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 Manager, Financial Planning and Management, Global

Company IconDeloitte
Location IconLondon

Overview In this role you will shape the EFA practice strategy and lead high-performing teams to deliver exceptional client outcomes and efficient operations. You will partner with senior stakeholders, drive financial excellence on complex...Read More>>.

Posted: October 11th, 2026
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Senior Compliance Lead – Wealth & Financial Planning

Company IconClayton Davies
Location Icon

A prominent national financial firm in the United Kingdom is seeking an experienced Senior Compliance Manager to enhance their governance framework. This key leadership position involves providing expert compliance guidance to support financial plann...Read More>>.

Posted: June 6th, 2026
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Financial Planning Systems Developer (Pigment/Anaplan)

Company IconCodex
Location IconLeeds

A recruitment firm based in Greater Leeds is seeking a Pigment Developer to join a Financial Planning team. This role involves designing and maintaining financial planning models in Pigment, collaborating with Finance teams, and enhancing forecasting...Read More>>.

Posted: June 6th, 2026
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Lead IFA Team for Financial Planning & Growth

Company IconNorth Oak Recruitment
Location IconWigston

North Oak Recruitment is seeking a Financial Services Planning Manager in Leicester to lead an adviser team, drive performance, and ensure compliant client outcomes. The role involves strategic leadership and growth of the team’s book of advice....Read More>>.

Posted: July 21st, 2026
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Wealth Planner: Strategic Financial Planning & Investments

Company Icon4952 Barclays Bank PLC
Location IconManchester

Barclays Bank PLC in Manchester or Liverpool seeks a Wealth Planner to help clients shape their financial future through planning and investment advice. You’ll work with new and existing clients to understand long-term goals and offer bespoke so...Read More>>.

Posted: August 10th, 2026
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Senior Director, Financial Planning & Wealth Advisory

Company IconEvelyn Partners
Location IconBristol

Evelyn Partners is seeking a Financial Planner in Bristol to provide personalized financial planning and wealth management advice. This role emphasizes relationship-building with clients to achieve their financial goals and includes ensuring tailo...Read More>>.

Posted: August 12th, 2026
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Senior Paraplanner: Hybrid Role in Financial Planning

Company IconRGH-Global Ltd
Location IconKnutsford

RGH-Global Ltd in Knutsford is seeking a Senior Paraplanner to join an established financial planning team. You will deliver high-quality technical and research support across client cases, preparing detailed suitability reports and cashflow analy...Read More>>.

Posted: August 21st, 2026
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Graduate Financial Planning Trainee — Path to Adviser

Company IconGovernment jobs, apprenticeship
Location IconCrewe

Macon invites graduates or high-achieving A-Level leavers to join a structured apprenticeship in financial services. You will learn on the job, handling client documentation, communications, and administration while gaining exposure to investments...Read More>>.

Posted: September 6th, 2026
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Operations Leader - Financial Planning (Path to Director)

Company IconNRG Resourcing
Location Icon

NRG Resourcing's client, a Hampshire-based financial planning practice, seeks an Operations Manager to lead the people and operational side of the business, with a clear path to director-level advancement.You will manage operational leads,...Read More>>.

Posted: September 24th, 2026
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Strategic Financial Planning Analyst – Nuclear Sector

Company IconCareer Choices Dewis Gyrfa Ltd
Location Icon

UKNNL is seeking a Financial Planning Analyst to coordinate company-wide budgeting, forecasting and strategic planning. The role focuses on building robust financial models, cost analysis and performance insights to guide decision making.Yo...Read More>>.

Posted: September 25th, 2026
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Senior Financial Planning & Analysis (FP&A) Analyst

Company IconAdecco Portugal
Location IconKidlington

Adecco are pleased to be recruiting for a Senior Financial Planning & Analysis (FP&A) Analyst to work within the Thames Valley Police Force. Our client, a prominent player in the public sector, is seeking a talented and driven Senior Financial...Read More>>.

Posted: September 27th, 2026
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Senior Paraplanner: Lead Technical Financial Planning

Company IconPKF Francis Clark
Location IconExeter

PKF Francis Clark in Exeter is seeking an experienced Senior Paraplanner to join our growing Financial Planning team. You will take technical ownership of complex cases across pensions, investments and protection, and prepare high-quality suitabil...Read More>>.

Posted: September 27th, 2026
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Hybrid Investment Advisor | Pension & Financial Planning

Company IconBrookson Ltd
Location IconCoventry

Brookson, based in Coventry, is recruiting an Investment Advisor to support freelancers, contractors and self-employed professionals. The role is hybrid with in-office training initially and two days per week in the office, the rest remote....Read More>>.

Posted: September 29th, 2026
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Hybrid Associate Director, Financial Planning & Growth

Company IconForvis Mazars LLP
Location IconSutton

Forvis Mazars LLP seeks an Associate Director to support both the central London and Sutton offices in a hybrid role. You will manage a portfolio of financial planning clients, provide tailored financial planning advice, and contribute to growing...Read More>>.

Posted: September 29th, 2026
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Actuary, FP&A: Strategic Financial Planning & Insights

Company IconPIC
Location IconLondon

Pension Insurance Corporation (PIC) in London is seeking an Actuary to join the FP&A function within Finance. The role requires collaboration with Finance, Origination, Investments, Risk and other departments, applying FP&A knowledge to benefit po...Read More>>.

Posted: September 30th, 2026
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Financial Planning Consultant — Grow Client Impact

Company IconArmstrong-Watson
Location IconNewcastle upon Tyne

Armstrong Watson in Newcastle seeks a dedicated Financial Planning Consultant to join our Financial Planning Team. With a ready-made client bank and growth opportunities, this role blends stability with development potential.The candidate s...Read More>>.

Posted: October 1st, 2026
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Operations Manager - Path to Director in Financial Planning

Company IconNRG Resourcing Limited
Location IconFareham

Run the operational engine behind a growing financial planning practice - with a genuine path to Director for the right person.About the CompanyOur client is a well-established financial planning practice based in Ha...Read More>>.

Posted: October 1st, 2026
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Ops Manager - Financial Planning, Path to Director

Company IconNRG-Resourcing
Location IconPark Gate

NRG-Resourcing presents an opportunity with a growing Hampshire-based financial planning practice to hire an Operations Manager. You will lead operational and people functions, ensuring teams perform well, workloads stay manageable, and processes...Read More>>.

Posted: October 6th, 2026
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Hybrid IFA Administrator — Financial Planning Ops

Company IconRecruit Wealth Ltd
Location IconWesterham

Recruit Wealth Ltd is seeking an experienced Financial Services Administrator to join the Advice Operations team at Westerham. You will support Financial Planners, Paraplanners and the wider team, ensuring a high-quality client service throughout...Read More>>.

Posted: October 7th, 2026
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Head of Compliance (SMF16) – Financial Planning Leader

Company IconIDEX Consulting Ltd.
Location IconLondon

IDEX Consulting Ltd. is seeking a senior Compliance leader to fill a Head of Compliance & SMF16 role.The position oversees the compliance framework across three financial planning businesses within the UK, requiring previous SMF16 approval...Read More>>.

Posted: October 9th, 2026
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Group Strategic Financial Planning & Analysis Manager

Company IconSupport Office
Location IconLondon

Aqua Restaurant Group is a premium, multi-site experiential dining group operating across the UK and internationally under brands including Aqua and Hutong, in an active period of expansion both domestically and in new markets. We are at the next...Read More>>.

Posted: October 9th, 2026
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Hybrid FP&A Manager: Strategic Financial Planning

Company IconMetro Bank (UK)
Location IconLondon

Metro Bank seeks an FP&A Manager to join the Finance team at AMAZE Central, Holborn. You will lead budgeting, forecasting, long-term and strategic planning, and month-end reporting, partnering with senior stakeholders to provide clear insight and...Read More>>.

Posted: October 11th, 2026
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Strategic FP&A Leader | Financial Planning & Insight

Company IconDickson O'Brien
Location Icon

Dickson O'Brien is partnering with a leading organisation in Liverpool to appoint a Head of Financial Planning & Reporting. This permanent senior finance role combines strategic insight with strong technical FP&A expertise.You will lead the...Read More>>.

Posted: September 9th, 2026
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Financial Planning Analyst (12 Month FTC)

Company IconEdenbrook
Location IconLeeds

We’re hiring an experienced FP&A Analyst to join a leading UK Retail finance team. This role is ideal for a commercially minded FP&A professional with strong experience in forecasting, performance analysis and executive‑level reporting. You...Read More>>.

Posted: September 15th, 2026
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Hybrid FP&A Lead: Financial Planning & Reporting

Company IconGoodman Masson
Location IconLondon

Goodman Masson is partnered with The Corporation of The Church House to recruit a Financial Reporting & Planning Lead in Central London. The role focuses on owning monthly management accounts, variance analysis, profitability tracking, and forecas...Read More>>.

Posted: September 22nd, 2026
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Senior Specialist Global Financial Planning & Analysis

Company IconNTT Global Data Centers
Location IconHemel Hempstead

The role of Senior Specialist Global FP&A (Team Operations and Data Center Analysis), is a key role within the Global Financial Planning and Analysis (FP&A) team, reporting to the Director Global FP&A, Operations and Data Center Analysis. The r...Read More>>.

Posted: September 24th, 2026
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Senior IFA: Holistic Financial Planning & Growth

Company IconBond Recruitment
Location IconBarrowford

Bond Recruitment is working exclusively with a leading North West based Independent Financial Adviser firm to appoint an experienced Independent Financial Adviser (IFA) on an employed contract. The role will be based in Nelson with a supportive, c...Read More>>.

Posted: September 25th, 2026
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Senior Financial Planning & Analysis (FP&A) Analyst

Company IconAdecco Colombia S.A.
Location IconBanbury

Adecco are pleased to be recruiting for a Senior Financial Planning & Analysis (FP&A) to work within the Thames Valley Police Force Our client, a prominent player in the public sector, is seeking a talented and driven Senior Finan...Read More>>.

Posted: September 27th, 2026
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Head of Financial Planning & Analysis - Local Authority

Company IconSpinwell Global Limited
Location IconGloucester

Role: Head of Financial Planning & Analysis REF 377899Contract Length: Until 18/06/27Location: Hybrid/Quedgeley, Gloucester - 3 days in office per weekIR35: InsidePay Rate to Intermediary: £39.95 per hourSecurity Clear...Read More>>.

Posted: September 27th, 2026
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Finance Manager: Financial Planning & Operations Lead

Company IconMichael Page
Location IconSouthampton

Michael Page is seeking a Finance Manager in Southampton to oversee financial operations and deliver accurate reporting to support business goals. You will lead day-to-day accounting activities and support the finance team to ensure timely, compli...Read More>>.

Posted: October 2nd, 2026
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Group Strategic Financial Planning & Analysis Manager

Company IconAqua Restaurant Group
Location IconLondon

Aqua Restaurant Group is a premium, multi-site experiential dining group operating across the UK and internationally under brands including Aqua and Hutong, in an active period of expansion both domestically and in new markets. We are at the next...Read More>>.

Posted: October 4th, 2026
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Deputy Head of Financial Planning & Strategy — Modelling

Company IconKing's College Hospital
Location IconCity of Westminster

King's College Hospital is seeking a Senior Financial Planning Manager to act as deputy head of Financial Planning and Strategy. You will line manage two of three Financial Planning Managers and lead financial modelling to forecast the impact of p...Read More>>.

Posted: October 8th, 2026
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Director of Financial Planning & Analysis and Business Partnering

Company IconGatenbySanderson
Location IconPeterborough

As the Industry Training Board for construction sectors in England, Scotland and Wales, our role is to help the construction industry attract diverse new talent and support skills development to build a better Britain. This means engaging with and...Read More>>.

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

Company IconDeloitte (UK)
Location IconLondon

Global Finance Services uses the latest technology and insights to provide Deloitte with a fully-managed, global financial solution. We develop world-class processes that drive efficiency and effectiveness to ensure consistency and compliance acro...Read More>>.

Posted: October 11th, 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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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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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) - 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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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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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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Financial Planning Operations Trainer (Hybrid, Growth)

Company IconReQuire COnsultancy LTD
Location IconSouthampton

ReQuire Consultancy Ltd, partnering with a respected independent financial planning and wealth management firm, is hiring a Financial Planning Operations Trainer for their expanding Financial Planning Training Team.The role focuses on onboa...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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