What Jobs are available for Adaptive Planning in the United Kingdom?

Role: Financial Business Planning and Treasury Manager
Type: Permanent
Salary: 65,000 - 75,000 (depending on experience)
Location: Fully Remote (occasional travel once a month in Cambridge)

Sellick Partnership is partnering with a Housing Association to recruit a Financial Business Planning and Treasury Manager on a permanent basis.

The responsibilities of the Financial Business Planning and Treasury Manager will be:

• Leading on production and updates of the Group's 30-year Business Plan (c. 350m loan finance).
• Managing day-to-day treasury operations including cashflow forecasting and compliance.
• Preparing regulatory returns, statutory accounts input, and treasury monitoring reports.
• Working with funders, banks, and advisors to ensure effective treasury management.
• Managing an Assistant Finance Business Partner.
• Supporting appraisal writing, reporting to the Finance Director, and providing financial insight to senior leadership.

The ideal candidate for the Financial Business Planning and Treasury Manager role will have:

• CCAB qualification.
• Minimum 3 years' post-qualified experience within Housing Associations.
• Proven experience in business planning (ideally with BRIXX).
• Knowledge of treasury processes and compliance (desirable if not core).
• Strong financial modelling and appraisal writing skills.
• Ability to manage relationships with senior stakeholders, funders, and auditors.
• Excellent leadership and team management skills.

How to apply for the Financial Business Planning and Treasury Manager role:

If you believe you are well-suited to this excellent opportunity, please apply directly or contact either Tim Farnsworth or Daniella Pye at Sellick Partnership Derby Office for more information.

CVs will be screened and submitted to the client on an ongoing basis.

Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.

Role: Financial Business Planning and Treasury Manager
Type: Permanent
Salary: 65,000 - 75,000 (depending on experience)
Location: Fully Remote (occasional travel once a month in Cambridge)

Sellick Partnership is partnering with a Housing Association to recruit a Financial Business Planning and Treasury Manager on a permanent basis.

The responsibilities of the Financial Business Planning and Treasury Manager will be:

• Leading on production and updates of the Group's 30-year Business Plan (c. 350m loan finance).
• Managing day-to-day treasury operations including cashflow forecasting and compliance.
• Preparing regulatory returns, statutory accounts input, and treasury monitoring reports.
• Working with funders, banks, and advisors to ensure effective treasury management.
• Managing an Assistant Finance Business Partner.
• Supporting appraisal writing, reporting to the Finance Director, and providing financial insight to senior leadership.

The ideal candidate for the Financial Business Planning and Treasury Manager role will have:

• CCAB qualification.
• Minimum 3 years' post-qualified experience within Housing Associations.
• Proven experience in business planning (ideally with BRIXX).
• Knowledge of treasury processes and compliance (desirable if not core).
• Strong financial modelling and appraisal writing skills.
• Ability to manage relationships with senior stakeholders, funders, and auditors.
• Excellent leadership and team management skills.

How to apply for the Financial Business Planning and Treasury Manager role:

If you believe you are well-suited to this excellent opportunity, please apply directly or contact either Tim Farnsworth or Daniella Pye at Sellick Partnership Derby Office for more information.

CVs will be screened and submitted to the client on an ongoing basis.

Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.

Your new company
My client, a leading financial planning organisation, is seeking a professional financial planning administrator to join their team on a permanent basis.
Working from contemporary offices based in Crosby and joining a supportive and friendly team, this is an opportunity not to be missed.


Your new role
The position is being offered full-time, Monday to Friday, with a hybrid model in place once you have passed probation. Working from home one day per week.
The role of the Financial Planning Administrator is to assist in providing administrative and technical support to the business.
Some of your duties will include but not limited to.
Contributing to the smooth running of the administrative function within the business
Promoting the profile of the business within the profession and wider communities
New and existing client communications and queries
Supporting the dealing with new enquiries and prospects
Supporting the dealing with existing client enquiries
Supporting the paraplanners in research and analysis to meet client needs and objectives
Supporting the paraplanner in the processing of new business
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets


What you'll need to succeed
Minimum 3 years of experience in a financial planning firm
Strong communication skills, both written and verbal
Professional and personable
Quick to pick things up
Excellent attention to detail

What you'll get in return
Competitive salary at between 28,000 to 32,000 depending on experience
25 days holiday plus bank holidays Birthday off Cycle to work scheme 10 x death in service PMIPension 5%


What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

• Provide administrative support to Financial Advisers and Paraplanners
• Prepare client reports, documentation, and meeting packs
• Manage client records and ensure data is accurately maintained
• Liaise with clients and providers via phone and email
• Assist with processing new business and policy tracking
• Support compliance and regulatory procedures

• Strong organisational and administrative skills
• Excellent attention to detail
• Good communication skills and a professional manner
• Ability to work independently and as part of a team
• A proactive and positive approach to problem-solving
• IT literacy (Microsoft Office essential)

• Previous experience in a financial services admin role
• Knowledge of pensions, investments, and life assurance
• Progress toward (or interest in) professional qualifications (e.g., CII)

• Supportive, close-knit team environment
• Opportunities for training and career progression
• Regular working hours – no evenings or weekends
• Lovely office location in Alton
• Competitive salary up to £30,000 depending on experience

• Minimum CF1 (or equivalent) qualification
• Strong knowledge of financial products (pensions, investments, protection, mortgages)
• Experienced using Intelligent Office (IO), Quilter, abrdn, and Elevate
• Confident working independently and as part of a team
• Excellent communication and customer service skills
• Organised, detail-oriented, and able to manage deadlines
• Proficient in Microsoft Word; basic Excel knowledge

• Admin support for sales and client review processes
• Communicate with clients via phone, email, and letters
• Maintain accurate records on back-office systems
• Process new business applications and fund switches
• Keep investment reviews up to date
• Ensure compliance with internal and FCA standards
• Support paraplanners by preparing documentation for suitability reports
• Complete quarterly compliance training

• Competitive salary based on experience
• Non-contributory pension & private medical insurance
• Full support for exams, study leave, and CPD
• Ongoing training on systems and financial products

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.

We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover.  You will be responsible for providing full administrative support to a team of Financial Planners / Advisers.  Specifically you will:

• Be the point of contact for company, client and third-party queries when dealing with new and existing business.
• Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
• Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
• Process online fund switches and manage through to completion.
• Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
• Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
• Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
• Diary management for Advisers.
• Ensure all documentation is scanned to paperless system and all emails are saved to the client records.
• Liaise with external parties regarding any queries (insurance companies etc.).
• Manage own workload.
• Prepare meeting packs for advisers

We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First.  Any experience you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage.  If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage.

This role is for a 9-Month Maternity cover contract.

• Minimum CF1 (or equivalent) qualification
• Strong knowledge of financial products (pensions, investments, protection, mortgages)
• Experienced using Intelligent Office (IO), Quilter, abrdn, and Elevate
• Confident working independently and as part of a team
• Excellent communication and customer service skills
• Organised, detail-oriented, and able to manage deadlines
• Proficient in Microsoft Word; basic Excel knowledge

• Admin support for sales and client review processes
• Communicate with clients via phone, email, and letters
• Maintain accurate records on back-office systems
• Process new business applications and fund switches
• Keep investment reviews up to date
• Ensure compliance with internal and FCA standards
• Support paraplanners by preparing documentation for suitability reports
• Complete quarterly compliance training

• Competitive salary based on experience
• Non-contributory pension & private medical insurance
• Full support for exams, study leave, and CPD
• Ongoing training on systems and financial products