138 Financial Planning jobs in the United Kingdom

Financial Planning

Lancashire, North West £40000 - £60000 Annually Ferguson Dean

Posted 6 days ago

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Job Description

permanent

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
This advertiser has chosen not to accept applicants from your region.

Financial Planning

PR1 Penwortham, North West Ferguson Dean

Posted 3 days ago

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Job Description

full time

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
This advertiser has chosen not to accept applicants from your region.

Financial Planning Analyst

Greater Manchester, North West £35000 - £40000 Annually Medlock Partners Ltd

Posted 1 day ago

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Job Description

permanent

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
This advertiser has chosen not to accept applicants from your region.

Financial Planning Administrator

Dudley, West Midlands £27000 - £30000 Annually Recruit Wealth Ltd

Posted 6 days ago

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Job Description

permanent

Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Halesowen offices, one of 50 nationwide.

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.

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.

Our Client is seeking candidates who have experience of working within Financial services ideally within an IFA Business

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, Flex/Hybrid working.

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.

This advertiser has chosen not to accept applicants from your region.

Financial Planning Administrator

Sheffield, Yorkshire and the Humber £28000 - £30000 Annually Recruit Wealth Ltd

Posted 6 days ago

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Job Description

permanent

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.

This advertiser has chosen not to accept applicants from your region.

Financial Planning Administrator

West Midlands, West Midlands Exchange Street Executive Search

Posted 6 days ago

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Job Description

permanent
Decent pay, an opportunity to progress, support with exams - you're not asking for much.

So why does it all feel like such a battle to get where you are?

It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one.

Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average.

Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine.

But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again.

You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person.

  
HERE'S WHAT YOU'LL NEED:

You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice.

You'll have good attention to detail and have a conscientious mindset.
  
  

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Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch.

If you don't have an up to date CV don't worry, we can come to that later. 

Everyone will receive a response.
This advertiser has chosen not to accept applicants from your region.

Financial Planning Analyst

Buckinghamshire, Eastern £350 - £390 Daily Vitae Financial Recruitment

Posted 6 days ago

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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 payment cycles.
* Produce weekly cash flow reports for review and distribution to senior stakeholders including board members.
* Conduct analysis to support accurate cash forecasting and provide additional ad-hoc financial insight where required.
Ideal Candidate:
* Experience in financial planning and analysis, ideally within a fast-paced or changing environment. Fully qualified (CIMA/ACCA/ACA).
* Confident communicator with the ability to work cross-functionally and present to senior stakeholders.
*Proactive and analytical, with a strong attention to detail and a collaborative working style.


This is a hybrid role, with a mix of remote and office-based work from the Aylesbury site. The business offers a welcoming and supportive team environment.

Vitae Financial Recruitment Ltd is acting as an Employment Business in relation to this vacancy.
This advertiser has chosen not to accept applicants from your region.
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Financial Planning Administrator

Buckinghamshire, Eastern £26000 - £35000 Annually Eden Rose

Posted 6 days ago

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Job Description

permanent, part 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 bank holidays

To be considered for this adviser supportopportunity:

  • Previous experience in a Financial Services Administration role
  • Excellent communication, interpersonal and organisational skills
  • Experience using IT Systems and Software, including platform/provider websites and portals

Apply today to be considered for this Financial Planning Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client.

Client Support, Technical Support, Adviser Assistant, Financial Planning Admin

This advertiser has chosen not to accept applicants from your region.

Financial Planning Administrator

Gloucestershire, South West Integrity365

Posted 6 days ago

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Job Description

permanent

As our financial advisory business continues to grow, we are looking for an experienced financial planning administrator to support our advisers in our Dyrham office, which is located in Dyrham (between Bristol, Chippenham and Bath).

The role:

Integrity365 is currently looking to expand our team of office-based administrators to support one of our Independent Financial Advisers.

This role would involve directly supporting an IFA with all areas of business processing, financial administration and client liaison. The role will require use of platforms, Intelligent Office and other associated software to best serve the needs of the adviser and clients. The position would suit a candidate with experience in a similar environment, however full training will be provided.

We are happy to support personal development and are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience.

We are currently recruiting individuals for roles in our Bristol office, but we also have teams in High Wycombe and London, as well as our Scottish offices under the MacDonald Partnership brand in Inverness, Arbroath and Helensburgh.

About us:

Founded by an extremely strong and experienced management team, Integrity365 has been built on the foundations of professional excellence, using modern technology and interpersonal skills to provide high-quality advice that our clients will value and trust.

At Integrity365 we take a holistic approach to financial planning. From the early days of mortgages, protection, investments and lump sum decisions, through to retirement and later life planning, we are here to support our clients through the key stages of their life. Our ‘people ahead of process’ ethos means that clients and employees remain at the core of everything we do.

We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means our advisers always find the best solution for every client, and every client has their own tailored financial plan.

Our team of Independent Financial Advisers are highly qualified, many of whom hold Chartered Financial Planner status and maintain a loyal client base.

Salary:

Dependent on experience.

We offer:

  • A competitive package and benefits.
  • A great team to work with!

To Apply:

If you’ve had at least three years’ experience within a busy Financial Services Administration team, and have a wide product knowledge and experience of Intelliflo please get in touch with a cover note and accompanying CV.

Schedule:  Monday to Friday

Work Location:  Bristol Head Office – Aveling Office, Lower Ledge Farm, Doynton Lane, Dyrham, SN14 8EY

This advertiser has chosen not to accept applicants from your region.

Financial Planning Administrator

South Glamorgan, Wales £28000 - £32000 Annually Recruit Wealth Ltd

Posted 6 days ago

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Job Description

permanent

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.

This advertiser has chosen not to accept applicants from your region.
 

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