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One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the. Advise clients on current financial issues and make recommendations. Minimum 12m experience as a financial planner.

You’ll take ownership of financial analysis, modelling and performance insight, helping translate complex data into clear, actionable recommendations. Partner with the Head of FP&A to deliver budgeting, forecasting, reforecasting and scenario planning in a fast-moving environment. Build and enhanc

You'll have proven experience delivering business development growth in financial planning or wealth management, with strong leadership skills and a track record of coaching and managing Financial Planners. You'll understand the UK financial planning market inside out - pensions, investments, protec

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

The role offers an annual salary of up to £45,000, within a supportive team-focused atmosphere that emphasizes quality financial planning. You will work closely with Financial Advisers, prepare compliant reports, and conduct research on pensions and investments.

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

Our Financial Planning and Analysis team sits within Macquarie Asset Management and supports the business to execute on its strategy while investing to deliver positive outcomes for our clients, portfolio companies and communities. Joining the Financial Planning and Analysis function supporting our

This remote role requires Chartered status or working towards it, excellent knowledge of financial planning, strong research skills, and the ability to manage complex cases effectively. A financial consulting firm in the United Kingdom is seeking a Senior Advice Quality Assurance Technician to provi

The role involves providing financial planning for clients, ensuring compliance with FCA regulations, and developing client relations. This is an excellent opportunity for those looking to leverage their expertise in financial services. A leading recruitment agency is seeking a Chartered Financial A

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.

You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. The ideal candidate will have experience working within Financial Services/Planning and

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. Level 4 Diploma in Financial Planning. Minimum 3 years’ experience in a client‑facing Financial Pla

This role leads financial planning and analysis across multiple business segments while driving modernization of financial systems and reporting infrastructure. We are currently looking for a Manager of Financial Data, Planning & Analytics in UK. Hands-on experience with AI-powered financial automat

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

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. Provision of support to relationship managers with planning,tracking and the execution of complex client

A wealth management firm in Greater London is looking for an experienced Financial Adviser to generate new clients and deliver client-centric financial planning.

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. Proficiency in Power BI and financial data modelling.

A financial planning firm in London is seeking a Senior Paraplanner to support Partners and a Junior Adviser as part of a close-knit team. Ideal candidates should have a minimum of 3 years’ experience in a similar role and hold a Diploma in Regulated Financial Planning.

A financial services company in the United Kingdom seeks candidates to deliver personalized investment solutions. The ideal candidate will create financial plans and ensure accuracy while supporting investment professionals in cultivating client relationships. This role offers an opportunity to help

A growing financial planning firm in Hampshire is seeking an experienced Paraplanner to produce technical documentation and support advisers. Candidates must be adept at researching and cashflow modeling, contributing to the firm's financial planning services.

A global advisory firm is seeking an experienced Manager, Financial Planning & Analysis to join its London-based finance team. Support strategic planning through budgeting, forecasting, and financial modelling. This is a high-visibility role supporting a fast-growing financial advisory business, wor

Financial Planning & Analysis Lead (6 Month FTC to Perm). You will lead financial planning for a major market of a B Corp certified gifting leader. Proactive communicator who enjoys collaborative problem-solving and can translate complex financial data into clear strategic conclusions.

Youll have direct ownership over core planning and forecasting processes, performance analysis, and the financial insights that help leadership understand where were winning, where we need to adjust, and how we allocate resources as we scale. As the business becomes more complex, we need stronge

To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. We are currently recruiting for a highly regarded Financial Planning practice who are based local to Berkhamsted. Minimum of 2 years’ experience working in a

A tier 1 wealth management firm in London is seeking a Financial Planning Support Specialist to provide exceptional financial planning for high-net-worth clients. The ideal candidate will hold a Level 4 qualification and have experience in financial planning. The role involves supporting Financial P

Referrals increase your chances of interviewing at Quilter Financial Planning by 2x. Quilter Financial Planning provided pay range. Direct message the job poster from Quilter Financial Planning.

The FP&A Analyst delivers their planning, budgeting and forecasting cycles as well as partnering with non-finance stakeholders to drive the business commercially.

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.

Financial Planning and Analysis Analyst. We are looking for an ambitious, hands‑on professional to support the UK Insurance Financial Planning and Analysis function. Support in the UK Insurance planning cycle, preparing presentations and analysis for senior management and the UK Board.

Financial Planning & Analysis Analyst/Associate.

A leading financial services firm in London seeks a Senior Financial Advisor to provide regulated advice on retirement planning and financial education for clients. You'll mentor junior associates and collaborate within a hybrid work environment, ensuring client satisfaction through ethical practice

Lead the annual budgeting process, rolling forecasts, and multi-year financial planning cycles. Ensure compliance with applicable regulatory and governance standards in financial planning and reporting. Reporting into the Commercial Finance Director, this role plays a key part in leading financial p

You will help deliver high‑quality financial planning, analysis, and reporting for the UK business. Preparing financial analysis and commentary comparing actuals to budget. Supporting the development and monitoring of financial KPIs.

As FP&A Lead, you’ll report to the CFO and be responsible for developing, maintaining, and improving our financial planning processes, tools, and outputs. Support project planning, resource allocation, and vendor negotiations with relevant financial inputs. Design and implement scalable planning w

Dynamite Recruitment are supporting the recruit of a Financial Planning Administrator to join an Independent Financial Planning firm in Dorset. As a Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant deliver

What you'll be doing as a Financial Planning Analyst. Produce ad-hoc financial analysis as required. Strong communications experience - presenting financial analysis to senior management.

Advance financial modelling ability required. FP&A Director will build the budgeting and forecasting process and be the lead Business Partner across the organization, assisting Budget-holders with achievement of financial targets. Assist Head of Europe with financials related to:.

FP&A Manager | Remote (London HQ) | Global, High-Growth Group | £80,000.ELS Recruitment is excited to be partnering with a world-class, acquisitive organisation at the forefront of its industry.We're hiring an ambitious FP&A Manager to join a growing finance function, someone ready to take ownershi

Head of Financial Planning & Analysis - London - Hybrid. 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 financial model, ensuring it accurately reflects th

The role includes having a key influence in the continuing strategic journey towards a full integrated planning suite, working with the modernisation programme to enhance the current global planning capability and working with the IFRS 17 programme team to bring IFRS 17 planning into production. As

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.

Eton Bridge Partners have been retained on a confidential search to appoint a Head of Financial Planning and Performance for a private equity backed, international, multi-entity services group. Lead all financial planning, forecasting, and performance management activity, acting as a trusted advisor

The role involves preparing financial planning reports for clients, supporting financial advisers, and conducting detailed research on clients' needs. A financial services company is seeking a Paraplanner for its Uckfield office. The ideal candidate should have experience in financial advice and pos

Responsibilities include assisting Financial Planners, reviewing client objectives, and preparing Financial Plans. A growing financial planning firm in London is seeking a Paraplanner to join their team.

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

I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1). Wealth Matters is an award-winning, innovative, and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 F

A financial services firm is seeking experienced financial advisers based in the Bournemouth or Dorset area. Candidates must have a Level 4 Diploma in UK Financial Advice and at least 12 months of advising experience. The firm offers strong support, including leads generation, paraplanning, and trai