Financial planning jobs in Leeds - Page 4Create job alerts

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. Qualified finance professional – CCAB accounting qualification or equivalent experience in financial pl

A long-standing advisory business in Wakefield require a Financial Planning Administrator to join their busy offices. With Financial Advisors based across the UK, the central support team in Wakefield work closely together, with Paraplanning, Administration and Compliance ensuring smooth processes f

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

A niche, highly client-centric IFA firm based in Central Leeds who are looking to add an experienced Financial Planning Administrator to their technical support structure, in support of two high-performing private wealth focused Financial Advisers:.

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

The firm is known for its strong reputation in holistic financial planning and investment management, with a long history of advising private clients, business owners, and families. A leading national wealth management firm is seeking an experienced Financial Planner to join their Leeds office. The

Financial Planning Administrator – Financial Services. As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. A highly respected and growing, National wealth and investment management firm in Leeds is

This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their busy team in their Leeds office. You must have experience working in a financial planning administrator role and ideally have experienc

This is a Chartered financial planning firm based in Leeds, known for delivering bespoke, specialist financial advice to high-net-worth clients. Based in their Leeds city centre office full-time, this role supports the delivery of tailored financial planning strategies. Prepare suitability reports a

Highly reputable IFA business who sit at the forefront of UHNW private client advice looking to bring in a Graduate calibre Financial Planning Administrator to their expanding back-office support team. Sitting alongside a team of administrators this role/remit is to work alongside 2 high performing

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

Practice Manager – Independent Financial Planning Firm. Independent Financial Advisory practice.

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.

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

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 to the UK Executive, MD and CFO, delivering critical insi

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

Leading the annual planning and rolling forecast process. 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.

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.

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.

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.

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,

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.

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

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

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.

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

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

A renowned financial advisory firm in London is seeking a Head of Financial Planning with a salary of £130k–£165k plus bonus and benefits. The ideal candidate will possess strong leadership skills and experience in strategic planning.

We’re looking for a Senior Data Science Manager to join our growing Financial Planning and Analysis Team in London. We are seeking a skilled and detail‑oriented Data Science Senior Manager to join our Financial Planning and Analysis (FP&A) team. Senior Data Science Manager - Financial Planning a

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

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

A financial services consultancy is seeking a Regional Financial Planning Director to oversee strategy and operations in the South of England. This leadership role involves managing a team of Financial Planners and ensuring client excellence through effective coaching and performance management.

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.

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

Excellent organisational skills and deep understanding of Lifestyle Financial Planning. Regional Financial Planning Director - South of England. I am looking for an exceptional, high performing Financial Planning Director to lead one of our key UK regions, driving both strategic direction and day‑

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

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

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.

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

Get notified about new Financial Planning and Analysis Manager jobs in. Associate Director - JSS Financial Services - Insurance Finance Practice Lead - Interim Finance Specialist. A leading life insurance group is looking for an experienced FP&A Manager to take ownership of planning, forecasting and

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

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