Financial planning jobs in Lowestoft - Page 2Create job alerts

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 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

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

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

A leading financial services firm in the East Midlands is searching for a Financial Planning Administrator. The ideal candidate will have over 2 years of experience in professional environments, preferably within financial services. This position requires strong organizational skills, familiarity wi

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.

Ensure compliance with financial policies, accounting standards, and regulatory requirements while driving continuous improvement across financial planning and control processes. Provide senior financial leadership within a Tier 1 telecom operator or global vendor environment, combining deep financi

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

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.

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

A specialist insurance company is seeking a Lead Financial Analyst to manage group financial planning and a team. You will be responsible for ensuring the timely delivery of GAAP planning, enhance financial capabilities, and collaborate closely with various business stakeholders.

Financial Analysis: Proactively analysing financial performance to support operational and strategic decision-making. Strong communication skills, including explaining financial information to non-financial stakeholders. Sumitomo Corporation Europe Limited (SCEU) is seeking a finance professional to

Own the Group planning cycle: annual budget, rolling forecast, long-range plan, scenario planning. Strong Large-Cap PE modelling and sponsor-grade planning.

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.

A growing financial planning firm in the United Kingdom is seeking a Financial Planning Manager to lead and support a team of Financial Advisors. The ideal candidate will have experience in financial planning and team management.

FP&A Manager | PE backed company | Salary £80,000 - £90,000 + bonus and benefits.I am currently partnering with a large growing PE backed company who are looking for a FP&A Manager.This is a newly created role where you will be reporting into the Head of FP&A and work in a small team.For this role

In this mid-senior level role, you will be responsible for producing financial planning reports and conducting research to meet clients' needs. Ideal candidates will have paraplanning experience, strong report writing skills, and a good understanding of financial products.

The FP&A Manager will act as a key link between financial performance and strategic decision‑making, owning planning cycles, supporting core reporting, and delivering clear, actionable insight across the business. This role has been created to strengthen planning, analysis, and performance reporti

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

This fundamental role within the group’s FP&A reporting team encompasses working with the financial planning & reporting, business analysis/insight, and cashflow forecasting. Reporting to the Director of Group FP&A you will play a key role in the continuous improvement of Group planning and Board

Join Cameron James as an Independent Financial Adviser/Wealth Management Advisor!. We are a modern company licensed by FCA (UK), SEC (USA), CySEC (EU), and GFSC, providing financial advice to clients in over 35 countries globally, with a strong focus on the UK market. Introduce client's needs to Pro

MacGregor Black are partnering with a fast-paced FMCG organisation on the search for a Head of Financial Planning & Analysis (FP&A). Lead the FP&A function, driving insight-led financial planning, budgeting, and forecasting across a complex organisation. Head of Financial Planning & Analysis (FP&A).

A leading global FMCG brand with strong growth ambitions is seeking a driven Junior Financial Planning Analyst to support commercial strategy and optimize sales performance. Provide valuable insights and financial information to support decision making.

Financial Planning & Performance Management. Most importantly, you are motivated by purpose and want your financial leadership to contribute to meaningful social impact. You will play a key strategic role, providing financial insight and performance reporting to the Senior Management Team and Board,