Financial planning jobs in Wickford - Page 2Create job alerts

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—making a genuine difference to our clients’ financial wellbeing.

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

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. You'll understand the UK financial planning market inside out - pensions, investments, protec

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

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. Advise clients on current financial issues and make recommendations. Minimum 12m experience as a financial planner.

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. Financial Advisor to work on

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

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

The successful candidate will manage client queries, document communications, and organize financial planning reviews on behalf of Financial Advisors. Ideal applicants will have at least one year in financial services and excellent communication skills. A financial services recruitment agency is see

Working closely with the Senior Financial Planning Manager, you will support the development, maintenance, and enhancement of robust financial plans that underpin the organisation's long-term financial sustainability and growth. Work closely with the Senior Financial Planning Manager to ensure a con

A financial services firm in the UK seeks a Senior Paraplanner to analyze client portfolios and provide FCA regulated advice on various financial topics. The ideal candidate has a university degree, relevant financial qualifications, and at least 3 years of experience.

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.

We are seeking an experienced and highly organised Financial Services Administrator to support the advice and sales process within a busy financial planning firm. This is an excellent opportunity for a detail-oriented professional looking to further develop their career within financial services.

Ideal candidates will have technical paraplanning experience, familiarity with financial planning software, and strong analytical skills. A financial recruitment firm seeks an experienced Paraplanner in London. The role involves conducting research on financial products, drafting detailed suitabilit

Head of Financial Planning & Analysis - London - Hybrid. Develop and refine core financial model, ensuring it accurately reflects the unique drivers of the business. Deep financial modelling experience, ideally with knowledge of working with SQL.

A well-established financial services company in the UK seeks experienced Paraplanners to provide technical support to Advisers and conduct detailed financial research. The role involves preparing Financial Planning Reports and assisting with client reviews. Ideal candidates will have experience in

Reporting to the Head of Financial Planning & Reporting, you'll lead a small team and oversee all aspects of the Central Management Accounting function, and the delivery of high‑quality financial reporting, modelling and analysis that drives decision‑making across the organisation. Are you looki

Ideal candidates should have a Level 4 Diploma in Financial Planning and at least 3 years of experience in Financial Advice. A multi-office professional advisory company in the United Kingdom is seeking a Financial Planning Manager to lead a team of advisers. The role involves driving performance, m

Work closely with the Planning team to ensure assumptions are appropriate. Present and clearly explain financial analysis (actuals and plan) to the underwriting teams, senior stakeholders and GRS often within very tight timescales. High level of resilience, demonstrating the ability to effectively m

Build and maintain scalable financial models and planning frameworks. Strong Excel modelling skills; experience with planning tools (e. Solid understanding of financial statements, consolidation, and controls.

Deliver financial and non-financial insights across the business. We’re looking for a hands‑on FP&A Analyst to support critical financial reporting, ad‑hoc analysis, and activities related to potential business acquisitions. Support the FP&A Director with M&A analysis and financial models.

Responsibilities:•Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation•Review and formulate plans for clients with highly specialised situations•Review prospective clients' exi

One of our Strategic Partner firms at Quilter Financial Planning who are based in Lincolnshire are currently looking for experienced advisers to join their team where their advisers are highly qualified and operate to strict ethical guidelines. Referrals increase your chances of interviewing at Quil

Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning. Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics:. Pensions and Retirement Planning, pension contributions, carry forward calculations, l

This fundamental role within the group’s FP&A reporting team encompasses working with the financial planning & reporting, business analysis/insight, and cashflow forecasting. Reporting to the Director of Group FP&A you will play a key role in the continuous improvement of Group planning and Board

Candidates should possess a Diploma in Financial Services and have proven financial planning experience. A leading financial services provider in Greater Lincolnshire seeks an experienced financial adviser to manage and grow a client portfolio. The role includes preparing detailed financial plans, a

A London-based reputable social housing provider is seeking a Financial Planning candidate to join their dynamic team. Strong experience in long-term financial planning within social housing. Lead on the preparation and maintenance of the 30-year financial plan.

Understand financial systems, ensuring all necessary financial information is input accurately for all markets within a process for a certain financial statement line item. Major P&L Line-Item Planning Lead. Lead and oversee the preparation of market scenario planning / projections.

Head of Advice - UK - Financial Planning - £110,0000 + Bonus. I’m working with a nationwide financial planning firm seeking a Head of Advice to take the lead on the quality, compliance, and strategic direction of their advice function. This role blends technical expertise with leadership, ensurin

Oversee budgeting, forecasting, and long-term financial planning. Develop and deliver regular financial forecasts, annual budgets, and long-term planning processes. This pivotal role combines strategic financial planning & analysis within a private equity backed organisation.

Working within a friendly, and close-knit team this is a fantastic opportunity for a Financial PlanningAdministrator to come on board and share their knowledge with the existing team, helping them grow and develop. This will be a complex technical role, with exposure to more than the typical Financi

You are an organised and proactive Financial Planning Administrator with at least three years’ experience in a similar role within Financial Planning. As a Financial Planning Administrator, you will play a key role in supporting an Associate Director and their clients, ensuring the smooth coordina

A global market leading organisation is seeking an experienced Interim Global FP&A Process Lead to support a major finance transformation programme.This is a high impact leadership role, partnering closely with senior finance stakeholders across the business to drive standardisation, automation and

The ideal candidate will have a Level 4 Diploma in Financial Planning and at least three years of relevant experience. A financial planning firm in Greater London is seeking an experienced Paraplanner to join their team. This role involves supporting advisers in delivering high-quality financial pla

The ideal candidate will have experience working within Financial Services/Planning and working alongisde Financial Advisors. Organising financial planning annual reviews with clients on behalf of the Financial Adviser. You would be responsible for dealing with queries from clients, ensuring all com

Deliver high-quality financial analysis, including ROI, cost-benefit, and scenario modelling to support decision-making. Evaluate strategic initiatives and potential M&A opportunities through robust, decision-ready financial modelling. Ensure strong financial governance, risk management, and control

This is an exciting opportunity for a highly skilled Head of Financial Planning & Analysis (FP&A) to join the Finance team within Form3. Drive continuous refinement of forecasting models, financial tools and planning processes, introducing best practice FP&A methodologies. Form3's Finance team is a

Financial Planning Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. Th

Lead monthly financial forecasting processes and manage the budget for all business areas, partnering with Business Partners and Managers. Support investor relations and strategic initiatives, including developing advanced financial models. Conduct scenario analysis and sensitivity testing to evalua

Director of Financial Planning and Analysis. This is a high-impact position, responsible for delivering insightful analysis, driving financial planning processes, and partnering with senior stakeholders to influence decision-making. Proficiency in Power BI and financial data modelling.

A specialist insurance company is seeking a Lead Financial Analyst to manage group financial planning and a team. You will be responsible for ensuring the timely delivery of GAAP planning, enhance financial capabilities, and collaborate closely with various business stakeholders.

Quilter Financial Advisers is part of Quilter Financial Planning, one of the largest financial advice networks in the UK. Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning needs. Advise clients on current financial issues and make recom

Build and enhance dynamic financial models to support commercial decision-making. Strong FP&A and modelling skills, with hands-on experience building robust financial models.

One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the East Sussex area to join their team. Applicants must hold Level 4 Diploma in UK Financial Advice. Full paraplanning and admin support.

You will be a pragmatic, hands‑on operator with a disciplined approach to verification and documentation, comfortable overseeing planning systems such as Anaplan, managing tooling and automation, and integrating financial and data processes in a scaling organisation. Director of Financial Planning

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