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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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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SAP Solution Architect - Financial Planning & Analysis SM

Company IconPwC UK
Location IconLondon

OverviewSAP 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>>.

Posted: June 6th, 2026
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FP&A Director / Group Head of Financial Planning & Analysis

Company IconFinatal
Location IconLondon

FP&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>>.

Posted: June 6th, 2026
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Regulatory Compliance Lead – Financial Planning (Part-Time)

Company IconCalton
Location IconCity of Edinburgh

A 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>>.

Posted: June 6th, 2026
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Senior Financial Planning Director — Client Growth & Strategy

Company IconEvelyn Partners
Location IconEasthampstead

Evelyn 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>>.

Posted: August 12th, 2026
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Finance Opportunities - Business Partnering And Financial Planning And Analysis

Company IconTesco
Location IconWelwyn Garden City

About 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>>.

Posted: August 17th, 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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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 10th, 2026
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Strategic Proposition & Governance Lead, Financial Planning

Company IconForvis Mazars in the UK
Location IconCity of Edinburgh

Forvis 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>>.

Posted: September 13th, 2026
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Graduate Financial Planning Analyst — Client-Focused Growth

Company IconJohnstonGreer
Location IconStirling

JohnstonGreer is seeking a Graduate - Financial Planning to join its UK network of offices. The role focuses on building client relationships and supporting Financial Advisors, with a comprehensive training programme in the initial months.Y...Read More>>.

Posted: September 21st, 2026
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Officer - Finance - Financial Planning & Analysis | Mitcham, UK

Company IconJTC Group
Location IconLondon

Officer - 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>>.

Posted: September 22nd, 2026
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Senior Paraplanner: Client-Focused Financial Planning Pro

Company IconBond Recruitment
Location IconAlderley Edge

Alderley 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>>.

Posted: September 25th, 2026
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Financial Planning Consultant: Grow Clients, Shape Futures

Company IconAGE UK WEST CUMBRIA
Location IconDumfries

Armstrong 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>>.

Posted: September 27th, 2026
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Financial Planning and Analysis Analyst – 6 month FTC

Company IconBristol Waste Company
Location Icon

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>>.

Posted: September 30th, 2026
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Family Financial Wellness Advisor

Company IconCitizens Advice Bureau (Grangemouth & Bo’ness)
Location IconPenicuik

Citizens 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>>.

Posted: October 1st, 2026
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Financial Planning Operations Leader - Build & Scale Team

Company IconTempest Jones
Location IconSheffield

Tempest 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>>.

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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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 5th, 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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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 11th, 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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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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Interim Financial Planning & Reporting Manager – Hybrid

Company IconSellick Partnership
Location Icon

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>>.

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

Company IconSupport Office
Location Icon

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 15th, 2026
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Senior Financial Crime Advisor

Company IconAJ FOX COMPLIANCE
Location IconLondon

We’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>>.

Posted: October 15th, 2026
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Director of Financial Planning, Analysis & Business Partnering

Company IconGatenbySanderson
Location IconPeterborough

Construction 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>>.

Posted: October 17th, 2026
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Hybrid FP&A Partner: Strategic Financial Planning

Company IconSimplyhealth
Location IconAndover

Simplyhealth 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>>.

Posted: October 17th, 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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Senior Paraplanner – Lead High-Impact Financial Plans

Company IconCooper Parry
Location Icon

Cooper Parry Wealth is seeking a Senior Paraplanner to support the delivery of financial plans under direction from Relationship Managers. You’ll work with tax advisers and solicitors to produce high quality, compliant reports.You’ll an...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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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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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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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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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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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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