26 Financial Services jobs in Milton Keynes

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

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

Senior Financial Planning Administrator

Northampton or Preston

Are you ready to bring your Financial Planning administration expertise to a role where your skills and unique perspective can make a lasting impact?

What Sets Us Apart

At MHA, we’re about people first – our people, our clients, and the communities we serve. As one of the UK’s top 15 accountancy firms and a proud member of Baker Tilly International, the 8th largest network in the world, we are a hub of global knowledge with a strong local commitment.

Our people-focused approach truly sets us apart. Here, you won’t just be another face in the firm; you’ll be part of an ambitious, driven team dedicated to continuous learning and growth. We invest in our people because they are the foundation of our success. With access to unparalleled resources and award-winning development programmes, you’ll have the freedom to shape your career while making a meaningful impact. We take immense pride in being awarded gold for Investors in People. This recognition reflects our deep commitment to nurturing talent and ensuring every individual feels valued and supported.

Here, You’ll Go Beyond Numbers

We’re looking for a talented Financial Planning Administrator who thrives in a dynamic environment and embraces the chance to tackle complex challenges. At MHA, you’ll be surrounded by passionate professionals who are dedicated to making a difference. Your work in Wealth Management will go beyond the numbers – it’s about building meaningful relationships, understanding the businesses, navigating risks, and delivering insights that drive real results.

Job Purpose:

To contribute to the department’s strategic objectives by providing excellent support, in a compliant manner, to enable us to deliver a first-class service to clients, in our quest to be the firm of choice. To support one another, in a professional, flexible and positive way, working together to achieve departmental and firm-wide success using our combined knowledge, enthusiasm and initiative to be the best we can be.

Key Responsibilities:

• Work closely with the consultants to enable them to focus on the delivery of advice to clients, and anticipating and supplying what they or the client may need
• Provide ‘subject matter expert’ input as appropriate and when requested, and provide appropriate training, direction and support for others where needed
• Be a point of contact for clients, colleagues and external links
• Be the link between clients, consultants, colleagues and CRMs so they are all in the loop
• Help to manage the consultant diary to help ensure the most effective use of their time
• Communications with clients, as appropriate, ensure that they are accurate and are fit for purpose
• Deal with all aspects of the new business process and ongoing servicing of clients’ plans, liaising with colleagues in other service lines and product providers as appropriate
• Work closely with technical support to gather accurate information required for prepping / planning cases
• Adhering to regulatory requirements, compliance procedures, departmental and firm-wide processes
• Ensuring a complete and accurate audit trail is always maintained
• Taking ownership to keep up to date with legislative / regulatory changes / CPD
• Proactively get involved and contribute ideas as part of continuous improvement. Support and embrace necessary changes. Share best practice and knowledge
• Ensure agreed personal objectives are achieved on a timely basis
• Take ownership for identified projects
• Ability to deliver first class client service
• A proactive and positive approach and the ability to take the initiative
• Attention to detail
• Excellent communication skills
• Ability to prioritise workload effectively
• Confidence to seek guidance or refer complex/unusual/non-compliant cases to the Operations or Compliance Manager
• An appreciation and understanding of how other roles within the department are inter-dependent
• Advanced experience using the full Microsoft Office suite

Essential Attributes:

• Previous experience of working within a Wealth Management administration role.

Desirable Attributes:

• Experience of using Iress Adviser Office or XPlan and provider platforms

Rewards That Resonate

You’re more than a number to us; you’re an individual with unique talents and aspirations. Our benefits are designed to support your well-being, foster your professional growth, and recognise your contributions.

33 days holiday Inc.

Head of Financial Planning & Analysis

£90,000 - £00,000 + Car allowance, Bonus & Benefits

Are you a senior finance leader with an emphasis on FP&A and long term strategic planning?

Aila is exclusively partnered with our longstanding client who has constantly been recognised for their awards and offers an excellent environment for you to excel.

About the Company:

• 11 years in Sunday Times 100 Best Companies to Work For
• ~ 00m turnover, leading British Manufacturing business
• The leader in its field with two separate businesses in the Group
• Strong Employee Value Proposition & sustainably focused

The Role:

The Group FP&A team are financial business partners to the senior managers within the Group and are responsible for preparing tailored financial reporting and analysis, including monthly management accounts, analysis of business performance, annual budgets and 5-year plans.

You will manage this team, reporting to the Group CFO and take lead in delivering this as well as implementing a new global planning & reporting tool.

This is a senior Finance role that is both strategic and “hands on” in preparing global financial reporting and developing appropriate analysis to facilitate effective decision making within the business.

Key Responsibilities:

• Manage and prepare the consolidated Group management accounts packs and support analysis to agreed deadlines and quality standard
• Prepare tailored monthly reporting including insightful commercial analysis of concise commentary on business performance, KPIs and trends globally (sales, margins, manufacturing, overheads and working capital) to facilitate effective decision making within the business
• People manage all the management accountants on the FP&A team
• Working with the Group IT team, complete the implementation of a new global financial planning and management accounts reporting system
• Prepare the monthly reporting timetable and coordinate achievement of the deadlines
• Prepare monthly P&L forecasts
• Coordinate the budget processes and prepare timely and accurate consolidated information packs and analysis
• Prepare timely and accurate consolidated information packs and analysis for the 5 Year Plan
• Act as Business Partner to support & hold accountable Operational and Commercial stakeholders to meet financial targets for the business.
• Support decision making by Group CFO and CEO with data and KPIs.

The Ideal Candidate:

• Qualified CIMA/ACCA/ACA Accountant with at least 10 years’ experience in FP&A
• Previous effective management of a month end FP&A team
• Experience in a complex global and constantly evolving commercial environment
• Managing comprehensive budget process for a complex global business
• Experience in a manufacturing, engineering or product-based business
• Advanced Excel skills and the ability to implement a new reporting tool

What they Offer:

• Competitive salary: £90,00 - 00,000
• Car Allowance: ,000
• Enhanced pension
• Share Incentive Plan
• 25 days holiday, Healthcare & Life Insurance
• Comprehensive benefits package
• Hybrid working (2-3 days in Letchworth)

How to Apply:

We want to hear from you if you're excited about this opportunity and believe you have what it takes to excel in this role. Apply now for further information.

About Aila Recruitment:

Aila is a specialist finance recruitment business dedicated to providing the best jobs to the best people. We operate as an extended arm of our client's business and a career coach for our candidates' ongoing development.

Not quite the right role for you?

Contact us to discuss other opportunities and start a partnership with a finance agency that puts you first.