26 Financial Planning jobs in London

Financial Planning & Reporting Manager

5 days a week on site
Based in Blackfriars, London
Paying up to 65,000 based on experience

We're looking for a commercially minded Financial Planning & Reporting Manager to join a busy, fast-growing sales-led organisation.

Reporting to the Associate Director of Finance & Reporting, you'll be building new reporting capabilities from the ground up, delivering high-quality analysis, and giving senior leadership the insights they need to drive performance. You'll be hands-on with budgets, forecasts, monthly reporting, and deep-dive analysis into areas such as new business growth, discount profiles, client retention, and cancellations.

You'll also partner closely with the CFO, the Sales Team, and Group Finance - so relationship-building skills will be just as important as your technical expertise. This is a great opportunity for someone who enjoys combining data-driven analysis with commercial thinking, and who wants to make a visible impact.

What you'll be doing:

• Leading the business planning and forecasting processes
• Preparing monthly management reports with clear, actionable insights
• Supporting annual budgets, quarterly forecasts, KPI tracking, and metrics reporting
• Delivering analysis on new business trends, discounting, retention, cancellations, and client base changes
• Working alongside the leadership team on presentations and strategic discussions
• Business partnering with sales and finance teams to improve commercial performance
• Managing a small team of analysts and sales accountants

What we're looking for:

• Strong Excel skills (ideally including macros and VBA), plus confidence in PowerPoint and Word
• A recognised accountancy qualification (or working towards one)
• Proven analytical ability with a proactive, problem-solving mindset
• The ability to manage deadlines while staying adaptable to changing priorities
• An eagerness to understand complex systems, processes, and the mechanics of a business
• A "can-do" approach and the confidence to turn multiple data inputs into clear, concise information

If you thrive in a fast-paced environment, enjoy turning numbers into stories, and want to be part of a business on a steep growth trajectory, we'd love to hear from you.

50219CH

INDLON

Opportunity: Financial Planning Assistant

Location: central London

Salary: £40K + DOE and bonus/benefits

Are you an experienced Financial Planning Assistant looking to take the next step in your career? Our client, a highly respected and long-established chartered Wealth Management firm is currently seeking a motivated and detail-oriented Financial Planning/Wealth Management professional to become part of a dynamic team, supporting private clients, families, small businesses, and charities across the UK with bespoke and impartial advice.

About the Role

As a Financial Planning Assistant, you will play a key part in delivering an exceptional client experience by providing comprehensive administrative support to advisers and the wider client servicing team. You’ll be instrumental in ensuring smooth day-to-day operations and maintaining the highest compliance standards.

Key Responsibilities Include:

Supporting advisers with administrative tasks including preparing valuations and meeting packs

Submitting new business and managing pipelines, including Letters of Authority and chasing provider information

Liaising with clients and providers, and maintaining CRM and back-office systems

Logging fees/commissions, screening emails and calls, and managing diaries

Acting as a point of contact for client queries

Maintaining compliant client files (including AML documentation)

Preparing basic suitability reports

Supporting with ad-hoc tasks and internal projects

About you:

They are seeking an experienced, talented individual who can hit the ground running, with at least 5 years of experience in a Financial Planning Support/Assistant or similar role within a financial planning environment.

You will possess :

A strong understanding of the financial services industry

Familiarity with FCA regulations, particularly the Code of Conduct (COCON)

Previous experience with Intelliflo (Essential) and moneyinfo (desirable)

High proficiency with Microsoft 365 applications

Excellent communication and interpersonal skills

Strong organisational skills and attention to detail

A proactive mindset and the ability to work both independently and as part of a team

Qualifications & Training:

Ongoing training and development opportunities will be provided post-probation

Commitment to continuous learning and regulatory awareness is essential

Personal Attributes:

Professional and positive attitude

Strong work ethic with a commitment to high standards

Willingness to adapt and take on new challenges

Able to thrive under pressure and manage competing deadlines

CV to

Role

Nigel James Associates are partnered with a medium sized wealth management company to secure a highly experienced Financial Planner to join their London office. Our client is looking for a seasoned practitioner who is either currently undertaking a player/manager position or alternatively a very experienced practitioner who is looking to take the next step in managing and mentoring a team of high performing Advisers. Alongside these responsibilities this role would see you leading by example by advising, whilst also demonstrating the ability to securing new business.

Requirements

In order to be considered for this role you must have/must be:

• Chartered qualified or at the very least have a few AF exams
• Established in your career
• Have experience in managing HNW & UHNW clients
• Have a positive and inspiring mindset
• Have gravitas and be able to lead by example
• Be personable and approachable
• Have the ability to manage all levels of seniority within your team and be able to modify your approach accordingly
• Have the proven ability to bring in new business via your own networks and internal stakeholders
• Want to motivate your team and work in a collaborative environment

Why Join?

Our client is extremely professional in their approach and always look for ways to improve the way they work and deliver advice. You would be joining an incredible company to work for and help shape the way they do this. They will pay a high £six figure basic salary for the right person alongside a both personal and team based performance bonus and benefits. If you wanted to bring any clients with you once you are outside of restrictions then a further conversation could also be had around renumeration potential, however, this is not a prerequisite for the role.

What Next?

If you are interested in hearing more then please apply below with a CV or alternatively contact one of our team at Nigel James Associates.

Group FP&A Manager – Strategic Finance Role | Global Infrastructure Leader

We’re working with a leading global infrastructure provider in their search for a commercially astute Group FP&A Manager . This role is central to delivering high-quality financial insights that support executive and board-level decisions across international markets.

Key Responsibilities:

• Develop high-level reports for executives and stakeholders, combining financial, operational, and commercial insights
• Coordinate the annual planning cycle, leveraging Adaptive Planning to unify inputs from international teams
• Perform detailed financial evaluations to uncover performance drivers and suggest strategic actions
• Work closely with regional FP&A teams to ensure unified messaging and consistent financial practices
• Establish and track core performance metrics to monitor progress across the organisation
• Deliver targeted financial insights through ad hoc analysis to support key business decisions
• Lead initiatives to refine and automate forecasting, budgeting, and reporting processes
• Advocate for the effective use of integrated planning platforms such as Adaptive Planning and Workday
• Cultivate a collaborative, inclusive, and purpose-driven culture within the finance function

Candidate Profile:

• 5+ years’ FP&A experience at group or business unit level
• Strong analytical skills and attention to detail
• Proven experience with financial planning tools (preferably Adaptive Planning)
• Comfortable working across multi-currency environments and global teams

A great opportunity to join a dynamic organisation and an impressive finance team to take your next step in your professional growth. Please submit your CV for a confidential conversation.

FP&A Manager (Executive Reporting), Financial Services Start-Up, London, £75k + 20% bonus + 20% pension

We are exclusively partnering a leading Financial Institution start-up formed by a group of the UK's top retail banks. This is a newly created role and an outstanding opportunity for a qualified, commercially astute FP&A Manager to join a business leading the UK's financial access.

Reporting dire.

WHJS1_UKTJ

Your new company
A global leader in professional information, software solutions, and services. This opportunity sits within a high-performing audit and assurance brand, supporting international clients through a critical budgeting cycle. The team is collaborative, fast-paced, and focused on delivering excellence across finance operations.


Your new role
As an Interim FP&A Consultant, you'll provide essential support to the EMEA Finance Director during the peak budgeting period. Key responsibilities include:

• Leading and supporting budgeting and forecasting cycles
• Delivering accurate and timely financial reports
• Preparing executive-level financial slide decks
• Collaborating with international teams across APAC and the US
• Managing full P&L responsibilities, including revenue, cost of sales, and internal allocations
• Handling ad-hoc FP&A tasks in a dynamic environment
  
  
  

What you'll need to succeed

• Proven FP&A experience, ideally as a seasoned contractor
• Strong grasp of international business operations
• Proficiency in SAP, Tagetik, and Excel
• Ability to work independently and flexibly across time zones
• Excellent communication and stakeholder engagement skills
  
  
  
  

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Your new company
A global leader in professional information, software solutions, and services. This opportunity sits within a high-performing audit and assurance brand, supporting international clients through a critical budgeting cycle. The team is collaborative, fast-paced, and focused on delivering excellence across finance operations.


Your new role
As an Interim FP&A Consultant, you'll provide essential support to the EMEA Finance Director during the peak budgeting period. Key responsibilities include:

• Leading and supporting budgeting and forecasting cycles
• Delivering accurate and timely financial reports
• Preparing executive-level financial slide decks
• Collaborating with international teams across APAC and the US
• Managing full P&L responsibilities, including revenue, cost of sales, and internal allocations
• Handling ad-hoc FP&A tasks in a dynamic environment
  
  
  

What you'll need to succeed

• Proven FP&A experience, ideally as a seasoned contractor
• Strong grasp of international business operations
• Proficiency in SAP, Tagetik, and Excel
• Ability to work independently and flexibly across time zones
• Excellent communication and stakeholder engagement skills
  
  
  
  

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

• Oversee and direct all FP&A activities, including budgeting, forecasting, long-range planning, and management reporting.
• Develop sophisticated financial models to support strategic decision-making, investment analysis, and scenario planning.
• Partner closely with business leaders across departments to understand key drivers and provide financial guidance.
• Lead the annual budgeting process and establish rolling forecast processes.
• Analyze financial performance against budget and forecast, identifying key variances and recommending corrective actions.
• Prepare financial presentations for the executive leadership team, board of directors, and investors.
• Drive continuous improvement in financial processes and systems, leveraging technology to enhance efficiency and accuracy.
• Develop and track key performance indicators (KPIs) to measure business performance and identify trends.
• Manage and mentor a team of finance professionals, fostering a high-performance culture.
• Ensure compliance with financial regulations and reporting standards.
• Evaluate potential M&A opportunities and provide financial due diligence support.

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field; MBA or equivalent preferred.
• 10+ years of progressive experience in FP&A, corporate finance, or a related finance leadership role, preferably within a high-growth environment.
• Proven expertise in financial modeling, forecasting techniques, and business partnering.
• Strong understanding of accounting principles and financial reporting.
• Exceptional analytical, strategic thinking, and problem-solving skills.
• Excellent leadership, communication, and presentation abilities.
• Experience with financial planning software (e.g., Anaplan, Oracle Hyperion, SAP BPC) and BI tools.
• Ability to thrive in a fast-paced, dynamic, and remote work environment.
• Demonstrated ability to build strong relationships and influence stakeholders at all levels.

The Assembly Finance team is seeking a detail oriented and driven Senior manager, FP&A.

The Senior manager, FP&A role provides an opportunity partner with key stakeholders across the company. In this position, the Senior manager will Support the Senior Director FP&A with responsibility for ensuring the completeness and integrity of forecasts, budgets, tracking performance, managing monthly operating expenses, and using analysis help drive informed decision making.

Responsibilities

• Work directly with the Senior Director FP&A and other business leaders to play a crucial role in planning and assessing the company's performance.
• Manage FP&A analyst.
• Contribute to the development of accounting systems, policies, and procedures.
• Maintain client profitability reporting and forecast.
• Work with Senior Director FP&A and business leaders to maintain revenue forecast and pipeline.
• Work with business leaders and senior director FP&A to plan and carry out annual budgeting and quarterly / rolling reforecasting.
• Work with the accounting team to handle monthly, quarterly, and annual closes, ensuring all expenses are recorded accurately and reconciled to forecast.
• Own cash flow forecasting and management for Assembly Europe working with AP, AR and Billing central services to forecast and manage cash flow.
• Drive operational improvements through automation.
• Collaborate with other key stakeholders to monitor performance, identifying & understanding any differences from our budget plans.
• Build and maintain financial reporting packages and dashboards.
• Conduct research and analysis into issues and questions raised by leadership team to inform decision-making
• Partner with cross-functional teams to help optimise business performance, including identifying trends, gaps, insights, and opportunity areas within the business

About Assembly

We find the change that fuels growth. We're a cutting-edge global agency combining data, tech, and top talent to supercharge the world's best brands. With over a decade in social and environmental impact, we clinched Ad Age’s Purpose-Led Agency of the Year, championing a diverse, purpose-driven culture. 

Join Assembly, and you're instantly with 1,600 digital specialists across 30 global offices, pushing boundaries in omnichannel media, data, and tech to drive brand evolution. 

Requirements

• ACCA qualified or equivalent
• Prior experience in international, multi-currency environment
• Experience within media or marketing services advantageous
• Continuous improvement mindset
• Understand widely accepted accounting principles and financial concepts.
• Approach tasks with ownership, using analytics to guide decisions and solve problems, rather than just reporting results.
• Seek and implement ways to improve, streamline and automate processes
• Well-organised with strong people skills and ability to evaluate and communicate with Clients and Agency leaders

Benefits

In return for your enthusiasm and expertise, we’ll reward you with an enviable range of benefits that include, 24 days holiday a year (increasing by 1 day/year to a max of 30 with every year of service), a day of birthday leave, early finish Fridays, pension, life assurance, enhanced parental leave and access to perkbox.

Equal Opportunities

Assembly is an advocate for equal opportunity in the workplace. We are committed to ensuring equal opportunities regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability and gender identity. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know.

Social and Environmental Responsibility

At Assembly, we have a responsibility to bring impact into our every day. This means we must always look for ways in which to be conscious citizens in our roles to support society and environmental sustainability. We encourage employees to; be a conscious citizen by actively participating in our organisation's sustainability efforts, help us promote environmentally friendly practices within the workplace, collaborate with community organisations and stakeholders to support initiatives aligned with our company's values, participate in volunteer activities that benefit the community. Employees are also encouraged to make suggestions and evaluate our business practices to identify areas for improvement in social and environmental performance. Employees at Assembly demonstrate commitment to sustainability and inclusivity in their actions and behaviours.