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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—

My client, a leading financial planning organisation, is seeking a professional financial planning administrator to join their team on a permanent basis. The role of the Financial Planning Administrator is to assist in providing administrative and technical support to the business. Financial Plannin

One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the. Advise clients on current financial issues and make recommendations. Minimum 12m experience as a financial planner.

Perfect Protect Limited is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. Providing mortgage and protection advice to clients and tailoring financial products to meet their needs.

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

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

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

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 is an exciting opportunity for an experienced Financial PlanningAdministrator to join a successful Advisory practice based out of their City of London office. Focusing on providing a high quality financial planning and investment management service, this firm has built a sound reputation within

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

Candidates should have experience in financial planning, strong organization, and communication skills. A recruitment agency is looking for a Financial Planning Administrator to join an independent firm in Dorset. This role involves providing essential administrative support to Financial Planners an

Financial Services experience – at least 2 years with a good understanding of financial products and FCA principles. No qualification in Financial Services/Planning? No problem! Whilst working towards or holding a qualification is advantageous, we would still like to hear from you if you have stro

This role focuses on delivering exceptional client onboarding and support within financial planning. A leading financial services firm in Greater London is seeking a Client Support Executive. Candidates should have at least 2 years of financial administration experience and a strong focus on accurac

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

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

Ideal candidates will have experience in technical support or compliance within financial planning, strong knowledge of relevant regulations, and excellent communication skills. A financial services firm in the UK seeks a Technical Support Team Leader to enhance client experiences through leadership

We are seeking a qualified and experienced finance professional to join our Finance Department as Head of Financial Planning and Analysis (FP&A). Knowledge of capital project reporting and long-term financial planning. Support the Finance Director in consolidating the school-wide budget and long-ter

My client is a specialist organisation that offers exceptional financial planning for medical professionals. Progression in Certificate or Diploma in Financial Planning is desirable but not essential to the role. Comply at all times with the requirements of the Financial Services and Markets Act 200

A nationwide financial planning firm is seeking a Head of Advice to lead the quality and strategic direction of their advisory function. This role blends technical advisory expertise with strong leadership, ensuring clients receive exceptional financial advice while developing a high-performing team

Ideal candidates will have over 3 years in financial services, a relevant degree, and the CII Diploma.

Build and maintain robust financial models to support scenario planning, profitability analysis and strategic initiatives. Deliver clear, actionable financial insight to the executive team to support pricing, investment and cost decisions. Support M&A evaluation, integration planning and investment

Knowledge of capital project reporting and long-term financial planning. We are seeking a qualified and experienced finance professional to join our Finance Department as Head of Financial Planning and Analysis (FP&A). Build strong relationships with internal stakeholders to support financial decisi

Senior Financial Planning Supervisor. 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.

The role involves providing financial planning for clients, ensuring compliance with FCA regulations, and developing client relations. This is an excellent opportunity for those looking to leverage their expertise in financial services. A leading recruitment agency is seeking a Chartered Financial A

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. Head of Financial Planning & Analysis (FP&A). Head of Financial Planning & Analysis (FP&A).

Driving continuous improvement in FP&A processes, reporting and financial discipline as the group scales. The business is executing a buy-and-build strategy, scaling rapidly through acquisitions while professionalising its finance capability to support value creation, integration, and future exit pl

A leading financial services firm seeks an experienced Financial Planning Director to lead regional operations in the South of England. Candidates must be Chartered Financial Planners with proven success in leadership and achieving revenue targets. The role requires strong leadership and strategic a

A prestigious professional services organisation is seeking an experienced Financial Planner to join their growing team in Surrey. The ideal candidate will possess Chartered status and have a proven track record of managing high-net-worth clients, navigating complex financial cases, and developing i

Candidates must hold a Level 4 qualification in financial planning and have a proven record in paraplanning. A leading UK mutual organization is seeking an experienced Head Office Paraplanner to join their Financial Planning Team. This role, based in the United Kingdom, involves providing technical

The ideal candidate will have Chartered Financial Planner status or actively working towards it, and strong knowledge of financial planning principles. A leading financial services firm seeks a Senior Advice Technician to provide technical support and enhance advisory outcomes.

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. EPBC

A financial services firm is seeking experienced financial advisers based in the Bournemouth or Dorset area. Candidates must have a Level 4 Diploma in UK Financial Advice and at least 12 months of advising experience. The firm offers strong support, including leads generation, paraplanning, and trai

This is a highly visible role, partnering closely with senior stakeholders and supporting strategic decision making through robust financial planning and analysis. The role has a strong FP&A focus, encompassing forecasting, budgeting, financial modelling and scenario planning across revenue streams

You’ll bring strong financial modelling skills, an advanced level of Excel, and the ability to manipulate and analyze large datasets. Accounting/Auditing, Analyst, and Strategy/Planning. The role involves ownership of financial models, preparation of business-critical presentations, and close coll

Experience with planning software applications and financial modelling. This permanent position based in London offers a friendly, collaborative environment where you'll support the development of financial plans and enhance the analysis of syndicate reporting both on UK GAAP and ultimate bases.

Drive continuous refinement of forecasting models, financial tools and planning processes, introducing best practice FP&A methodologies. Take ownership of all cycles of financial forecasting, including budgeting, long‑range planning, re‑forecasting and monthly performance review. This is an exci

Candidates should have a university degree, Level 4 qualification in financial planning, and at least 3 years of relevant experience. You will evaluate client financial situations, lead training, and ensure compliance with regulations. A financial services company in Greater London seeks a Paraplann

A prominent housing association in the UK is seeking a Lead Analyst - Financial Planning to shape long-term financial strategies and provide essential financial insights. The role involves developing and maintaining financial plans, collaborating with various stakeholders, and performing scenario an

A prominent financial planning firm in the United Kingdom is looking for an experienced Paraplanner to produce high-quality, client-focused financial advice.

A leading financial services organization in Greater London is seeking a qualified accountant to manage treasury activities and financial planning.

Are you looking to join a practice that is shaping the future of Financial Planning? I'm partnered with a tier 1 wealth management firm whose aim is to provide truly exceptional & personalised financial planning to their core HNW and UHNW client base. You will be a vital link between the Client Admi

Financial Planning & Advice: Deliver financial plans and advice to clients in accordance with Progeny’s regulatory standards and rules. The Progeny Planner Academy was established to provide a structured career path for talented individuals who are looking to forge a new career as a Financial Plan

This is a 'meaty' and varied Financial Analyst Position, which incorporates financial planning, modelling and commercial finance activities. Financial planning and variance analysis. Support with financial due diligence and related strategic projects.

A financial services company in the UK is seeking Associate Financial Planners to join their Planner Academy. Successful candidates will deliver financial planning and advice, ensure high service levels, and continue professional development.

The FP&A Manager will play a critical role in driving financial insight, performance management, and decision support across a core global business area within a fast-growing, profitable business. Acting as the primary finance business partner to senior commercial and operational leaders, the role w

Financial Planning & Analysis (FP&A) function. Translate complex financial data into clear, actionable insights for senior non-finance stakeholders. Drive continuous improvement of financial reporting, systems, and processes.