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Job Title: Senior Financial Planning & Analysis Specialist. Strong financial / business analysis background supported by 3 – 4 years relevant experience. Academic / Work experience have led to proficiency in the most common financial analysis tools including NPV, ROI, ROA, variance analysis and co

You will enjoy the networking and business development aspect of the role alongside delivering full holistic financial planning. You will be an accomplished Financial Adviser with the experience of delivering quality advice to HNW clients. We are recruiting for an experienced and senior financial pl

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. If you are an experienced Fi

Are you a commercially astute finance leader with a passion for long-term planning, investment insight and strategic decision-making? We are seeking a Head of Financial Planning & Analysis to play a pivotal role in shaping and safeguarding the Groups long-term financial sustainability and growth amb

Join a B-Corp certified financial services organisation as a Paraplanner, supporting wealth management, financial planning, investment analysis, pensions, and client relationship management within a collaborative and values-driven team. Paraplanner (Wealth Management & Financial Planning). If youve

As Senior Manager - Financial Planning and Analysis, you’ll lead the Group’s planning, budgeting and forecasting cycles, owning the operational and project cost base and delivering insightful performance reporting and leading an FP&A centre of excellence (team of 5). Develop robust financial mod

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

Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance /. Conduct a financial needs analysis and develop financial plans for clients. Conduct research on investment options, insurance policies, and other financial.

Partner with the Capital modelling and Treasury function to drive financial and capital planning, including modeling of various scenarios. Reporting and leading firm wide financial planning process. Head of Corporate Financial Planning and Analysis.

We are seeking a Head of FP&A to lead a transformation 18‑month programme to modernise our financial planning, forecasting, and decision‑support capabilities. This includes delivering forward‑looking financial planning, budgeting, and analysis across the organisation, as well as delivery of pe

Taking full ownership of Financial Planning & Analysis. This is an excellent opportunity with a highly commercial and growing business for a Director of Financial Planning & Analysis to join the senior leadership team and support the Group as they go through a period of further growth. Key part of t

Develop, implement key financial models and forecasts to support strategic objectives and decision making.

A prominent wealth management firm in Bracknell is seeking a Partner Financial Planning professional to enhance client relationships and provide expert financial advice. The role requires developing personalized financial planning solutions, conducting annual reviews, and collaborating with stakehol

If you want to do meaningful financial planning work in a firm that puts clients first and is genuinely invested in its people, we'd love to hear from you. Smith & Wardle is a holistic financial planning firm built on a transparent fixed fee model. You'll work directly with clients – both existing

The role involves preparing financial planning reports for clients, supporting financial advisers, and conducting detailed research on clients' needs. A financial services company is seeking a Paraplanner for its Uckfield office. The ideal candidate should have experience in financial advice and pos

Group Financial Planning & Analysis Manager — Greater Bristol Area, UK — 1 week ago. Get notified about new Financial Planning and Analysis Manager jobs in. Financial Controller (Fixed until 31/05/2026) — Kingswood, UK — 1 week ago.

Experience in a financial planning, wealth management, or similar financial services environment. A relevant financial services qualification (such as CII Level 4 Diploma in Financial Planning) or progress toward one is desirable. Preparing client reports, suitability letters, and financial planning

Financial Planning & Analysis (FP&A) Analyst (Assistant Vice President). A Financial Planning & Analysis Analyst is required to coordinate and run the firm’s expense allocation process.

A leading financial planning firm is looking for a Financial Planning Administrator to support advisers and deliver high-quality client service. Ideal candidates should have experience in financial planning, possess strong organisational skills, and be detail-oriented.

A leading UK charity is seeking a Financial Planning Analyst to enhance budgeting and forecasting processes. You will play a crucial role in aiding teams with financial decision-making, transforming complex data into insightful reports.

A growing financial planning firm in London is seeking a Paraplanner to join their team. Responsibilities include assisting Financial Planners, reviewing client objectives, and preparing Financial Plans.

A holistic financial planning firm is seeking a Financial Planner in Greater London. You will work directly with clients to help them achieve their financial goals through relationship-led planning. You will meet with clients in various settings, ensuring their financial plans are effectively docume

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

A leading recruitment agency seeks a part or fully qualified accountant to join a dynamic organization in Greater London.The candidate will focus on budget setting, forecasting, KPI analysis, and business partnering with various stakeholders.The role offers flexibility with up to three days of home

A financial services consultancy is seeking a Regional Financial Planning Director to oversee strategy and operations in the South of England. This leadership role involves managing a team of Financial Planners and ensuring client excellence through effective coaching and performance management.

Ownership of budgeting, forecasting, and long-range planning for the business area. Build and maintain financial models and scenarios to support strategic initiatives and investment decisions. Partner closely with Accounting, Commercial Finance, and Data teams to ensure consistency and integrity of

You will lead the Group’s financial planning, forecasting, performance management, and decision support activities, while also acting as a trusted business partner across head office functions. Lead the annual Group budget, forecast, and planning cycles. Set and communicate Group‑wide planning a

A financial services firm in Greater London is seeking an experienced Paraplanner to support Financial Planning Directors. Ideal candidates have at least 2-3 years of paraplanning experience and strong knowledge of UK tax and pensions. You will prepare client advice, help with client meetings, and a

The FP&A Manager / Analystwill be reporting to the Head of FP&A, you will be instrumental in financial planning, forecasting, and performance analysis, supporting both existing operations and new site expansion. Support new site openings and capex planning. Build financial models (NPV, IRR).

FP&A Analyst - Permanent - Slough (Hybrid) - Up to £46,000.IN2 Consult has an exciting opportunity for a Part Qualified FP&A Analyst to work with a client of ours based in Slough on a permanent basis.They offer hybrid working (3 days in, 2 days remote).Reviewing and manipulating large data sets.Par

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. Proven exceptional financial modelling, analytical & presentation skills.

Lead budgeting, forecasting, and driver-based financial modelling. Own cash forecasting and consolidated Group planning.

This hands‑on role offers wide exposure to regional accounting, monthly reporting, and financial planning during a key expansion phase in Europe. Support internal financial forecasting and scenario modelling (as needed). Experience in FP&A (forecasting, budget management, or financial modelling).

We are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking f

It’s a varied, hands‑on role where you’ll learn how financial planning works from the inside and develop valuable, transferable skills. A clear pathway for progression within financial services. Graduate Financial Services Administrator.

Senior Financial Planning & Analysis Manager (Research) – 12 Months Maternity Cover. We’re looking for a Senior FP&A Manager to deliver high‑quality financial insight that shapes planning and strategy across the Crick, focusing on our core‑funded research laboratories. Own consolidated finan

A boutique financial advice practice is seeking a Senior Financial Planning Support Administrator to provide advanced technical and administrative assistance to their advisers. The ideal candidate will have extensive experience in financial planning, strong technical knowledge, and excellent organiz

Previous experience as a File Checker or file reviewing / compliance monitoring role within a financial planning or wealth management firm. Strong understanding of UK financial planning regulations and FCA requirements. Playing a critical part in maintaining high-quality standards, mitigating risk,

Key responsibilities include: - Own and evolve the 30-year business plan - driving scenario modelling and stress testing - Take the lead on cashflow forecasting and liquidity strategy - Partner with development teams on scheme appraisals and key financial assumptions - Support funding activity, lend

Ability to work across the business with financial and non-financial partners. Financial Planning and Analysis Manager. Providing financial commercial input to the venue functional leaders as required.

A Level 4 Diploma in Regulated Financial Planning is required or should be actively pursued. A financial services firm based in Leicester is seeking a Paraplanner to provide comprehensive support to advisers and prepare tailored reports for clients. The ideal candidate will have proven experience in

Support the financial onboarding of acquisitions into Group reporting and planning frameworks. You will work closely with senior leadership, the Financial Controller, and operational stakeholders, with direct impact on business planning, investor readiness, and strategic decision‑making. Manage fi