Financial planning jobs in Stoke-on-TrentCreate job alerts

* • £31,500 per annum, • Uncapped bonus scheme, • Uniform & PPE provided Key duties include: • Carry out MOT’s on Cars, Vans & other light vehicles to DVSA standard, as well as other service, maintenance and repair tasks., • Provide an exceptional customer service experience Benefits Include: • Up to 50% off garage bills in our Autocentres and 25% off most our Halfords products in our retail stores, • Discounts on everything from groceries, shopping, insurance, days out, restaurants and more, • Opportunity to buy a Trade Price Bike & enrol in the Cycle to Work Scheme, • Financial planning support via Wagestream - access up to 30% of your salary in advance, • Join the Share save scheme with a 20% discount on shares, • Health Cash Plan – to access wellbeing services and claim back healthcare costs, • Qualified to a Level 3 in light vehicle maintenance, or sufficient time-served experience, • Current MOT Testing Licence, • Must have a full, current driver’s licence

Product Owner Are you looking for a friendly, collaborative & high performing culture in which to work? Are you energised by a fast paced environment where being creative, utilising your full range of skills and “rolling your sleeves up and getting stuck in” is the norm? The Product Team Our Product Team are customer & tech focussed, playing a vital part in driving projects forward and shaping the future roadmap for Click Dealer. Our team are the voice of the customer who could be; internal colleagues, our dealership partners, third parties, or other stakeholders. The role in a nutshell Our Product Owners research and deliver solutions of value - overseeing the whole product lifecycle for both new product development and existing products. You will work to understand what the customers’ and markets’ requirements are, what solutions are practical and valuable to pursue, and what development is needed to help us to achieve our vision, mission, and goals. Typical projects & workstreams you will get involved in: • Transformation & building out our next generation of software platform, • Platform optimisations & elevating functionality, • Feature requests such as smaller “bolt-on” functionality / service upgrades, • Looking for breadth & variety in your role – our product owners are known to wear business analyst and product management hats from time to time! Skills & attributes we are looking for • Experience managing product development and delivery of B2B SaaS products, • SaaS experience (ideally in a regulated industry e.g. financial products), • Product Owner experience of delivering scalable SaaS platform(s) to businesses, • Able to write detailed, clear user stories with clearly defined acceptance criteria, • Experienced in an agile environment - leading sprint planning, backlog refinement and retrospective sessions, • Collaborate with internal and external stakeholders for requirements gathering and to break down epics into achievable features, • Jira skills Finer points • Hybrid working – 2 days a week in the office (5 minutes’ walk from Stoke Train station) every Tuesday & Thursday, • 25 days holiday, which includes a day off on your birthday every year!, • Company benefits

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. Maintain and update knowledg

In-depth knowledge of financial planning processes and regulatory requirements in the UK financial services industry, with specific exposure to Training & Competency requirements. In this role you would be part of the wider Financial Services Oversight function providing oversight and support to the

Reporting to the Group Financial Planning & Analysis Manager, youll support the production of financial insights and reporting across the Group. Global Head of Financial Planning and Analysis (FP&A). Head of Financial Planning & Analysis (FP&A).

As part of our finance team, you will play a pivotal role in supporting the financial planning and analysis processes for the global Nanoscience business. The ability to deliver clear and actionable financial insights to non-financial stakeholders. Are you a numbers enthusiast with a passion for ana

Experience with financial planning systems such as Hyperion or similar. Financial Planning & Analysis Analyst page is loaded. Financial Planning & Analysis Analyst – Production Music & Classical.

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.

The team you will join, Group Financial Planning and Analysis within Group Financial Performance, consists of 9 colleagues working with financial business partners, business lines, and executive teams. Support the Head of Group Financial Planning and Analysis and Senior Leads in reviewing the Societ

The postholder will assist with financial reporting, management reporting, financial modelling, forecasting, budgeting and analysis of financial data to support strategic decision-making across the business. Assistance in the evaluation of potential investments, mergers and acquisitions as well as c

The FP&A Senior Manager is a key member of the Financial Planning and Analysis team and will help influence clients' financial and business decisions. Knowledge of leading Financial Planning and Analysis tools (i. Working knowledge and expertise in analytics, forecasting, and finance technologies (p

Financial Planning and Analysis Manager page is loaded. Albans, United Kingdom time type Fulltime posted on 3 dagen geleden geplaatst job requisition id JR118299 As the Manager on the Skechers Financial Planning and Analysis (FP&A) team, you will be responsible for analysing metrics and trends to un

Collaborate cross-functionally with Financial Control, Commercial Finance and other teams to ensure alignment of financial goals. Financial Planning and Analysis Manager. This role will be responsible for reporting the financial planning, budgeting, forecasting, and analysis activities across the or

Knowledge of leading Financial Planning and Analysis tools (i. Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial). The FP&A Manager is a key member of the Business Transformation team and will help influence clients' fina

Lead strategic financial reporting to give a clear picture of both short- and long-term financial position. Design and build financial models to support planning, forecasting, and impact assessment. Collaborate closely with operational teams to align financial and strategic planning.

Albans, United Kingdom time type Fulltime posted on 3 dagen geleden geplaatst job requisition id JR118298 As the Financial Analyst on the Skechers Financial Planning and Analysis (FP&A) team, you will be responsible for analysing metrics and trends to understand results and support business decision

Financial Planning and Analysis Manager. In collaboration with operational leaders and partners, you will prepare and review annual financial plans, on-going financial forecasts, and long-term strategic plans for our wholesale, retail and ecommerce businesses. Financial Planning and Analysis Manager

Financial Planning & Analysis (FP&A) Analyst. 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, preferably at a SaaS company.

TMFP is a growing IFA practice that adds value through a detailed and comprehensive financial planning and investment process. As a Financial Planner you will ideally:. Provide, in collaboration with clients, tailored and specialised financial advice which best suits the client’s current and ongoi

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. This isn't just another financial planning position. You'll be joinin

We’re excited to offer an Interim opportunity for a Financial Planning and Analysis Manager. Reporting to the Head of FP&A, this role will be instrumental in aligning our financial planning with business strategy, delivering the insight and analysis needed to support key decisions at the highest l

Senior Financial Planning & Analysis Manager. Lead corporate-level financial modelling and analysis to provide insight and recommendations that drive growth. Lead the annual budgeting process and quarterly forecasting, setting financial targets and partnering with the business to achieve them.

Sign in to set job alerts for “Financial Planning Analyst” roles. Senior Financial Planning Analyst. Senior Financial Planning Analyst.

They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers

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

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

Lead Recruitment Consultant (Midlands) - Connecting reputable Financial Planning firms and Financial Service professionals, creating synergy. Strong background in paraplanning or compliance within financial planning. Ideally holds the Level 4 Diploma in Regulated Financial Planning (or working towar

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

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

Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999. Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. I a

Ensure alignment with regional financial targets and contribute to strategic planning processes. Financial Planning & Analysis Manager include:. Experience you'll bring as our Financial Planning & Analysis Manager:.

You will also lead the Financial Planning and Reporting team, overseeing the planning, reporting, delivery of budgets, forecasts, and decision-support to the organisation. We are seeking a Head of Financial Planning and Reporting to lead our budgeting and forecasting processes, deliver insightful fi

Albans, United Kingdom time type Full time posted on Posted 20 Days Ago job requisition id JR118299 As the Manager on the Skechers Financial Planning and Analysis (FP&A) team, you will be responsible for analysing metrics and trends to understand results and support business decisions for the EMEA r

Equans is looking for an Financial Planning and Analysis Business Partner to join our team on a permanent basis. Pro-actively analyse the financial performance of the Division(P&L, B/S and Cash flow) and providing senior management with the relevant analysis for operational and strategic decision ma

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). In addition to these Paraplanning responsibilities, you will follow a structured training and development plan designed t

Senior IFA Administrator - Financial Planning. NJR Recruitment is delighted to be representing a highly respected and growing financial planning firm, now seeking an experienced. If you are a skilled financial planning administrator ready to take on a senior role in a supportive and forward-thinking

This position is responsible for all near-term financial planning, including the annual budget, quarterly forecasts, and rolling forecasts. Financial Planning, Budgeting & Forecasting. Prepare 3-way financial models (Income Statements, Cashflows, Balance Sheets) for budgeting, forecasting, and scena

Financial Planning, Budgeting & Forecasting. Own the preparation of 3-way financial models (Income Statements, Cashflows, and Balance Sheets) to support budgeting, forecasting, and scenario planning. SAP, NetSuite, Sage Intacct) and financial planning tools (e.

We’re excited to offer a brand-new opportunity for a Financial Planning and Analysis Manager. Sign in to set job alerts for “Financial Planning and Analysis Manager” roles. Financial Planning & Analysis Manager.

Get notified about new Head of Financial Planning jobs in. Accounting/Auditing, Strategy/Planning, and Finance.

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

The Group FP&A team are financial business partners to the senior managers within the Altro Floors & Walls and Autoglym divisions and are responsible for preparing tailored financial reporting and analysis including monthly management accounts, analysis of business performance, annual budgets and 5-

Head of Financial Planning & Analysis (FP&A). Director of Financial Planning and Analysis. Financial Strategy and Planning Manager (Fixed Term Contact 9 - 12 months).

Morphe are seeking a dedicated Financial Planning & Analysis Manager to enhance the finance function by providing strategic insight, financial analysis, and budgeting.

Nigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planner for their Surrey office. You will enjoy the networking and business development aspect of the role alongside delivering full holistic financial planning.

Director of Financial Planning and Analysis. You’ll be joining a mission-driven organisation at a pivotal stage, with the opportunity to shape how data, financial planning, and analytics power decision-making across the company. Get notified about new Director of Financial Planning and Analysis jo

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

Consultant, Financial Planning and Analysis (interim). Consultant, Financial Planning and Analysis (interim). Leading and managing the analysis of current and past financial data to prepare executive-level reports and financial projections.

Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration #J-18808-Ljbffr. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Fin

No qualification in Financial Services/Planning? No problem! Whilst working towards or holding a qualification in Financial Services is advantageous, we would still like to hear from you if you have developed great knowledge and skills in our sector and have an eagerness to learn or begin qualificat

Be the Strategic Financial Leader Who Shapes this not-for-profit’s Future. Lead with Vision: Shape and deliver financial strategies that ensure sustainability and growth, working closely with the Group CFO and Executive Leadership Team. Set the Standard: Ensure robust compliance with all financial

Build and update financial models to support scenario planning, initiative assessments, cash flow forecasting, and investment evaluations to support a range of forecasting and strategic planning for the company. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundr

You will lead financial planning processes across & deliver the month end commercial reporting for US Operations, with an additional focus on Capex/ROI and business partnering the US Property Team. Exciting opportunity to join PureGym as US Financial Planning Manager. Ownership of planning, manageme

As Financial Planning Manager, you will:. Strong experience in business planning and financial modelling (including BRIXX or similar). Lead on the 30-year business plan, stress testing and financial modelling (using BRIXX and other tools).

Position Overview: As the Head of Financial Planning & Analysis (FP&A), you will play a critical leadership role in shaping the financial strategy and driving data-driven decision-making across the business. Lead the FP&A function, ensuring financial planning, analysis, and reporting processes suppo

Head of Group Financial Planning & Analysis. Get notified about new Head of Financial Planning Analysis jobs in. Leading the Group’s financial planning, reporting, and forecasting processes, you’ll work closely with teams across the organisation to drive improvements and ensure alignment with co

In the role of a SAP Financial Planning and Analysis Senior Manager, responsible for overseeing end-to-end implementation projects for SAP S4 HANA Finance solutions spanning Financial Planning, Analysis and Budget Forecasting areas. SAP Financial Planning and Analysis Senior Manager. SAP Financial P

Ideally looking to further your career within financial advice towards a Financial Adviser role, already having achieved the Regulated Diploma in Financial Advice (or near completion). Hours:Permanent full time 35 hours per weekClosing Date:Thu, 14 Aug 2025Job Introduction As a Financial Planning Co

Offer expert financial advice to clients on a wide range of areas, including investment strategies, retirement planning, tax efficiency, and estate planning. Ethical and client-first approach to financial planning. A leading financial services firm based in London, specialising in providing bespoke

Reporting to the CFO, you will act as a strategic financial thought partner to our executive leadership team, supporting strategic and operational planning and the translation into business actions and plans. Design and facilitate financial and operational planning processes in collaboration with th

Corza Medical is currently seeking a Senior Manager, Financial Planning & Analysis on an INTERIM BASE to start immediately, reporting directly to the VP Finance. Leading and managing the analysis of current and past financial data to prepare executive-level reports and financial projections. Consult

Financial Planning & Analysis (FP&A) Analyst. Minimum of 3 years of experience in financial analysis, planning, or budgeting, preferably at a SaaS company. Financial Planning & Analysis (FP&A) Analyst.

Financial Planning & Analysis Analyst. An interest in system and process improvement, especially in internal financial reporting systems, is essential. Financial Management Information.

Morphe are seeking a dedicated Financial Planning & Analysis Manager to enhance the finance function by providing strategic insight, financial analysis, and budgeting.

SAP Financial Planning and Analysis Senior Manager. Senior Manager Financial Planning Analysis. Senior Financial Planning & Analysis Manager.

At Amber River Midlands we think about financial planning in a way that goes beyond financial advice. We are looking for an experienced paraplanner with a sound understanding of the financial planning process and the desire to be the best in their role. Identifying areas for financial planning and s

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

We are seeking a Head of Financial Planning and Reporting to lead our budgeting and forecasting processes, deliver insightful financial analysis, and support strategic decision-making across the RSPB. You will also lead the Financial Planning and Reporting team, overseeing the planning, reporting, d

With a strong background in financial planning & analysis, you bring advanced modelling, forecasting, and analytical expertise, along with the ability to turn complex financial data into actionable insights that drive decision-making. Head of Financial Planning & Analysis (FP&A). Get notified about

Accounting/Auditing, Analyst, and Strategy/Planning. The role involves ownership of financial models, preparation of business-critical presentations, and close collaboration with stakeholders across the organization to review trends, challenge assumptions, and deliver actionable insights. You’ll b

This includes critically reviewing department business plans, analysing variance to business plans, maintaining financial reporting templates and KPIs, and producing financial data and reporting to monitor and assess MAG’s organisational financial health. You will be an experienced financial profe

Financial Planning and Analysis (FP&A) Analyst, 12-month FTC. Financial Planning and Analysis (FP&A) Analyst. What you'll do as our Financial Planning and Analysis (FP&A) Analyst:.

Financial Planning & Analysis:. Lead quarterly and annual financial forecasts and budgets; develop financial models; provide insights on profitability, cash flow, and efficiency. Minimum 3 years in financial planning and analysis, preferably in FMCG; management accounting, budgeting, and forecasting

Exciting opportunity to join PureGym as US Financial Planning Manager. You will lead financial planning processes across & deliver the month end commercial reporting for US Operations. Ownership of planning, management & delivery of the annual budgeting & periodic reforecast processes.

Equans is looking for an Financial Planning and Analysis Business Partner to join our team on a permanent basis. Financial Planning and Analysis Business Partner, Newcastle upon Tyne. This role will work in close collaboration with the UK FP&A team, Divisional Finance Director, Sector Finance Direct

A passion for financial planning with proven experience working in administration for a Financial Planning firm. Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career into Senior Administration or Paraplanning? Do y

Our client, an award-winning Financial Service specialist based in Bury St Edmunds, are currently recruiting for a personable individual to join their thriving team as a Financial Planning Support Assistant or Senior Financial Planning Support Assistant. Our client will consider applicants with vary