Financial planning jobs in Wolverhampton - Page 2Create job alerts

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

Providing high-quality financial planning advice to a small portfolio of clients, maintaining excellent service standards and fostering strong long-term relationships. NET Recruit is partnering with a leading UK financial planning and investment management firm in their search for an experienced. He

Operations Manager (Financial Planning). Our Client are a boutique Firm of Financial Planners and this will be a key role to ensure the smooth, efficient and compliant running of day-to-day business functions, while driving continuous improvement and supporting long-term strategic goals.

This is an excellent opportunity for an experienced IFA Administrator or Client Services professional to join a well-established and highly personable financial planning firm based in West Sussex. The business takes a genuinely holistic and relationship led approach to financial planning and is look

Input, update, and validate financial planning data and documentation. Data Administrator - Financial Planning. We are supporting a well established wealth management firm that prides itself on delivering high-quality financial planning underpinned by accuracy, efficiency, and exceptional client ser

A rare opportunity to shape the future of a growing, financial planning, adviser-led wealth management firm.

Helping deliver high-quality, holistic financial planning solutions. Are you a driven financial services professional looking to progress your career in Paraplanning?. Renowned for their client-centric ethos and collaborative working style, they’ve built a strong presence in the financial planning

Responsibilities include assisting clients with mortgage and protection applications, providing tailored mortgage products, helping clients navigate financial options and ensring compliance with Industry regulations.

Leading the annual planning and rolling forecast process. FP&A Manager Location: West London Salary: £70k + bonus Sector: Hospitality An exciting opportunity has arisen for a Finance Planning & Analysis (FP&A) Manager to join a leading international organisation. This role provides direct support

What you'll need to succeed /n/n /n/t - Extensive background in financial planning and MTFS, including identifying funding sources, forecasting income streams, and managing large city council budgets effectively /n/t - Experience of leading a small financial planning team within large or complex o

Leading the annual planning and rolling forecast process. Finance Planning & Analysis (FP&A) Manager. This role provides direct support to the UK Executive, MD and CFO, delivering critical insight and financial leadership to drive performance and strategic growth.

What you'll need to succeed /n/n /n/t - Extensive background in financial planning and MTFS, including identifying funding sources, forecasting income streams, and managing large city council budgets effectively /n/t - Experience of leading a small financial planning team within large or complex o

Finatal is partnering with a £90m turnover Private Equity business based in the UK, reporting into the Head of FP&A.The business is looking to grow to £150m in the next three years, doubling their EBITDA.The client is looking for an individual with Private Equity experience, ideally within a SaaS

A recruitment agency is seeking a skilled Financial Planning Support professional for a full-time position based in North London.

Candidates should hold a Diploma in Regulated Financial Planning and possess strong leadership and coaching skills. A well-known financial advisory firm in Greater London is seeking a Regional Director to lead a team of Financial Planners.

Financial Planning and Analysis Manager. This is a high‑impact role where you will drive our financial planning and analysis and also play a crucial part in executing our corporate development strategy, including M&A and other strategic transactions. Direct experience of M&A, preferably within a f

A leading insurance company in Greater London seeks a Lead Financial Analyst to manage financial planning and forecasting. The role involves leading a team, ensuring accurate GAAP submissions, and enhancing financial capabilities through EPM tools like Workday Adaptive.

Prepare regular financial reports, dashboards, and SaaS performance metrics for internal and external stakeholders. Translate financial and operational data into actionable insights that drive efficiency and profitability. Advanced Excel and financial modelling skills; experience with tools like Pow

This role involves building referrals, delivering high-quality financial planning advice, and requires a minimum of two years’ experience in an IFA role. A prominent law firm in the East Midlands is seeking an experienced Financial Advisor to join their Wealth Management Team in their Derby office

Get notified about new Financial Planning and Analysis Manager jobs in. Build financial models to support investment, growth, and change initiatives.

Get notified about new Financial Planning and Analysis Manager jobs in. Build up rigorous and dependable budgeting and forecasting processes, financial models and KPI dashboards.

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. Lead the annual budgeting, rolling forecasting, and long‑range financial planning processes. Act as a t

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. The Delivery portfolio is delivered across key regional programs of work (Front Office, Compliance & Financial Crime, Operations, Finance, Risk & Data, Human Resources, Technology, an

Work closely with the senior leadership team to provide detailed financial analysis. Develop and own complex financial models to support new business initiatives and investment decisions. Work closely with the financial controller to lead the production of timely and accurate monthly management repo

FP&A Manager – Private Equity Backed Growth Story.This is not your typical FP&A role.You’ll be stepping into the engine room of a PE-backed, high-growth e-commerce business that’s gearing up to double in size to over £200m turnover.With major acquisitions in the pipeline, new investment on th

Build and maintain driver‑based financial models (P&L, Balance Sheet, Cash Flow). Lead budgeting, forecasting, and scenario planning processes. Partner with senior stakeholders to provide clear, actionable financial guidance.

Senior Financial Planning & Analysis Analyst. We are currently undergoing an exciting period of transformation and change as we modernise our processes and enhance our financial planning capabilities. Consolidating the performance of all product lines within Specialty and articulating the financial

The role involves managing a financial planning team, ensuring accurate GAAP (IFRS 4) forecasting, and enhancing the financial planning processes using EPM tools. A specialist insurance company is seeking a Lead Financial Analyst within its Finance function in Greater London.

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. Budgeting & Planning: Lead the development of budgets and forecasts across the business and its operating

The Premier League Studio's Finance department is looking for a Senior Financial Planning and Studios Manager to join the team and drive the organisation's financial planning and operational finance support for our studio and production activities. Support commercial negotiations by providing financ

A leading financial institution in the UK is seeking a Senior Financial Planning Supervisor to join their Mass Affluent team. The ideal candidate will possess a Level 4 Financial Planning qualification and extensive experience in financial services.

As a Regional Director, you will lead a team of Financial Planners to deliver an outstanding client experience in line with our Lifestyle Financial Planning proposition. Diploma in Regulated Financial Planning (Level 4). You're an experienced leader who understands what good looks like in financial

Promote Financial Planning / Wealth Planning in the most positive light. Provide financial planning and investment advice in all key areas of expertise to new and existing clients of the firm. To promote holistic financial planning to the business and to clients directly.

A leading financial services company is seeking a Director of Financial Planning in Birmingham, responsible for developing trusted client relationships and providing tailored financial and wealth management advice.

The ideal candidate will hold a Diploma Level 4 in Financial Planning and be familiar with regulatory requirements. A financial advisory firm in London seeks an experienced adviser to manage a portfolio of high-net-worth clients with c.

A leading financial institution seeks a Training & Competency Manager in Financial Planning to join their Mass Affluent team in Birmingham or Manchester. Candidates should have a recognised qualification in Financial Planning and experience in supervising advisers.

A leading financial services firm in the UK is seeking a Head of FP&A to lead financial planning and analysis.

Senior Financial Planning & Analysis Analyst. We are currently undergoing an exciting period of transformation and change as we modernise our processes and enhance our financial planning capabilities. Consolidating the performance of all product lines within Specialty and articulating the financial

Get notified about new Financial Planning and Analysis Manager jobs in.

We are delighted to partner with a dynamic, Private Equity firm in their search for a Financial Planning & Analysis Manager. Build financial models to support planning and initiatives. Financial Planning and Analysis (FP&A) Manager - Private Equity | Central London | circa £100,000 + bonus and bens

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. Good financial modelling skills.

This role offers the opportunity to provide expert financial advice to high-net-worth clients, ensuring their financial objectives are met through tailored solutions. An established industry player is seeking a passionate Financial Advisor or Financial Advisor Manager to join their talented team. Wi

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

This role is ideal for someone hands‑on, detail-oriented, and eager to work closely with senior leadership, ensuring accurate financial insights and smooth planning cycles across Luxclusif. Monitor core KPIs, prepare dashboards, and deliver performance reports using financial and non-financial dat

Solid understanding of corporate financial planning processes, business performance metrics, and strategic decision‑making frameworks. Financial Planning Analyst | Upto $110/hr Hourly – Contract – 1–2 months – ~20 hours/week – Immediate start (USD $80–$110 per hour). Evaluate financial

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