291 Investment Advisory 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.

Position: FP&A Analyst

Location: Chertsey

Salary: On Application

Duration: Ongoing

Hours: Monday-Friday, 9am-5:30pm

Overview of a FP&A Analyst

As a FP&A Analyst, you’ll play a vital role within the finance team, managing financial data, supporting planning processes, and producing insightful analysis to help drive informed business decisions. This is an excellent opportunity for someone highly analytical, detail-oriented, and confident working in a fast-paced environment.

Responsibilities of a FP&A Analyst

• Maintain and update key financial data, ensuring accuracy and consistency.

• Support monthly and annual planning, forecasting, and reporting processes.

• Prepare and analyse management reports, highlighting key trends and insights.

• Assist with financial simulations and scenario modelling to support decision-making.

• Calculate accruals, monitor P&L impacts, and update financial templates as required.

• Consolidate and report data from various finance and operational systems.

• Support ad hoc financial analysis and projects to improve efficiency and accuracy.

• Collaborate with wider finance teams to enhance planning and reporting systems.

Key competencies of a FP&A Analyst

• Advanced Excel skills, including macros and data modelling.

• Strong analytical and reporting ability, with excellent attention to detail.

• Minimum 5 years’ experience in a finance-related role.

• Degree in Finance, Accounting, Economics, or a similar discipline.

• Experience with ERP systems (SAP preferred).

• Organised, proactive, and able to manage multiple priorities to tight deadlines.

• Strong communication and teamwork skills.

Benefits:

• Generous holiday entitlement, plus additional birthday leave and bank holidays.

• Staff sales discount, Reward Plus shopping discount, and volunteering days.

• Government pension auto-enrolment and pension contribution from 12 weeks.

• Subsidized staff restaurant, onsite parking, and free shuttle bus service (from Weybridge & Woking Station)

Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful.

March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment’s Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you.

Consultant – Charlie Shepherd

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 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

Position: FP&A Analyst

Location: Chertsey

Salary: On Application

Duration: Ongoing

Hours: Monday-Friday, 9am-5:30pm

Overview of a FP&A Analyst

As a FP&A Analyst, you’ll play a vital role within the finance team, managing financial data, supporting planning processes, and producing insightful analysis to help drive informed business decisions. This is an excellent opportunity for someone highly analytical, detail-oriented, and confident working in a fast-paced environment.

Responsibilities of a FP&A Analyst

• Maintain and update key financial data, ensuring accuracy and consistency.

• Support monthly and annual planning, forecasting, and reporting processes.

• Prepare and analyse management reports, highlighting key trends and insights.

• Assist with financial simulations and scenario modelling to support decision-making.

• Calculate accruals, monitor P&L impacts, and update financial templates as required.

• Consolidate and report data from various finance and operational systems.

• Support ad hoc financial analysis and projects to improve efficiency and accuracy.

• Collaborate with wider finance teams to enhance planning and reporting systems.

Key competencies of a FP&A Analyst

• Advanced Excel skills, including macros and data modelling.

• Strong analytical and reporting ability, with excellent attention to detail.

• Minimum 5 years’ experience in a finance-related role.

• Degree in Finance, Accounting, Economics, or a similar discipline.

• Experience with ERP systems (SAP preferred).

• Organised, proactive, and able to manage multiple priorities to tight deadlines.

• Strong communication and teamwork skills.

Benefits:

• Generous holiday entitlement, plus additional birthday leave and bank holidays.

• Staff sales discount, Reward Plus shopping discount, and volunteering days.

• Government pension auto-enrolment and pension contribution from 12 weeks.

• Subsidized staff restaurant, onsite parking, and free shuttle bus service (from Weybridge & Woking Station)

Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful.

March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment’s Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you.

Consultant – Charlie Shepherd

Position:  Workday Financial Planning Consultant
Employment Type:  Contract
Start: ASAP  (October/November 2025)
Duration:  6 Months
Location:  West Midlands, UK - Hybrid
Language(s):  English

Focus on SAP  is a specialist SAP and ERP Recruitment organisation offering both permanent and contract staffing solutions on a global scale. 
 
Client –  Partnered with a global leader in digital transformation and IT services, working with some of the world’s biggest brands. Their mission is not only to deliver cutting-edge technology but also to empower organisations to create meaningful impact for the people and communities they serve. For you, this means working on challenging projects that demand innovation, collaboration, and thought leadership .
 
Role – We are seeking an experienced Financial Planning Consultant with hands-on expertise in Workday Adaptive Planning (Adaptive Insights) to support a leading UK organisation. This role will focus on designing, configuring, and maintaining Adaptive Planning models, enabling better forecasting, budgeting, and reporting capabilities across the organisation. You will collaborate closely with Finance and FP&A teams, ensuring planning processes are efficient, scalable, and aligned with strategic objectives.

Key Responsibilities:

• 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.
  

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.