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One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the. Ability to analyse financial information and comply with regulations. Applicants must hold Level 4 Diploma in UK Financial Advice **.

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

Ownership of the company valuation model and scenario planning. Working closely with the Group Financial Controller on strategic initiatives.

Experience working with HNW clients and offering comprehensive, holistic financial planning is essential. Due to succession planning they are looking for someone to take over some existing HNW clients, alongside working closely with the Investment Managers and external stakeholders to continue to gr

This is a high-profile role, working closely with the Divisional Finance Director and wider leadership team, with responsibility for driving high-quality financial planning, analysis, and reporting. Advanced Excel skills and experience with financial planning systems. You’ll play a key role in sup

The successful candidate will deliver desk-based financial advice / wealth planning advice to mass affluent clients as well as expanding portfolios of clients with ass. The RoleThis is a great opportunity to join a Financial Planning Advice department within the Harrogate branch that has serious gro

Senior Financial Planning AdministratorLocation - Wimborne Minster, Dorset (BH21)Salary Up to £35,000, depending on experienceHours - Full-time / In officeAn exciting new opportunity has arisen for a Senior Financial Planning Administrator to join a family run practice who an Appointed Representat

This role offers the opportunity to lead financial planning and analysis across multiple sites, providing insight and support to help the business achieve its strategic goals.

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience. The Role:Line management of up to 15 Financial Advi

Demonstrated experience supporting financial reporting cycles, developing financial models, analysing trends and contributing to forecasting processes. Experience working with ERP systems and financial consolidation tools. Deliver ad‑hoc financial analysis, gathering data, validating assumptions a

A financial planning firm in Chester is seeking a Paraplanner to provide technical support to Financial Advisers. Candidates should possess a strong understanding of financial planning principles, excellent report writing skills, and a minimum of 2 years' experience in financial services. You will p

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

Assist Head of Europe with financials related to: Quarterly Forecasts, Annual Budget, 5 Year Plan. Consolidation and analysis of financials (P&L, BS, SCF). Partner with the Accounting team to review month end financials.

Emerald, a leader in building dynamic market platforms that integrate live events, media, & commerce, seeks a Financial Planning & Analysis (FP&A) Analyst to work across the EMEA entities. Communicate financial process requirements and due dates to brand teams across Emerald. Provide visibility to f

This range is provided by Quilter Financial Planning. Direct message the job poster from Quilter Financial Planning. One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice

The role requires proven paraplanning experience and strong knowledge of financial planning products. A financial services company in Birmingham is looking for an experienced Senior Paraplanner to support Financial Planners in delivering holistic advice.

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

The Senior Manager, Financial Planning and Analysis, International, is a highly visible leadership role responsible for driving financial strategy, operational excellence, and business performance across the fast-growing region. The position requires a proven strategic thinker who can operate effect

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.

Head of Financial Planning Analysis. Financial Planning & Analysis function within a fast-growing, private equity-backed international information services business. Develop robust financial models including scenario planning and sensitivity analysis.

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

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).

A rapidly growing Financial Planning firm is seeking an experienced Manager to lead a team of 10-15 Financial Advisors. Candidates must hold the Level 4 Diploma in Financial Advice with prior experience as a Financial Advisor.

Ability to promote Financial Planning / Wealth Planning in the most positive light. Manage key Investment Management relationships with Financial Planning. To promote holistic financial planning to the business and to clients directly.

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.

The role involves ownership of financial models, preparation of business-critical presentations, and close collaboration with stakeholders across the organization to review trends, challenge assumptions, and deliver actionable insights. You’ll be responsible for improving planning processes and an

Build and run financial models that shape pricing, deals, and spend.

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A local IFA firm is seeking a Technical Paraplanner to support the Managing Director and enhance financial planning advice. This permanent, full-time position requires strong research skills and experience in the financial services industry, along with a Diploma qualification.

A Chartered Financial Advice firm in London is looking for an experienced Paraplanner to lead the paraplanning process while working remotely.

Identify and implement opportunities to streamline financial planning and reporting processes. Communicate financial insights clearly and effectively to a range of stakeholders. As an FP&A Analyst, you will be responsible for delivering accurate, timely financial reporting and analysis, supporting b

Financial Planning Analyst will be responsible for budgeting, forecasting and financial planning cycles across business units/asset portfolios. The Financial Planning Analyst will have strong financial modelling and Excel skills, able to build and maintain robust analytical models. This Financial Pl

Lead financial planning and performance tracking across a portfolio of ~40 legal entities. Develop robust, scalable financial models to support scenario planning, sensitivity analysis, and strategic decision-making. Operating within a complex, multi-entity and multi-site structure, you will play a c

A leading financial advisory company in the City of London seeks a Trainee Financial Adviser. The position includes structured training and aims to develop future financial advisers.

A Chartered Financial Advice firm is seeking a Paraplanner to join their remote team in the UK. The role involves leading paraplanning efforts for a well-established client base, streamlining processes, and delivering tailored client communications. Candidates should hold a level 4 qualification and

Ability to work across the business with financial and non-financial partners. Financial Planning and Analysis Manager. Working with Finance Director to maintain and further develop strong internal financial controls.

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.

Build and maintain financial models to inform planning and decision-making. Support business partnering across multiple functions, translating financial insight into action. Experience in FP&A, management accounts, or financial reporting.

In this role, you will conduct research and analysis to support financial planning and produce high-quality reports for advisers. A financial services firm is seeking an experienced Paraplanner to join its team in Solihull. The ideal candidate should have strong report-writing skills and experience

Contribute to budgeting, forecasting, and financial planning processes, including modelling assumptions and preparing projections. Support month-end and year-end financial reporting, ensuring accuracy of revenue, costs, and financial data. Review and reconcile financial data, including payroll, depa

A fast‑growing Managing General Agency is seeking an experienced FP&A Manager to support strategic financial business partnering with the underwriters of key planning and strategic decisions. Business Partnering: Meeting with external underwriters to discuss strategic planning of the business deci

Develop robust financial models, forecasts and cash‑flow projections at both project level (individual events and initiatives) and business / operational level (group‑wide performance, overheads and strategic planning). This is a hands‑on role reporting into the Head of Finance, with broad exp

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

A financial services provider based in London is seeking a Paraplanner to assist in providing financial plans and advice. The role involves drafting financial planning reports, maintaining technical knowledge, and ensuring compliance with internal standards. The ideal candidate should possess releva

Join us in providing holistic financial planning solutions that make a difference in the lives of our clients. Your role goes beyond numbers; it's about creating a positive impact and ensuring the financial wellbeing of those families we look after. Established in the early stages of 2019, Rosart ha

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