Financial planning jobs in Leicester - Page 2Crear alertas

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. You will work closely with senior leaders to ensure that all financial planning activities, from budget setti

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

NET Recruit is partnering with a leading UK financial planning and investment management firm in their search for an experienced. Head of Investments and Financial Planning. Providing high-quality financial planning advice to a small portfolio of clients, maintaining excellent service standards and

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—

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 Financial Planning & Analysis Manager is required to join a successful business based in Hounslow.

At Microlise, we are looking for aFinancial Planning & Analysis Managerto join our team!As our new Financial Planning & Analysis (FP&A) Manager, you will play a pivotal role in shap. Financial Planning & Analysis ManagerWhen registering to this job board

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

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

Prepare ad hoc financial analysis to support decision‑making. Assist with pricing analysis and related financial modelling.

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

A well-known financial advisory firm in Greater London is seeking a Regional Director to lead a team of Financial Planners. Candidates should hold a Diploma in Regulated Financial Planning and possess strong leadership and coaching skills.

A leading financial services firm in the UK is seeking a Financial Planning Administrator to manage client relationships and provide specialized administration support. This entry-level position requires at least 2 years of experience in financial services, emphasizing client-focused service and exc

A local financial planning firm in Maidstone is looking for a qualified Chartered Financial Advisor. This role emphasizes strong client relationships and holistic financial planning without strict sales targets.

You will play a pivotal role in shaping the financial direction of the business, providing critical insights, driving financial planning and forecasting excellence, and acting as a trusted advisor to senior leaders. Senior Finance Manager (Financial Planning & Analysis). Maintain and enhance financi

Development and maintenance of financial models, forecasts, and planning tools. We’re are partnering with a Lloyd's underwriting syndicate for a commercially curious, analytically strong FP&A Analyst to join a newly established FP&A team within a fast-evolving financial services business. This rol

A financial services company seeks a Paraplanner to support Financial Planners in helping clients make informed financial decisions.

They focus on protecting the long‑term value of wealth so ideally require an experienced consultant who understands the full financial planning process. You must be Diploma qualified and be experienced in offering regulated financial planning advice to individual clients. We are recruiting for a n

The ideal candidate must hold a UK Level 4 Diploma in Financial Advice and possess proven financial planning experience. Responsibilities include preparing financial plans, advising on current financial issues, and generating new business relationships. A leading financial advisory company is seekin

Responsibilities will include supporting annual and long-term planning, budgets and forecasts, producing scenario analysis, delivering board and management reporting, and supporting revenue pacing and commercial modelling. My client is looking for a qualified accountant (CIMA, ACCA or ACA) with at l

As a Financial Planner in London, you will support clients in achieving their financial goals, developing plans that maximise their resources and guide them throughout their financial life events. Deliver financial planning that feels personal - because every client’s story is unique. Learn, under

Candidates should hold a Diploma in Financial Planning, possess substantial knowledge of various financial planning areas, and have a minimum of 2 years of client-advisory experience. A leading financial advisory company in Greater London is seeking a Chartered Financial Planner to join their growin

The ideal candidate will have at least 2 years of paraplanning experience and relevant financial planning qualifications. A financial consultancy in Greater London is hiring a paraplanner to conduct financial research and analysis, work alongside advisers, and prepare detailed reports.

A recruitment firm is seeking an IFA Administrator for a financial planning firm in the West of England. Ideal candidates will have experience in financial services administration and possess strong organisational and communication skills.

A leading Independent Financial Advisory firm based in Essex is seeking an experienced Financial Adviser to deliver high-quality advice to clients. Successful candidates will need to be fully qualified and have experience in providing financial advice. This position offers hybrid working, a strong e

As a Financial Planner in London, you will support clients in achieving their financial goals, developing plans that maximise their resources and guide them throughout their financial life events. Department Financial Planning Locations London Remote status Hybrid. Deliver financial planning that fe

Developing financial models for capital projects and scenario planning. This is a commercially focused role supporting international operations with financial planning, budgeting, forecasting and reporting. Analysing performance metrics and financial trends to provide data‑driven recommendations.

Financial Planning Support, or at least 1 year as a trainee FP Assistant. We’re looking for a motivated and detail-oriented individual to join our Financial Planning team. Facilitate and complete Annual Reviews in coordination with Financial Planners.

You’ll need to bring at least 2 years of financial administration experience within a wealth planning or financial advice business. If you want to progress in financial planning, paraplanning or operations, we’re happy to fund professional qualifications and industry exams, including CII pathway

Qualifications required are a University degree, Level 4 Qualification, and 3+ years of financial services experience.

You’ll have access to leading investment propositions while retaining the ability to advise across the entire market - including pensions, offshore bonds, tax-efficient structures, retirement planning, and holistic financial strategies. Deliver independent, tailored financial planning and wealth m

Creating PowerPoints clearly showing financial analytic data for non-finance staff. Architecture and Planning, Accessible Architecture and Design, and Architectural and Structural Metal Manufacturing.

Experienced Financial Adviser with a Level 4 Advice qualification and SPS. Both Employed and Self-employed packages with the opportunity to build real value within a leading financial advice business. Potential for earning £100k+ within 2 years, with the opportunity for further financial progressio

A leading global advisory firm is seeking a Senior Financial Advisor to join its Financial Planning Group. The role involves providing guidance and regulated advice to clients regarding retirement planning, requiring deep knowledge of the UK pensions landscape. This position offers substantial profe

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

The Delivery portfolio is delivered across key regional programs of work (Front Office, Compliance & Financial Crime, Operations, Finance, Risk & Data, Human Resources, Technology, and Planning), and overseen by the Regional Portfolio Committee. Discover your opportunity with Mitsubishi UFJ Financia

The FP&A Manager will play a pivotal role in building and standardizing FP&A processes, reporting packs, and financial models across multiple business units. Build and maintain driver‑based financial models (P&L, Balance Sheet, Cash Flow). Lead budgeting, forecasting, and scenario planning process

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.

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 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. This role is pivotal in driving financial insight, managing budgets, and supporting senior leadership with

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

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

A recruitment agency is seeking a skilled Financial Planning Support professional for a full-time position based in North London.

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 reporting packs, providing clear commentary on performance. Develop and refine core finan

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 prominent financial planning firm located in Greater London is seeking a Regional Director to lead a team of Financial Planners. The ideal candidate will possess strong leadership skills, a background in financial planning, and a passion for developing others.