Financial planning jobs in Leeds - Page 6Create job alerts

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

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:.

As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. Financial Planning Administrator – Financial Services. This role is ideal for someone with experience in financial planning administration who is

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

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

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

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

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. Internally you’ll be known as Financial Planning & Insight Director. You’ll lead a team of analys

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. The incoming planner will step into a fully supported environment, benefiting from a robust paraplanning, administrati

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

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

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

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

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.

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

As Beazley evolves through its modernisation programme, this role will take on significant responsibility, being a central pivot point in an Integrated planning framework and responsible for financial planning BAU, strategic and governance opportunities. The role includes having a key influence in t

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. Diploma in Regulated Financial Planning (Level 4). Regional Director – Financial Planning/Advice at Attivo.

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. Train and mentor Finance teams in financial storytelling, analytical thinking, and use of data tools.

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.

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

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

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

The P&PM team oversees all management reporting, financial planning processes, and the administration of supporting our finance systems. Element is seeking a dynamic and detail-oriented Group FP&A Manager to join our Corporate Planning & Performance Management (P&PM) team, a key function within the

Financial Planning and Analysis Business Partner. Financial Planning and Analysis Business Partner. Support investor relations and strategic initiatives, including developing advanced financial models.

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‑to‑day excellence. In this high‑impact role, you’ll ensure the practice’s Lifestyle Financial Planning proposition is delivered consisten

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. Diploma in Regulated Financial Planning (Level 4). You’re an experienced leader who understands what good looks like in financia

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

A financial services provider is looking for a Financial Planner to engage clients and deliver financial planning and coaching services. Ideal candidates will have a relevant degree, Level 4 CII qualification, and experience in financial advice.

Candidates must possess a recognised financial planning qualification and demonstrate expertise in financial markets. A leading financial services company in Greater London is seeking a Wealth Planner to guide clients in shaping their financial future through personalized planning and investment adv

This is a high-impact role for someone who thrives in a dynamic, entrepreneurial environment and is excited to design and implement a new KPI reporting suite, alongside planning and forecasting models that will directly inform strategic decision-making across the business. Commercially minded – ab

A leading financial planning firm in the UK is seeking a Head of Advice to lead the compliance, quality, and strategic direction of their advisory function.

This role sits at the heart of a business undergoing a period of significant transformation, with a strong focus on modernising financial processes and strengthening financial planning and insight. The Senior FP&A Analyst will play a key role in shaping financial decision‑making by providing high�

Financial Planning and Analysis Manager. 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. Some of the world’s leading impact funds were

Lead budgeting, forecasting, and scenario planning processes. Partner with senior stakeholders to provide clear, actionable financial guidance. Strong FP&A and financial modelling experience in multi‑entity environments.

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.

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

Work closely with the senior leadership team to provide detailed financial analysis. Develop and own complex financial models to support new business initiatives and investment decisions. Work closely with the financial controller to lead the production of timely and accurate monthly management repo

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. Provide

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

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. Lead and develop the Financial Analysis team, fostering a coaching culture.

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 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 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. Deliver and business partner the monthly variance analysis and strategic financial modelling to support de

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