1,368 Financial Services Companies jobs in the United Kingdom

Are you a qualified or part-qualified finance professional with experience navigating the complexities of global or multi-region finance? We’re looking for an FP&A Analyst to join our team on a 6-month contract, providing key financial insights across diverse international markets.

About the Role

As our FP&A Analyst, you’ll play a critical role in supporting financial planning and analysis across multiple regions. You’ll help deliver accurate forecasts, performance analysis, and financial reporting to drive strategic decision-making.

Key Responsibilities

• Support budgeting, forecasting, and variance analysis across multiple regions
• Consolidate financial data and deliver insights to senior stakeholders
• Navigate financial complexities across different international markets
• Collaborate with global teams to align financial strategies
• Assist in improving financial processes and reporting standards

What We’re Looking For

• Part Qualified/ or Qualified (ACA, ACCA, CIMA or equivalent)
• Proven experience in a global or multi-region finance role
• Strong understanding of international financial regulations and market differences
• Excellent analytical and Excel skills
• Ability to work independently and communicate complex data clearly

Why Join Us?

This is a great opportunity to bring your global finance expertise to a fast-paced, collaborative environment where your insights will make a real impact. If you're looking to expand your international finance experience in a dynamic role, we’d love to hear from you.

Join a fast-growing Platinum Workday Partner recognised for delivering innovative cloud-based solutions on Adaptive Planning. They are passionate about empowering organisations through technology, driving digital transformation, and building lasting client relationships. As part of their expanding Enterprise Performance Management (EPM) practice, they are seeking experienced consultants who are eager to make an impact with one of the market’s leading planning solutions.

Responsibilities:

• Deliver and support end-to-end Workday Adaptive Planning implementations, from initial discovery through to deployment.
• Engage with clients to gather and analyse business requirements, translating them into practical and scalable EPM solutions.
• Develop and configure planning models for budgeting, forecasting, workforce planning , and financial reporting .
• Develop integrations between Adaptive Planning and ERP/HCM systems.
• Deliver user training, documentation, and post-implementation support.
• Contribute to internal best practices, accelerators, and methodology improvements within the EPM practice.
• Collaborate with project managers, finance leaders, and technical specialists to ensure successful outcomes for clients.

Requirements:

• Proven consulting experience implementing or supporting an EPM/CPM tool, such as Workday Adaptive Planning, Anaplan, OneStream, Vena, Tagetik, or Oracle PBCS.
• Minimum 1-2 years’ experience in a client-facing consulting or solution delivery role.
• Strong FP&A domain knowledge , including planning, budgeting, forecasting, and reporting.
• Excellent communication and stakeholder management skills.
• Analytical mindset with a proactive, problem-solving approach.
• Background in management consulting, finance transformation, or system implementation.
• Experience in SaaS environments and cloud-based tools.
• Degree in Finance, Accounting, Business, or a related field (professional accounting qualification or MBA advantageous).
• Full UK driving licence and ability to travel for work.

• Design, configure, and maintain Adaptive Planning models , dashboards, reports, and templates.
• Partner with Finance, FP&A, and business teams to gather requirements and build effective planning solutions.
• Manage and optimise integrations between Adaptive Planning and enterprise systems (e.g., Workday Financials).
• Lead end-to-end implementation projects , managing project timelines, risks, and quality assurance.
• Support forecasting, budgeting, and reporting initiatives to enhance financial insight and control.

• Strong understanding of financial planning, budgeting, forecasting, and reporting processes.
• Proficiency in Adaptive Planning configuration , report design, and troubleshooting.
• Hands-on experience with model building, data integrations, and automation .
• Excellent communication skills with the ability to work effectively with senior stakeholders.
• Collaborative and adaptable, able to partner across finance and IT functions.
  

**Financial planning administrator – Meriden, Coventry

Salary: £25,000 – £0,000

Duration: Full time, Permanent, Flexible, Hybrid, Part time**
We are working with a well renowned financial planning firm who are looking for a new Financial Planning Administrator to join their busy Meriden office and assist in providing a highly personalised financial planning and investment management service. The role can offer a competitive salary, flexible and home working as well as opportunity to take exams and continue in your career development.

Financial Planning Administrator Key Responsibilities

• Processing new business: investments, pensions
• Liaising with third party providers
• Administrative Support: Provide comprehensive administrative support to the financial advisors
• Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures.
• Document Preparation: Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs
• Process Transactions: Facilitate client transactions, such as trade execution, account transfers, withdrawals, and contributions, ensuring accuracy and timely processing.

What's on offer for the Financial Planning Administrator?

• Hybrid and flexible work
• 25 days holiday + 8 bank holidays
• 8% Employer contribution pension
• Life Assurance
• Auto-enrolment pension
• exam/study support
• Free on-site parking.

What's next?
Apply today to be considered for this Financial Planning Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive 00 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Services Administrator, Financial Administrator, Wealth Administrator, Financial Planning Administrator

Financial Planning Administrator (Team Leader)

Location: Glossop

Salary: Up to £30,000 Bonus Scheme

Hours: Monday – Friday, 9 am – 5 pm

Reference Number: 9871

Are you a highly organised, people-focused professional looking for your next challenge? Recruit UK is proud to be working with a well-respected financial services firm who are expanding its team in Glossop. They are seeking a Financial Planning Administrator who can take ownership of daily operations and help deliver exceptional service to their clients.

This is an exciting time to join a company that is growing rapidly and values a culture built on integrity, care, and collaboration. You'll be joining a supportive, driven team who are passionate about making a positive difference—both to their clients and to each other.

Financial Planning experience is desirable but is NOT required to apply, as long as you have the right transferable experience from your current sector.

About the Opportunity:

As a Financial Planning Administrator, you will play a central role in the smooth running of the office. You'll work closely with Independent Financial Advisers and a dedicated administration team, taking responsibility for office coordination, client experience, internal reporting, and supporting ongoing business development.

You'll be fully trained on internal systems and processes and mentored to understand the complete client journey—so you can be confident in delivering a high level of service from day one.

Key Responsibilities:

• Manage daily office operations and ensure the office runs efficiently
• Host and lead weekly office meetings, ensuring follow-ups are actioned
• Organise client events and support local networking activities
• Prepare business reports for finance and key stakeholders
• Mentor and support team members, sharing knowledge and best practices
• Process new and existing business administration
• Liaise with providers and internal departments as needed
• Prepare valuation reports, client meeting packs, and suitability letters
• Maintain accurate client records in the back-office system
• Ensure documentation is complete and compliant
• Provide timely follow-up after client meetings

What We're Looking For:

• Strong verbal and written communication skills
• Confident working with Microsoft Office and financial systems
• High attention to detail and organisational ability
• Proactive approach to problem-solving and taking initiative
• Comfortable working in a close-knit, fast-paced team environment
• Professional telephone manner and a client-first attitude
• Ability to manage time effectively and prioritise tasks
• Previous experience in a financial services or office management role is desirable

What's on Offer:

• Starting salary of up to £30,000
• Bonus scheme of up to 15%
• Employee ownership & profit share scheme
• Gateway into the financial planning industry.
• Structured training and mentorship to support your development
• A competitive salary and bonus scheme
• Private health insurance, pension scheme, and Employee Assistance Programme
• Career progression opportunities within a growing and respected organisation
• A collaborative and inclusive working environment

Role:
Financial Planning Consultant with Adaptive Modeling experience

Responsibilities:

• Design, configure, and maintain Adaptive Planning models, dashboards, reports, and templates

• Collaborate with finance, FP&A, and other business teams to gather requirements and translate them into effective planning solutions

• Manage and optimize integrations between Adaptive Planning and other enterprise systems, such as Workday Financials

• Lead end-to-end implementation projects, manage project risks, resources, and quality assurance

Mandatory Skills:

• Strong understanding of financial planning, budgeting, forecasting, and reporting processes

• Proficiency in configuring models, reports, and integrations, as well as troubleshooting system issues

• Adaptive Insights

Desirable Knowledge:

• Credibility with senior stakeholders

• This individual will collaborate with stakeholders across different teams to ensure that the needs of a wide range of internal customers are being met.

My client is part of an ambitious new government initiative that seeks to create a new online platform to empower digital creators to license and commercialise their work to AL developers and innovators.

At the very beginning of this exciting enterprise, my client is assembling a small, dynamic project team to deliver a pilot platform, investigating assumptions, commerciality and scalable access. As such they are looking for a Financial Planning & Analysis Project Lead who can take responsibility for evaluating the commercial model and pricing.

Reporting into the Project Director key responsibilities will include:

• Develop and present strategic modelling options within a developed finance framework including best, worst and base case.
• Using dynamic financial models which can be adjusted to reflect and stress test different scenarios.
• Effectively use analysis to identify variation from expectations and proactively develop alternative routes to course correct or optimise.
• Develop and implement financial planning and budgeting processes for the project.
• Collaborate with the project team to integrate financial considerations into business decisions and development plans.

The successful candidate will be a fully qualified Accountant who thrives in ambiguity and startup-like environments. Ideally coming from the technology/ digital sector, you will be an expert in complex commercial analysis and financial planning. Excellent stakeholder engagement and communications skills required.

 Financial Planning Analyst  £50,000 - £60,000 (dependent on experience) plus bens

Outstanding opportunity for a high calibre, qualified or part qualified  ACA, CIMA or ACCA to join this expanding technology company in London. The company is set for a period of sustained growth and the Financial Planning Analyst will play an integral part in the development of the business.

Reporting into the Head of Finance, the Financial Planning Analyst will provide insightful, accurate and timely reporting to enable informed business decisions to be made. You will provide ad hoc reporting on special projects as well as ongoing weekly and monthly commentary. Main responsibilities include:

- compilation of sales report and analysis

- monthly delivery of management accounts

- reporting of event KPIs

- assist with the business / financial modelling process

- provide financial analysis on potential acquisitions

- assist in the areas of budgeting and forecasting

Applicants for this Financial Planning Analyst role should be part qualified or  qualified accountants ( ACA, CIMA or ACCA) ideally with 2 - 5 years relevant experience in a fast paced environment with experience of budgeting, forecasting and analysis.Previous modelling experience is also a requirement. Strong interpersonal skills are essential along with a core excel skills.You will have a confident, hands on approach with the ability to liaise and communicate with people from a non finance background. 

Ideally we are looking for somebody to start sooner rather than later although notice periods will be respected.The Financial Planning Analyst is an an excellent stepping stone into a vibrant organisation that will offer the successful applicant a dynamic and rewarding career path

Fram are working with a boutique independent IFA in Cheshire. They are seeking a Financial Planning Support administrator to work 121 with a Financial Advisor and Paraplanner. The role is to assist the financial Planner in various aspects of their day-to-day operations, ensuring that client administration needs are met efficiently and that regulatory requirements are adhered to. This role offers an excellent opportunity to learn and grow within the financial services industry while contributing to the success of the firm.

Key Responsibilities:

• Assist financial planners/advisers with client onboarding, including gathering necessary documentation, recording initial fact-finding meetings, and ensuring all regulatory requirements are met.
• Prepare and maintain client files, ensuring all documentation is organised and up-to-date.
• Act as a liaison between clients and the financial planning team, addressing client enquiries and requests promptly and professionally.
• Assist in the preparation of financial reports, statements, and presentations for client meetings.
• Support the development and implementation of financial plans, including data entry, financial analysis, and investment research.
• Manage the appointment scheduling and diary management for financial planners/advisers.
• Handle administrative tasks such as email management, phone calls, and correspondence.
• Assist with compliance-related tasks, including file reviews and ensuring adherence to regulatory guidelines.
• Maintain a high level of confidentiality and professionalism in all interactions with clients and colleagues.
• Stay up-to-date with industry regulations and company policies to ensure compliance at all times.

An ideal candidate with have a few years’ experience in a similar role within the financial services industry. Knowledge of UK financial regulations and compliance requirements is essential. Strong organisational, communication and interpersonal skills, along with good attention to detail. Be proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and knowledge of Intelliflo would be great but not essential. Commitment to delivering exceptional client service. Relevant qualifications, such as a Diploma in Financial Planning or Certificate in Financial Administration, would be an advantage but are not required.