21 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

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

The Client

Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. They are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that they can reduce their fees and open up advice to a broader audience and help clients make smarter financial decisions.

The Role

Our client has a unique and exciting opportunity to join the team as a Client Services Manager.

As a Client Services Manager, you'll play a key role in owning day-to-day operations - you will play a crucial role in delivering all the operational aspects that create the exceptional customer experience, whilst managing a sub-team of 6-7 people.

It's an unusually broad role that will suit someone who loves learning. It's a fantastic opportunity to join a business at the start and play a key role in shaping their future.

Responsibilities

• Managing a team of 6-7 Operations Associates
• Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve
• Untangle complex operational problems and come up with practical solutions
• Driving the team to consistently achieve its daily, weekly & monthly targets
• Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing recommendations)
• Act as a trusted point of contact for questions relating to operational processes
• Ensuring we are compliant with key regulatory requirements
• Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration

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.

The Company

Our client is a boutique Wealth Management company, highly recognised with a fantastic reputation.

The Role:

This is a great junior level opportunity for an ambitious candidate that wants to progress their career within Financial Planning. The successful candidate will be fully supported in taking Financial Planning exams and will ideally already have a minimum of 6 months – 1 year of Financial Planning support experience.

The Financial Planning Associate will confidently work alongside all members of the Financial Planning Support Team to undertake all aspects of client administration.

The Financial Planning Associate is to carry out various Financial Planning Administration tasks with regards to the submission and monitoring of any new Financial Planning business placed with pension and insurance providers including client record creation such as management and storage. As well as the inputting of any client data and change request processing.

The Financial Planning Associate is to prepare Client Information including compiling valuations, relevant performance data and documentation for client meetings.

The Financial Planning Associate will prepare client specific illustrations key features documentation and application forms for client completion, using XPlan to manage workflow.

The Financial Planning Associate will handle the incoming post, participate in the development and implementation of procedures. As well as dealing with written and telephone enquiries, covering team members when they are absent, and any ad hoc project work to assist the Financial Planning Team Support Manager.

The Candidate

6 months – 1 years Financial planning / Wealth planning support experience

A strong interest to develop a career in Financial Planning / Wealth Planning

A eagerness to complete financial planning exams

Strong A levels or Graduate calibre

Excellent verbal communication skills

Experience using Xplan would be highly beneficial

Ability to work in a fast-paced environment, frequently to tight deadlines.

Our client, a leading UK not-for-profit organisation requires a Senior Financial Planning Analyst to provide financial services for a portfolio of development projects.

The successful candidate will provide management & financial accounting and business partnering services to the development, construction and sales teams.

Day to day duties:

• Liaise with Stakeholders and budget holders to gain an understanding of business objectives
• Act as financial lead for projects to support development and the business through governance
• Provide accurate project appraisal models and information that enables finance to make informed business decisions
• Assist in the preparation of annual statutory financial statements and notes to statements
• Complete risk analysis and make recommendation on action to be taken
• Support the production of annual budgets

Desirable experience:

• Ideally qualified or currently studying for a professional qualification
• Experience within Housing Associations
• Strong written and oral communication and business partnering skills

We encourage you to submit your CV via this advert at your earliest convenience. Please note that we are only accepting applications through the advert as we may not be able to be able to respond to calls.

Diversity, equity and inclusion are at the heart of what we value as an organisation. Boston Hale is an equal opportunities employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, sexual orientation, age, disability or any other status protected by law.

FP&A Manager

Location: London

Financial Services

Salary: Up to 110,000

We are partnering with a fast-growing, entrepreneurial financial services organisation that is redefining the way its sector delivers value to clients. Backed by an ambitious leadership team and with a strong track record of growth, the business is now seeking a talented FP&A Manager to join at a pivotal stage in its journey.

Reporting directly to the CFO, this is a standalone FP&A role where you will have real ownership of the financial planning and analysis function, shaping processes from the ground up and working closely with senior stakeholders to drive commercial decision-making. It’s a unique opportunity to join a dynamic, growth-oriented environment where your insights will directly influence the business’s strategy and success.

Key Responsibilities:

• Leading the financial planning, budgeting, and forecasting processes in line with growth objectives.
• Developing and maintaining robust financial models to support strategic decision-making and long-term planning.
• Delivering clear, insightful analysis of business performance, identifying key trends, risks, and opportunities.
• Partnering with senior leaders across the organisation to provide high-quality financial insights and recommendations.
• Tracking and analysing core financial metrics to ensure performance is optimised against targets.
• Supporting and challenging business initiatives with a focus on commercial impact and value creation.
• Enhancing and streamlining FP&A processes, tools, and systems to scale effectively with business growth.

The ideal candidate:

• A qualified accontant (ACA or equivalent) with a proven background in PE-backed environments, ideally combined with strong experience in financial services (broking, insurance, asset management, or related sectors).
• Demonstrable FP&A, commercial finance, or management accounting expertise within FS, with a track record of delivering in fast-paced, investor-driven businesses.
• Advanced financial modelling, budgeting, and forecasting skills, honed in high-growth, performance-focused settings.
• Strong commercial acumen, able to translate complex financial data into clear, actionable insights that drive value creation for investors and senior leadership.
• Excellent communication and stakeholder management skills, with the confidence to challenge and influence C-suite executives, PE investors, and operational leaders.
• A proactive self-starter who thrives in a standalone role, capable of building robust finance processes from the ground up in a rapidly evolving organisation.

For more information, please apply for this role or contact Harry Turner at .

FP&A Manager – London | £80,000–£85,000 + Bonus + Benefits

Are you a commercially minded and qualified accountant ready to take ownership of FP&A in a fast-paced, experience-led business? We’re working with a leading international brand in the hospitality and leisure sector, known for delivering premium customer experiences across a large, multi-site UK footprint. With an ambitious growth agenda and private equity backing, they’re looking to appoint a driven FP&A Manager into a key London-based role.

The Role:

This is more than a reporting role — it’s a chance to embed structure, elevate insight, and influence decision-making at the highest level. The FP&A Manager will act as a bridge between finance and operations, working closely with the senior leadership team to deliver clarity on performance and ensure finance is central to strategic planning.

Key Responsibilities:

• Own the end-to-end planning cycle including budget, forecast and long-range plan.
• Develop and roll out a fit-for-purpose FP&A framework across group and divisional levels.
• Lead on the development of dashboards and KPIs to support operational excellence.
• Deliver clear, concise commercial analysis that drives profitability and informs investment decisions.
• Build strong cross-functional relationships with senior stakeholders including Operations, Marketing and Technology.
• Identify opportunities for margin improvement and cost optimisation across the estate.

About You:

• A qualified accountant (ACA / ACCA / CIMA) with a strong background in FP&A.
• Previous experience in a multi-site, consumer-facing environment (e.g. hospitality, leisure, retail or FMCG).
• A proven track record of building or significantly improving FP&A processes and tools.
• Confident partnering with non-finance stakeholders and presenting at leadership level.
• Strong Excel and data modelling skills; experience with Power BI or similar tools advantageous.

Why Apply?

• Join a highly respected brand with a strong cultural identity and loyal customer base.
• Be part of an energetic leadership team shaping the next phase of business growth.
• Excellent exposure to private equity and transformation activity.
• Competitive package including performance bonus, flexible working and a dynamic office environment.

Apply now or get in touch with Victoria Spencer at for a confidential discussion.

Pixomondo has an opportunity for a Director Financial Planning and Analysis. Reporting to the CFO, you would be joining our Finance team, where your strategic acumen, financial expertise, and leadership will play a crucial role in the financial infrastructure.

Working closely with the CFO and CEO, you will be applying commercial and financial expertise to strategic initiatives. The ideal candidate for this role will have experience working for a prominent accounting firm, valuation firm or private equity firm who wants to take the skills and experience forward and make the move into the Media and Entertainment business.

Specific Responsibilities include:

• Operational Management: Reporting & Analysis, Finance Operations across the group.
• Deliver actionable financial insights through BI tools and predictive modeling.
• Drive pragmatic approaches to solving key complex business problems through data analysis, predictive modeling and machine learning techniques.
• Provide financial, analytical modeling and strategic support business development growth initiatives
• Execute on maximizing and monetizing all domestic and international production incentives.
• Supervise new data management techniques to improve tax credit and production cost forecasting and pacing.
• Liaise with corporate tax, production audit, controllership, production, and government relations teams to ensure proper incentive compliance, government reporting and capitalize on internal tax credit utilization.
• Perform industry due diligence including market research of industry metrics, trends, and competitive analysis
• Partner with the CFO and CEO and finance teams to conduct analysis, craft messaging, and create deliverables for board meetings and key investor updates
• Prepare detailed analysis and commentary for presentations for leadership/senior management.
• Formulate and prepare presentations to share findings and recommendations for divisional and senior management critical to the decision-making process
• Drive complex, cross-functional strategic initiatives that impact all aspects of the business and organization
• Conduct ad-hoc analyses at the request of senior executives
• Champion ad hoc projects and training initiatives to foster growth and knowledge.
• Engage with internal teams, executive leadership, and business units for holistic decision-making, financial planning, and operational excellence.
• Maintain an up-to-date view on market research related to the industry.

Requirements

• Typically 7 years accounting experience including experience in investment banking, valuation, private equity, or corporate / business development.
• Experience in entertainment and/or media desirable but not essential.
• Qualified Chartered Accountant/Qualified ACA / CIMA (UK)/ MBA (USA)
• Private equity experience for 3yrs desirable but not essential.
• Strong analytical and financial modeling skills
• Hypotheses driven and comfortable with ambiguity
• Ability to logically break down approach and assumptions
• Experience developing compelling business cases and presentations
• Deadline-driven, organized, and able to multi-task
• Ability to work in a team and on a standalone basis
• Ability to develop a collaborative rapport with divisional executives and teams
• Excellent oral and written communication skills
• Confident presenter.
• Proficiency with MS Office applications including Excel and PowerPoint and SAP

About Pixomondo (PXO)

PXO, a Sony Pictures Entertainment company, creates industry-leading Visualization, Virtual Production, and Visual Effects for premium Film and Episodic content. Through its 23-year history, the Oscar, BAFTA, & Emmy-winning creative and technology company has been a trusted partner for storytellers and showrunners worldwide. The company has consistently created iconic works, from Martin Scorsese’s Academy Award-winning Hugo and multiple seasons of HBO’s Emmy-winning Game of Thrones to the recent House of the Dragon, Amazon’s The Boys, and Lionsgate’s John Wick: Chapter 4. 

In Virtual Production, PXO collaborates with filmmakers from first drawing to final pixel. Using interactive technology and proprietary software and tools, PXO brings ideas to life by virtually immersing filmmakers in the worlds they imagine, throughout every stage of the creative process.  

The company’s LED virtual production work includes House of the Dragon, Star Trek: Discovery, Star Trek: Strange New Worlds, Avatar: The Last Airbender, Reacher, and Amazon’s critically acclaimed Cada Minuto Cuenta.

PXO has seven creative studios in the US, UK, Germany, and Canada. 

Benefits

Pixomondo is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran status, age, sexual orientation, gender identity, or other protected characteristics.

Benefits may vary by location due to regional regulations and company policies.

PXO does not accept resumes from recruiters.  Unsolicited resumes are accepted directly from candidates only. PXO will not pay any fees associated with unsolicited resumes.