172 Financial Models jobs in the United Kingdom

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

Job Title: Financial Planning & Analysis (FP&A) Accountant - 6 Month FTC
Location: Poole, Dorset
Hours: Full-Time
Salary: 43,699.50 per annum (pro rata)

We are working with a well-established South West-based charitable housing association to recruit an experienced Financial Planning & Analysis (FP&A) Accountant on a 6-month fixed-term contract. This is a fantastic opportunity to play a key role in supporting the organisation's financial health and strategic decision-making.

As FP&A Accountant, you will be responsible for ensuring robust financial planning, providing insightful analysis, and supporting key business decisions across the organisation. Your work will have a direct impact on operational performance and long-term strategy.

Key responsibilities include:

• Supporting the annual budgeting cycle and reforecasting processes to deliver accurate and robust financial plans.

• Enhancing and automating monthly reporting, moving from Excel to dynamic Power BI dashboards.

• Assisting the Finance Manager with month-end variance analysis, highlighting key insights and trends.

• Leading finance support for ad-hoc business case analysis and strategic decision-making.

• Preparing high-quality reports and translating complex financial data into actionable recommendations.

• Developing budgets, forecasts, and financial models to support scenario planning and operational decisions.

• Proven experience in financial planning, analysis, and reporting, ideally within a Housing Association or multi-entity group.

• Strong ability to interpret data and present insights clearly to finance and non-finance colleagues alike.

• Proficiency in Power BI or similar reporting tools to automate and visualise financial data.

• Excellent attention to detail, with the ability to balance accuracy and strategic insight.

• Skilled in building and maintaining financial models for scenario planning and decision support.

• Strong knowledge of accounting principles and financial reporting standards.

• Proactive, solutions-focused, and able to support management with complex financial decisions.

• Work with a collaborative, forward-thinking finance team.

• Make a real impact by helping shape operational and strategic decisions.

• Opportunity to develop and automate reporting processes using modern BI tools.

• Temporary role with potential to expand your experience in a dynamic not-for-profit environment.

INDCP

Financial Planning & Analysis Accountant
Location: West Yorkshire
Salary: Up to 55,000 + benefits

We are currently seeking a Financial Planning & Analysis Accountant to join a food manufacturing business in West Yorkshire. This is an excellent opportunity for a part-qualified or qualified accountant (ACCA, CIMA, ACA) with strong analytical skills and experience in financial planning, forecasting, and reporting.

Key Responsibilities:

• Develop and maintain financial models to support budgeting, forecasting, and decision-making.

• Collect data from multiple platforms and consolidate it into a single source for accurate reporting and analysis.

• Provide insight to drive business performance and support strategic decisions.

• Communicate financial information effectively to both finance and non-finance stakeholders.

Requirements:

• Part-qualified or qualified accountant (ACCA, CIMA, ACA).

• Strong analytical and problem-solving skills.

• Proficient in Power BI or a similar tool.

• Experience in financial planning, forecasting, and reporting.

• Excellent communication and interpersonal skills.

This is a fantastic opportunity to play a pivotal role in a growing business and make a real impact on financial performance.

To apply: Please submit your CV for immediate consideration.

Financial Planning & Analysis Accountant
Location: West Yorkshire
Salary: Up to 55,000 + benefits

We are currently seeking a Financial Planning & Analysis Accountant to join a food manufacturing business in West Yorkshire. This is an excellent opportunity for a part-qualified or qualified accountant (ACCA, CIMA, ACA) with strong analytical skills and experience in financial planning, forecasting, and reporting.

Key Responsibilities:

• Develop and maintain financial models to support budgeting, forecasting, and decision-making.

• Collect data from multiple platforms and consolidate it into a single source for accurate reporting and analysis.

• Provide insight to drive business performance and support strategic decisions.

• Communicate financial information effectively to both finance and non-finance stakeholders.

Requirements:

• Part-qualified or qualified accountant (ACCA, CIMA, ACA).

• Strong analytical and problem-solving skills.

• Proficient in Power BI or a similar tool.

• Experience in financial planning, forecasting, and reporting.

• Excellent communication and interpersonal skills.

This is a fantastic opportunity to play a pivotal role in a growing business and make a real impact on financial performance.

To apply: Please submit your CV for immediate consideration.

Job Title: Financial Planning & Analysis (FP&A) Accountant - 6 Month FTC
Location: Poole, Dorset
Hours: Full-Time
Salary: 43,699.50 per annum (pro rata)

We are working with a well-established South West-based charitable housing association to recruit an experienced Financial Planning & Analysis (FP&A) Accountant on a 6-month fixed-term contract. This is a fantastic opportunity to play a key role in supporting the organisation's financial health and strategic decision-making.

As FP&A Accountant, you will be responsible for ensuring robust financial planning, providing insightful analysis, and supporting key business decisions across the organisation. Your work will have a direct impact on operational performance and long-term strategy.

Key responsibilities include:

• Supporting the annual budgeting cycle and reforecasting processes to deliver accurate and robust financial plans.

• Enhancing and automating monthly reporting, moving from Excel to dynamic Power BI dashboards.

• Assisting the Finance Manager with month-end variance analysis, highlighting key insights and trends.

• Leading finance support for ad-hoc business case analysis and strategic decision-making.

• Preparing high-quality reports and translating complex financial data into actionable recommendations.

• Developing budgets, forecasts, and financial models to support scenario planning and operational decisions.

• Proven experience in financial planning, analysis, and reporting, ideally within a Housing Association or multi-entity group.

• Strong ability to interpret data and present insights clearly to finance and non-finance colleagues alike.

• Proficiency in Power BI or similar reporting tools to automate and visualise financial data.

• Excellent attention to detail, with the ability to balance accuracy and strategic insight.

• Skilled in building and maintaining financial models for scenario planning and decision support.

• Strong knowledge of accounting principles and financial reporting standards.

• Proactive, solutions-focused, and able to support management with complex financial decisions.

• Work with a collaborative, forward-thinking finance team.

• Make a real impact by helping shape operational and strategic decisions.

• Opportunity to develop and automate reporting processes using modern BI tools.

• Temporary role with potential to expand your experience in a dynamic not-for-profit environment.

INDCP

• Lead the annual budgeting and quarterly forecasting processes, collaborating with various departments to ensure accurate and comprehensive financial plans.
• Develop sophisticated financial models to support strategic initiatives, new product launches, and long-term financial planning.
• Conduct in-depth variance analysis, identifying key drivers and providing actionable insights and recommendations to management.
• Prepare and present monthly financial performance reports, executive summaries, and dashboards.
• Monitor key financial and operational metrics, highlighting trends and potential risks or opportunities.
• Support the evaluation of potential mergers, acquisitions, and investment opportunities.
• Drive continuous improvement in FP&A processes, systems, and reporting capabilities.
• Ensure the integrity and accuracy of financial data used for planning and analysis.
• Work closely with the accounting team to ensure alignment between financial reporting and management information.
• Provide ad-hoc financial analysis and support for strategic projects as required.

• Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or professional certification (CPA, CIMA, ACCA, CFA) is highly advantageous.
• Proven experience (5+ years) in financial planning and analysis roles, preferably within a dynamic business environment.
• Strong financial modelling and forecasting skills, with proficiency in Excel and financial software.
• Excellent analytical, problem-solving, and critical thinking abilities.
• Demonstrated experience in preparing financial reports and presenting complex information to senior management.
• Understanding of accounting principles and financial statements.
• Exceptional communication and interpersonal skills, with the ability to collaborate effectively across different departments.
• Self-motivated, organized, and able to manage multiple projects and deadlines in a remote setting.
• Experience with BI tools and data visualization software is a plus.
• Familiarity with the FinTech industry is desirable.

Financial Planning & Analysis Manager

Role type: Permanent

Location: London (Hybrid)
Salary: £70,000 + excellent benefits

Are you an experienced finance professional with strong FP&A expertise, excellent systems knowledge, and a passion for driving business performance? This is an exciting opportunity to join a dynamic and high-performing finance team within a leading organisation.

As the Finan.

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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
• 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
• 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.