Financial planning jobs in NewportCreate job alerts

Benefits:Employee discountFinancial planning servicesHealth & wellbeing programmeWork from homeSchedule:Monday to FridayN

This employed Financial Advisor job in Shropshire provides opportunity to takeover an established, existing client bank from a retiring Financial Advisor who has been with the business for 10 years.You will be joining a local financial planning firm.You will be taking over circa 200 clients who are

This employed Financial Advisor job in Shropshire provides opportunity to takeover an established, existing client bank from a retiring Financial Advisor who has been with the business for 10 years. You should be an experienced Financial Advisor. You will be joining a local financial planning firm.

This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. Financial Advisor to work on

As our FP&A Analyst, you’ll play a critical role in supporting financial planning and analysis across multiple regions. You’ll help deliver accurate forecasts, performance analysis, and financial reporting to drive strategic decision-making. Consolidate financial data and deliver insights to sen

Robert half Talent Solutions are seeking a Finance Manager - Financial Planning and Analysis for a dynamic, growth-focused company , where you'll play a key role in a high performing FP&A team, shaping financial strategy and performanceKey Purpose: Support and deputise for the Head of FP&A and Busin

Robert half Talent Solutions are seeking a Finance Manager - Financial Planning and Analysis for a dynamic, growth-focused company , where you'll play a key role in a high performing FP&A team, shaping financial strategy and performance.

Financial Planning & Analysis ManagerLocation: LincolnSalary: Up to £60,000 per annumAre you ready to play a key role in shaping the financial future of a rapidly growing business?Benjamin Edwards is recruiting for a strategic, and commercially minded FP&A Manager to join a successful and reputable

Recruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses, who are currently recruiting for several experienced Administrators to join their regional Thames Ditton offices, one of 50 nationally. They deal with individuals, relating to their pe

Extensive experience in excel-based financial modeling, including financial planning and analysis, pricing and partnering with non-finance business partners. Works directly with Sales and Account Management to improve financial status of current and potential clients by analyzing results and varianc

Referrals increase your chances of interviewing at Quilter Financial Planning by 2x. This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin ta

Create realistic situations involving investment planning, retirement strategies, tax planning, and wealth management. Provide detailed feedback on financial planning scenarios to improve AI training. Get notified about new Financial Planning Specialist jobs in United Kingdom.

Extensive experience in excel-based financial modeling, including financial planning and analysis, pricing and partnering with non-finance business partners. Works directly with Sales and Account Management to improve financial status of current and potential clients by analyzing results and varianc

The ideal candidate will have strong expertise in financial planning, budgeting, and reporting, with the ability to support business decisions through accurate analysis. Analyze daily inventory reports and assist management with inventory planning. Conduct financial analysis and budget vetting of re

As our FP&A Analyst, you’ll play a critical role in supporting financial planning and analysis across multiple regions. You’ll help deliver accurate forecasts, performance analysis, and financial reporting to drive strategic decision-making. Consolidate financial data and deliver insights to sen

Financial Planning Analyst | $100/hr. Contribute expertise in corporate development with focus areas including financial modeling, market sizing/TAM analysis, and investment or analysis summaries and memos. Financial Services and Technology, Information and Media.

Nigel James Associates have been appointed to recruit for a newly created opportunity with a leading national financial planning business. The role is to manage and grow their desk‑based financial planning proposition for clients with up to £250k of investable assets. If you enjoy motivating othe

As a leading financial services business, Quilter Financial Planning offers an excellent opportunity for a Financial Advisor to work on both an. Be among the first applicants for a Financial Advisor role with Quilter Financial Planning. Full paraplanning and admin support.

Lead and coach financial planners. Skilled in project & financial management.

Financial Planning, Budgeting & Forecasting. The FP&A Manager will play a pivotal role in shaping our financial strategy and driving business growth. They will collaborate with the FC and senior stakeholders to provide accurate financial analysis and actionable insights that inform strategic decisio

Achieved/working towards CII Level 4 Diploma in Regulated Financial Planning, followed by CII Level 6 Chartered Financial Planner, must include CII AF5 qualification (essential). Reporting directly to the Senior Paraplanner, your main responsibilities in this role will involve writing financial plan

Prepare financial reports and dashboards for senior management, highlighting key financial metrics and trends. Minimum of 3 years of experience in financial analysis, planning, or budgeting at a SaaS company or within tech industry (. Financial Planning & Analysis (FP&A) Analyst.

The successful candidate will play a crucial role in delivering financial insights to drive the financial performance and strategic decision‑making of the company. Leading on Financial Planning and Analysis. Champion the integration of data and analytics into financial planning processes.

Create realistic situations involving budget planning, financial reporting, cash flow management, and strategic financial planning. Financial Planning Manager | Upto $150/hr Remote. Develop scenarios for overseeing accounting teams, preparing financial forecasts, managing audits, ensuring regulatory

Oversee and report on Non-Financial Risk Committee, Group ExCo, and other relevant committees on financial crime matters. The position also manages key frameworks including Gifts and Hospitality, Modern Slavery, and exceptions to financial crime standards, providing expert insight and challenge to s

This role plays a critical role in supporting the development of the organisation’s longer term financial plan, working closely with the Head of Financial Planning and wider finance and business teams. Are you an experienced FP&A professional with a passion for long-term financial planning? Do you

Are you a skilled Financial Planning Associate on the lookout for your next career move? Join a dynamic financial planning firm where exceptional service meets genuine career development in a supportive, values-driven environment. We need someone with at least two years of financial planning support

Referrals increase your chances of interviewing at Quilter Financial Planning by 2x. A comprehensive, structured training programme and exam support designed to help you achieve your Level 4 Diploma in Regulated Financial Planning. Direct message the job poster from Quilter Financial Planning.

Combine your financial analysis and investment expertise with language mastery to train AI models in the finance domain. Translate, adapt, and synthesize complex financial concepts into clear, structured rubrics and documentation for AI training. Write fluently in both Japanese and English, ensuring

Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Cardiff. Answer telephone calls, ensuri

Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Cardiff, these are newly created roles to boost additional headcount. Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client w

You will need some experience as a financial planning administrator. You might want to progress into paraplanning.

Job Title: Financial Planning and Analysis Manager. Category: Financial Planning and Analysis. Support the Senior Manager and broader FP&A team in the planning and forecasting cycle, and in delivering insights to shareholders in Exec-level deliverables and insights.

We are seeking a Group Head of Finance Planning and Analysis to lead a team of Business Partners and a System Accountant for a £100m group of Colleges, Schools and affiliates. To take responsibility for the delivery of a first-class financial advisory service to a portfolio of budget holders. To ta

Solid understanding of corporate financial planning processes, business performance metrics, and strategic decision-making frameworks. Financial Planning Analyst | Upto $110/hr Remote at Mercor. Evaluate financial outputs produced by AI systems for quality, accuracy, and alignment with business obje

Exciting opportunity for a finance professional with strong analytical skills to support the long-term financial planning and performance of a large commercial organisation. Candidates should ideally hold a professional accounting qualification, with a track record of producing management informatio

You will support the FP&A team with aspects of financial planning and analysis, aligned to the key deadlines and deliverables of the team with a strong focus on club wide financial analysis across Commercial, Operations and Football areas. We have an exciting opportunity for an individual to join ou

Continue to manage and grow your own portfolio of private clients, delivering holistic financial planning advice across pensions, investments, protection, and estate planning. Level 4 Diploma in Financial Planning (minimum); Chartered or progressing toward Chartered status strongly preferred. Stron

Get notified about new Financial Planning and Analysis Manager jobs in. Group Financial Planning & Analysis Manager — Greater Bristol Area, UK — 1 week ago. Financial Controller (Fixed until 31/05/2026) — Kingswood, UK — 1 week ago.

Embedding financial governance, risk management, and scalability into all financial processes. We re looking for a qualified accountant with proven experience leading financial planning, analysis, and forecasting in a start-up or scaling organisation. Strong financial modelling, forecasting, and sce

Provide regular reports and MI for Non-Financial Risk Committee, Group ExCo, and other relevant committees on financial crime matters. The role also manages key frameworks including Gifts and Hospitality, Modern Slavery, and exceptions to financial crime standards, providing expert insight and chall

Cleanse, reconcile, and structure financial data to enable robust analysis and decision‑making. Help improve financial systems, processes, and automation to support scaling operations – working closely with in‑house data team. We’re looking for a hands‑on FP&A Manager to support the Head o

Financial Reporting: Prepare financial reports and dashboards for senior management, highlighting key financial metrics and trends. Financial Modeling: Develop and maintain financial models to support business decisions and strategic initiatives. Experience: Minimum of 3 years of experience in finan

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

We are seeking an experienced Financial Planning Consultant with hands-on expertise in Workday Adaptive Planning (Adaptive Insights) to support a leading UK organisation. Workday Financial Planning Consultant. This role will focus on designing, configuring, and maintaining Adaptive Planning models,

Proven consulting experience implementing or supporting an EPM/CPM tool, such as Workday Adaptive Planning, Anaplan, OneStream, Vena, Tagetik, or Oracle PBCS. As part of their expanding Enterprise Performance Management (EPM) practice, they are seeking experienced consultants who are eager to make a

As our FP&A Analyst, you’ll play a critical role in supporting financial planning and analysis across multiple regions. Consolidate financial data and deliver insights to senior stakeholders. Navigate financial complexities across different international markets.

This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. Proven experience as a finan