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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

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—

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.

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. Financial Advisor to work on

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

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. Full paraplanning and admin support. Your goal will be to ensure clients make wise and profitable decisions to meet their

Senior Wealth Planning Analyst – Financial Planning Operations, Business Support (14 month FTC). The Senior Wealth Planning Analyst will support the Operations Manager in delivering operational improvements, managing projects, and providing management information to the Wealth Planning Team. Devel

A leading financial services firm in the United Kingdom is seeking a Paraplanner to support the delivery of advice through their financial planning team. The ideal candidate will possess appropriate Financial Services qualifications and demonstrate strong analytical skills and market knowledge.

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 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 global financial services leader in Greater London is seeking a Vice President to drive financial strategy in the EMEA GCB Planning & Analysis team. The role includes leading financial planning, collaborating with senior management, and developing innovative reporting solutions. The ideal candidat

A financial planning company in England is looking for a Financial Planning Assistant to support in delivering services to high-net-worth clients. This role requires experience in financial services and strong administrative skills.

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

Dawn O Shea is recruiting the Financial Planning Assistant (Financial Services Administrator) directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. Putting the clients goals at the heart of the process they deliver comprehensive and bespoke financial planning, investmen

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,.

Lead financial planning cycles: budget, forecast, 3-year plan, rolling forecasts. Support migration and enhancement of financial systems. A financial services background is a must, ideally from a brokerage.

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

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

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.

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 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.

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 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

The Group Planning and Management Information team sits at the centre of Pearson’s financial decision‑making. Contribute to the wider financial planning and reporting community, and continuous improvement initiatives. As Finance Manager within the Group Financial Planning & Management Informatio

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.

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.

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

Financial Planning and Analysis Senior Analyst. Manager of FP&A by performing various divisional revenue and expense reviews, budgeting/forecast planning and supporting our divisional partners. Function as a key business partner to the Finance team and partner with Business Unit Team members to prov

A financial advisory firm based in Haslemere is seeking a full-time Trainee Paraplanner to support financial advisers. Candidates should have strong organisational skills, attention to detail, and knowledge of financial planning. This role involves preparing reports, conducting financial research, a

A Financial Planning & Analysis Manager is required to join a successful business based in Hounslow. Improvement and ongoing delivery of Exec Team and Board review packs, including relevant analysis, commentary and non-financial KPIs. Working closely with Senior Management (including the CFO) and th

A fantastic opportunity for an experienced Financial Planning Assistant to take on a senior support role within a busy wealth planning team. Strong knowledge of the financial planning process and products. Previous experience in a Wealth Planning/IFA support role.

Financial Planning & Analysis (FP&A) Manager at. FP&A Manager to help shape the financial future of our business. You combine financial expertise with commercial curiosity — you love turning data into insight and insight into action.

A global Wealth Management firm is seeking a Financial Planning Administrator to join their prestigious US Family Office team.

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

This is a high‑impact role for someone who thrives in a dynamic, entrepreneurial environment and is excited to design and implement a new KPI reporting suite, alongside planning and forecasting models that will directly inform strategic decision‑making across the business. Commercially minded -

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

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 leading financial services firm seeks a Paraplanner to support Advisers by providing detailed financial analysis and recommendations. The ideal candidate should possess a diploma in Financial Planning and demonstrate strong IT, communication, and report writing skills.

The Royal College of Paediatrics and Child Health (RCPCH) is seeking a strategic and analytical Financial Planning and Analysis (FP&A) Manager to play a pivotal role in supporting the College’s mission to improve child health by ensuring effective financial planning, reporting, and business partne

Ready to take your paraplanning career somewhere that respects your time and talent? Apply now and see how far you can go with Cestrian Financial Planning. Hold (or are working towards) the Level 4 Diploma in Financial Planning. At Cestrian Financial Planning, we re proud to offer just that.

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

After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports Specific Responsibilities:. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clie

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.

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

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