Trabajos financial planning en Reino Unido - Page 4

A financial advisory firm is seeking an experienced Senior Financial Adviser to provide high-quality financial advice. The ideal candidate has 5–7 years of experience in financial planning, a Bachelor's degree, and relevant certifications.

This London-based, ultra-modern, technology-led Financial Planning company is looking for high-calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base. Provide digitally delivered, simple/clear financial advice with no admin and no needless filing, freei

As we continue to grow, we are excited to add a Manager of Financial Planning & Analysis to our global team. The FP&A Manager will be responsible for working with finance leadership and cross‑functional departments in the business, focusing on identifying and reporting financial status by comparin

Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation. Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable. Very strong

This is a rare opportunity to take on a high-profile, highly complex role in an essential services business poised for IPO, offering long-term stability and breadth of exposure. Get notified about new Head of Financial Planning Analysis jobs in. Director of Financial Planning and Analysis.

Victim Support is an independent charity. As CFO, you will play a pivotal role in shaping Victim Support's future. Lead financial planning, budgeting, forecasting and reporting to support growth and long-term sustainability.

Are you a graduate with ambitions to become a Chartered Financial Planner? Our Graduate Programme is designed to fast‑track your development by giving you hands‑on experience across key areas of the financial planning journey. Across three years you will work in rotations, you’ll gain exposure

Financial Management department is in charge of planning, organising, directing and controlling the financial activities of the Bank.The department performs a variety of financial functions, including accounting and financial reporting, fixed asset and expenses management, budget and management repo

Joining the Finance team at Sainsbury's as a Finance Manager for the Digital Argos division offers a unique opportunity to be at the forefront of strategic decision-making and financial planning within a dynamic and innovative environment. As the Finance Manager - Digital Argos, you will play a vita

Job Description We are currently recruiting for an experienced Head of Infrastructure Services to join our dynamic and evolving technology function. The Role We're looking for a proactive leader to head up our Infrastructure Engineering team. In this role, you'll be accountable for the delivery and support of all infrastructure services across on-prem and Azure Cloud environments, as well as leading the infrastructure team that make this possible. You'll shape and implement an infrastructure strategy aligned with business goals, regulatory requirements, and security standards. Beyond technology, you'll provide guidance to other areas of the business in selecting, developing, and implementing innovative solutions. To succeed, you'll need to be driven, passionate, and personable, with a genuine commitment to supporting and developing others to achieve their full potential. Key responsibilities include: • Development and delivery of Infrastructure Strategy, • Operational running of the Infrastructure environment, • People management of the infrastructure team, • Owner of all app and capability services delivered from the infrastructure space (finance, OR, Risk, Audit, strategy, operations, lifecycle management, continuous improvement, vendor management, stakeholder management, etc.), • Part of the Technology Management leadership and responsible for supporting development of Technology Strategy, Technology people development across the business, • To support and enable the programme management team in delivery of all change work, • To embed a mindset of risk management across all services and to ensure that all aspects of risk is appropriately managed and mitigated, • Support the development of appropriate governance and process to drive all aspects of Technology forward, • To ensure that all aspects of Infrastructure services are designed and run to meet architecture standards which include scalable, efficient, resilient by design, • To establish appropriate measurements across all aspects of infrastructure (people, tech and governance) to drive continuous improvement An MRT is an employee whose professional activities have a material impact on the risk profile of the firm or of the assets that the firm manages. Person Specification The ideal candidate will be a strong people manager and have managed an infrastructure team within a financial services environment. Please note we will only be accepting applications from those with a minimum of 5 years financial services experience. You will have experience of the following: • Establishing and delivering automated monitoring and response environments., • Managing and delivering change into all aspects of on-prem and cloud-based infrastructure services - Network, voice, server, OS, virtual, database, app delivery, windows/linux OS, Azure, 365, firewalls, etc. This is a fast-paced role, and the successful candidate will be comfortable with being hands on whilst having managerial oversight of the team and being part of the Technology management leadership team on a day-to-day basis. We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications. The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £65.9 billion of funds under direction on behalf of over 8,000 advisers and 241,000 investor clients (as at March 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.

You will work cross‑functionally to evaluate strategic initiatives, associated financial impacts, and help to incorporate into financial plans. The role covers a range of FP&A activities including modelling and analytical support for all aspects of the Group’s key three‑year financial plan, bu

If you’re an ambitious financial services professional who enjoys combining technical expertise with client interaction, we’d love to hear from you. We are partnering with a highly respected, forward-thinking financial planning and investment business to recruit a talented. A strong understandin

A leading upskilling platform in the UK is seeking an exceptional GTM Finance Business Partner to provide strategic support directly to the Chief Revenue Officer.This role involves financial planning and analysis for sales operations, building relationships with leadership, and improving financial o

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi‑asset investment solutions business. Quilter Invest is the direct‑to‑consumer investing platform within Quilter Group. High Net Worth includes the

This is a hybrid role based in our London office, with a mandatory in-office presence four days per week. Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Controller, which are the solicitation, evaluation, and sel

At least 3 years’ experience as a Financial Adviser, delivering holistic financial planning. To provide high-quality, holistic financial advice to clients, supporting them in achieving their financial goals and objectives. While the role is primarily client-facing, the adviser will be expected to

Other related roles include: FP&A Analyst | Global Publishing Business | London; Head of FP&A [Financial Planning & Analysis]; Financial Planning and Analysis (FP&A) Business Partner; Interim Financial Planning and Analysis Consultant; and others listed on the page. The ideal candidate for the Finan

A reputable financial planning firm in Esher is seeking a Chartered Financial Planner to service existing clients.

A leading wealth management firm in London seeks a Financial Planning & Analysis professional.This role involves preparing financial reports, collaborating with various departments, and delivering insights for business performance.The ideal candidate has strong analytical skills and experience in fi

The finance team of 17 is currently organized on a product basis with dedicated teams responsible for short-term finance, term finance, broking, group functions and FP&A. ENRA is a rapidly growing and highly profitable specialist property finance group. Commodity Finance Platform – Analyst/Associa

Our client, a leading UK not-for-profit organisation requires a Senior Financial Planning Analyst to provide financial services for a portfolio of development projects. The successful candidate will provide management & financial accounting and business partnering services to the development, constr

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot F

Financial Planning and Analysis Associate. Sign in to set job alerts for “Financial Planning Analyst” roles. Support the FP&A team in ensuring the planning cycles are delivered timely and accurately.

Together the function is responsible for coordinating the growth strategy, financial planning, operational resource planning, performance measurement, and financial operations for Vinted Go. The Financial Operations team is responsible for implementing and improving processes to achieve greater effi

Gartner is looking for your technology leadership in the financial services industry in areas such as artificial intelligence, cybersecurity strategy and governance, board communication, IT risk metrics, regulatory compliance, spending priorities, and strategic risk planning. Sr Director Analyst, Ri

Certified Financial Planner (CFP), Financial Adviser Standards and Ethics Authority (FASEA), or equivalent qualification. The successful candidate will be responsible for providing high-quality financial advice to clients, helping them achieve their financial goals through strategic planning and inv

About Timeline: We are disrupting the financial planning and portfolio management software for advisers in the UK.

Shape local plans and priorities in line with Shelter’s wider strategy, oversee financial and contract performance, best practice, audits and quality reviews. Develop talent and succession planning across the national legal team, and lead by example to embed Shelter’s values across the organisat

Shaping local plans and priorities to align with Shelter's wider strategy, overseeing financial and contract performance, best practice, audits and quality reviews will also be crucial aspects of the role, along with developing talent and succession planning across our national legal team. You will

Commercial Finance Manager - Digital Argos. Joining the Finance team at Sainsbury's as a Finance Manager for the Digital Argos division offers a unique opportunity to be at the forefront of strategic decision‑making and financial planning within a dynamic and innovative environment. As the Finance

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot F

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi‑asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Chevi

Providing holistic financial advice with a financial planning-led approach, understanding clients’ unique financial needs and helping them to chart a path to the life they want. We firmly believe that a human adviser needs to be at the heart of every client relationship; however, by leveraging tec

A leading financial institution in the City of London is seeking a Group Financial Planning & Analysis AVP to support group-wide financial planning and analysis. Responsibilities include preparing strategic presentations for senior leadership and managing financial risks.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers. Review of pension scheme reports/data

Analyst, Financial Planning & Analysis - BIM & Engineering. Analyst, Financial Planning & Analysis - BIM & Engineering. AECO Sector, BIM & Engineering business unit.

Minimum 12+ years of experience in software testing, with at least 6 years as a Test Manager role within the banking or financial services domain. Test Manager with 12+ years of software testing experience, specifically in Payments domain and systems within the banking sector. Test planning, Test St

FP&A Analyst plays a key role in driving the financial planning, budgeting, and performance management processes of the organization. This position is responsible for preparing insightful financial analyses, forecasts, and board presentations, while providing day-to-day financial decision support to

A leading insurance provider is seeking a Senior Financial Performance Manager to join their dynamic team in London.This role focuses on strategic financial planning and operational efficiency, supporting a high-impact business integration initiative.The ideal candidate will have significant experie

We are looking for an ambitious Senior Group FP&A Analyst who enjoys complexity, challenge and working as part of a tight Group team.

A leading fintech company in London seeks a Financial Modeller & Workday Adaptive Planning Manager. You will enhance the Workday Adaptive Planning system while providing top-notch financial modelling support to drive strategic decision-making.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot F

PayPal has been revolutionizing commerce globally for more than 25 years, creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure. PayPal provides equal employment opportunity to all persons regardless of age, color, national origin, citizenship

Analyst, Financial Planning & Analysis - BIM & Engineering page is loaded## Analyst, Financial Planning & Analysis - BIM & Engineeringlocations: UK - London (ALK): Germany - Bonn (Am Bonner Bogen ): Finland - Espoo (Tekla): UK - Leeds (Tekla)time type: Full timeposted on: Posted Yesterda

We’re seeking a talented Director Financial Planning to join our Financial Planning team in London. This is an exciting opportunity for a Director Financial Planning to inherit an existing client book of circa 30 high-quality clients from senior practitioners. Our legacy is built on a commitment t

We are looking for an FP&A professional who will own business financials and will build processes and infrastructure to lead financial modelling, scenario planning, weekly to monthly forecasting, analysis of leading indicators, and have forward looking thinking as a part of their DNA. Direct managem

Locations: London, Manchester, Birmingham (plus 20 offices nationwide).Are you ready to make an impact in one of the UK’s leading Deal Advisory teams?.We help clients navigate the critical stages of planning and executing deals, unlocking value and driving growth.Lead and deliver Financial Due Dil

At the end of our Academy programme, you'll have the opportunity to join our advice business, Quilter financial advisers, as a self-employed adviser. Quilter Full-Time Financial Adviser Programme - London. A career in financial advice can be extremely rewarding, both financially and in terms of job