94 Financial Analysts jobs in the United Kingdom

Robert Half is exclusively partnering on a retained basis with a dynamic and fast-growing company based in Milton Keynes to recruit a Financial Planning & Analyst. This is a hybrid role, offering a blend of remote and office-based work.

This is an excellent opportunity to join a forward-thinking business experiencing sustained growth. The successful candidate will play a pivotal role in providing s.

Senior Financial Planning Analyst

Worcester with 2 days in the office

55,000

Newly-created FP&A role in a growing Worcester business. A number 2 role to the Head of FP&A, collaborating with the senior leadership team, providing high quality financial reporting and analysis and driving strategic initiatives. A flexible employer offering 3 days WFH.

Key responsibilities

• Partnering with senior leadership across various departments to understand their financial needs
• Offering insights and recommendations based on in-depth financial insight
• Leading cross-functional meetings to discuss financial performance and strategic initiatives
• Ownership of monthly reporting to the Board
• Developing and maintaining advanced financial models to support business planning and decision-making
• Analysing complex financial data to identify trends, risks and opportunities
• Supporting the annual budgeting process and monthly/quarterly forecasting process
• Identifying areas for process improvements to enhance FP&A activities
• Supporting projects and initiatives with first class financial analysis
• Developing business cases for new investments

Candidate profile

• A qualified accountant with proven experience in financial planning and analysis
• Good experience of producing complex financial analysis and reports
• A high degree of skill with Excel
• An effective communicator who can present complex financial information clearly
• A strong commercial mindset and able to communicate finance matters to non-finance people
• The ability to think critically and evaluate opportunities/risks

Should you require any support or assistance, please contact your local Gi Group office.

Gi Group Holdings Recruitment Limited are proud founding members of Menopause in business, pledge members for Neurodiversity in business, Disability committed members, Silver status pledge members for the Armed Forces Covenant, and Bronze trail blazers for Racial Equality matters.

Gi Group of companies includes Gi Group Holdings Recruitment Ltd, Gi Recruitment Ltd, Draefern Ltd, Excel Resourcing (Recruitment Consultants) Ltd, Gi Recruitment Ltd, INTOO (UK) Ltd, Marks Sattin (UK) Ltd, TACK TMI UK Ltd, TACK International Ltd, Grafton Professional Staffing Ltd, Encore Personnel Services Ltd, Gi Group Staffing Solutions Ltd and Gi Group Ireland Ltd. Gi Group Staffing Solutions Ltd are acting as an Employment Agency in relation to this role.

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My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.

We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times.

Specifically you'll:

Provide relevant documentation ahead of FPC client meetings;
Obtain relevant research relating to proposed advice;
Compile suitability letters based on the advice being given;
Process new business;
Ensure accurate completion of compliance requirements;
Respond to client queries; • Maintaining client records on XPlan;
Liaise with life offices and providers;
Ensure the administrative requirements are completed for the Client Review Process;
Contribute to new business development;
Proactively maintaining a high level of client service;
Carry out other administrative related tasks as required in support of the FPC.

We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems.  It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning.

Great salary and company benefits are offered with this role.

Direct Response Employment Services are recruiting for a IFA Technical Administrator to join our clients team on a permanent basis . Our client is a highly personalised Wealth Management company specializing in expert financial planning advice for business owners, and private clients.

Key Duties:

• Provide comprehensive administrative support to the financial planning team.
• Assist in the preparation of documentation for client meetings, ensuring accuracy and attention to detail.
• Maintain and update client records and financial databases efficiently.
• Communicate effectively with clients and providers to facilitate smooth transactions and inquiries.
• Contribute to continuous improvement projects aimed at enhancing company processes and services.

What we are looking for:

We are looking for someone who has previously worked within a financial planning practice or a candidate who has studied within RO1, CF1, FA1 or equivalent. You will possess excellent communication and organisation skills along with excellent IT skills including excel.

On Offer:

• Salary: 25,000 - 30,000 depending on experience (Plus discretionary bonus)
• 23 days holiday plus bank holiday, increasing with length on service.
• Group Life Cover
• Group income protection
• Wellness programmes
• Paid Sick leave
• Ongoing support and training

Please note this role is fully office based with no remote working.

If you have the above skill set and interested in discussing this role further then please get in touch for an immediate chat.

• Provide administrative support to Financial Advisers across all areas of financial planning.
• Maintain and update client records on the back-office system 
• Ensure all client files comply with regulatory standards.
• Prepare client documentation, including illustrations, key features documents, and application forms.
• Process new business applications, investment trades, pension contributions, and transfer requests.
• Draft and submit Letters of Authority and liaise with product providers to obtain information.
• Prepare investment valuations, performance reports, and review packs.
• Assist with compiling client meeting documentation and annual review reports.

• Minimum 2 years’ experience in a similar role within an Independent Financial Adviser (IFA) firm.
• High attention to detail and strong organisational skills.
• Proficient in using Intelligent Office and Wrap Platforms (e.g. Standard Life, Aegon, Transact).
• Strong working knowledge of Microsoft Word and Excel.
• Solid understanding of financial planning processes, compliance, and current regulations.
• Excellent written and verbal communication skills.
• Professional, punctual, well-presented, and a strong team player.

• Competitive salary up to £35,000 (dependent on experience)
• 25 days holiday + bank holidays
• Company pension scheme
• Discretionary annual bonus
• Death in service benefit
• Free on-site parking
• Support with professional development and qualifications
• Friendly, professional, and sociable office environment

Financial Planning Administrator - Wakefield outskirts

Tempest Jones are excited to be recruiting for is a thriving national chartered financial planning practice specialising in provision of advice on whole of market pensions, investments, mortgages, and protection.

They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in creation and maintenance of client financial portfolios.

This role offers an exceptional opportunity to work in a supportive environment that promotes ongoing career development and progression, including industry exam sponsorship.

On offer:

• Competitive
• Study support toward the Diploma in Financial Planning
• Multiple career progression opportunities
• Hybrid working
• Free parking
• Competitive benefits package

Key Responsibilities:

• Managing both new and existing client accounts
• Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments
• Accessing provider platforms to gather essential information
• Processing business accurately and promptly in line with compliance guidelines
• Document preparation, scanning, and data input as required
• Diary management and other ad hoc tasks as requested by advisers
• Answering telephones professionally and courteously, providing information and assistance to advisers and third parties

Requirements:

• Professional background within an administrative capacity or a recent graduate with a financial services related degree and relevant work experience, plus neither current nor future need for sponsorship.
• Confidence using Microsoft Office, word and Excel.
• Excellent communication skills both verbal and written.
• Permanent residency and right to work in the UK. This company are unfortunately unable to provide sponsorship so they are seeking candidates who have both current and indefinite right to work in the UK.

If you are looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you!

Apply today by sending your cv to jenny @ tempestjones .com

Financial Planning Administrator, IFA Administrator, Sales Support, Financial Services Administrator, Administrator, West Yorkshire, Wakefield, Castleford, Leeds

Financial Planning Administrator - Stunning offices on outskirts of Sunderland

Tempest Jones are excited to be recruiting for is a thriving national chartered financial planning practice specialising in provision of advice on whole of market pensions, investments, mortgages, and protection.

They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in creation and maintenance of client financial portfolios.

This role offers an exceptional opportunity to work in a supportive environment that promotes ongoing career development and progression, including industry exam sponsorship.

On offer:

• Competitive
• Study support toward the Diploma in Financial Planning
• Full training
• Multiple career progression opportunities at head office
• Hybrid working
• Free parking
• Competitive benefits package

Key Responsibilities:

• Managing both new and existing client accounts
• Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments
• Accessing provider platforms to gather essential information
• Processing business accurately and promptly in line with compliance guidelines
• Document preparation, scanning, and data input as required
• Diary management and other ad hoc tasks as requested by advisers
• Answering telephones professionally and courteously, providing information and assistance to advisers and third parties

Requirements:

• Professional background within an administrative capacity or a recent graduate with a financial services related degree and relevant work experience, plus neither current nor future need for sponsorship.
• Confidence using Microsoft Office, word and Excel.
• Excellent communication skills both verbal and written.
• Permanent residency and right to work in the UK. This company are unfortunately unable to provide sponsorship so they are seeking candidates who have both current and indefinite right to work in the UK.

If you are looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you!

Apply today by sending your cv to jenny @ tempestjones .com

Financial Planning Administrator, IFA Administrator, Sales Support, Financial Services Administrator, Sales Administrator, Case Manager, County Durham, Sunderland, Tyne and Wear, Newcastle

• Location: Birmingham (Hybrid - 3 days office, 2 days home - flexibility required)
• Salary: 30,000 per annum
• Contract: Permanent | Full-Time | Monday-Friday, 9am-5pm

• Providing day-to-day support to a team of experienced Financial Planners
• Preparing review packs, valuations, and documentation ahead of client meetings
• Processing new business and ensuring compliant servicing of client accounts
• Maintaining accurate client records using systems such as Intelligent Office, iO, or similar
• Communicating confidently with clients, product providers, and internal teams
• Supporting diary and inbox management, ensuring workflow is completed to SLA
• Promoting awareness of AML and data protection procedures within the department

• Proven experience in financial planning / IFA / wealth management administration
• Confident using provider platforms and producing up-to-date valuations
• Experience using Intelligent Office (iO), Xplan, Curo, or similar back-office systems
• Excellent communication and interpersonal skills
• High level of accuracy and attention to detail
• Organised, proactive, and client-focused mindset

• Competitive 30,000 salary
• Flexible hybrid working - 3 days in the office, 2 days from home
• Opportunity to work alongside a supportive team of financial professionals
• Exposure to high-net-worth clients and complex financial cases
• Long-term development in a stable and growing firm

Financial Planning Administrator - Stunning offices on outskirts of Sunderland

Tempest Jones are excited to be recruiting for is a thriving national chartered financial planning practice specialising in provision of advice on whole of market pensions, investments, mortgages, and protection.

They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in creation and maintenance of client financial portfolios.

This role offers an exceptional opportunity to work in a supportive environment that promotes ongoing career development and progression, including industry exam sponsorship.

On offer:

• Competitive
• Study support toward the Diploma in Financial Planning
• Full training
• Multiple career progression opportunities at head office
• Hybrid working
• Free parking
• Competitive benefits package

Key Responsibilities:

• Managing both new and existing client accounts
• Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments
• Accessing provider platforms to gather essential information
• Processing business accurately and promptly in line with compliance guidelines
• Document preparation, scanning, and data input as required
• Diary management and other ad hoc tasks as requested by advisers
• Answering telephones professionally and courteously, providing information and assistance to advisers and third parties

Requirements:

• Professional background within an administrative capacity or a recent graduate with a financial services related degree and relevant work experience, plus neither current nor future need for sponsorship.
• Confidence using Microsoft Office, word and Excel.
• Excellent communication skills both verbal and written.
• Permanent residency and right to work in the UK. This company are unfortunately unable to provide sponsorship so they are seeking candidates who have both current and indefinite right to work in the UK.

If you are looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you!

Apply today by sending your cv to jenny @ tempestjones .com

Financial Planning Administrator, IFA Administrator, Sales Support, Financial Services Administrator, Sales Administrator, Case Manager, County Durham, Sunderland, Tyne and Wear, Newcastle