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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

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—

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

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. As a leading financial servi

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. Minimum 12m experience as a financial planner. Ability to analyse financial information and comply with regulations.

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. As a business we operate a s

A recruitment agency is seeking an experienced Financial Planning Assistant in Sandbach. Requirements include a minimum of 2 years in a financial advisory firm, strong multitasking skills, and attention to detail.

The Group Planning and Management Information team sits at the centre of Pearson’s financial decision‑making. As Finance Manager within the Group Financial Planning & Management Information team, you’ll provide reporting and insights for the CFO, Deputy CFO, Executive Team, and Board – shapi

Financial Planning Assistant, Permanent, Sandbach, £30,000 - £32,000. We have a fantastic opportunity for an experienced Financial Planning Assistant to join one of our incredibly successful clients in Sandbach. Administering financial plans and investments,.

Ideal candidates should possess a recognized financial planning qualification and a solid understanding of the financial markets. A leading financial institution in London is hiring a Wealth Planner to enhance client financial journeys through tailored advice and investment solutions. This role offe

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.

A leading nationwide Independent Financial Advisory firm is looking for an experienced Financial Adviser to join their growing team in Cheshire. The ideal candidate will be fully qualified, with a Level 4 Diploma, and have experience in delivering high-quality financial advice.

Designing and developing reporting packs using modern financial tools and technology. Acting as the primary finance contact for assigned departments, providing financial guidance. Undertaking financial analysis and reporting for strategic initiatives as required.

A leading advisory practice in City of London seeks an experienced Financial Planning Administrator to provide exceptional support to financial advisers. The role involves administration tasks, managing client communications, and requires knowledge of financial products, especially Pensions and Inve

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. If you have any further qualifications within Financial Advice / Planning or working towards your Le

Build up rigorous and dependable budgeting and forecasting processes, financial models and KPI dashboards.

A financial advisory firm in the United Kingdom is seeking a candidate to provide personalized investment solutions and financial planning support. The ideal applicant will have a CII Diploma in Regulated Financial Planning or LIBF's DipFA, along with over 2 years of industry experience. Responsibil

A leading recruitment agency in the UK is seeking a skilled Business Analyst for a 12-month contract to enhance the operational capability of a high-profile banking client.The role involves supporting bank-wide projects, improving management information, and documenting key processes.Candidates shou

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.

Our listed client is seeking to hire an FP&A Manager with 5-7 years’ experience in the SaaS sector.You will be a highly motivated and ambitious individual who is keen to demonstrate your skills in this growing organisation.You will be strong in common SaaS metrics such as customer retention, utili

Lead financial planning cycles: budget, forecast, 3-year plan, rolling forecasts. Financial Services, Investment Banking, and Investment Management. We’re looking for a FP&A Manager, who ideally has a background in the brokerage space or from a fast‑paced financial services background.

A leading housing association in the United Kingdom is seeking a Lead Analyst – Financial Planning. This role involves shaping long-term financial strategies and providing insightful financial analysis to support strategic decisions. The ideal candidate has a CCAB-recognised accounting qualificati

The Head of Financial Planning & Analysis will lead the organisation's financial planning, forecasting, budgeting, and performance analysis activities for an estimated 9-month fixed-term period. Lead the annual budgeting, rolling forecasting, and long‑range financial planning processes. The role w

Support financial planning and analysis activities, including model development, reporting enhancements, and process optimisation. Significant experience in developing and maintaining financial models and complex financial reporting outputs. Lead the effective use, development, and continuous improv

This role involves preparing accurate financial reports, ensuring compliance with regulations, and maintaining high-quality paraplanning support. Candidates should possess strong knowledge of financial planning and relevant qualifications. A financial services firm in Blackburn is seeking a Senior P

Teneo’s global Financial Advisory business advises corporates, creditors and other financial stakeholders in situations of financial stress and distress. Our London-based Finance team is expanding and we are looking for a talented Financial Planning & Analysis Manager with a professional services

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

A financial services firm in England is seeking a qualified Account Manager to oversee financial planning for clients. The ideal candidate should have a bachelor's degree and between two to three years of experience in a financial planning role. Responsibilities include identifying clients’ financ

A financial planning firm in Greater London is seeking a dedicated Client Support Specialist to enhance the client experience. The ideal candidate has client support experience in financial planning, is confident with provider platforms, and possesses strong organizational skills.

A financial advisory firm is seeking a New Client Adviser to provide holistic financial planning and excellent service to help clients achieve their financial goals. Applicants should have a Level 4 Diploma and strong skills in financial planning and communication.

This role leads treasury and financial planning activity for a Social Housing organisation, ensuring funding arrangements, cashflow forecasting and long-term financial plans support the organisation's financial sustainability and strategic goals. Provide clear, insightful treasury and financial plan

A financial services firm is seeking a leader to manage a team of financial planners focusing on quality advice without income targets. Ideal candidates should have level 4 qualifications and experience leading financial planners, along with a passion for coaching and development.

Excellent stakeholder management and communication skills with a proven ability to present complex financial data to non-financial business partners and executive leadership. Were looking for a Director of FP&A to join our expanding team and act as the dedicated financial partner for our Commercial

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. Applicants must hold Level 4 Diploma in UK Financial Advice. Full paraplanning and admin support.

Associate Financial Planner••City of London, South East England, GB•£45k - £50k / year•1w agoFinancial Adviser / Client ManagerHybrid | LondonWe are a small, growing financial planning firm with 11 people, privately owned, and in the middle of a planned transition. The roleManaging an exis

We are seeking finance professionals with backgrounds in manufacturing, industrial services or logistics who can support financial planning, analysis, and reporting activities across the global network. Assisting with financial planning, budgeting and forecasting processes across regions and busines

If you are the analytical, pro‑active, and focussed Financial Planning & Analysis Manager that we are looking for, ready to analyse financial data for new business opportunities, and consolidate the UK business reporting according to company requirements, take a shot at your new job with us. Delaw

A well established Financial Planning firm in London is seeking a Paraplanner / Senior Administrator to prepare client files, undertake research, and maintain compliance. The ideal candidate will hold or be working towards a financial planning qualification, possess strong report writing skills, and

A respected wealth management firm in the UK is seeking a Mid-Senior Financial Adviser to manage financial planning for an existing portfolio of clients. Ideal candidates will hold the Level 4 Diploma in Financial Planning and have strong technical knowledge, as well as the ability to build trusted

You’ll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. A strong grasp of financial planning products, client onboarding, AML, and compliance. We’re looking to speak to ambitious and technic

Join us in providing holistic financial planning solutions that make a difference in the lives of our clients. Established in the early stages of 2019, Rosart has experienced significant organic growth, prompting the need for an additional financial administrator to effectively manage the increasing

You'll need experience as a financial planning administrator and a conscientious mindset.

A premier financial planning company in the United Kingdom is seeking a Senior Financial Planning Administrator to support an Associate Director and their clients.

In this role, you will build and maintain long-term client relationships while providing tailored financial planning services. You will need to possess a Level 4 Diploma in Regulated Financial Planning and have experience in a client-facing position. A reputable wealth management company in the UK i

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.