Financial planning jobs in Liverpool - Page 2Crear alertas

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

We are seeking a dynamic Financial Planning Support Team Leader to lead, coach, and inspire a high-performing administration team. Financial Planning Support Team Leader - Key Responsibilities. This pivotal role ensures the delivery of efficient, accurate, and compliant support to both Clients and F

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.

Support financial planning and analysis activities, including model development, reporting enhancements, and process optimisation. Provide high‑quality financial analysis and insight to inform organisational planning, performance, and statutory reporting. Contribute to annual budgeting and forecas

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

A leading financial services firm in the Greater London area seeks a Senior Financial Advisor to deliver tailored financial guidance and advice, particularly in retirement planning.

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. This is an exceptional opportunity to join a fast-paced en

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

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

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

Minimum intermediate MS Excel skills and experience with Microsoft BI, SAP and Oryx planning advantageous. Work closely with the Planning team to ensure assumptions are appropriate. Present and clearly explain financial analysis (actuals and plan) to the underwriting teams, senior stakeholders and G

The Premier League Studio’s Finance department is looking for a Senior Financial Planning and Studios Manager to join the team and drive the organisation’s financial planning and operational finance support for our studio and production activities. Senior Financial Planning and Studios Manager -

FP&A Manager | Start up FMCG | East London | Hybrid | £60,000 - £70,000.JasperRose are working with an international start up FMCG business entering its scale up phase.This is an exciting role working in a fun and social environment on a hybrid basis in East London.Joining in a newly created role,

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 advice. Candidates must possess a recognised financial planning qualification and demonstrate expertise in financial mark

Candidates should have a Level 4 qualification in Financial Planning and strong management experience. A leading financial services provider in Greater London is seeking a Training & Competency Manager to oversee the development of Wealth Planners and Wealth Managers.

Oversee budgeting, forecasting, and long-term financial planning. Develop and deliver regular financial forecasts, annual budgets, and long-term planning processes. This pivotal role combines strategic financial planning & analysis within a private equity backed organisation.

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.

Contribute expertise in financial planning and analysis, including financial modeling, market sizing/TAM analysis, and investment or analysis summaries and memos. Financial Planning Analyst | $100/hr.

Expert financial modelling and scenario planning skills. Assist in preparing and running the financial workstream for due diligence, including Q&A. Support and enhance rolling forecasts and scenario planning across base, upside and downside cases.

Director of Financial Planning and Analysis. This is a high-impact position, responsible for delivering insightful analysis, driving financial planning processes, and partnering with senior stakeholders to influence decision-making. As Director of FP&A, you will play a pivotal role in shaping the fi

Director of Financial Planning and Analysis. The business is scaling rapidly and investing heavily in its future, and is seeking an FP&A Director who will sit at the heart of strategic decision‑making, shaping the financial narrative and influencing outcomes that drive long‑term success. Lead th

In this role as the Head of Financial Planning and Analysis you will drive improvements in data governance, financial controls and scenario‑based planning, ensuring the organisation can make informed, forward‑looking decisions that support long‑term sustainability. We have a fantastic new job

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.

Reporting directly to the CFO, this newly created role will lead the planning, forecasting and performance framework for the group, providing high‑quality insight and financial leadership across the organisation. You will be a pragmatic, hands‑on operator with a disciplined approach to verificat

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

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.

This role is ideal for someone hands‑on, detail-oriented, and eager to work closely with senior leadership, ensuring accurate financial insights and smooth planning cycles across Luxclusif. Monitor core KPIs, prepare dashboards, and deliver performance reports using financial and non-financial dat

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

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

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

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

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

Join us as a Senior Financial Planning Supervisor 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. If managing a team, they define jobs and responsibilities, planning for the department’s future needs

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.

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

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

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