

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

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. The role

With a focus on strategic growth and continuous improvement, they value collaboration, innovation, and high-quality financial planning to support their business ambitions. Head of Group Financial Planning & Analysis – Drive Strategy with Data-Driven Insights!. Leading the Group’s financial plann

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

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.

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

Director of Financial Planning and Analysis. 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 ideal candidate has at least 3 years of experience in a paraplanning role and possesses strong technical expertise in financial planning. A forward-thinking financial advisory firm is seeking a skilled Senior Paraplanner to join their team in Greater London. This role focuses on owning the end-t

A leading financial institution in Greater London is looking for a Training & Competency Manager Financial Planning. Candidates should possess a Level 4 qualification in Financial Planning and experience in supervising financial advisers. The role includes managing regulatory requirements and enhanc

Build and maintain robust financial models to support scenario planning, profitability analysis and strategic initiatives. Strong financial modelling, analytical capability and advanced Excel skills. Confident communicator with the ability to translate complex financial data into clear insight for s

Reporting into the Head of Finance / Finance Director, the FP&A Manager will be responsible for delivering high-quality financial planning, forecasting, and analysis to support growth and improve profitability. Advanced Excel skills; experience with BI tools and financial models highly desirable. Le

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.

The role involves ownership of financial models, preparation of business-critical presentations, and close collaboration with stakeholders across the organization to review trends, challenge assumptions, and deliver actionable insights. You’ll be responsible for improving planning processes and an

Acting as the primary finance business partner to senior commercial and operational leaders, the role will combine deep financial analysis with strong storytelling to influence decisions, optimise performance, and support sustainable growth. The FP&A Manager will lead a small team of analysts and wi

Experience within Asset Management or Financial Services isn't necessary but would be advantageous.

Head of Financial Planning and Analysis (FP&A). 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. A central part of your mandate is to elevate the financi

Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management. The postholder is responsible for developing innovative, compliant, and high‑performing solutions that address the complex needs of our corporate clients while ensuring we remain at th

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

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.

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. Head of Financial Planning & Analysis (FP&A). Head of Financial Planning & Analysis (FP&A).

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.

This is a 'meaty' and varied Financial Analyst Position, which incorporates financial planning, modelling and commercial finance activities. Financial planning and variance analysis. We are currently partnering with an exciting PE‑backed digital media/technology group - as a result of ongoing inve

A leading financial services firm seeks an experienced Financial Planning Director to lead regional operations in the South of England. The role requires strong leadership and strategic acumen, managing a team of 15 Financial Planners, ensuring high performance, compliance, and client satisfaction.

Director of Financial Planning and Analysis | PE Backed Buy & Build. Act as the financial spine between M&A activity, lenders and leadership.

Financial data management – Proven expertise in managing and analysing financial data, including planning, forecasting, and budgeting. Financial Planning Analyst (6 Month Fixed Term Contract). Join LCCC’s FP&A function as a Financial Planning Analyst.

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.

Lead Analyst - Financial Planning## Job IntroductionJob introductionWhat you’ll doAs a Lead Analyst – Financial Planning, you will play a key role in shaping the organisation’s medium- and long-term financial strategy. Work closely with the Senior Financial Planning Manager to ensure a

Join us as a Training & Competency Manager Financial Planning in our Mass Affluent team based in London. A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e. Extensive experience in financial services, particularly retail regulated products, with a p

You’ll lead our financial planning processes, build robust reporting frameworks, partner with senior leaders, and shape the financial narrative of a fast‑growing, mission‑driven tech company. Head of Financial Planning Analysis. Shape the long‑term financial strategy of the company.

The Head of Financial Planning & Analysis role is paying up to £60,000 plus benefits. Get notified about new Head of Financial Planning jobs in. Head of Financial Planning & Analysis (FP&A).

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. We are seeking a highly skilled and motivated Head of Financial Pla

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.

Financial Planning and Analysis Manager. Ability to work across the business with financial and non-financial partners. Providing financial commercial input to the venue functional leaders as required.

In this role, you will be working on a portfolio of private clients, assisting with the delivery of financial planning advice, delivering high quality, professional services to clients at all times, and assisting with administrative and support responsibilities within the Financial Planning Team. Te