Head of Financial Planning & Analysis

Company IconData Careers
Location IconSouth West

Head of Financial Planning & AnalysisHybrid Working | £39.95 per hour Umbrella (£30.37 PAYE equivalent) | 37 Hours Per WeekLead Financial Strategy and Drive Business PerformanceWe are seeking an experienced and com...Read More>>.

Posted: October 11th, 2026
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Head of Financial Planning and Reporting

Company IconDickson O'Brien Associates
Location IconLiverpool

Head of Financial Planning & ReportingLiverpool | Permanent | £70,000–£80,000We are delighted to be supporting a leading organisation in Liverpool with the appointment of a H...Read More>>.

Posted: September 18th, 2026
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Vice President, Financial Planning & Analysis

Company IconAres Management
Location IconLondon

Overview In this role you will lead FP&A for Ares’ European Credit and Real Assets businesses, shaping budgeting, forecasting, and long-range planning with high-visibility to regional and global leadership. You will build and refine compl...Read More>>.

Posted: October 1st, 2026
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Assistant, Financial Planning and Management, Global

Company IconDeloitte
Location IconCardiff

Overview In this role you will drive value from engagement financial management for complex client engagements. You’ll establish reliable KPIs, set up engagements in SAP, and own end-to-end financials to support client delivery. You will...Read More>>.

Posted: October 1st, 2026
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Financial Planner, Scotia Financial Planning - London

Company IconScotiabank
Location IconLondon

Overview In this role you will develop and deepen client relationships by delivering high-quality investment and financial planning advice to the mass affluent market. You will operate as an entrepreneurial professional, leveraging external...Read More>>.

Posted: October 8th, 2026
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Senior Financial Planning Manager

Company IconNational Health Service
Location IconLondon

...Read More>>.

Posted: October 10th, 2026
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Financial Planning Client Administrator

Company IconEvelyn Partners
Location IconLondon

Overview In this Client Administrator role, you’ll provide comprehensive admin support to Financial Planners and nurture client relationships to deliver a smooth, professional experience. You’ll help maintain records, prepare materials,...Read More>>.

Posted: October 10th, 2026
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Head of Financial Planning & Analysis

Company IconCanonical
Location IconLondon

Overview As Head of FP&A, you will lead global FP&A activities, shaping forecasting, planning and executive reporting in a fast-growing, open-source software environment. You’ll partner with product, accounting and IR to enable data-drive...Read More>>.

Posted: October 10th, 2026
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Senior Manager, Financial Planning and Management, Global

Company IconDeloitte
Location IconCardiff

Overview As Engagement Financial Advisor (EFA) Senior Manager, you will shape the practice’s strategic direction and foster a high-performance culture. You’ll lead teams across UK and offshore locations, champion innovation, and ensure...Read More>>.

Posted: October 11th, 2026
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Group Financial Planning & Analysis Manager

Company IconWeir Group
Location IconGlasgow

Overview As Group FP&A Manager at Weir, you will lead planning, forecasting, budgeting, and long-range strategy for a FTSE 100 company. You’ll partner with the CFO, Group Executive, and Board to provide insight-led analysis shaping capita...Read More>>.

Posted: October 12th, 2026
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Senior Financial Planning and Regulatory Manager

Company IconThe Co-Operative Group
Location IconManchester

Overview In this role you will lead Life Services’ planning, forecasting and reporting to enable informed, strategic decisions. You’ll partner with senior leaders to translate financial data into actionable insights while upholding gove...Read More>>.

Posted: October 12th, 2026
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Financial Planning & Analysis Manager

Company IconHays Accountancy and Finance
Location IconHounslow

Job Description Your new company A leading international organisation operating within a fast-paced, multi-site environment is seeking an ambitious FP&A Manager to join its finance leadership team based near Heathrow is a newly created, highl...Read More>>.

Posted: October 12th, 2026
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Senior Paraplanner | Technical Financial Planning Lead

Company IconPKF Francis Clark
Location IconTaunton

PKF Francis Clark in Taunton is seeking a Senior Paraplanner to join our growing Financial Planning team. You will work closely with Financial Planners and Client Executives, acting as a technical specialist to shape complex strategies and deliver...Read More>>.

Posted: October 2nd, 2026
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Remote Paraplanner, Financial Planning Specialist

Company IconAdvancing People Ltd.
Location IconLondon

Advancing People Ltd is seeking an experienced Paraplanner for a full-time, permanent role. The position is remote with occasional travel and involves supporting a financial planning team with detailed financial analysis and client documentation....Read More>>.

Posted: October 2nd, 2026
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Client Support Administrator - Financial Planning

Company IconEllis James Partners Ltd
Location IconSandiacre

Ellis James Partners Ltd is seeking a Client Support Administrator in Sandiacre to assist advisers and the wider team in maintaining strong client relationships. The role involves preparing documentation, coordinating meetings, supporting applicat...Read More>>.

Posted: October 3rd, 2026
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Paraplanner: Growth in Financial Planning & Compliance

Company IconOffice Angels
Location Icon

Office Angels is seeking an experienced Paraplanner in Bromley (Greater London) for a permanent role with a salary around £40,000 depending on experience. You will prepare detailed financial plans, work with advisers, and research investments to...Read More>>.

Posted: October 4th, 2026
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Client Services Administrator - Financial Planning Support

Company IconNJR Recruitment Ltd
Location IconAlderley Edge

NJR Recruitment Ltd is hiring a Client Servicing Administrator for a well-established financial planning business in Alderley Edge. The role supports Financial Planners with day-to-day administration, client servicing, and processing of new busine...Read More>>.

Posted: October 4th, 2026
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Client Servicing Administrator for Financial Planning Firm

Company IconNJR Recruitment Ltd
Location IconAlderley Edge

Client Servicing Administrator for Financial Planning FirmLocation: Alderley EdgeSalary: Up to £32000Contract: Full-Time, PermanentNJR Recruitment is delighted to be working with a well-establish...Read More>>.

Posted: October 4th, 2026
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Paraplanner: Hybrid Financial Planning Specialist

Company IconIDEX Consulting Ltd
Location IconLancashire

IDEX Consulting Ltd in Wigan is seeking an experienced Paraplanner to support Financial Planners with technical research, suitability reports and comprehensive financial planning support. This hybrid role involves 3 days in the office and 2 days f...Read More>>.

Posted: October 4th, 2026
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Hybrid Paraplanner: Research-Driven Financial Planning

Company IconParadigm Employment Services Ltd.
Location IconWorthing

Paradigm Employment Services Ltd. in Worthing is seeking a Paraplanner to support financial advisors with research, analysis and technical reports.You will prepare financial reports, develop tailored client recommendations and ensure regula...Read More>>.

Posted: October 5th, 2026
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Financial Planning Administrator | Grow Career in Wealth

Company IconDynamite-Recruitment-Solutions
Location Icon

Dynamite-Recruitment-Solutions is supporting a Chartered Financial Planning practice in Surrey to recruit an experienced Financial Services Administrator. You will work closely with Financial Advisers, Paraplanners and the administration team, del...Read More>>.

Posted: October 5th, 2026
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Senior Client Success Partner - Financial Planning

Company IconBenchmark Capital Limited
Location IconWinchester

Benchmark Capital Limited in Winchester is seeking a Senior Client Support Executive to join our Client Services team. You will assist Financial Planners, manage client relationships, and coordinate complex administrative tasks to ensure seamless...Read More>>.

Posted: October 5th, 2026
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Paraplanner - Financial Planning & Client Solutions (Flexible)

Company IconOffice Angels
Location IconBromley

Office Angels in Bromley, Greater London, is seeking a Financial Planning Administrator with 1-3 years' paraplanning experience in financial services. The permanent role offers a salary of £40,000 depending on experience and a supportive, team‑...Read More>>.

Posted: October 6th, 2026
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Paraplanner: Hybrid Financial Planning Analyst

Company IconJobs4
Location IconEast Midlands

Jobs4 in South Leicester is seeking a Paraplanner to support a team of Financial Advisors delivering financial planning advice. You will conduct research, analysis and report writing for complex cases, managing them from start to finish.Exp...Read More>>.

Posted: October 8th, 2026
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Paraplanner (Hybrid) - AI-Driven Financial Planning

Company IconRecruit Wealth Ltd
Location IconReading

Recruit Wealth Ltd in Reading is seeking an experienced Paraplanner to join a boutique, client-centric financial planning firm. You will work with a small team of planners, delivering sophisticated planning with your technical expertise.Thi...Read More>>.

Posted: October 8th, 2026
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Paraplanner: Holistic Financial Planning Specialist

Company IconEden Rose
Location IconKettering

Eden Rose in Kettering seeks a Paraplanner to support the Financial Planning team in delivering compliant, high-quality advice. You will develop cash flow models and prepare recommendations, letters, and reports as part of the holistic planning pr...Read More>>.

Posted: October 8th, 2026
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Financial Planning Administrator – Wealth Management

Company IconPrestige Recruitment Group
Location IconWales

Financial Planning Administrator – Wealth Management Flintshire, North Wales | £25,000 - £32,000 + Benefits A growing and well-established Financial Planning firm in Flintshire is looking to appoint an expe...Read More>>.

Posted: October 9th, 2026
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Senior Paraplanner: Financial Planning Expert

Company IconClark James Recruitment
Location IconSt Albans

Clark James Recruitment are seeking an experienced Paraplanner to join a professional financial services team in St Albans. You will support Financial Advisers with technical research, calculations, and draft suitability reports, while managing mu...Read More>>.

Posted: October 9th, 2026
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Financial Planning Admin | Growth & Study Support

Company IconIDEX Consulting Ltd.
Location IconLeeds

IDEX Consulting are recruiting a Financial Planning Administrator to join their growing Leeds team. You will work closely with two experienced Financial Planners to deliver client outcomes and maintain strong client relationships.The role o...Read More>>.

Posted: October 9th, 2026
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Financial Planning Admin — Path to Paraplanner & Adviser

Company IconFinancial Divisions
Location IconLondon

Financial Divisions is an independent wealth planning firm with offices across the UK. They seek an experienced Financial Planning Administrator to join the City of London team, reporting to the Office Manager.The role involves processing o...Read More>>.

Posted: October 9th, 2026
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London Financial Planning Administrator — Paraplanner Path

Company IconConfidential
Location IconLondon

Confidential is seeking an experienced Financial Planning Administrator to join the City of London team. The role involves processing new business, onboarding clients, AML checks, and handling queries related to a broad range of financial products...Read More>>.

Posted: October 9th, 2026
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Technical Financial Planning Specialist

Company IconSearch Consultancy Ltd
Location IconMorley

Search Consultancy Ltd is recruiting a Technical Financial Planning Administrator in Leeds. You will support a team of Financial Advisers by handling end-to-end client administration, including new business applications, valuations, and documentat...Read More>>.

Posted: October 9th, 2026
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Senior Paraplanner – Hybrid Financial Planning Expert

Company IconRgh-Global Limited
Location IconLiverpool

Rgh-Global Limited in Liverpool is seeking an experienced Paraplanner to provide technical input behind high-quality financial planning recommendations. You will work closely with Financial Planners and Paraplanners to deliver robust, compliant an...Read More>>.

Posted: October 11th, 2026
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Paraplanner: Financial Planning & Client Insight

Company IconBond Recruitment
Location IconLiverpool

Bond Recruitment is partnering with a leading IFA firm in Liverpool to recruit a Paraplanner. This role supports Advisers with research, cash flow analysis, and the preparation of suitability and reports to help meet client objectives.You w...Read More>>.

Posted: October 11th, 2026
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Remote Financial Planning & Analysis Analyst

Company IconDisclosure & Barring Service
Location Icon

Disclosure & Barring Service is seeking a Financial Analyst to support medium-term financial planning, budgeting and reporting. You will assist in budgeting, forecasting, product costing and business planning, ensuring accuracy and timeliness acro...Read More>>.

Posted: October 11th, 2026
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Technical Consultant – Financial Planning Platform

Company IconOrtec Finance
Location IconLondon

Ortec Finance seeks a Technical Consultant to support UK wealth managers and banks using the OPAL financial planning platform in implementation and ongoing use. You will translate financial planning logic into digital experiences, working with API...Read More>>.

Posted: October 11th, 2026
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Junior Financial Planning Admin - Hybrid & Growth

Company IconTitan Wealth Holdings Limited
Location IconNorwich

Titan Wealth Holdings is building a new Client Services Administration Team in our Bristol office. We are seeking a Junior / Entry-Level Client Services Administrator to support our desk-based Financial Planners and wider admin team, acting as a...Read More>>.

Posted: October 11th, 2026
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Hybrid Financial Planning Admin & Client Services

Company IconNatWest Group
Location Icon

NatWest Group is seeking a Financial Planning Centre Assistant to provide essential administration for new financial planning business. You will interpret suitability letters and client forms to ensure accurate processing, handling queries and sup...Read More>>.

Posted: October 11th, 2026
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Hybrid Financial Planning Administrator — Growth Path

Company IconTitanwh
Location IconGlasgow

Titan Wealth in Newton Mearns, part of the Titan Wealth Group, is seeking an experienced Client Support professional to join the financial planning team. You will interact directly with clients and support advisers through the full advice process....Read More>>.

Posted: October 11th, 2026
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Hybrid Client Administration Specialist – Financial Planning

Company IconEvelyn Partners
Location IconLondon

Evelyn Partners in London seeks a Client Administrator to provide full administrative support to Financial Planners and to build strong client relationships for a positive, sleek client experience.The role offers a structured training progr...Read More>>.

Posted: October 11th, 2026
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Junior Financial Planning Administrator

Company IconTitan Wealth
Location IconNorwich

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, i...Read More>>.

Posted: October 11th, 2026
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Senior Paraplanner for Wealth & Financial Planning

Company IconEvelyn Partners
Location IconLondon

Evelyn Partners in London is seeking an experienced paraplanner to prepare suitability reports and provide technical research across a broad range of financial products.You will support Financial Planners with client meetings, cashflow mode...Read More>>.

Posted: October 11th, 2026
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Financial Planning Support Specialist

Company IconCo-Navigate Ltd
Location IconNewcastle upon Tyne

Co-Navigate Ltd in Newcastle upon Tyne is seeking an experienced Financial Planning Administrator who is organised, proactive and passionate about providing excellent client service. You will support advisers and paraplanners and help everything r...Read More>>.

Posted: October 11th, 2026
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Senior Paraplanner – Remote, Technical Financial Planning

Company IconSarafin Partners
Location Icon

Sarafin Partners in the United Kingdom is seeking an experienced Paraplanner for a fully remote role, focusing on technical planning, report writing, cashflow modelling and supporting advice across pensions, investments and tax planning. The posit...Read More>>.

Posted: October 12th, 2026
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Remote Technical Paraplanner — Chartered Financial Planning

Company IconChester Rose Limited.
Location IconNewbury

Chester Rose Financial Planning is seeking an experienced Technical Paraplanner to join our growing Chartered firm. This primarily home-based role supports Financial Planners with high-quality technical work across pensions, investments, protectio...Read More>>.

Posted: October 12th, 2026
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Paraplanner – Bespoke Financial Planning & Reports

Company IconAnderson Strathern
Location IconGlasgow

Anderson Strathern Asset Management Ltd provides independent financial planning and asset management. This role supports Financial Planners by producing high-quality, compliant recommendation reports, cashflow modelling and in-depth research....Read More>>.

Posted: October 12th, 2026
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Financial Planning Assistant Supervisor

Company IconArmstrong Watson LLP
Location IconPenrith

Department: Financial PlanningLocation: NewcastleAbout UsBuild something exceptional, with us...Our ambition is clear and openly bold.Armstrong Watson is on a journey to m...Read More>>.

Posted: October 12th, 2026
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