Financial planning jobs in Sunderland - 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. 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

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. We're working with a leading wealth management firm who are looking to appoint a Regional Dir

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

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

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.

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

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.

Working within the administration team of our busy financial planning practice. Heritage are entrusted to manage the wealth of over £150million across 300+ clients and your role will be to assist in delivering first‑class service and supporting the financial planning and investment management of

My client are a well established Financial Planning practice based in North Bristol and are currently looking to recruit a Financial Services Administrator to join their long-standing workforce. The successful candidate will have previous experience working within the Financial Services sector, (ide

As Beazley evolves through its modernisation programme, this role will take on significant responsibility, being a central pivot point in an Integrated planning framework and responsible for financial planning BAU, strategic and governance opportunities. The role includes having a key influence in t

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

A leading software solutions provider in construction is seeking a Business Analyst on a one-year contract to support financial planning. The role involves analyzing overhead costs, developing financial models, and working cross-functionally. Candidates should have strong analytical skills, advanced

Senior Wealth Planning Analyst – Financial Planning Operations, Business Support (14 month FTC). Develop and maintain knowledge of the industry, market, and financial planning products. Strong knowledge of financial planning products and investment features, including tax implications and client c

Throughout your role as the Financial Planning Manager, you will maintain the Medium-Term Financial Strategy (MTFS) financial model until integration into the new system. Proven experience in financial planning and supporting the Medium-Term Financial Strategy (MTFS) within a local authority setting

A financial services provider in East Sussex is seeking experienced financial advisers to manage and grow client portfolios. The successful candidates will have a minimum of 12 months experience, along with a Level 4 Diploma in UK Financial Advice. You will prepare financial plans, advise clients on

Required qualifications include Paraplanning experience and a Level 4 Diploma in Financial Planning. A financial services company in the United Kingdom is looking for an experienced paraplanner to join their team. The successful candidate will deliver clear financial advice by producing technical an

Referrals increase your chances of interviewing at Quilter Financial Planning by 2x. Quilter Financial Planning provided pay range. This range is provided by Quilter Financial Planning.

Dynamite Recruitment are supporting the recruit of a Financial Planning Administrator to join an Independent Financial Planning firm in Dorset. As a Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant deliver

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. Proven experience as a finan

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

A financial services recruitment agency in the United Kingdom is seeking a detail-oriented Financial Planning Administrator to join their team.

The Group Planning and Management Information team delivers internal financial reporting, forecasting, and planning for Pearson’s Board and senior leadership. Participate in the Financial Planning & Reporting community, including monthly FP&R meetings. The team defines reporting requirements, over

This complex financial information needs to be presented to Finance Committee, Management Executive financial and non-financial board members with expert knowledge of the NHS financial regime and expertise in financial management. The post holder will work closely with the Head of Financial Manageme

Level 4 Diploma in Financial Planning or equivalent. Citygate Financial Planning Limited is looking for an experienced Paraplanner to join our close-knit team. You will be working alongside our existing client team, supporting advisers in delivering high quality, thoughtful financial planning to a l

A leading financial services firm in London is seeking a proactive Paraplanner to join their Wealth Management team. This role involves supporting advisers with high-quality wealth planning analysis, preparing reports, and guiding clients through onboarding.

A reputable financial planning company in the UK is seeking an experienced Financial Planning Administrator to support an Associate Director and deliver exceptional client service. The ideal candidate will have a background in financial planning, superb organisational skills, and proficiency with In

A wealth planning firm in the West Midlands is seeking an experienced Financial Planning Assistant to provide high-quality support to Planners and enhance client outcomes. The ideal candidate will have a strong understanding of financial planning and excellent organisational skills, working in a col

We're seeking a talented individual to join our Financial Planning team in Southampton. As an integral part of our financial planning department, you will be required to business develop and grow new business across the South region. As a Director Financial Planning your responsibilities will includ

You’ll have direct ownership over core planning and forecasting processes, performance analysis, and the financial insights that help leadership understand where we’re winning, where we need to adjust, and how we allocate resources as we scale. Contributing to strategic planning and resource all

A major banking institution in the United Kingdom seeks a Financial Planning Specialist to meet the investment and retirement needs of Premier Banking clients. You will provide bespoke financial advice, manage client portfolios for growth, and promote the bank's image while identifying new business

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

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

A respected financial planning firm, in partnership with a recruitment agency, is seeking an experienced Paraplanner / Financial Adviser Support professional. The role involves supporting Financial Advisers by preparing thorough financial plans, conducting essential research, and ensuring compliance

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 leading global FMCG brand with strong growth ambitions is seeking a driven Junior Financial Planning Analyst to support commercial strategy and optimize sales performance. Provide valuable insights and financial information to support decision making.

I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial c

The successful candidate will play a key role in shaping financial processes for this expanding area, while also contributing to core FP&A activities including budgeting, forecasting, and performance analysis. Lead elements of group budgeting, forecasting, and long-range planning processes. Deliver

Advanced Excel and financial modelling skills. Reporting into senior finance leadership, the Financial Analysis Manager will play a key role in group budgeting, forecasting, and SG&A cost reporting. Building and maintaining robust Excel‑based financial models.

A financial planning firm based in Greater London is searching for an experienced Paraplanner to join their collaborative team. You will be responsible for building detailed cashflow models, writing clear suitability reports, and engaging closely with advisors to deliver quality financial planning t

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

A leading financial services provider in the United Kingdom is seeking a Director of Financial Planning to join their Southampton team.

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

Reporting into the Assistant Director of Finance, you will lead the Council's financial planning and reporting function, ensuring robust, strategic, and compliant financial management across the organisation. A fantastic opportunity has arisen within my local government client for a Head of Finance

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

Develop and maintain financial models to support strategic initiatives, new products, and capital allocation decisions. Ensure financial assumptions align with business strategy and market conditions. FP&A, commercial finance or financial analysis, ideally within a Trading/Hedge Fund/Digital Assets

Employed position and client-facing role providing independent advice across the full range of financial planning. An excellent opportunity has arisen within a highly reputable, well-established IFA practice for a Financial Adviser to take over an existing client portfolio. Administration and parapl

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.