Financial planning jobs in PrestonCrear alertas

The University of Lancashire wishes to recruit a Finance Business Partner to join the Financial Planning & Accounting Business Partnering Team. The position will draw on the successful candidate's previous experience of providing partnering support and financial analysis to both finance and non-fina

We are seeking an experienced Planning, Compliance & Finance Manager to join our Commercial Services team. This pivotal role will provide expertise and leadership across financial planning, compliance, and project delivery—particularly within Catering Services.

A leading accountancy firm in the UK is looking for a talented Client Support Administrator to provide exceptional client service and support in Financial Planning.

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

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. As the role entails T&C supervision, it is important you have your full Level 4 Diploma in Financial

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—

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

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

ROLE: Financial Planning & Analysis Manager HOURS: 37.

Financial Planning & Analysis Manager (3 Months Initially). This role is for a Financial Planning & Analysis Manager for 3 months, hybrid in Central London. Requires 5+ years FP&A experience, strong financial modeling, recent retail experience, and advanced Excel skills.

Oil & Gas business looking for a strong FP&A professional to standardise FP&A reporting and bring leadership on the journey of understanding numbers, forecasting, budgeting and planning.

The Head of FP&A is responsible for delivery of strategic financial planning, including revenue and expenditure forecasting across the Foundation and its multiple location entities. Head of Financial, Planning & Analysis (FP&A). This includes delivering forward-looking financial planning, budgeting,

Financial Planning Senior Client Support. Your work in Financial Planning will go beyond the numbers - it's about building meaningful client relationships, understanding their businesses, navigating risks, and delivering insights that drive real results. Work closely with technical support to gather

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

Get notified about new Financial Planning and Analysis Manager jobs in. A leading life insurance group is looking for an experienced FP&A Manager to take ownership of planning, forecasting and performance analysis across UK and European entities. Strong FP&A experience within life insurance or wider

A leading financial organization in Greater London is seeking a Treasury and Financial Planning lead to oversee treasury activities, manage investments, and ensure compliance with funding arrangements. This role demands strong analytical skills, regulatory experience, and an ability to communicate c

Long-term financial planning and scenario modelling. Exposure to financial planning or modelling tools (e. Provide clear, insightful treasury and financial planning information to senior management, Board and Committees.

Successful candidates will have a CII Diploma in Financial Planning and strong analytical skills.

This role requires at least a diploma in financial planning and strong experience. You will support both the London and Sutton offices and provide financial planning advice while also ensuring the growth of local business.

A leading financial services firm in the Greater London area seeks a Senior Financial Advisor to deliver tailored financial guidance and advice, particularly in retirement planning.

As a Paraplanner / Financial Adviser, you’ll deliver expert, regulated advice across investments and retirement planning – helping clients achieve their financial goals and feel confident about their future. Looking to bring your financial planning expertise to a flexible role where you can make

A leading not-for-profit housing organization in Greater London seeks a Lead Analyst - Financial Planning to shape financial strategies and enhance robust financial models. The ideal candidate will hold a CCAB-recognised qualification and possess strong financial modelling, analytical, and communica

Prepare ad hoc financial analysis to support decision‑making. Assist with pricing analysis and related financial modelling.

A client-focused financial firm in Greater London is seeking a Financial Advisor to deliver holistic financial advice to clients. You'll utilize AI tools and modern financial planning techniques to build trust and long-term client relationships. The ideal candidate has over 3 years of experience in

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 leading financial planning firm in London is seeking a Paraplanner to support their experienced Financial Planners. Key responsibilities include assisting with financial advice formulation, client objective reviews, and preparing comprehensive Financial Plans.

Function as a key business partner to the Finance team and partner with Business Unit Team members to provide support and advice on all financial elements of the business. Support Business Unit Team members to help identify key opportunities to improve financial performance and grow the business pro

A financial planning firm in Greater London is seeking a motivated individual to support Financial Planners. This role offers the chance to collaborate in a supportive environment while developing skills in financial planning.

The ideal candidate possesses a strong understanding of financial planning and previous paraplanning experience. A professional financial planning firm in Hertfordshire is seeking a detail-oriented Paraplanner for their team. This hybrid role involves working closely with advisers to prepare financi

Candidates should hold or be working towards a Level 4 Diploma in Financial Planning and have experience in an advisory setting. A Chartered Independent Financial Advisory firm is seeking an experienced Paraplanner in Chester.

Candidates should have a strong background in financial planning, excellent communication skills, and a diploma in Financial Advice. A leading financial services firm is seeking an experienced Financial Advisor in the United Kingdom.

This is a brilliant opportunity for someone with a strong background in financial planning operations, paraplanning, or administration who’s ready for a new and exciting opportunity. We are looking for a passionate and proactive Financial Planning Operations Lead to join us; someone who loves data

Direct message the job poster from Quilter Financial Planning. A comprehensive, structured training programme and exam support designed to help you achieve your Level 4 Diploma in Regulated Financial Planning. Apply today and start your journey toward a fulfilling new career as a financial adviser.

A leading independent Financial Planning firm is seeking a Financial Planning Assistant to support Financial Planners in delivering outstanding services.

Lead monthly financial forecasting processes and manage the budget for all business areas, partnering with Business Partners and Managers. Support investor relations and strategic initiatives, including developing advanced financial models. Conduct scenario analysis and sensitivity testing to evalua

A leading financial services firm in the UK seeks an experienced Financial Advisor. The advisor will help clients achieve financial goals and prepare sound financial plans. This full-time role offers excellent support, including lead generation and paraplanning.

This key leadership position involves providing expert compliance guidance to support financial planning. A prominent national financial firm in the United Kingdom is seeking an experienced Senior Compliance Manager to enhance their governance framework.

This role is not just about supporting advisors, but owning the financial planning process and curating bespoke plans for clients. A fast-growing financial advisory startup in the UK is seeking a Paraplanner to join their innovative team. The ideal candidate will have at least 1 year of Paraplanning

Deliver variance analysis, financial modelling and ad‑hoc project support. Prepare executive‑level presentations and financial reporting packs. Lead Business Unit financial reporting (routine and non‑routine).

Candidates should have a Level 4 Qualification in Financial Planning and a minimum of 3 years of experience in financial services. A leading financial advisory company in Greater London is seeking a Paraplanner RDR Level 4 to join their team on a permanent basis. The role involves evaluating client

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.

As Financial Planning and Analysis Manager you will play a key role in driving financial planning, analysis, and the optimisation of financial systems and data. Develop and maintain comprehensive financial models for forecasting, budgeting, and long-range planning. Prepare and analyse monthly, quart

An established industry player is seeking a passionate Financial Advisor or Financial Advisor Manager to join their talented team. This role offers the opportunity to provide expert financial advice to high-net-worth clients, ensuring their financial objectives are met through tailored solutions. Wi

This role will take architectural ownership of EPBCS-driven financial planning, forecasting and reporting capabilities, supporting the transition away from spreadsheet-based processes and enabling scalable, automated FP&A and Record-to-Report solutions. EPBCS Financial Planning implementations. Work

From part to fully qualified accountants within Financial Reporting, Management Accounts, FP&A, commercial finance up to Director level throughout Surrey, Sussex, London & Kent.

In this role, you will conduct in-depth research on financial products, draft suitability reports, and manage client data through financial planning systems. A leading recruitment agency is seeking an experienced Paraplanner to provide vital support to financial advisers. Ideal candidates should pos

A leading financial services firm in Preston seeks a Senior Client Support Administrator to enhance client relationships and navigate financial planning challenges.

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