2,400 Business Planning jobs in the United Kingdom
Manager, Aviation Business Planning and Due Diligence
Posted 10 days ago
Job Viewed
Job Description
**About ICF Aviation**
ICFs aviation practice is one of the world's largest specialist aviation consulting teams. Aviation is, by its nature, a global industry, and from our offices in the US, UK, India and Spain, we work together as a single global team to offer a truly global solution to our clients. A more complete description of ICF experience and capabilities can be seen by visiting our web site, our Transactions Advisory Team**
From our offices around the globe, ICF helps aviation clients manage assets and operations, mitigate risk and maximise return on investment. We provide objective, independent commercial, financial, technical, and regulatory guidance across all aviation sectors globally, including airports, airlines, FBOs, cargo, and emerging markets such as SAF and electric aviation.
ICF has advised on almost every major global aviation transaction in the past 20 years-and continues to be a trusted, objective, impartial advisor in every engagement. We provide informed guidance to those investing in aviation assets or assessing collateral value for loans or rated bond offerings backed by aviation assets. Our support goes beyond core technical due diligence and forecasting to include environmental due diligence, emissions forecasting, climate risk screening and marketing strategies.
**About the Role**
We are looking for Managers to join our Transaction Advisory team to help execute technical due diligence projects (buy-side and sell-side) on aviation assets. In this role you'll have responsibility for day-to-day management of consultancy projects, including acting as the point of contact for clients, helping develop solutions to problems using a variety of analytical techniques, ensuring appropriate project management procedures are in place and providing guidance to junior staff.
The ideal candidate for this role is an individual with 5+ years experience in building and reviewing business plan models & forecasts (activity, revenue, cost, EBITDA), ideally in an aviation context.
Key projects led by managers at this level include buy-side & sell-side due diligence on airport, and airport-related transactions, so experience in this area would be particularly valuable.
You will also be expected to contribute to business development efforts. While not the primary focus of your role, you will be building a network of client relationships, working on proposals, attending conferences, and contributing to ICF's thought leadership.
**Your Key Responsibilities:**
- Lead client projects by developing work scope and approach, managing analysts and associates, and ensuring timely delivery of solutions;
- Developing flexible & sophisticated excel-based business plan models to model revenues, costs and EBITDA; running multiple scenarios
- Overseeing, and contributing to, the development of client-ready reports documenting market analysis, assumptions and results
- Act as the day-to-day point of contact with Clients, and build long-term trusted relationships;
- Develop and enrich your own skills by working across several aspects of transaction advisory and the broader aviation team;
- Cultivate a high performing and inclusive team, mentoring and training junior staff;
- Build and maintain a culture of collaboration, both within Aviation and across ICF;
- Develop project budgets and manage risk throughout the project lifecycle.
**Basic Qualifications:**
- Bachelor's degree in engineering, mathematics, finance, economics, or other related fields
- 5+ years of work experience in financial modeling or transaction advisory in industry or consultancy environment;
- Demonstratable experience managing projects or initiatives, creating structured workflows;
- Strong analytical aptitude with advanced Excel skills;
- Ability and willingness to travel for work as necessary;
- Comfort operating within a flat organizational structure and agile working environment;
- Excellent verbal, interpersonal and written English communication skills;
**Preferred Qualifications:**
- 7+ years of experience;
- Applied financial modeling / transaction advisory experience in the aviation industry;
- Knowledge & experience of traffic forecasting approaches and techniques a plus
#indeed
#LI-CC1
**About us:**
Working at ICF means applying a passion for meaningful work with intellectual rigor to help solve the leading issues of our day. Smart, compassionate, innovative, committed, ICF employees tackle unprecedented challenges to benefit people, businesses, and governments around the globe. We believe in collaboration, mutual respect, open communication, and opportunity for growth.
We can only solve the world's toughest challenges by building an inclusive workplace that allows everyone to thrive. We are committed to creating a culture where we embrace our differences in ideas and identities. Together, our employees are empowered to share their expertise and collaborate with others to achieve personal and professional goals.
Learn more about what we do ( and our commitment to inclusion ( .
**The benefits of joining ICF:**
Our people at ICF are our most important asset, so we invest in them from the moment they arrive. When you join our team, you'll have access to a vast array of benefits to help you live your life well.
We offer a hybrid working policy, which will provide you with the flexibility to collaborate in the office, as well as in the comfort of your own home, ensuring you are able to successfully deliver the requirements of your role.
To support you, our employee wellbeing hub is designed to provide highly personalised support across a comprehensive range of wellbeing issues, such as mind, body, finances, community, career programs and HR support.
We enjoy celebrating success, which is why we have a competitive recognition program called 'You Matter', which awards points as a 'thank you' for your work achievements. These can be spent on a large variety of high-quality items, as well as online or high-street vouchers, all with zero tax payable by the employee.
ICF also offers a range of competitive benefits, which include:
+ Single Private Medical Insurance cover with no restrictions on existing conditions.
+ Dental insurance and an online GP service.
+ 25 days annual leave, plus UK bank holidays (annual leave increases with years of service).
+ Pension scheme with 5% of salary employer contribution
+ Life assurance paying 4x annual salary and Group Income Protection paying 66% of salary for up to 5 years if you are off work on long-term sick.
+ Enhanced parental leave policies, enhanced maternity, paternity, adoption, and shared parental pay.
**Candidate AI Usage Policy**
At ICF, we are committed to ensuring a fair and equitable interview process for all candidates based on their own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) tools to generate or assist with responses during interviews (whether in-person or virtual) is not permitted. This policy is in place to maintain the integrity and authenticity of the interview process.
However, we understand that some candidates may require accommodations that involve the use of AI. If such an accommodation is needed, candidates are instructed to contact us in advance at . We are dedicated to providing the necessary support to ensure that all candidates have an equal opportunity to succeed.
London (GB80)
Financial Planning Analyst
Posted 1 day ago
Job Viewed
Job Description
Salary:
14.68-19.57 per hour PAYE.
Financial Planning Analyst Role:
- Build & maintain Power BI dashboards &automated reporting tools to provide visibility into financial performance, operational KPIs, & business drivers.
- Develop & deliver insightful monthly reporting packs, ensuring consistency & accuracy across actuals, forecasts, & plans.
- Contribute to planning & budgeting cycles by providing reporting support & analysis.
- Identify opportunities for process standardisation & drive initiatives to improve the efficiency & accuracy of financial reporting.
- Degree in Finance, Accounting, Business, or equivalent experience.
- Strong experience in Power BI development.
- Proficient in Excel and Power Query; knowledge of SAP is a plus.
- Proven ability to translate complex data into actionable insights.
- Strong business acumen and attention to detail.
Company:
Our client is one of the largest pharmaceutical companies in the world. They focus on finding answers for some of the world's most urgent medical needs.
Location:
This role is hybrid, working 3 days a week on site in Basingstoke.
Apply:
For more information, or to apply for this Financial Planning Analyst please contact the Key Accounts Team on (phone number removed). Please quote reference (Apply online only).
It is essential that applicants hold entitlement to work in the UK
Please note: This role may be subject to a satisfactory basic Disclosure and Barring Service (DBS) check.
INDKA
Financial Planning Analyst
Posted 1 day ago
Job Viewed
Job Description
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 li>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 li>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
Financial Planning Administrator
Posted 1 day ago
Job Viewed
Job Description
And that’s because the things that people don’t always get at work - the chance to develop, flexible working, heck, have fun, are par for the course. And they’re par for the course because of the people you’ll work with.
You’ll report into the office manager, who by the way, is a great boss. Approachable, generous with his time, supportive. And we know that because we placed him. And you’ll work alongside three talented administrators who will give you a warm welcome. They have lots of experience and will want to provide any help that you need as you bed in. And we know that because we placed them.
They pay a healthy starting salary (we will tell you what that is before sharing your details) but it doesn’t end there. There’s:
- A discretionary bonus
- Hybrid working (3/2)
- 4 x DIS
- Pension – 10% employer contribution
- BUPA
- Share save
- PHI
- 28 days hols + Bank holidays
- Free parking
There's also funding for exams. And to cap it off, there’s a financial reward for every exam you pass.
As for the job you'll be supporting two advisers, but the business will grow in the future. They provide independent advice to their clients and you’ll be on hand to support them – preparing for client meetings, processing business, liaising with providers/clients etc. This isn’t a business though where planners are on a pedestal. A first class service relies on all parts of the team and that’s very much the ethos here.
HERE'S WHAT YOU'LL NEED:
You’ll have administration experience within a financial planning business.
You’ll ideally know your way around Intelligent Office. But if you’re good with technology you’ll soon pick it up. And the team is always on hand to help.
It may seem an uncertain time to be considering a job move. But when you know a business and its people as well as we do, we can assure you that this is a business with a bright future.
Click apply and we will be in touch. Don't have a CV? Don't worry, we can come to that later.
Everyone will receive a response.
Financial Planning Administrator
Posted 1 day ago
Job Viewed
Job Description
Financial Planning Administrator
Location: Wimborne Minster, Dorset (BH21)
Salary: £22,000 to £0,000 per annum, depending on experience*
Contact: Permanent
Hours: Full or Part Time (*Salary will be on a pro rata basis for Part Time candidates)
The opportunity:
An exciting new opportunity has arisen for a Financial Planning Administrator to join a family run practice of Andrew David Associates, an Appointed Representative of St. James’s Place Wealth Management Plc.
Andrew David Associates delivers a highly tactile relationship with its clients and needs someone who can work within our small and dedicated team to help enhance their proposition experience even further. Someone who can evidence ‘extra mile’ client experience will be essential.
Our practice is located in The Market House, Cornmarket, in the beautiful Town of Wimborne, and is situated close to the Wimborne Minster.
Being a family business, we pride ourselves on treating & respecting our clients as if they were part of the family.
The role - Financial Planning Administrator
You will provide efficient administrative support within our practice in Wimborne, in respect of the business generated, and the servicing of existing clients. You will produce all the relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations, and valuations, as well as processing all new business documentation in accordance with the agreed service and quality standards. You will be required to handle queries from clients, third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.
The person - Financial Planning Administrator
You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You must be able to show initiative, have excellent IT skills and be a strong communicator.
As you will have contact with clients, it is essential that you are professional and confident in dealing with clients and third parties, have excellent communication skills, and can work with total discretion.
Ideally, you have been working within an IFA or Wealth Management environment or Financial Services industry experience, or you may have transferable skills from a similar professional environment.
How to apply - Please apply via the Burgh Recruitment website, who will be in contact with you in due course.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page.
Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
All information you send to us will be kept in line with current data protection requirements. Andrew David Associates is committed to equality and values diversity in our team. We welcome and encourage applications from people of all backgrounds.
We reserve the right to close this job vacancy prior to the advertised closing date, if we feel we have found a suitable candidate. We look forward to receiving your application.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £198.5bn. This siness is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
Financial Planning Administrator
Posted 1 day ago
Job Viewed
Job Description
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 will be articulate, analytical and aspirational, keen to make a significant contribution to the growth of 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), responsibilities include:
- Supporting the Financial Planners with delivering an exception financial planning service to clients. li>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.
- Contract administration of all products recommended by the Financial Planner (pensions, ISA’s, Investments, Bonds, Protection etc.). < i>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), skills and experience required:
- < i>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) 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.
Financial Planning Administrator
Posted 1 day ago
Job Viewed
Job Description
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. li>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.
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Financial Planning Analyst
Posted 3 days ago
Job Viewed
Job Description
Salary:
14.68-19.57 per hour PAYE.
Financial Planning Analyst Role:
- Build & maintain Power BI dashboards &automated reporting tools to provide visibility into financial performance, operational KPIs, & business drivers.
- Develop & deliver insightful monthly reporting packs, ensuring consistency & accuracy across actuals, forecasts, & plans.
- Contribute to planning & budgeting cycles by providing reporting support & analysis.
- Identify opportunities for process standardisation & drive initiatives to improve the efficiency & accuracy of financial reporting.
- Degree in Finance, Accounting, Business, or equivalent experience.
- Strong experience in Power BI development.
- Proficient in Excel and Power Query; knowledge of SAP is a plus.
- Proven ability to translate complex data into actionable insights.
- Strong business acumen and attention to detail.
Company:
Our client is one of the largest pharmaceutical companies in the world. They focus on finding answers for some of the world's most urgent medical needs.
Location:
This role is hybrid, working 3 days a week on site in Basingstoke.
Apply:
For more information, or to apply for this Financial Planning Analyst please contact the Key Accounts Team on (phone number removed). Please quote reference (Apply online only).
It is essential that applicants hold entitlement to work in the UK
Please note: This role may be subject to a satisfactory basic Disclosure and Barring Service (DBS) check.
INDKA
Financial Planning Administrator
Posted 4 days ago
Job Viewed
Job Description
And that’s because the things that people don’t always get at work - the chance to develop, flexible working, heck, have fun, are par for the course. And they’re par for the course because of the people you’ll work with.
You’ll report into the office manager, who by the way, is a great boss. Approachable, generous with his time, supportive. And we know that because we placed him. And you’ll work alongside three talented administrators who will give you a warm welcome. They have lots of experience and will want to provide any help that you need as you bed in. And we know that because we placed them.
They pay a healthy starting salary (we will tell you what that is before sharing your details) but it doesn’t end there. There’s:
- A discretionary bonus
- Hybrid working (3/2)
- 4 x DIS
- Pension – 10% employer contribution
- BUPA
- Share save
- PHI
- 28 days hols + Bank holidays
- Free parking
There's also funding for exams. And to cap it off, there’s a financial reward for every exam you pass.
As for the job you'll be supporting two advisers, but the business will grow in the future. They provide independent advice to their clients and you’ll be on hand to support them – preparing for client meetings, processing business, liaising with providers/clients etc. This isn’t a business though where planners are on a pedestal. A first class service relies on all parts of the team and that’s very much the ethos here.
HERE'S WHAT YOU'LL NEED:
You’ll have administration experience within a financial planning business.
You’ll ideally know your way around Intelligent Office. But if you’re good with technology you’ll soon pick it up. And the team is always on hand to help.
It may seem an uncertain time to be considering a job move. But when you know a business and its people as well as we do, we can assure you that this is a business with a bright future.
Click apply and we will be in touch. Don't have a CV? Don't worry, we can come to that later.
Everyone will receive a response.
Financial Planning Administrator
Posted 4 days ago
Job Viewed
Job Description
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. li>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.