87 Financial Planning jobs in the United Kingdom

Financial Planning Administrator

CF10 Cardiff / Caerdydd, Wales Recruit Wealth Ltd

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Job Description

full time

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
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Financial Planning Administrator

GU1 Guildford, South East Dynamite Recruitment

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Job Description

full time
Dynamite Recruitment are supporting an Independent Financial Planning firm on the recruit of  a Client Services Administrator to join the team. As Client Services Administrator you play a vital role in supporting Financial Planners and delivering a high-quality, efficient administrative service to clients. This position ensures smooth operations and an outstanding client experience by managing end-to-end administrative processes.

Responsibilities Include:
  • 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.
What We're Looking For
  • 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)
Office based, Alton
£24,000 - £29,000 DOE

For more details please apply or contact Tegan at Dynamite (url removed)
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Financial Planning Analyst

HP17 Lower Hartwell, South East Vitae Financial Recruitment

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Job Description

temporary
Financial Planning Analyst - 6-Month Contract
Location: Aylesbury, Buckinghamshire (Hybrid working)
Contract: Temporary - circa 6 months
Start Date: ASAP
Rate: Circa 350- 390p/day (Inside IR35)

We're partnering with a well-regarded organisation to recruit a Financial Planning Analyst on a temporary basis (approximately 6 months). This is a fantastic opportunity for a commercially minded finance professional to join a collaborative team and support key forecasting and planning activities during a period of high business activity.

Key Responsibilities:
* Support the Planning Manager in maintaining a rolling forecast and updating statutory models including P&L, balance sheet, cash flow, and debt/interest.
* Assist with the preparation of financial forecasts and business plans through close collaboration with multiple departments and stakeholders.
* Perform scenario planning, what-if analysis, and contribute to the creation of high-quality presentation materials for senior leadership.
* Help enhance planning processes and key financial drivers in partnership with operational and wider finance teams.
* Contribute to the development and refinement of the company's cash flow model, reviewing assumptions and ensuring alignment with trading plans and
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Financial Planning Administrator

BH1 Bournemouth, South West Dynamite Recruitment

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Job Description

full time
Dynamite Recruitment are supporting in the recruit of A Financial Planning Administrator to join an Independent Financial Planning firm in Dorset. As Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant delivery of advice and services to clients. This role requires a high level of attention to detail, excellent communication skills, and a client-first mindset.

Key Responsibilities
  • 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 
What We're Looking For
  • 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

£24,000 - £30,000 (DOE)
Full exam support offered
Career development and progression opportunities

For more details please apply or contact Tegan at Dynamite Recruitment
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Financial Planning Administrator

MK1 Milton Keynes, South East Eden Rose

Posted 1 day ago

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Job Description

full time

Are you a Financial Services Client Services Administrator looking to pursue a new opportunity?
A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within thebusiness.
This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking and have a strong history of promoting from within.

Benefits:

  • Either full time or 5x shorter days
  • Office based for first 6months, then hybrid (3days in the office)
  • Competitive salary - Up to 35,000
  • Pension contribution
  • Competitive productivity bonus, in which all team members are included
  • Group Death in Service
  • Private Medical Insurance
  • Increasing annually with service, up to 27 days, plus
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Financial Planning Administrator

CV34 Warwick, West Midlands Recruit Wealth Ltd

Posted 1 day ago

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Job Description

full time

Recruit Wealth are delighted to be representing our fast growing, private equity 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 Warwick, 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
This advertiser has chosen not to accept applicants from your region.

Financial Planning Manager

Cheshire, West Midlands Bayman Atkinson Smythe

Posted 1 day ago

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Job Description

full time

Hybrid – Cheshire Offices | £66,500 + excellent holidays, pension, health and other benefits

Are you an experienced finance professional with a strong background in business planning, treasury, and financial control ? We’re working with a highly respected housing trust in Cheshire who are looking to appoint a Financial Planning Manager to play a key role in their ambitious growth plans.

This is a fantastic opportunity to join a collaborative, values-driven organisation as part of their Leadership Community, reporting directly to the Director of Finance .

The Role

As Financial Planning Manager, you will:

  • Lead on the 30-year business plan, stress testing and financial modelling (using BRIXX and other tools).
  • li>Provide financial leadership and business partnering to support a major development programme.
  • Manage the Trust’s treasury function and loan portfolio.
  • < i>Oversee financial control, compliance and regulatory returns.
  • Lead and motivate a small finance team, acting as a key liaison across the organisation.

About You

We’re keen to speak with finance professionals who can demonstrate:

    < i>CCAB qualification (or equivalent) with evidence of continued CPD.
  • Strong experience in business planning and financial modelling (including BRIXX or similar).
  • Proven expertise in treasury management, statutory accounting and business partnering.
  • A proactive, collaborative style with the ability to communicate financial information effectively at all levels.
  • Experience in the housing sector would be advantageous, but not essential.

What’s on Offer

    < i>Salary: £66,500 per annum li>Hybrid working
  • Generous annual leave plus
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Financial Planning Analyst

RG21 Basingstoke, South East CK Group- Science, Clinical and Technical

Posted 1 day ago

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Job Description

contract
CK Group are recruiting for a Financial Planning Analyst to join a company in the pharmaceutical industry in Basingstoke on a contract basis for 6 months.

Salary:
per hour PAYE.

Financial Planning Analyst Role:
  • 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.
Your Background :
  • 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.

Company:
Our client is one of the largest pharmaceutical companies in the world. They focus on finding answers for some of the world's most urgent medical needs.

Location:
This role is hybrid, working 3 days a week on site in Basingstoke.

Apply:
For more information, or to apply for this Financial Planning Analyst please contact the Key Accounts Team on (phone number removed). Please quote reference (Apply online only).
It is essential that applicants hold entitlement to work in the UK

Please note: This role may be subject to a satisfactory basic Disclosure and Barring Service (DBS) check.

INDKA

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Financial Planning Administrator

Newcastle upon Tyne, North East Recruit Wealth Ltd

Posted 1 day ago

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Job Description

full time

Recruit Wealth are delighted to be representing our fast growing, private equity 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 Newcastle, 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
This advertiser has chosen not to accept applicants from your region.

Financial Planning Administrator

HG1 Harrogate, Yorkshire and the Humber Lime People Search & Select Ltd

Posted 1 day ago

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Job Description

temporary

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.

We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover.  You will be responsible for providing full administrative support to a team of Financial Planners / Advisers.  Specifically you will:

  • Be the point of contact for company, client and third-party queries when dealing with new and existing business.
  • li>Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
  • Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
  • Process online fund switches and manage through to completion.
  • Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
  • Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
  • Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
  • Diary management for Advisers.
  • Ensure all documentation is scanned to paperless system and all emails are saved to the client records.
  • Liaise with external parties regarding any queries (insurance companies etc.).
  • Manage own workload.
  • Prepare meeting packs for advisers

We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First.  Any experience you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage.  If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage.

This role is for a 9-Month Maternity cover contract.

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