Associate Director, Financial Partnering, Planning & Analysis

Company IconDisclosure & Barring Service
Location IconLiverpool

About Our ClientDBS was established under the Protection of Freedoms Act 2012 on 1 December 2012, working from two sites, which are Liverpool and Darlington. They operate on behalf of government delivering Disclosure...Read More>>.

Posted: October 17th, 2026
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Associate Director, Financial Partnering, Planning & Analysis

Company IconDisclosure and Barring Service
Location IconDarlington

Job DescriptionAssociate Director, Financial Partnering, Planning & Analysis\n£74,061 - £79,037 per year\nAvailable on a remote, hybrid, or office basis (Liverpool or Darlington...Read More>>.

Posted: October 17th, 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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Executive Director, Financial Planning & Analysis (FP&A)

Company IconGuidehouse
Location IconNew York

Overview 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>>.

Posted: October 12th, 2026
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Financial Planning and Analysis (FP&A) Analyst (Vice President)

Company IconJefferies Financial Group
Location IconLondon

Overview 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>>.

Posted: October 16th, 2026
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Financial Planner, Scotia Financial Planning - London, ON (London Main- Richmond Street)

Company IconScotiabank
Location IconLondon

Overview As a Financial Planner, you will build and deepen mass affluent client relationships by delivering tailored investment and financial planning advice. You work as an entrepreneurial, client-focused advisor who engages external clien...Read More>>.

Posted: October 17th, 2026
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Financial Planner, Scotia Financial Planning - London, ON (Hamilton Rd & Highbury ave)

Company IconScotiabank
Location IconLondon

Overview As a Financial Planner at Scotiabank you will cultivate mass affluent relationships by delivering personalized investment guidance and planning services. You will build an external network and collaborate with internal partners to...Read More>>.

Posted: October 17th, 2026
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Financial Planner, Scotia Financial Planning - London, ON (Hyde Park & Fanshawe West)

Company IconScotiabank
Location IconLondon

Overview As a Financial Planner at Scotiabank, you will develop mass affluent client relationships through tailored investment guidance and planning. You operate as an entrepreneur within a supportive bank framework, building internal and e...Read More>>.

Posted: October 17th, 2026
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Hybrid Financial Services Customer Advisor

Company IconPeoples Partnership
Location Icon

People's Partnership in Crawley is seeking a Customer Service Representative to deliver high-quality support to customers in a hybrid role. The salary is £26,725 plus experience-based increases, with three days at home from Monday to Friday....Read More>>.

Posted: August 9th, 2026
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Customer Service Advisor/ Financial Services

Company IconBDO LLP
Location IconWorcester

Customer Service Advisor - Worcester - 5 days onsite Job description We are recruiting for a Customer Service Advisorsto join our client, in their Insurance team. This is an 8 week's contract opportunity, offering an excellent...Read More>>.

Posted: September 5th, 2026
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Financial Services Customer Advisor – Growth & Training

Company IconFNZ
Location IconBolton

FNZ in Bolton is seeking dedicated customer service advisors for our contact centre. You will be the main point of contact for customers, guiding them through financial products and using our online platform to become self-sufficient. Deliver a po...Read More>>.

Posted: September 12th, 2026
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Customer Service Advisor - Financial services

Company IconCactus Search
Location Icon

This role is Hybrid based in the Stocktonoffice, please check that you can commute to Hale in advance of application. Office hours - Monday to Friday We’re currently looking for multiple enthusiastic Customer Service Advisors wh...Read More>>.

Posted: September 15th, 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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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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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 Operations Trainer - Hybrid Onsite/Remote

Company IconReQuire Consultancy Ltd
Location IconSouthampton

Saltus 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>>.

Posted: October 8th, 2026
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Hybrid Accounting Specialist — Financial Insight & Planning

Company IconCadent Gas
Location IconCoventry

Cadent Gas is seeking an Accounting Specialist to join the Totex Finance team, supporting the Property function from our Ansty Business Park office near Coventry.You will help leaders understand financial performance, plan ahead and drive i...Read More>>.

Posted: October 9th, 2026
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Financial Planning Admin — Hybrid Work + 5% Bonus

Company IconKalon Financial Ltd
Location IconSwindon

Kalon 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>>.

Posted: October 11th, 2026
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Financial Planning and Analysis Manager - Adults Social Care

Company IconCompass Associates
Location IconWest Midlands

Title: 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>>.

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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Financial Care Support Advisor - Telephony

Company IconDescription This
Location IconLeeds

Nationwide is inviting applications for a Customer Support Associate in our Financial Care Team. The role is primarily a telephone-based position supporting customers facing financial difficulty, with a focus on listening, empathy and building tru...Read More>>.

Posted: October 11th, 2026
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Trainee Paraplanner — Hybrid Career in Financial Planning

Company IconEden Rose
Location IconSwindon

Eden 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>>.

Posted: October 12th, 2026
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Client Services Admin - Financial Planning | Quarterly Bonus

Company IconDynamite Recruitment
Location IconGuildford

Dynamite 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>>.

Posted: October 12th, 2026
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Financial Planning Coach & Academy Development Lead

Company IconEquals One Ltd
Location IconLondon

Radcliffe & 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>>.

Posted: October 12th, 2026
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Branch Customer Advisor & Financial Guidance

Company IconSkipton Building Society
Location IconManchester

Skipton Building Society in Altrincham is seeking a Customer Relationship Consultant to join our branch team on a permanent, full-time basis (36 hours per week). You will engage with customers to understand their needs, discuss savings products, a...Read More>>.

Posted: October 12th, 2026
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Senior FP&A Manager — Financial Planning & Insights (Hybrid)

Company IconThe CFO HQ
Location IconLong Lee

IPS 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>>.

Posted: October 13th, 2026
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Remote Financial Services Advisor | Flexible Schedule

Company IconAO Garcia Agency
Location IconBabraham

AO Garcia Agency is a home-based client role offering a flexible schedule and a scoreboard-driven approach. You will run video meetings, work warm leads, and build a book. The role provides process and coaching while you bring the work ethic....Read More>>.

Posted: October 13th, 2026
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Global Wealth Planner — Holistic Financial Planning

Company IconHoxton Wealth Group
Location IconLondon

Hoxton 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>>.

Posted: October 15th, 2026
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Hybrid Paraplanner — Cashflow Modeling & Financial Plans

Company IconThe JobsBoard
Location IconFarnham

The 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>>.

Posted: October 15th, 2026
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Hybrid Financial Planning Administrator | £33k + Bonus

Company IconIDEX Consulting Ltd
Location IconExeter

IDEX 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>>.

Posted: October 15th, 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 15th, 2026
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Paraplanner: Deliver Bespoke Financial Plans & Reports

Company IconThe Progeny Group Limited
Location IconLondon

The 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>>.

Posted: October 15th, 2026
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Paraplanner: Client-Focused Financial Planning & Reports

Company IconProgeny
Location IconScotland

Progeny 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>>.

Posted: October 15th, 2026
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Advice Quality Assessor (File Checker) - Financial Planning

Company IconAtomos Investments Limited
Location Icon

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>>.

Posted: October 15th, 2026
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Financial Advice Assessor , Quality Assurance & File Review , Pensions & Financial Planning

Company IconJJ SEARCH LIMITED
Location Icon

A well-established Wealth Management firm.The RoleThis is a fantastic opportunity for to join a highly credible Wealth Management company working in their BRISTOLoffice. The Financial Advice Assessor will Level 4 Qualified...Read More>>.

Posted: October 15th, 2026
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Senior Paraplanner - Path to Financial Planning & Growth

Company IconThe FIMS Consultancy
Location IconNewcastle upon Tyne

The 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>>.

Posted: October 16th, 2026
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Remote Paraplanner – Technical Financial Planning Expert

Company IconGuild Search
Location Icon

Guild Search is partnering with an established financial planning business to appoint an experienced Paraplanner in a fully remote UK-wide role. You will work with Financial Advisers to deliver high-quality technical paraplanning and reports....Read More>>.

Posted: October 16th, 2026
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Senior Financial Planning Specialist - Hybrid, Client-Focused

Company IconDynamite Recruitment
Location IconRedhill

Dynamite 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>>.

Posted: October 16th, 2026
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Customer Relationship Advisor – Financial Wellness

Company IconSkipton Building Society
Location IconGuiseley

Skipton Building Society in Leeds & Guiseley is recruiting a Customer Relationship Consultant for a permanent 36-hour-per-week role across both branches. You will engage customers to identify needs, explain our savings range and services, and run...Read More>>.

Posted: October 16th, 2026
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Financial Planning Graduate Trainee - London - September 2027

Company IconForvis Mazars Financial Planning Limited
Location IconLondon

Forvis 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>>.

Posted: October 16th, 2026
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Financial Services Customer Advisor

Company IconAegon
Location IconFarnborough

Aegon is seeking a Customer Consultant in Farnborough to deliver first-class service to customers via phone, handling inbound and outbound calls and promoting financial planning products.You will resolve queries, understand customer needs,...Read More>>.

Posted: October 16th, 2026
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Customer Experience Advisor – Financial Services

Company IconSkipton Building Society
Location IconSalterforth

Skipton Building Society in the United Kingdom is seeking a Customer Service Advisor to be the friendly face and voice for our members, whether in-branch or over the phone. You will listen to customers, understand their circumstances, and offer ta...Read More>>.

Posted: October 16th, 2026
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Strategic Group Accountant - Financial Planning Flexi-time

Company IconBristol City Council
Location Icon

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>>.

Posted: October 17th, 2026
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Senior Financial Planning Admin (Hybrid) — Growth & Study

Company IconDynamite Recruitment
Location Icon

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>>.

Posted: October 17th, 2026
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Community Welfare & Financial Wellbeing Advisor

Company IconCitizens Advice Ltd
Location IconCrawley

Citizens Advice Ltd in England is seeking a Community Outreach Adviser (Crisis & Resilience) to deliver advice and support in local communities, focusing on improving financial resilience.You will work with individuals to maximise income th...Read More>>.

Posted: October 17th, 2026
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Customer Consultant – Financial Planning Support (Hybrid)

Company IconAegon UK Corporate Services Ltd
Location IconFarnborough

Aegon 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>>.

Posted: October 17th, 2026
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