7 Financial Planning jobs in Bristol

Robert Half are supporting a leading charity in the search for an experienced Head of Financial Planning & Analysis on a 12-month maternity cover contract.

Reporting directly to the Finance Director, this role will oversee budgeting, forecasting, and financial insight to support strategic decision-making. It requires strong leadership, excellent stakeholder management, and the ability to deliver cl.

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• Lead the preparation and analysis of monthly, quarterly, and annual management accounts, budgets, and forecasts.
• Develop and implement robust financial models to support business planning, performance evaluation, and strategic initiatives.
• Provide insightful analysis of financial performance, identifying key trends, variances, and areas for improvement.
• Collaborate closely with department heads and senior management to understand business drivers and provide financial guidance.
• Prepare insightful commentary and presentation materials for senior leadership, highlighting financial performance and strategic recommendations.
• Oversee and improve financial processes, controls, and reporting systems to ensure accuracy and efficiency.
• Assist in the development and tracking of Key Performance Indicators (KPIs) to measure business success.
• Support ad-hoc financial projects, including business case development, investment appraisals, and scenario planning.
• Mentor and guide junior members of the finance team, fostering a culture of continuous learning and development.
• Ensure compliance with accounting standards and regulatory requirements.
• Maintain strong relationships with internal and external stakeholders.

• Fully Qualified Accountant (ACA, ACCA, CIMA, or equivalent) with a strong track record in management accounting and FP&A.
• Minimum of 5 years of post-qualification experience, preferably within a similar remote or hybrid environment.
• Advanced proficiency in Excel and financial modeling techniques.
• Experience with ERP systems (e.g., SAP, Oracle, NetSuite) and BI tools (e.g., Power BI, Tableau).
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional communication and presentation skills, with the ability to articulate complex financial information clearly.
• Proven ability to manage multiple priorities, meet tight deadlines, and work independently with minimal supervision.
• Strong understanding of business operations and financial strategy.
• Experience in mentoring or leading junior team members is a plus.
• A proactive and detail-oriented approach to work.

Financial Advisor

Location: Bristol, remote/hybrid Working

Salary: Basic Salary up to 65,000 DOE with a bonus scheme.

Are you a Financial Advisor looking for you next new opportunity?

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Bristol. Our client is looking to recruit a Level 4 qualified Financial Advisor helping HNW professionals to reach their financial goals. Ideally, they would desire a Chartered Financial Advisor.

Key Responsibilities required Financial Advisor:

• Assessing & identifying financial needs for HNW clients
• Conducting product research
• Implementing money laundering processes
• Providing holistic financial planning services
• Conducting lifestyle planning assessments
• Presenting financial recommendations to clients
• Conducting client financial reviews
• Keeping up to date with regulatory changes
• Networking with professional partners
• Contributing to marketing initiatives
• Maintaining an up-to-date Statement of Professional Standing
• Participating in ongoing CPD activities

Requirements for the Financial Advisor:

• Level 4 qualified (Diploma in Financial Planning) and/or on the way to level 6.
• Experience in an authorised financial planning role with competent adviser status
• Strong ambition and attention to detail
• Excellent communication and interpersonal skills
• Experience in working with HNW clients.

How to Apply:

Please contact Marie McDermott on (phone number removed) or email to discuss this superb opportunity.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Financial Advisor

Location: Bristol, remote/hybrid Working

Salary: Basic Salary up to 65,000 DOE with a bonus scheme.

Are you a Financial Advisor looking for you next new opportunity?

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Bristol. Our client is looking to recruit a Level 4 qualified Financial Advisor helping HNW professionals to reach their financial goals. Ideally, they would desire a Chartered Financial Advisor.

Key Responsibilities required Financial Advisor:

• Assessing & identifying financial needs for HNW clients
• Conducting product research
• Implementing money laundering processes
• Providing holistic financial planning services
• Conducting lifestyle planning assessments
• Presenting financial recommendations to clients
• Conducting client financial reviews
• Keeping up to date with regulatory changes
• Networking with professional partners
• Contributing to marketing initiatives
• Maintaining an up-to-date Statement of Professional Standing
• Participating in ongoing CPD activities

Requirements for the Financial Advisor:

• Level 4 qualified (Diploma in Financial Planning) and/or on the way to level 6.
• Experience in an authorised financial planning role with competent adviser status
• Strong ambition and attention to detail
• Excellent communication and interpersonal skills
• Experience in working with HNW clients.

How to Apply:

Please contact Marie McDermott on (phone number removed) or email to discuss this superb opportunity.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

• Develop and maintain complex financial models to support strategic decision-making, including forecasting, budgeting, and valuation.
• Analyze financial data to identify trends, variances, and opportunities for cost savings and revenue enhancement.
• Prepare detailed financial reports, presentations, and performance analyses for executive leadership.
• Conduct thorough market research and competitor analysis to inform investment and strategic planning.
• Evaluate the financial impact of new business initiatives, partnerships, and potential acquisitions.
• Assist in the annual budgeting process and periodic financial forecasting.
• Monitor key performance indicators (KPIs) and provide insights into business performance.
• Collaborate with accounting teams to ensure the accuracy and integrity of financial data.
• Provide financial guidance and support to operational departments.
• Stay up-to-date with industry trends, accounting standards, and regulatory changes.
• Contribute to the development and implementation of financial policies and procedures.
• Support ad-hoc financial analysis and projects as required by management.

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• Professional certification such as CFA, ACCA, or CIMA is highly desirable.
• Minimum of 5 years of progressive experience in financial analysis, corporate finance, or investment banking.
• Advanced proficiency in Microsoft Excel, financial modeling, and data visualization tools.
• Strong understanding of financial statements, accounting principles, and valuation methodologies.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional communication and presentation skills, with the ability to convey complex financial information clearly and concisely.
• Experience with financial planning and analysis (FP&A) software is a plus.
• Ability to work effectively both independently and as part of a collaborative team in a hybrid work environment.