3,345 Financial jobs in the United Kingdom

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

Job Purpose

The Financial Planning Analyst will support the Head of Commercial Finance in providing clear and effective commercial finance partnering and promoting the Commercial Finance function brand across the organisation as an efficient and professional team that enables commercial growth.

The Commercial Finance Analyst role will involve a mix of data analysis, report build and design as well a.

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• Lead the development of annual budgets and multi-year financial forecasts.
• Conduct in-depth variance analysis, identifying key drivers and providing commentary on financial performance.
• Develop and maintain complex financial models to support strategic initiatives, M&A activities, and investment decisions.
• Prepare regular financial reports and presentations for senior management and stakeholders.
• Partner with various departments to gather financial data and provide analytical support.
• Identify opportunities for cost savings and revenue enhancement.
• Monitor key financial metrics and KPIs, highlighting trends and risks.
• Assist in the preparation of board materials and investor relations communications.
• Support the implementation and optimization of financial systems and processes.
• Provide financial guidance and support to business unit leaders.
• Stay current with accounting standards and financial regulations.

• Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or MBA is a plus.
• Professional qualification such as ACCA, CIMA, or CFA is highly desirable.
• Minimum of 5-7 years of experience in financial analysis, FP&A, or a related field.
• Proven expertise in financial modeling, forecasting, and budgeting.
• Strong understanding of accounting principles and financial reporting standards.
• Excellent analytical and problem-solving skills with a high degree of accuracy.
• Proficiency in Excel, PowerPoint, and financial planning software (e.g., Hyperion, SAP BPC).
• Strong communication and presentation skills, with the ability to articulate financial concepts to non-finance professionals.
• Ability to work independently and manage multiple priorities in a remote setting.
• Experience working in a fast-paced corporate environment.
• Proactive and detail-oriented approach to financial analysis.

• Develop and maintain financial models for budgeting, forecasting, and long-range planning.
• Conduct in-depth variance analysis, identifying key drivers and providing explanations for deviations from budget/forecast.
• Prepare monthly, quarterly, and annual financial reports and presentations for senior leadership.
• Support the annual budgeting process, coordinating with various departments to gather inputs and consolidate plans.
• Analyze key financial metrics and performance indicators, providing insights and recommendations for improvement.
• Evaluate the financial impact of strategic initiatives and business decisions.
• Assist in the preparation of financial statements and regulatory filings.
• Identify opportunities for process improvements and automation within the FP&A function.
• Collaborate with accounting and other finance teams to ensure data accuracy and integrity.
• Stay current with accounting standards and financial regulations.

• Lead the development and execution of the company's annual budget and long-term financial forecast.
• Develop and maintain sophisticated financial models to support strategic decision-making, scenario planning, and business case development.
• Analyze financial performance against budget and forecast, identifying key trends, variances, and underlying drivers.
• Prepare comprehensive financial reports and presentations for senior management, the board of directors, and other stakeholders.
• Provide financial insights and strategic recommendations to support business growth initiatives and operational improvements.
• Oversee the monthly and quarterly financial close processes related to FP&A activities.
• Manage and mentor a remote team of financial analysts, providing guidance and fostering professional development.
• Drive continuous improvement in financial processes, tools, and reporting methodologies.
• Collaborate with cross-functional departments to gather data, understand business needs, and provide financial support.
• Monitor key performance indicators (KPIs) and provide analysis to track business performance.
• Ensure the integrity and accuracy of all financial data and reporting.
• Stay current with industry best practices and emerging trends in financial analysis and corporate finance.

• Master's degree in Finance, Accounting, Economics, or a related quantitative field. Professional certification (e.g., CFA, CPA, CMA) is highly desirable.
• Minimum of 8 years of progressive experience in financial planning, analysis, and corporate finance roles.
• Proven experience in leading FP&A functions and managing financial analysts.
• Expertise in financial modeling, forecasting, budgeting, and variance analysis.
• Strong understanding of accounting principles and financial reporting standards.
• Proficiency with financial planning software (e.g., Anaplan, Adaptive Insights) and advanced Excel skills.
• Exceptional analytical, problem-solving, and strategic thinking abilities.
• Excellent communication, presentation, and interpersonal skills, with the ability to influence senior stakeholders.
• Experience working effectively in a fully remote team environment.
• Demonstrated ability to drive process improvements and implement new financial systems.

TheestablishedfinancialplanningarmofanationalaccountancypracticearelookingatsuccessionplanningbyrecruitinganAdvisertojointheirteam.WorkingwithalongtenuredSeniorAdviser,theywilltransitiontheirclientbooktoyouoveranagreedtimeframe.Withclientsbroadlyinthe500kto5mrange,thisisanexcellentopportunitytoworkwithaprestigiousfirmonanestablishedclientbook.

Package

• Youwillreceivecompetitivesalaryexecutivebenefits,paraplanning,clientportfolioandbonus.

Thecompany

• Theestablishedfinancialplanningarmofaprofessionalpractice.

Role

• WorkingcloselywiththeSeniorPlannertotransitiontheportfolioacrosstoyou.
• Attendingmeetingstodiscusshowyouwillworkwiththeclientsandprovidingholisticfinancialplanning.
• DemonstratingafullunderstandingofmorecomplexmatterssuchasSIPP,SSAS,VCT,EIS,SIPP,SSASandIHT
• Managingportfoliosbroadlyinthe500kto5mspace.
• Understandingtheneedsofclientswhoaremainlybusinessandentrepreneurs,butnotexclusivelyso.
• Undertakingcorporateadviceasrequired.
• Collaboratingwiththeotherfinancialplanners,paraplannersandaccountantstofacilitatebusinessopportunitiesandtofurthergrowyourportfolio.

Thecandidate

• DiplomaLevel4asaminimum,ideallyworkingtowardsChartered
• ExperienceofworkingwithHNWandUHNWclients
• Developingandmaintainingclientrelationships

TheestablishedfinancialplanningarmofanationalaccountancypracticearelookingatsuccessionplanningbyrecruitinganAdvisertojointheirteam.WorkingwithalongtenuredSeniorAdviser,theywilltransitiontheirclientbooktoyouoveranagreedtimeframe.Withclientsbroadlyinthe500kto5mrange,thisisanexcellentopportunitytoworkwithaprestigiousfirmonanestablishedclientbook.

Package

• Youwillreceivecompetitivesalaryexecutivebenefits,paraplanning,clientportfolioandbonus.

Thecompany

• Theestablishedfinancialplanningarmofaprofessionalpractice.

Role

• WorkingcloselywiththeSeniorPlannertotransitiontheportfolioacrosstoyou.
• Attendingmeetingstodiscusshowyouwillworkwiththeclientsandprovidingholisticfinancialplanning.
• DemonstratingafullunderstandingofmorecomplexmatterssuchasSIPP,SSAS,VCT,EIS,SIPP,SSASandIHT
• Managingportfoliosbroadlyinthe500kto5mspace.
• Understandingtheneedsofclientswhoaremainlybusinessandentrepreneurs,butnotexclusivelyso.
• Undertakingcorporateadviceasrequired.
• Collaboratingwiththeotherfinancialplanners,paraplannersandaccountantstofacilitatebusinessopportunitiesandtofurthergrowyourportfolio.

Thecandidate

• DiplomaLevel4asaminimum,ideallyworkingtowardsChartered
• ExperienceofworkingwithHNWandUHNWclients
• Developingandmaintainingclientrelationships

• Develop and maintain complex financial models for forecasting, budgeting, and strategic planning.
• Perform in-depth variance analysis and provide explanations for financial performance deviations.
• Prepare monthly, quarterly, and annual financial reports and presentations for senior management.
• Support the annual budgeting process and lead elements of forecasting activities.
• Collaborate with business unit leaders to understand financial drivers and performance.
• Conduct ad-hoc financial analysis and support strategic initiatives.
• Identify key financial trends, risks, and opportunities, and recommend appropriate actions.
• Ensure the accuracy and integrity of financial data.
• Contribute to the continuous improvement of FP&A processes and tools.

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• Minimum of 5 years of progressive experience in financial planning and analysis (FP&A).
• Strong financial modeling skills and proficiency in Microsoft Excel (advanced level).
• Experience with financial planning software (e.g., Hyperion, Anaplan, SAP BPC) is a plus.
• Solid understanding of accounting principles and financial reporting.
• Excellent analytical, problem-solving, and critical thinking abilities.
• Strong communication and presentation skills, with the ability to convey complex financial information effectively.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

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
li>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
< i>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

< i>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
li>OTE 20k
• Excellent benefits package
• Brighton-based HQ
• Senior leadership role with influence