461 Finance Managers jobs in the United Kingdom

Financial Planning Consultant

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West Midlands, West Midlands Focus on SAP

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contract
Position: Workday Financial Planning Consultant Employment Type: Contract Start: ASAP (October/November 2025) Duration: 6 Months Location: West Midlands, UK - Hybrid Language(s): English Focus on SAP is a specialist SAP and ERP Recruitment organisation offering both permanent and contract staffing solutions on a global scale. Client – Partnered with a global leader in digital transformation and IT services, working with some of the world’s biggest brands. Their mission is not only to deliver cutting-edge technology but also to empower organisations to create meaningful impact for the people and communities they serve. For you, this means working on challenging projects that demand innovation, collaboration, and thought leadership . Role – We are seeking an experienced Financial Planning Consultant with hands-on expertise in Workday Adaptive Planning (Adaptive Insights) to support a leading UK organisation. This role will focus on designing, configuring, and maintaining Adaptive Planning models, enabling better forecasting, budgeting, and reporting capabilities across the organisation. You will collaborate closely with Finance and FP&A teams, ensuring planning processes are efficient, scalable, and aligned with strategic objectives. Key Responsibilities: Design, configure, and maintain Adaptive Planning models , dashboards, reports, and templates. Partner with Finance, FP&A, and business teams to gather requirements and build effective planning solutions. Manage and optimise integrations between Adaptive Planning and enterprise systems (e.g., Workday Financials). Lead end-to-end implementation projects , managing project timelines, risks, and quality assurance. Support forecasting, budgeting, and reporting initiatives to enhance financial insight and control. Key Skills: Strong understanding of financial planning, budgeting, forecasting, and reporting processes. Proficiency in Adaptive Planning configuration , report design, and troubleshooting. Hands-on experience with model building, data integrations, and automation . Excellent communication skills with the ability to work effectively with senior stakeholders. Collaborative and adaptable, able to partner across finance and IT functions. If you are interested or would like to know more, please email with your CV and availability to speak. Applicants must be a UK resident and holds a valid right to work status.
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Financial Planning Consultant

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Henderson Drake

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Join a fast-growing Platinum Workday Partner recognised for delivering innovative cloud-based solutions on Adaptive Planning. They are passionate about empowering organisations through technology, driving digital transformation, and building lasting client relationships. As part of their expanding Enterprise Performance Management (EPM) practice, they are seeking experienced consultants who are eager to make an impact with one of the market’s leading planning solutions. Responsibilities: Deliver and support end-to-end Workday Adaptive Planning implementations, from initial discovery through to deployment. Engage with clients to gather and analyse business requirements, translating them into practical and scalable EPM solutions. Develop and configure planning models for budgeting, forecasting, workforce planning , and financial reporting . Develop integrations between Adaptive Planning and ERP/HCM systems. Deliver user training, documentation, and post-implementation support. Contribute to internal best practices, accelerators, and methodology improvements within the EPM practice. Collaborate with project managers, finance leaders, and technical specialists to ensure successful outcomes for clients. Requirements: Proven consulting experience implementing or supporting an EPM/CPM tool, such as Workday Adaptive Planning, Anaplan, OneStream, Vena, Tagetik, or Oracle PBCS. Minimum 1-2 years’ experience in a client-facing consulting or solution delivery role. Strong FP&A domain knowledge , including planning, budgeting, forecasting, and reporting. Excellent communication and stakeholder management skills. Analytical mindset with a proactive, problem-solving approach. Background in management consulting, finance transformation, or system implementation. Experience in SaaS environments and cloud-based tools. Degree in Finance, Accounting, Business, or a related field (professional accounting qualification or MBA advantageous). Full UK driving licence and ability to travel for work.
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Financial Planning Administrator

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Fram Search

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Fram are working with a boutique independent IFA in Cheshire. They are seeking a Financial Planning Support administrator to work 121 with a Financial Advisor and Paraplanner. The role is to assist the financial Planner in various aspects of their day-to-day operations, ensuring that client administration needs are met efficiently and that regulatory requirements are adhered to. This role offers an excellent opportunity to learn and grow within the financial services industry while contributing to the success of the firm. Key Responsibilities: Assist financial planners/advisers with client onboarding, including gathering necessary documentation, recording initial fact-finding meetings, and ensuring all regulatory requirements are met. Prepare and maintain client files, ensuring all documentation is organised and up-to-date. Act as a liaison between clients and the financial planning team, addressing client enquiries and requests promptly and professionally. Assist in the preparation of financial reports, statements, and presentations for client meetings. Support the development and implementation of financial plans, including data entry, financial analysis, and investment research. Manage the appointment scheduling and diary management for financial planners/advisers. Handle administrative tasks such as email management, phone calls, and correspondence. Assist with compliance-related tasks, including file reviews and ensuring adherence to regulatory guidelines. Maintain a high level of confidentiality and professionalism in all interactions with clients and colleagues. Stay up-to-date with industry regulations and company policies to ensure compliance at all times. An ideal candidate with have a few years’ experience in a similar role within the financial services industry. Knowledge of UK financial regulations and compliance requirements is essential. Strong organisational, communication and interpersonal skills, along with good attention to detail. Be proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and knowledge of Intelliflo would be great but not essential. Commitment to delivering exceptional client service. Relevant qualifications, such as a Diploma in Financial Planning or Certificate in Financial Administration, would be an advantage but are not required.
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Financial Planning Analyst

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Cardiff, Wales Yolk Recruitment Ltd

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Job Description

contract
Are you a qualified or part-qualified finance professional with experience navigating the complexities of global or multi-region finance? We’re looking for an FP&A Analyst to join our team on a 6-month contract, providing key financial insights across diverse international markets. About the Role As our FP&A Analyst, you’ll play a critical role in supporting financial planning and analysis across multiple regions. You’ll help deliver accurate forecasts, performance analysis, and financial reporting to drive strategic decision-making. Key Responsibilities Support budgeting, forecasting, and variance analysis across multiple regions Consolidate financial data and deliver insights to senior stakeholders Navigate financial complexities across different international markets Collaborate with global teams to align financial strategies Assist in improving financial processes and reporting standards What We’re Looking For Part Qualified/ or Qualified (ACA, ACCA, CIMA or equivalent) Proven experience in a global or multi-region finance role Strong understanding of international financial regulations and market differences Excellent analytical and Excel skills Ability to work independently and communicate complex data clearly Why Join Us? This is a great opportunity to bring your global finance expertise to a fast-paced, collaborative environment where your insights will make a real impact. If you're looking to expand your international finance experience in a dynamic role, we’d love to hear from you.
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Financial Planning Analyst

Cardiff, Wales Yolk Recruitment Ltd

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Job Description

Are you a qualified or part-qualified finance professional with experience navigating the complexities of global or multi-region finance? We’re looking for an FP&A Analyst to join our team on a 6-month contract, providing key financial insights across diverse international markets.


About the Role

As our FP&A Analyst, you’ll play a critical role in supporting financial planning and analysis across multiple regions. You’ll help deliver accurate forecasts, performance analysis, and financial reporting to drive strategic decision-making.


Key Responsibilities

  • Support budgeting, forecasting, and variance analysis across multiple regions
  • Consolidate financial data and deliver insights to senior stakeholders
  • Navigate financial complexities across different international markets
  • Collaborate with global teams to align financial strategies
  • Assist in improving financial processes and reporting standards


What We’re Looking For

  • Part Qualified/ or Qualified (ACA, ACCA, CIMA or equivalent)
  • Proven experience in a global or multi-region finance role
  • Strong understanding of international financial regulations and market differences
  • Excellent analytical and Excel skills
  • Ability to work independently and communicate complex data clearly


Why Join Us?

This is a great opportunity to bring your global finance expertise to a fast-paced, collaborative environment where your insights will make a real impact. If you're looking to expand your international finance experience in a dynamic role, we’d love to hear from you.

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Financial Planning Analyst

Weybridge, South East March Recruitment

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Job Description

Position: FP&A Analyst

Location: Chertsey

Salary: On Application

Duration: Ongoing

Hours: Monday-Friday, 9am-5:30pm


Overview of a FP&A Analyst

As a FP&A Analyst, you’ll play a vital role within the finance team, managing financial data, supporting planning processes, and producing insightful analysis to help drive informed business decisions. This is an excellent opportunity for someone highly analytical, detail-oriented, and confident working in a fast-paced environment.


Responsibilities of a FP&A Analyst

• Maintain and update key financial data, ensuring accuracy and consistency.

• Support monthly and annual planning, forecasting, and reporting processes.

• Prepare and analyse management reports, highlighting key trends and insights.

• Assist with financial simulations and scenario modelling to support decision-making.

• Calculate accruals, monitor P&L impacts, and update financial templates as required.

• Consolidate and report data from various finance and operational systems.

• Support ad hoc financial analysis and projects to improve efficiency and accuracy.

• Collaborate with wider finance teams to enhance planning and reporting systems.


Key competencies of a FP&A Analyst

• Advanced Excel skills, including macros and data modelling.

• Strong analytical and reporting ability, with excellent attention to detail.

• Minimum 5 years’ experience in a finance-related role.

• Degree in Finance, Accounting, Economics, or a similar discipline.

• Experience with ERP systems (SAP preferred).

• Organised, proactive, and able to manage multiple priorities to tight deadlines.

• Strong communication and teamwork skills.


Benefits:

• Generous holiday entitlement, plus additional birthday leave and bank holidays.

• Staff sales discount, Reward Plus shopping discount, and volunteering days.

• Government pension auto-enrolment and pension contribution from 12 weeks.

• Subsidized staff restaurant, onsite parking, and free shuttle bus service (from Weybridge & Woking Station)


Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful.

March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment’s Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you.

Consultant – Charlie Shepherd

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Financial Planning Consultant

Henderson Drake

Posted today

Job Viewed

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Job Description

Join a fast-growing Platinum Workday Partner recognised for delivering innovative cloud-based solutions on Adaptive Planning. They are passionate about empowering organisations through technology, driving digital transformation, and building lasting client relationships. As part of their expanding Enterprise Performance Management (EPM) practice, they are seeking experienced consultants who are eager to make an impact with one of the market’s leading planning solutions.


Responsibilities:

  • Deliver and support end-to-end Workday Adaptive Planning implementations, from initial discovery through to deployment.
  • Engage with clients to gather and analyse business requirements, translating them into practical and scalable EPM solutions.
  • Develop and configure planning models for budgeting, forecasting, workforce planning , and financial reporting .
  • Develop integrations between Adaptive Planning and ERP/HCM systems.
  • Deliver user training, documentation, and post-implementation support.
  • Contribute to internal best practices, accelerators, and methodology improvements within the EPM practice.
  • Collaborate with project managers, finance leaders, and technical specialists to ensure successful outcomes for clients.


Requirements:

  • Proven consulting experience implementing or supporting an EPM/CPM tool, such as Workday Adaptive Planning, Anaplan, OneStream, Vena, Tagetik, or Oracle PBCS.
  • Minimum 1-2 years’ experience in a client-facing consulting or solution delivery role.
  • Strong FP&A domain knowledge , including planning, budgeting, forecasting, and reporting.
  • Excellent communication and stakeholder management skills.
  • Analytical mindset with a proactive, problem-solving approach.
  • Background in management consulting, finance transformation, or system implementation.
  • Experience in SaaS environments and cloud-based tools.
  • Degree in Finance, Accounting, Business, or a related field (professional accounting qualification or MBA advantageous).
  • Full UK driving licence and ability to travel for work.
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Financial Planning Consultant

West Midlands, West Midlands Focus on SAP

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Job Description

Position:  Workday Financial Planning Consultant
Employment Type:  Contract
Start: ASAP  (October/November 2025)
Duration:  6 Months
Location:  West Midlands, UK - Hybrid
Language(s):  English

Focus on SAP  is a specialist SAP and ERP Recruitment organisation offering both permanent and contract staffing solutions on a global scale. 
 
Client –  Partnered with a global leader in digital transformation and IT services, working with some of the world’s biggest brands. Their mission is not only to deliver cutting-edge technology but also to empower organisations to create meaningful impact for the people and communities they serve. For you, this means working on challenging projects that demand innovation, collaboration, and thought leadership .
 
Role – We are seeking an experienced Financial Planning Consultant with hands-on expertise in Workday Adaptive Planning (Adaptive Insights) to support a leading UK organisation. This role will focus on designing, configuring, and maintaining Adaptive Planning models, enabling better forecasting, budgeting, and reporting capabilities across the organisation. You will collaborate closely with Finance and FP&A teams, ensuring planning processes are efficient, scalable, and aligned with strategic objectives.


Key Responsibilities:
  • Design, configure, and maintain Adaptive Planning models , dashboards, reports, and templates.
  • Partner with Finance, FP&A, and business teams to gather requirements and build effective planning solutions.
  • Manage and optimise integrations between Adaptive Planning and enterprise systems (e.g., Workday Financials).
  • Lead end-to-end implementation projects , managing project timelines, risks, and quality assurance.
  • Support forecasting, budgeting, and reporting initiatives to enhance financial insight and control.

Key Skills:
  • Strong understanding of financial planning, budgeting, forecasting, and reporting processes.
  • Proficiency in Adaptive Planning configuration , report design, and troubleshooting.
  • Hands-on experience with model building, data integrations, and automation .
  • Excellent communication skills with the ability to work effectively with senior stakeholders.
  • Collaborative and adaptable, able to partner across finance and IT functions.
If you are interested or would like to know more, please email with your CV and availability to speak.


Applicants must be a UK resident and holds a valid right to work status.
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Financial Planning Administrator

Eden Rose

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**Financial planning administrator – Meriden, Coventry

Salary: £25,000 – £0,000

Duration: Full time, Permanent, Flexible, Hybrid, Part time**
We are working with a well renowned financial planning firm who are looking for a new Financial Planning Administrator to join their busy Meriden office and assist in providing a highly personalised financial planning and investment management service. The role can offer a competitive salary, flexible and home working as well as opportunity to take exams and continue in your career development.

Financial Planning Administrator Key Responsibilities

  • Processing new business: investments, pensions
  • Liaising with third party providers
  • Administrative Support: Provide comprehensive administrative support to the financial advisors
  • Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures.
  • Document Preparation: Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs
  • Process Transactions: Facilitate client transactions, such as trade execution, account transfers, withdrawals, and contributions, ensuring accuracy and timely processing.

What's on offer for the Financial Planning Administrator?

  • Hybrid and flexible work
  • 25 days holiday + 8 bank holidays
  • 8% Employer contribution pension
  • Life Assurance
  • Auto-enrolment pension
  • exam/study support
  • Free on-site parking.

What's next?
Apply today to be considered for this Financial Planning Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive 00 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Services Administrator, Financial Administrator, Wealth Administrator, Financial Planning Administrator

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Financial Planning Administrator

Recruit UK

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Financial Planning Administrator (Team Leader)

Location: Glossop

Salary: Up to £30,000 Bonus Scheme

Hours: Monday – Friday, 9 am – 5 pm

Reference Number: 9871

Are you a highly organised, people-focused professional looking for your next challenge? Recruit UK is proud to be working with a well-respected financial services firm who are expanding its team in Glossop. They are seeking a Financial Planning Administrator who can take ownership of daily operations and help deliver exceptional service to their clients.

This is an exciting time to join a company that is growing rapidly and values a culture built on integrity, care, and collaboration. You'll be joining a supportive, driven team who are passionate about making a positive difference—both to their clients and to each other.

Financial Planning experience is desirable but is NOT required to apply, as long as you have the right transferable experience from your current sector.

About the Opportunity:

As a Financial Planning Administrator, you will play a central role in the smooth running of the office. You'll work closely with Independent Financial Advisers and a dedicated administration team, taking responsibility for office coordination, client experience, internal reporting, and supporting ongoing business development.

You'll be fully trained on internal systems and processes and mentored to understand the complete client journey—so you can be confident in delivering a high level of service from day one.

Key Responsibilities:

  • Manage daily office operations and ensure the office runs efficiently
  • Host and lead weekly office meetings, ensuring follow-ups are actioned
  • Organise client events and support local networking activities
  • Prepare business reports for finance and key stakeholders
  • Mentor and support team members, sharing knowledge and best practices
  • Process new and existing business administration
  • Liaise with providers and internal departments as needed
  • Prepare valuation reports, client meeting packs, and suitability letters
  • Maintain accurate client records in the back-office system
  • Ensure documentation is complete and compliant
  • Provide timely follow-up after client meetings

What We're Looking For:

  • Strong verbal and written communication skills
  • Confident working with Microsoft Office and financial systems
  • High attention to detail and organisational ability
  • Proactive approach to problem-solving and taking initiative
  • Comfortable working in a close-knit, fast-paced team environment
  • Professional telephone manner and a client-first attitude
  • Ability to manage time effectively and prioritise tasks
  • Previous experience in a financial services or office management role is desirable

What's on Offer:

  • Starting salary of up to £30,000
  • Bonus scheme of up to 15%
  • Employee ownership & profit share scheme
  • Gateway into the financial planning industry.
  • Structured training and mentorship to support your development
  • A competitive salary and bonus scheme
  • Private health insurance, pension scheme, and Employee Assistance Programme
  • Career progression opportunities within a growing and respected organisation
  • A collaborative and inclusive working environment
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