2,772 Financial jobs in the United Kingdom

• 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.

• 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.

Senior Financial Planning Analyst - Worcester - up to £71k + bonus - hybrid - full-time - permanent

Robert Half are delighted to be working with a well-established client in Worcester who are looking for a full-time, permanent Senior Financial Planning analyst, offering a salary up to £71k + 10% bonus and hybrid working!

The key purpose of the role is to act as a key business partner, providing cr.

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

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.

There are various administration opportunities available within the team due to a recent acquisition and office expansion.

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.

Overview of the role is detailed below:

• Client correspondence, written and verbal.
li>Processing new business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser’s diary.
< i>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.

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.

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
li>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 on top of salary, 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.

• Accurately onboard, update, and maintain compliant client and product records using iO and other systems.
• Support Financial Planners in preparing for client meetings by compiling relevant and compliant documentation.
• Monitor client transactions from initiation to completion, ensuring service levels are met and new business is processed promptly.
• Communicate financial information to clients in a clear and accessible manner.
• Produce client-facing documentation with high attention to detail, including letters, emails, and forms.
• Investigate and resolve income reconciliation, finance, and tax-related queries.

• A detail-oriented individual with strong organisational skills
• Excellent communication abilities, both written and verbal
• A team player who thrives in a fast-paced environment
• Experience in financial services administration (preferred)

• Prepare and manage documentation for client meetings, including reports, valuations, and application forms
• Process new business applications across pensions, investments, and protection products
• Liaise with product providers to obtain policy information and track application progress
• Draft client correspondence, including letters, emails, and meeting follow-ups
• Respond to client queries professionally, either directly or in support of the adviser
• Support the preparation and delivery of annual review meetings and ongoing servicing
• Ensure all work is carried out in accordance with FCA regulations and company procedures
• Assist with income reconciliation and the administration of fees and 

• Previous experience in a financial planning or wealth management environment (preferred)
• Strong organisational skills with excellent attention to detail
• Clear and professional communication skills, both written and verbal
• Proficiency in Microsoft Office and financial CRM systems
• Ability to work independently and as part of a small, collaborative team
• A proactive attitude with a willingness to learn and grow within the role