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Financial Planning Analyst - WrexhamSalary: We are seeking a highly motivated Financial Planning Analyst to join our Financial Planning & Analysis (FP&A) team. Key ResponsibilitiesSupport the preparation of monthly, quarterly, and annual financial forecasts and performance reportsAssist with the mai

Financial Planning Administrator / Client Relationship Manager. Financial Planning Administrator. Manage all stages of the client financial planning journey.

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—

One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the. Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals. Prepare sound financial plans to ensure clients meet their targets

That means more than financial returns its about helping people feel confident in their decisions and supported in their future.

One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the Bournemouth or Dorset area to join their team. Prepare sound financial plans to ensure clients meet their targets. Advise clients on current financial issues and make re

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 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. Prepare sound financial plan

Relevant experience in financial planning / wealth planning with proven ability to talk confidently, present and apply technical knowledge to client situations in a high net worth private client environment. Wealth Planning Product areas include: Investments including a centralised investment propos

A financial services provider in East Sussex is seeking experienced financial advisers to manage and grow client portfolios. You will prepare financial plans, advise clients on issues, and generate new business. The successful candidates will have a minimum of 12 months experience, along with a Leve

Build and maintain robust financial models to support scenario planning, profitability analysis and strategic initiatives. Lead global budgeting, forecasting and long‑range planning cycles, ensuring alignment with strategic and operational priorities. Deliver clear, actionable financial insight to

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

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. Senior Financial Planning Supervisor.

Director of Financial Planning and Analysis. Drive annual and mid‑year planning cycles, aligning GTM capacity, product roadmap and hiring plans with commercial targets. Lead financial workstreams for due diligence, preparing responses and supporting Q&A.

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

A prestigious professional services organisation is seeking an experienced Financial Planner to join their growing team in Surrey. The ideal candidate will possess Chartered status and have a proven track record of managing high-net-worth clients, navigating complex financial cases, and developing i

Ideal candidates will have experience in technical support or compliance within financial planning, strong knowledge of relevant regulations, and excellent communication skills. A financial services firm in the UK seeks a Technical Support Team Leader to enhance client experiences through leadership

Drive continuous refinement of forecasting models, financial tools and planning processes, introducing best practice FP&A methodologies. This is an exciting opportunity for a highly skilled Head of Financial Planning & Analysis (FP&A) to join the Finance team within Form3. Take ownership of all cycl

A leading financial services organization in Greater London is seeking a qualified accountant to manage treasury activities and financial planning.

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

UK-based | Some European travel.A fast-growing, multi-billion-pound, internationally headquartered consumer health business is recruiting an Interim FP&A Manager to support the Director of FP&A during a particularly busy period.This is a high-impact, hands-on role, well suited to a commercially astu

Process Lead - Financial Planning & Analysis. Alternatively, candidates with an FP&A background who have hands‑on experience with planning systems and operations, along with a comprehensive understanding of planning cycles, will also be considered. Experience in EPM (primarily EPBCS) and Oracle Fu

Referrals increase your chances of interviewing at Mansion House Financial Planning by 2x. Mansion House Financial Planning is a highly regarded and ambitious wealth management practice that is expanding its advisory team. A structured development pathway focused on client servicing, advanced financ

A leading financial planning firm in the East Midlands is seeking an experienced Administrator to join their team. The ideal candidate should have a background in Financial Planning, though this is not a prerequisite.

A financial services firm is seeking experienced financial advisers based in the Bournemouth or Dorset area. The firm offers strong support, including leads generation, paraplanning, and training to help advisers grow their client base and income. Candidates must have a Level 4 Diploma in UK Financi

This role focuses on delivering exceptional client onboarding and support within financial planning. A leading financial services firm in Greater London is seeking a Client Support Executive. Candidates should have at least 2 years of financial administration experience and a strong focus on accurac

This is a highly visible role, partnering closely with senior stakeholders and supporting strategic decision making through robust financial planning and analysis. The role has a strong FP&A focus, encompassing forecasting, budgeting, financial modelling and scenario planning across revenue streams

The Financial Planning and Analysis (FP&A) Manager, will report to the Group Commercial Finance Director, ensuring the delivery of high-quality Financial Planning & Analysis services to Low Carbon, enabling both Group Finance and Commercial Finance Directors. Financial Planning & Analysis (FP&A). De

This role is ideal for an experienced and skilled FP&A Analyst to join our finance team and support strategic decision‑making through insightful financial planning and analysis. The FP&A Analyst will play a critical role in driving the company’s financial planning, forecasting, reporting and bud

Experience with planning software applications and financial modelling. This permanent position based in London offers a friendly, collaborative environment where you'll support the development of financial plans and enhance the analysis of syndicate reporting both on UK GAAP and ultimate bases.

A leading recruitment firm is seeking an experienced Finance Manager to oversee financial operations in an SME in East Sussex.

Candidates should have a university degree, Level 4 qualification in financial planning, and at least 3 years of relevant experience. A financial services company in Greater London seeks a Paraplanner to analyze client portfolios and provide regulated advice on pension transfers and investment suita

A prominent housing association in the UK is seeking a Lead Analyst - Financial Planning to shape long-term financial strategies and provide essential financial insights. The role involves developing and maintaining financial plans, collaborating with various stakeholders, and performing scenario an

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. Financial services experience desirable or from a large corporate business.

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

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

A financial services company in the UK is seeking Associate Financial Planners to join their Planner Academy. Successful candidates will deliver financial planning and advice, ensure high service levels, and continue professional development.

This is a commercially focused role supporting international operations with financial planning, budgeting, forecasting and reporting. Developing financial models for capital projects and scenario planning. Conducting ad hoc financial analysis as required by leadership.

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

A growing financial advisory company in Greater London is looking for an Associate Financial Planner to manage existing client relationships without the pressure of business development.

Candidates should have experience in financial planning, strong organization, and communication skills. A recruitment agency is looking for a Financial Planning Administrator to join an independent firm in Dorset. This role involves providing essential administrative support to Financial Planners an

A leading financial services provider in the UK is seeking a Client Support Executive to ensure smooth onboarding and exceptional service for clients. The role involves delivering accurate financial administration, conducting AML and KYC checks, and collaborating closely with advisers.

Financial Planning & Advice: Deliver financial plans and advice to clients in accordance with Progeny’s regulatory standards and rules. Associate Financial Planners are supported and developed over a 12-month period, gaining the necessary knowledge, skills and commercial acumen for the role. CV &

Financial Services experience – at least 2 years with a good understanding of financial products and FCA principles. No qualification in Financial Services/Planning? No problem! Whilst working towards or holding a qualification is advantageous, we would still like to hear from you if you have stro

Are you looking to join a practice that is shaping the future of Financial Planning? I'm partnered with a tier 1 wealth management firm whose aim is to provide truly exceptional & personalised financial planning to their core HNW and UHNW client base. You will be a vital link between the Client Admi

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

Direct message the job poster from Quilter Financial Planning. 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 bei

Partner closely with Accounting, Commercial Finance, and Data teams to ensure consistency and integrity of financial information. The FP&A Manager will play a critical role in driving financial insight, performance management, and decision support across a core global business area within a fast-gro