Financial Planning Operations Manager , Team Management
JJ Search Ltd
BristolThe Company: A well-established boutique Financial Planning firmThe Role:The Financial Planning Oper...Read More>>.
JJ Search Ltd
BristolThe Company: A well-established boutique Financial Planning firmThe Role:The Financial Planning Oper...Read More>>.
Chetwood Bank
WarringtonChetwood Bank in Manchester is seeking a Financial Analysis Manager to shape financial strategy and oversee AOP/ROP, forecasts, and capital planning. You will develop models, lead reporting to senior leadership, and drive data-driven recommendatio...Read More>>.
IDEX Consulting Ltd.
LondonIDEX 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>>.
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>>.
Otto James Consulting
Otto James Consulting is assisting a Cheshire-based SaaS organisation to recruit a Head of Financial Planning and Commercial Finance. The role reports to the Group Finance Director and drives day-to-day financial support for commercial activities....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>>.
Aqua Restaurant Group
LondonAqua 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>>.
JJ Search Ltd
JJ Search Ltd is seeking a Financial Planning Operations Manager to shape how operations are delivered across a growing offshore function. You will lead Paraplanning Team Leaders and partner with senior stakeholders to drive operational excellence...Read More>>.
NTT Global Data Centers
Hemel HempsteadThe 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>>.
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>>.
Evelyn Partners
City of EdinburghEvelyn Partners in Edinburgh is seeking an Associate Director - Financial Planning to lead and develop client relationships, support the BD and Investment teams, and provide senior-level insight across the business.You will mentor junior FP...Read More>>.
Lime Professional Services
WallsendLime Professional Services in the United Kingdom is seeking a Senior Paraplanner to join an established Independent Chartered Financial Advisory firm based in Newcastle. You will provide paraplanning support to several Advisers and help design, de...Read More>>.
BDO UK
Greater ManchesterIdeas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Brita...Read More>>.
LeMieux Ltd
RomseyFull job descriptionLeMieux is the UK’s fastest-growing equestrian and lifestyle brand, with a global community and big ambitions. As we continue our international expansion and scale our operations, we’re investing in world-class fi...Read More>>.
University Hospitals Birmingham NHS Foundation Trust
BirminghamUniversity Hospitals Birmingham NHS Foundation Trust is seeking an exceptional finance leader to join our senior Finance leadership team. Reporting to the Director of Group Finance, you will lead the full cycle of Group financial planning a...Read More>>.
IFF Talent - Ingham Frankland Fide
West YorkshireOverviewFP&A Manager – Private Equity Backed Growth Story. Fully Remote (UK-based). This is not your typical FP&A role. You’ll be stepping into the engine room of a PE-backed, high-growth e-commerce business that’s gearing up to...Read More>>.
4952 Barclays Bank PLC
ManchesterBarclays 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>>.
IDEX Consulting Ltd
LondonIDEX Consulting Ltd in the Home Counties is seeking an experienced Senior Paraplanner to support Financial Advisers with high-quality, compliant financial planning recommendations and suitability reports. The role is predominantly home-based with...Read More>>.
PB Select Ltd
ManchesterPB Select Ltd in Manchester is seeking a senior recruitment lead for Financial Planning and Wealth to stay hands-on while building the desk and broader practice. You will manage high-fee, senior appointments with established client relationships i...Read More>>.
BoF Careers
LondonCompany Description Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 5...Read More>>.
Belmont Recruitment
HarrogateBelmont Recruitment is seeking a Financial Planning and Reporting Manager to join East Riding of Yorkshire Council on a 3-month temporary contract. The role is full-time, 37 hours per week, Monday to Friday, and focuses on leading a finance team t...Read More>>.
Simplyhealth
AndoverSimplyhealth in the United Kingdom is seeking a Financial Planning & Analysis Partner to shape the financial direction by providing forecasting, planning and decision support to senior stakeholders across the Group. This highly visible role leads...Read More>>.
Xstrahl, Inc
BrownhillsJob Title: Financial Planning & Analysis (FP&A) Management Accountant Location: Brownhills, UK (Office based) Responsible to: Group Financial Controller Key Relationships: Chief Financial Officer, Operations Director, Finance...Read More>>.
PKF Francis Clark
TauntonPKF 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>>.
Paradigm Employment Services Ltd.
WorthingParadigm 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>>.
Recruit Wealth Ltd
ReadingRecruit 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>>.
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>>.
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 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>>.
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>>.
Cluett Reeve Ltd
WhiteleyCluett Reeve Ltd in Whiteley (UK) is seeking an experienced Paraplanner to join our office-based team. The role focuses on supporting financial planners by researching client needs, analysing data and drafting detailed reports.Working 35 ho...Read More>>.
AFH Financial Group
BromsgroveAFH Wealth Management is seeking a Senior Paraplanner based in Bromsgrove with the option for remote work. This full-time, permanent role involves delivering independent financial planning research, preparing reports, and supporting advisers to ac...Read More>>.
Liberty Gas Group
LiverpoolLiberty Gas Group in the United Kingdom is seeking a Finance Manager to provide financial leadership, accurate reporting, and business partnering across the organisation. You will manage monthly management accounts, P&L, balance sheets, and drive...Read More>>.
Eden Rose
City of EdinburghEden Rose, a growing UK wealth management business, is seeking a Level 4 qualified Paraplanner to join its Edinburgh team.You will provide technical and report-writing support to Financial Advisers, focusing on complex cases and delivering...Read More>>.
Swiss Life
LondonChase de Vere is inviting applications for a PICOP paraplanner based in London. The role supports senior advisers, delivering independent financial strategies for personal injury and clinical negligence cases.A strong technical foundation a...Read More>>.
RGH-Global Ltd
KnutsfordRGH-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>>.
Armstrong-Watson
Newcastle upon TyneArmstrong 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>>.
W Talent
SheffieldW Talent is seeking a seasoned Client Relationship Manager within Financial Planning to support an established portfolio in Sheffield. You will deliver proactive client servicing, conduct reviews, and help advisers with insightful financial planni...Read More>>.
Eden Rose
BathEden Rose, a growing financial planning firm in Bath, is seeking an experienced Paraplanner to join the adviser team on a hybrid basis at Bath City Centre. The role offers the chance to shape paraplanning processes with long‑term progression and...Read More>>.
Ortus PSR Ltd
LondonOrtus PSR Ltd in London (Edgware area) is seeking a proactive Financial Planning Administrator to support paraplanning and advisory teams. You will manage day-to-day administrative tasks for client cases and help move files from first meeting thro...Read More>>.
NatWest Group
BirminghamNatWest Group is seeking a Financial Planning Specialist to serve Premier Banking clients with bespoke investment, retirement planning, inheritance tax and protection advice.You will build trusted relationships, manage portfolio growth, and...Read More>>.
United Kingdom National Nuclear Laboratory Limited
WarringtonUnited Kingdom National Nuclear Laboratory Limited (UKNNL) is seeking a Financial Planning Analyst to coordinate company-wide budgeting, forecasting and strategic planning. You will develop models, improve processes, and provide insights to suppor...Read More>>.
Co-op Group
ManchesterCo-op Group in Manchester is seeking a Lead Finance Planning & Reporting Analyst to consolidate reporting outputs and partner with finance teams, shaping forecasts, budgets and strategic plans.You will deliver performance reporting, build f...Read More>>.
KaneHR
BirminghamJob Title: Financial Planning & Analysis (FP&A) Management Accountant Location: Brownhills, UK (Office based) Responsible to: Group Financial Controller Key Relationships: Chief Financial Officer, O...Read More>>.