Financial Planning Operations Manager , Team Management
JJ Search Ltd
Canon's MarshThe Company: A well-established boutique Financial Planning firmThe Role:The Financial Planning Oper...Read More>>.
JJ Search Ltd
Canon's MarshThe Company: A well-established boutique Financial Planning firmThe Role:The Financial Planning Oper...Read More>>.
Guidehouse
New YorkOverview In this role you will lead enterprise-wide FP&A, budgeting, forecasting, and performance reporting for a complex professional services firm serving federal and commercial markets. You will partner with the CFO and executives to tra...Read More>>.
Jefferies Financial Group
LondonOverview In this FP&A role you will track and report revenues and expenses related to Jefferies’ activities with the SMBC/Nikko JV, and prepare substantial fee calculations for the Day 1 scope from 2027. You will support the JV setup and...Read More>>.
PwC UK
LondonOverviewSAP Solution Architect - Financial Planning & Analysis SM role at PwC UK. PwC is seeking individuals with deep expertise in FP&A processes and SAP SAC Solution Architecture to work on finance transformation and EPM engagements,...Read More>>.
Finatal
LondonFP&A Director / Group Head of Financial Planning & Analysis Location: London WP15349 A large, investor-backed, international services group is seeking a senior FP&A leader to strengthen Group-wide planning,...Read More>>.
Calton
City of EdinburghA financial planning firm in Edinburgh is looking for a Compliance Officer to ensure adherence to regulatory standards and manage compliance risks. This part-time role offers flexibility with a minimum of two days per week in the office. The ideal ca...Read More>>.
Evelyn Partners
EasthampsteadEvelyn Partners is seeking an Associate Director for their Financial Planning team based in Bracknell, with flexibility for remote work in the home counties. The role involves building client relationships, executing business plans, and providing...Read More>>.
Tesco
Welwyn Garden CityAbout the role Join our fast-paced and people-focused Finance team, a core function that co-pilots the business to deliver outstanding value for customers, colleagues, and shareholders. Our team plays a central role in everything we do...Read More>>.
Forvis Mazars in the UK
City of EdinburghForvis Mazars in the UK is a leading professional services network providing audit, tax and advisory services. The Proposition Team governs our financial planning proposition, maintaining product panels, advice policies and governance frameworks w...Read More>>.
Kailera Therapeutics
BostonAt Kailera, we are bold, authentic and committed to our mission of developing therapies that give people the power to transform their lives and elevate their overall health. Rooted in an entrepreneurial spirit and a team-oriented culture, we ar...Read More>>.
JTC Group
LondonOfficer - Finance - Financial Planning & Analysis EMPLOYMENT TYPE: Permanent DEPARTMENT: Finance DIVISION: Group WORKPLACE STRUCTURE: Hybrid ROLE OVERVIEW PURPOSE OF JOB The role is aligned a...Read More>>.
Bond Recruitment
Alderley EdgeAlderley Edge, United Kingdom — Bond Recruitment is recruiting a Senior Paraplanner for a highly regarded Chartered Financial Planning firm. You will deliver high-quality technical support to the Financial Planner before, during, and after Annua...Read More>>.
AGE UK WEST CUMBRIA
DumfriesArmstrong Watson in Dumfries is seeking a dedicated Financial Planning Consultant to join our growing Financial Planning Team. With a ready-made client bank and future business development opportunities, this role blends stability with growth pote...Read More>>.
Bristol Waste Company
Financial Planning and Analysis Analyst - 6 month FTC at Bristol Waste CompanyLOCATION: Albert Road, BristolFinancial Planning and Analysis (FP&A) Analyst - 6 month fixed term contractAbout Bristol Wa...Read More>>.
Citizens Advice Bureau (Grangemouth & Bo’ness)
PenicuikCitizens Advice Bureau (Grangemouth & Bo’ness) is seeking a compassionate Thrive Early Family Adviser to provide practical, holistic support to families with children under five facing poverty. You will advise on welfare benefits, income maximis...Read More>>.
Tempest Jones
SheffieldTempest Jones is seeking an Operations Manager to build and shape the Financial Planning support function within a growing practice. The role offers considerable autonomy to design processes that enable Financial Planners to focus on client relati...Read More>>.
Honda Motor Europe Ltd
BracknellHonda Motor Europe Ltd. is seeking a qualified finance professional to support FP&A and financial control across European operations. The role focuses on month end, IFRS compliance, data quality, and continuous improvement in a fast-paced environm...Read More>>.
Metro Bank (UK)
LondonMetro 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>>.
Sellick Partnership
Sellick Partnership is recruiting on behalf of a large Local Authority for an Interim Financial Planning & Reporting Manager in the Yorkshire region. Hybrid working arrangements are available for a 6-month contract, with a competitive day rate....Read More>>.
Clearwater Wealth Management
LondonClearwater Wealth Management in London is seeking an ambitious Financial Adviser to join as Associate Partner, with a clear pathway to Director, Executive Director, and equity participation. This is a client‑facing, growth‑focused role backed...Read More>>.
Support Office
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>>.
AJ FOX COMPLIANCE
LondonWe’re working with a world-leading global law firm to appoint a Senior Financial Crime Adviser. Based in London, you’ll provide financial crime and sanctions advice across the UK, US and EMEA, helping the firm navigate regulatory change, manag...Read More>>.
IO Interactive A/S
IO Interactive is seeking a Data Engineer for our Brighton Studio to join the centralized Business Intelligence team. You will own and develop financial planning and analysis systems, data architecture, data sync, reporting solutions and forecasti...Read More>>.
GatenbySanderson
PeterboroughConstruction Industry Training Board (CITB)Director of Financial Planning, Analysis & Business PartneringTo £100,000 + car allowance and excellent benefitsPeterborough/hybridAs the Industry Training Board for c...Read More>>.
Evelyn Partners
City of EdinburghEvelyn Partners in Edinburgh is seeking an Associate Director - Financial Planning to lead client relationships, develop new business with BD, and drive the annual plan. The role requires delivering technically accurate, compliant financial planni...Read More>>.
Simpson Booth Limited
West MidlandsSimpson Booth is proud to partner with a dynamic client to appoint a Financial Planning & Analysis Lead. The role owns planning, forecasting and reporting, delivering forward-looking insight to drive value creation across projects and assets....Read More>>.
ReQuire Consultancy Ltd
SouthamptonSaltus is seeking a Financial Planning Operations Trainer to join on a hybrid pattern, three days on site in the UK. The role involves onboarding and training advisers, paraplanners and support staff, delivering both live and remote sessions, and...Read More>>.
Kalon Financial Ltd
SwindonKalon Financial Ltd in Swindon is seeking an IFA Administrator to support financial planning activities. The role focuses on processing applications, liaising with clients and providers, and preparing documentation for client meetings.No pr...Read More>>.
Compass Associates
West MidlandsTitle: Financial Planning and Analysis Manager Location: Leicester, Birmingham or Chesterfield (Hybrid) Salary: £50,000 - £60,000 per annum, depending on experience Job Type: Full-time, Permanent...Read More>>.
ReQuire COnsultancy LTD
SouthamptonReQuire 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>>.
Eden Rose
SwindonEden Rose is seeking a motivated Trainee Paraplanner in Swindon to join its growing financial planning team. You will support advisers and paraplanners, gathering client information and assisting with research to prepare suitability reports....Read More>>.
Dynamite Recruitment
GuildfordDynamite Recruitment is assisting a Godalming-based financial planning business to hire a Client Services Administrator. This role focuses on delivering high‑quality client service and administrative support to senior advisers and the administra...Read More>>.
Equals One Ltd
LondonRadcliffe & Newlands Wealth are seeking a Training & Competence Coach to develop their growing team of financial advisers. Based in London with hybrid working and occasional office visits, you’ll focus on coaching and people development rather t...Read More>>.
The CFO HQ
Long LeeIPS Finance is seeking an experienced FP&A Manager for a 9-month contract in Keighley, providing financial planning, management information, and strategic performance analysis. You will partner with Finance, Risk and senior stakeholders to deliver...Read More>>.
Hoxton Wealth Group
LondonHoxton Wealth Group is seeking a qualified financial planner to retain and grow a client bank, delivering holistic financial planning. You will integrate financial, tax and legal planning to meet client objectives and use the firm’s investment p...Read More>>.
The JobsBoard
FarnhamThe JobsBoard is seeking a Paraplanner in Farnham to join a dynamic financial planning team. You will provide high-level paraplanning, including cash flow modelling and quality suitability reports, while supporting the Financial Planner with techn...Read More>>.
IDEX Consulting Ltd
ExeterIDEX Consulting Ltd is seeking a Financial Planning Administrator for Bath or Exeter in a hybrid role, offering £33,000 plus bonus. The role supports the Financial Planner with client servicing, reviews, and back-office processing.Key duti...Read More>>.
Rgh-Global Limited
LiverpoolRgh-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>>.
The Progeny Group Limited
LondonThe Progeny Group Limited is seeking a Paraplanner to support the delivery of bespoke financial planning solutions and deliver high-quality, compliant client reports. You will work alongside Paraplanning, Client Executives and Financial Planners t...Read More>>.
Progeny
ScotlandProgeny in the United Kingdom is seeking a Paraplanner to join the Paraplanning team, assisting in delivering bespoke financial planning solutions and producing compliant, high-quality suitability letters and reports.You will work closely w...Read More>>.
Atomos Investments Limited
CareerDo you have experience in file checking or compliance monitoring in a financial planning business? Join a high-performing financial planning firm where maintaining high-quality standards, mitigating risk, and supporting ou...Read More>>.
The FIMS Consultancy
Newcastle upon TyneThe FIMS Consultancy in Newcastle is seeking a Senior Paraplanner to support Financial Planners with detailed Voyant cashflow modelling and rigorous analysis for client financial planning. holding a Level 4 Diploma in Financial Planning and...Read More>>.
Dynamite Recruitment
RedhillDynamite Recruitment is working with an established, independent Chartered Financial Planning firm in Redhill, United Kingdom, renowned for its personal, client‑focused approach and long‑term relationships. The role provides senior administrat...Read More>>.
Forvis Mazars Financial Planning Limited
LondonForvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clea...Read More>>.
Bristol City Council
Bristol City Council is seeking a Group Accountant for Financial Planning and Reporting at City Hall, Bristol. The role focuses on shaping the MTFS, supporting the budget process and delivering clear financial insights to councillors.The su...Read More>>.
Dynamite Recruitment
Dynamite Recruitment is assisting an established Chartered Financial Planning firm in recruiting a Senior Administrator to support Financial Planners and manage client communications in a hybrid environment.The role offers salary up to £43...Read More>>.
Aegon UK Corporate Services Ltd
FarnboroughAegon UK Corporate Services Ltd in Farnborough is seeking a Customer Consultant for a permanent, full-time role. The hybrid model requires office presence at least 40% of the time. The starting salary is £24,479, with a closing date of 28 October...Read More>>.