Financial planning jobs in Nottingham - 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 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

Senior Financial Planning Administrator. Senior Financial Planning Administrator. Senior Financial Planning Administrator.

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

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 leading financial advisory firm in Nottingham is urgently seeking a Chartered Financial Adviser to join its team. This role involves collaborating with paraplanners, managing client portfolios, and providing expert financial advice.

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 forward-thinking Investment Manager based in the UK is seeking a Financial Planning Assistant for their Financial Planning team. The ideal candidate will have financial planning administrative experience, along with familiarity using Intelliflo Office. This role involves providing vital administra

A leading global professional services network is seeking an Associate Director to manage financial planning clients and develop a local market presence. This hybrid role requires strong financial planning experience and the ability to generate new business. Candidates should possess a minimum diplo

Financial Planning and Analysis Accountant. Exposure to integrating financial and operational data for insight. Based at their City of London head office, this role offers an opportunity to shape and elevate their financial reporting, forecasting, and commercial insight capability.

Preparing monthly, quarterly, and annual financial reports that offer insights into fund performance, highlighting trends, variances, and key financial metrics. Developing and maintaining financial models to assess the performance of each fund, including key performance indicators (KPIs) and financi

Financial Planning and Analysis Specialist. Financial Planning, Budgeting & Reporting. Drive financial discipline and cost optimization initiatives.

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

Develop and maintain financial models to support pricing strategies, go-to-market planning, and other key business decisions. This high-impact role is responsible for overseeing financial planning, forecasting, and performance analysis, driving operational excellence and providing actionable insight

With a revenue of more than £90m, this role offers the opportunity to work with a fast-paced finance team, contributing to various financial reporting, analysis, and system tasks. The successful candidate will play a crucial role in preparing monthly financial reports, supporting budgeting and fore

Responsibilities include assisting Financial Planners, preparing financial plans, and conducting thorough research on investment products. A growing financial planning firm in London is seeking an experienced Senior Paraplanner to join its team.

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.

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

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.

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

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. The position emphasizes automation, AI-driven analyti

You’ll be responsible for improving planning processes and analytical tools while ensuring submissions to Group are accurate and timely. You’ll bring strong financial modelling skills, an advanced level of Excel, and the ability to manipulate and analyze large datasets. Accounting/Auditing, Anal

Lead short- and long-term planning cycles, including budgeting, forecasting, and strategic planning. Strong background in financial planning, performance management, and business analysis. You will combine strong financial expertise with data, technology, and insight to drive improved decision-makin

This opportunity is ideally suited to a qualified Accountant (CIMA, ACCA or ACA) with experience in FP&A, financial modelling and business partnering. Co‑ordinate and prepare consolidated budgets, forecasts and long‑range financial plans. Build and maintain detailed financial models to assess pr

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. Strong written and verbal communication skills, with the ability to engage senior stakeholders, coupled

Strategic Financial Planning: Develop and oversee annual budgets, long-term financial plans, and strategic forecasts. Business Partnering: Partner with operational leaders and department heads to align financial plans with business strategy, embed financial insight into commercial decisions, and pro

Recruit UK is supporting a successful multi-office professional advisory company that is hiring a Financial Planning Manager to join their team. Having built an excellent reputation for client service, they have Ambitious expansion plans in place, and are looking for this key hire to help drive the

You will play a key role in supporting the Group’s financial planning and analysis activities. Maintain and improve financial models to support scenario planning and sensitivity analysis. Our client, a rapidly expanding financial services business, is hiring a.

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.

Senior Wealth Planning Analyst – Financial Planning Operations, Business Support (14 month FTC). The Senior Wealth Planning Analyst will support the Operations Manager in delivering operational improvements, managing projects, and providing management information to the Wealth Planning Team. Devel

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

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

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

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

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. Strong financial modelling, forecasting, and analytical skills.

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

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. Provide detailed monthly analysis of gross margin performance and present actionable financial insights to senior business stakeholders.

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

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. This range is provided by Quilter Financial Planning. Direct message the job poster from Quilter Financial Planning.

A wealth management firm in Greater London is looking for an experienced Financial Adviser to generate new clients and deliver client-centric 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. Strong knowledge of insurance accounting and financial analysis. Develop and execute strategic financial plans for UK & MENA and LMAL.

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

Financial Planning & Analysis Analyst/Associate.

You will help deliver high‑quality financial planning, analysis, and reporting for the UK business. If you enjoy digging into the numbers, spotting trends, and turning financial data into insight that actually influences decisions, this could be the perfect next step. Preparing financial analysis