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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 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. As the role entails T&C supervision, it is important you have your full Level 4 Diploma in Financial

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—

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. Prepare sound financial plan

That means more than financial returns its about helping people feel confident in their decisions and supported in their future.

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. Full paraplanning and admin support. Your goal will be to ensure clients make wise and profitable decisions to meet their

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. As a business we operate a s

ROLE: Financial Planning & Analysis Manager HOURS: 37.

Head of Financial Planning & Analysis - London - Hybrid. 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 reporting packs, providing clear

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

A leading advisory practice in City of London seeks an experienced Financial Planning Administrator to provide exceptional support to financial advisers. The role involves administration tasks, managing client communications, and requires knowledge of financial products, especially Pensions and Inve

The Group Planning and Management Information team delivers internal financial reporting, forecasting, and planning for Pearson’s Board and senior leadership. The team works closely with Pearson Financial Services (PFS) in Belfast and collaborates with the Group Financial Reporting team and other

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. If you have any further qualifications within Financial Advice / Planning or working towards your Le

A financial planning firm in Leicester is seeking a qualified Paraplanner. In this role, you will closely collaborate with Financial Advisers to provide high-quality client support and technical assistance.

Significant post‑qualification experience in financial planning and analysis, ideally in a global, multi‑entity environment. Financial planning & forecasting. This includes delivering forward‑looking financial planning, budgeting, and analysis across the organisation, as well as delivery of pe

Build up rigorous and dependable budgeting and forecasting processes, financial models and KPI dashboards.

A local financial planning firm is looking for a Chartered Financial Advisor in Maidstone. Ideal for candidates who value quality, holistic financial services and wish to work in a supportive environment.

A leading recruitment agency in the UK is seeking a skilled Business Analyst for a 12-month contract to enhance the operational capability of a high-profile banking client.The role involves supporting bank-wide projects, improving management information, and documenting key processes.Candidates shou

Senior Data Science Manager - Financial Planning and Analysis. Senior Data Science Manager — Financial Planning and Analysis. We’re looking for a Senior Data Science Manager to join our growing Financial Planning and Analysis Team in London.

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 manage stakeholders and deadlines, through effective planning, organisationa

A leading financial planning firm in the UK is seeking a Head of Advice to lead the compliance, quality, and strategic direction of their advisory function.

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

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. Leverage f

The Delivery portfolio is delivered across key regional programs of work (Front Office, Compliance & Financial Crime, Operations, Finance, Risk & Data, Human Resources, Technology, and Planning), and overseen by the Regional Portfolio Committee. Discover your opportunity with Mitsubishi UFJ Financia

The ideal candidate will hold or be working towards a financial planning qualification, possess strong report writing skills, and have a confident customer-facing manner. A well established Financial Planning firm in London is seeking a Paraplanner / Senior Administrator to prepare client files, und

You’ll have direct ownership over core planning and forecasting processes, performance analysis, and the financial insights that help leadership understand where we’re winning, where we need to adjust, and how we allocate resources as we scale. Continuously improving financial processes, models,

Lead short- and long-term planning cycles, including budgeting, forecasting, and strategic planning. Strong background in financial planning, performance management, and business analysis. Deliver high-quality financial analysis, trends, and forecasts to support strategic and commercial decision-mak

This is a high-impact role for someone who thrives in a dynamic, entrepreneurial environment and is excited to design and implement a new KPI reporting suite, alongside planning and forecasting models that will directly inform strategic decision-making across the business. Commercially minded – ab

A leading financial services provider in the United Kingdom is seeking a Director of Financial Planning to join their Southampton team.

Ownership of group forecasting, budgeting and long‑range planning. Head of FP&A to lead group planning, forecasting and performance insight across a multi‑country operating model. Reporting to the CFO, this role will sit at the centre of commercial decision‑making, partnering closely with the

As a Financial Planner in London, you will support clients in achieving their financial goals, developing plans that maximise their resources and guide them throughout their financial life events. Department Financial Planning Locations London Remote status Hybrid. Deliver financial planning that fe

You will be an advanced Excel user with experience of modern reporting and analytics tools such as Power BI, and able to communicate complex financial information clearly to senior stakeholders. Sitting at the centre of commercial decision-making, you will partner closely with senior stakeholders to

A leading Independent Financial Advisory firm based in Essex is seeking an experienced Financial Adviser to deliver high-quality advice to clients. Successful candidates will need to be fully qualified and have experience in providing financial advice. This position offers hybrid working, a strong e

We’re looking for a motivated and detail-oriented individual to join our Financial Planning team. Financial Planning Support, or at least 1 year as a trainee FP Assistant. You’ll play a key part in helping our Financial Planners deliver excellent service, while developing your own skills in a su

The ideal candidate must hold a UK Level 4 Diploma in Financial Advice and possess proven financial planning experience. A leading financial advisory company is seeking a Financial Planner to help clients make informed decisions. Responsibilities include preparing financial plans, advising on curren

A leading financial services firm in the UK is seeking a Financial Planning Administrator to manage client relationships and provide specialized administration support. This entry-level position requires at least 2 years of experience in financial services, emphasizing client-focused service and exc

Qualifications required are a University degree, Level 4 Qualification, and 3+ years of financial services experience.

A leading global advisory firm is seeking a Senior Financial Advisor to join its Financial Planning Group. The role involves providing guidance and regulated advice to clients regarding retirement planning, requiring deep knowledge of the UK pensions landscape. This position offers substantial profe

Senior Financial Planning AdministratorSenior Financial Planning Administrator About Attivo: Attivo are Lifestyle Financial Planners. About the you: You are an organised and proactive Financial Planning Administrator with at least three years' experience in a similar role within Fi

You’ll need to bring at least 2 years of financial administration experience within a wealth planning or financial advice business. If you want to progress in financial planning, paraplanning or operations, we’re happy to fund professional qualifications and industry exams, including CII pathway

This is a commercially focused role supporting international operations with financial planning, budgeting, forecasting and reporting. Developing financial models for capital projects and scenario planning. You will hold a degree in Finance, Accounting, Economics, or a related field, with at least 4

Experienced Financial Adviser with a Level 4 Advice qualification and SPS. Both Employed and Self-employed packages with the opportunity to build real value within a leading financial advice business. Potential for earning £100k+ within 2 years, with the opportunity for further financial progressio

You will play a pivotal role in shaping the financial direction of the business, providing critical insights, driving financial planning and forecasting excellence, and acting as a trusted advisor to senior leaders. Senior Finance Manager (Financial Planning & Analysis). Maintain and enhance financi

You’ll have access to leading investment propositions while retaining the ability to advise across the entire market - including pensions, offshore bonds, tax-efficient structures, retirement planning, and holistic financial strategies. Deliver independent, tailored financial planning and wealth m

As a Financial Planner in London, you will support clients in achieving their financial goals, developing plans that maximise their resources and guide them throughout their financial life events. Deliver financial planning that feels personal - because every client’s story is unique. Learn, under

The FP&A Manager leads our financial planning and analysis process. Job Title: Financial Planning & Analysis (FP&A) Manager. The FP&A Manager will be responsible for overseeing the forecasting, budgeting, and financial analysis processes, as well as providing strategic financial insights to support