115 Adaptive Planning jobs in the United Kingdom

Workday Adaptive Planning Manager - Bristol / Hybrid

(Workday Adaptive Planning Manager, EPM Manager, Enterprise Performance Management, Workday Adaptive, Adaptive Planning, Planning, Budgeting, Forecasting, Finance, Workday Adaptive Planning Manager, EPM Manager)

Our client is a global innovator and world leader with one of the most recognisable names within technology. They are looking for an experienced Workday Adaptive Planning Manager with significant experience leading and supporting Workday Adaptive Planning implementations including, planning, architecting, designing, building, and testing models/reports in Workday Adaptive Finance functional area. You will be tasked with leading the delivery of high-impact planning and forecasting solutions for their clients, helping them achieve successful EPM implementations.

We are seeking a Workday Adaptive Planning Manager capable of leading Workday Adaptive Planning implementations, with exceptional client delivery / consulting skills and who can drive business development, contribute to people development and help to promote and grow the company's EPM practice both internally and externally.

The successful candidate will have strong application knowledge of Workday Adaptive Planning technology and data implementation, possess excellent stakeholder management skills and the knowledge/experience of consulting to design/deliver technology solutions that support driving a client's strategy. Relevant finance qualifications, such as ACA, CIMA, ACCA, CIPFA, etc. and Adaptive Planning Certifications would be highly beneficial.

We are keen to hear from talented Workday Adaptive Planning Manager candidates from all backgrounds.

This is a truly amazing opportunity to work for a prestigious brand that will do wonders for your career. They invest heavily in training and career development with unlimited career progression for top performers.

Location: Birmingham / Hybrid

Salary: £75k - £95k + Pension + Benefits

To apply for this position please send your CV to Nathan Warner at Noir Consulting.

(Workday Adaptive Planning Manager, EPM Manager, Enterprise Performance Management, Workday Adaptive, Adaptive Planning, Planning, Budgeting, Forecasting, Finance, Workday Adaptive Planning Manager, EPM Manager)

NOIRUKTECHREC

NOIRUKREC

Your new company

A leading UK-based wealth management firm, renowned for delivering bespoke investment and financial planning services to private clients and trustees. With a distinguished heritage spanning over 280 years and a listing on the London Stock Exchange, the firm combines tradition with innovation. Following a significant transformation driven by a recent acquisition, they are now focused on strengthening their already well-established Change function to support continued growth and strategic evolution.

Your new role

As a Senior Business Readiness Analyst, you will be joining an established team of Change Analysts and Managers focusing on front-office projects. This role will specifically sit within the financial planning portfolio and will be required to work directly on key financial planning initiatives. This will include an XPlan integration, focusing on ensuring that the implementation has the adoption required by the business.

The Senior Business Readiness Analyst will also be working on a specific new proposition for the Financial planning business. This is at a very early stage and is the beginning of a revolutionary new proposition for the organisation which can transform the way their FP business performs. There will also be several other initiatives which you will be required to work on.

What you'll need to succeed

• Strong Financial Planning experience
• Some Business Analysis experience
• Business readiness skills, including change communications, training etc
• Investment management experience nice to have
• Solid stakeholder engagement skills

What you'll get in return

• Competitive basic salary
• Benefits package including 9% pension
• 25 days annual leave
• Hybrid working - 2-3 days in the office

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)

Job Title:  Financial Services Administrator
Location:  Nottingham 
Salary:  From £25,000 per annum + bonus
Contract Type:  Permanent, Full Time

Are you an experienced administrator with a background in financial or professional services? This role offers a great opportunity to join a well-established organisation in Nottingham, providing day-to-day support to a team of advisers while helping deliver excellent service to clients.

Key Responsibilities

You’ll be supporting both clients and colleagues with a range of administrative duties, such as:
· Managing client information and ensuring records remain accurate and compliant
· Preparing key documents, reports, and valuations for meetings
· Acting as a first point of contact for client queries in a professional manner
· Coordinating new business applications across a mix of financial products
· Supporting colleagues with general administration and ad-hoc projects
· Liaising with providers and third parties to monitor progress and resolve queries

Skills & Experience

To be successful in this role, you should have:
· Previous administration experience within financial services or a similar regulated environment
· Strong organisational skills with excellent attention to detail
· Confident IT skills, particularly Microsoft Office (Word, Excel, Outlook)

It would also be beneficial if you:
· Have worked with CRM or back-office systems
· Can demonstrate strong communication skills, both written and verbal

What’s on Offer

· Salary from £25,000 depending on experience
· Performance-related bonus scheme
· Supportive team environment with clear career development opportunities

About the Role

This is a fantastic chance to build your career within a respected organisation that provides tailored client services across investment, retirement, and protection solutions. You’ll join a professional yet approachable team that values accuracy, service, and collaboration, with flexible working to support a positive work-life balance.

Next Steps

Apply to this Job Title role through this advert. If you would like more information about this role, please contact Chloe in our Commercial team on (phone number removed).

If successful, you will need to digitally register with our agency (if you haven’t already done so). If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable.

About Regional Recruitment Services – A Recruitment Agency in Leicester.

This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website ((url removed)).

Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK.

Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Cardiff, these are newly created roles to boost additional headcount.

The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients.

Role Responsibilities:

• Ownership of the new business application process
• Process new business within target/service level agreements
• Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively
• Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants
• Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received
• Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken
• Assist Financial Planners in actively chasing and providing updates on pipeline business when requested
• Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings.
• Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled
• Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately.
• Issue documentation in line with company procedure
• Ensure that client complaints and/or breaches are escalated immediately to management/compliance
• Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated
• Ensure comprehensive client information is maintained in the back-office system.

Benefits of joining the business:

• 28 days holiday plus Bank Holidays
• Death in Service
• Private Medical Insurance
• Group Income Protection
• Employee Assistance Program
• Medicash
• Private Pension
• Discretionary, up to 10% company annual bonus
• Hybrid/Work from home
• Full support for further professional qualifications

A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Home/office hybrid working is fully supported during the working week.

Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.

Staff retention is second to none with our client, we have represented them for years with excellent success.

Role:  Financial Planning Manager

Location:  Brighton

Position: Full time Permanent

Salary:  £85k circa + Excellent Benefits | OTE £40k

Solid Recruitment are seeking a Financial Planning Manager to lead, inspire, and grow a high-performing advice team. This is a chance to make a big impact while managing and developing a client book in a forward-thinking firm.

The Role of Financial Planning Manager

• Lead and coach financial planners
• Manage and grow an existing client book
• Identify and convert new business opportunities
• Develop strategies to improve efficiency and client outcomes
• Evolve the firm’s advice proposition
• Collaborate with the CEO and senior leadership team
• Oversee performance, budgets, and forecasts
• Ensure compliance with FCA regulations

What You’ll Bring as a Financial Planning Manager

• Excellent communication, leadership & management skills
• Must be Diploma Level 4 Qualified
• Proven experience building profitable client books
• Strong relationships with professionals (e.g. accountants)
• Ability to recruit, lead & motivate teams of varied experience
• Budget creation & accurate forecasting expertise
• Performance management & tracking against targets
• Strong business knowledge & commercial acumen
• Skilled in project & financial management
• Collaborative approach with cross-functional teams

Behaviours We Value

• Positive, inclusive leadership style
• Strong client relationship skills
• Organised, adaptable & solutions-driven
• Confident communicator & presenter

Why Apply?

• Salary £80k irca
• OTE 20k
• Excellent benefits package
• Brighton-based HQ
• Senior leadership role with influence

Financial Planning Analyst (FP&A) / Bury / Permanent - up to £40k DOE / Hybrid

We are looking for a highly motivated Financial Planning Analyst to join a thriving business in the Bury area.

This is an excellent opportunity for someone currently operating at Junior FP&A level or an Assistant Accountant / Senior Accounts Assistant who is eager to make the move into an FP&A focused role.

The successful candidate will play a key part in the forecasting process and will provide financial analysis to support business decisions. You’ll need a good foundation in technical accounting, an understanding of double entry, and an appreciation of how the P&L and Balance Sheet contribute to the broader financial picture.

This is a developmental role, working with mentors who will invest in you, and is therefore ideal for someone looking to grow within FP&A and take on increasing responsibility as the business evolves post-acquisition. You’ll be working in a collaborative and fast-paced environment with great exposure to senior stakeholders.

Key Responsibilities:

• Support the preparation of monthly and quarterly forecasts
• Assist in the creation of budget templates and financial models (training can be provided)
• Perform analysis and provide insight on key drivers of performance
• Collaborate with operational teams to understand and challenge business inputs
• Help improve forecasting accuracy, assisting with process enhancements and better data use
• Contribute to ongoing process improvement initiatives within the finance function
• Present findings and reports to finance and non-finance stakeholders

Candidate Requirements:

• Currently working as an Assistant Accountant or in a similar role
• Highly analytical with excellent attention to detail
• Strong understanding of double entry and core accounting principles
• Advanced Excel skills (e.g. PivotTables, VLOOKUPs, IFs, SUMIFS); financial modelling experience is a plus, as is Power BI, but not essential as training and development will be provided
• Confident communicator, comfortable engaging with stakeholders across all levels
• Enthusiastic and proactive approach with a strong desire to develop within FP&A
• Part-qualified or actively studying towards ACCA/CIMA/ACA (study support provided)
• Manufacturing sector exposure would be advantageous

Benefits:

• Excellent career development opportunity in FP&A
• Study support for ACCA/CIMA/ACA
• Hybrid working (3 days in the office, 2 days from home)
• A collaborative environment with a focus on continuous improvement
• Exposure to a dynamic, growing business with a positive welcoming culture

Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Halesowen offices, one of 50 nationwide.

The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.

Please note:  Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.

Our Client is seeking candidates who have experience of working within Financial services ideally within an IFA Business

Overview of the role is detailed below:

• Client correspondence, written and verbal.
• Processing new business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser’s diary.
• Illustration requests.
• Ensure that all financial planning client administration is carried out in accordance with internal procedures.
• Maintain client records on the company software and ensure the client files are well presented, accurate and compliant.
• Taking phone calls, enquiries and requests, and handling them where appropriate.
• General back-office support using IO software

Benefits of joining the business:

25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working.

The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career.

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response.

The Role:   I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1)). Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters’ clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines.

The Person:   The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They are likely to have worked in a professional services environment but will not be expected to know the intricacies of financial planning as training will be provided.  They will be articulate, analytical and aspirational, and will be looking for a highly varied and involved support role where they can make a significant contribution to a progressive and ambitious firm while being invested in, valued and rewarded accordingly.

Salary and Benefits: £30-37,000 ( depending on experience) + bonus based on both individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working + we are happy to fund and support you with professional exams if you choose to take them, although there is no requirement for this (there is a salary increase with each exam passed).

The Company:   Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999.

Financial Planning Assistant (Client Relationship Manager, Adviser Support, IFA Administrator), responsibilities include:

• Supporting the Financial Planners with delivering an exception financial planning service to clients.
• Developing relationships with clients, arranging meetings and being the main point of contact for any queries on their portfolio.
• Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching  clients’ existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies.
• Processing new business application forms, proposals and supporting documentation.
• Contract administration of all products recommended by the Financial Planner (pensions, ISA’s, Investments, Bonds, Protection etc.).
• Producing management information and recording and updating all client information on the back-office system.
• General administration and project work, supporting with the development of the firm’s standard operating procedures.

Financial Planning Assistant (Client Relationship Manager, Adviser Support, IFA Administrator)), skills and experience required:

• Experience of working in an involved customer service orientated support role gained in a professional services environment (financial advice/planning experience is not essential as training will be provided for the right candidate).
• Intelligent, ambitious, proactive, embracing of change and keen to learn.
• A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times.
• Professional appearance, confident manner and exceptional communication skills, both verbal and written.
• Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines.
• Analytical, excellent administrative and organisational skills and a keen eye for detail.
• Strong technology and mathematical aptitude, proficient with MS Office.
• A strong team player who is keen to participate fully in the successful operation of the business.

Dawn O’Shea is the Recruitment Partner, recruiting the Financial Planning Assistant (Client Relationship Manager, Adviser Support, IFA Administrator) directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.