103 Resource Allocation jobs in the United Kingdom

Your new company

We are actively looking for a Financial Analyst to join a fast-paced and highly commercial FP&A team, based in Witney.
This role reports to the Senior Finance Business Partner and is responsible for providing commercial and analytical support to the business at an exciting stage of development and growth.
Your new role

• Work with a wide range of stakeholders, including managers from branch network and central functions.
• Deliver insightful analysis of weekly business performance and monthly operational board packs
• Provide timely ad-hoc analysis of financial and non-financial drivers using Excel and PowerBI
• Support the budgeting and forecasting processes
• Work to a high level of accuracy whilst managing multiple priorities and deadlines with your stakeholders

What you'll need to succeed

• Competent in Excel with a desire to progress skills to an advanced level.
• Experience of handling financial and non-financial datasets.
• Experience of using budgeting and BI tools will be an advantage.
• Able to influence through developing relationships across the business.
• A good team player with a proactive attitude.

What you'll get in return

• 25 days holiday, increasing to 27 days through service (plus bank holidays)
• Study support towards a recognised accountancy qualification
• Access to a Healthcare Cashplan
• Discounts on gym membership
• Greatly enhanced maternity & paternity policies
• Cycle to work loan scheme
• Access to discounted personal health policies as well as a range of insurance products
• Retailer discounts
• Employee Assistance Programme

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 on 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)

• Build & maintain Power BI dashboards &automated reporting tools to provide visibility into financial performance, operational KPIs, & business drivers.
• Develop & deliver insightful monthly reporting packs, ensuring consistency & accuracy across actuals, forecasts, & plans.
• Contribute to planning & budgeting cycles by providing reporting support & analysis.
• Identify opportunities for process standardisation & drive initiatives to improve the efficiency & accuracy of financial reporting.

• Degree in Finance, Accounting, Business, or equivalent experience.
• Strong experience in Power BI development.
• Proficient in Excel and Power Query; knowledge of SAP is a plus.
• Proven ability to translate complex data into actionable insights.
• Strong business acumen and attention to detail.

• A discretionary bonus
• Hybrid working (3/2)
• 4 x DIS
• Pension – 10% employer contribution
• BUPA
• Share save
• PHI
• 28 days hols + Bank holidays
• Free parking

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.

We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover.  You will be responsible for providing full administrative support to a team of Financial Planners / Advisers.  Specifically you will:

• Be the point of contact for company, client and third-party queries when dealing with new and existing business.
li>Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
• Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
• Process online fund switches and manage through to completion.
• Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
• Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
• Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
• Diary management for Advisers.
• Ensure all documentation is scanned to paperless system and all emails are saved to the client records.
• Liaise with external parties regarding any queries (insurance companies etc.).
• Manage own workload.
• Prepare meeting packs for advisers

We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First.  Any experience you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage.  If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage.

This role is for a 9-Month Maternity cover contract.

The Role:   I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1)). Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters’ clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines.

The Person:   The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They will be articulate, analytical and aspirational, keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued and rewarded accordingly.

Salary and Benefits: £30-37,000 ( depending on experience) + bonus based on both individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working + we are happy to fund and support you with professional exams if you choose to take them, although there is no requirement for this (there is a salary increase with each exam passed).

The Company:   Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999.

Financial Planning Assistant (Client Relationship Manager), responsibilities include:

• Supporting the Financial Planners with delivering an exception financial planning service to clients.
li>Developing relationships with clients, arranging meetings and being the main point of contact for any queries on their portfolio.
• Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching  clients’ existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies.
Processing new business application forms, proposals and supporting documentation.
• Contract administration of all products recommended by the Financial Planner (pensions, ISA’s, Investments, Bonds, Protection etc.).
< i>Producing management information and recording and updating all client information on the back-office system.
• General administration and project work, supporting with the development of the firm’s standard operating procedures.

Financial Planning Assistant (Client Relationship Manager), skills and experience required:

< i>Experience of working in an involved customer service orientated support role gained in a professional services environment (financial advice/planning experience is not essential as training will be provided for the right candidate).
• Intelligent, ambitious, proactive, embracing of change and keen to learn.
• A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times.
• Professional appearance, confident manner and exceptional communication skills, both verbal and written.
• Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines.
• Analytical, excellent administrative and organisational skills and a keen eye for detail.
• Strong technology and mathematical aptitude, proficient with MS Office.
• A strong team player who is keen to participate fully in the successful operation of the business.

Dawn O’Shea is the Recruitment Partner, recruiting the Financial Planning Assistant (Client Relationship Manager) directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.

Financial Planning Administrator
 
Location: Wimborne Minster, Dorset (BH21)

Salary: £22,000 to £0,000 per annum, depending on experience*

Contact: Permanent 

Hours: Full or Part Time (*Salary will be on a pro rata basis for Part Time candidates)

The opportunity: 

An exciting new opportunity has arisen for a Financial Planning Administrator to join a family run practice of Andrew David Associates, an Appointed Representative of St. James’s Place Wealth Management Plc. 
Andrew David Associates delivers a highly tactile relationship with its clients and needs someone who can work within our small and dedicated team to help enhance their proposition experience even further. Someone who can evidence ‘extra mile’ client experience will be essential.

Our practice is located in The Market House, Cornmarket, in the beautiful Town of Wimborne, and is situated close to the Wimborne Minster.

Being a family business, we pride ourselves on treating & respecting our clients as if they were part of the family. 

The role - Financial Planning Administrator

You will provide efficient administrative support within our practice in Wimborne, in respect of the business generated, and the servicing of existing clients. You will produce all the relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations, and valuations, as well as processing all new business documentation in accordance with the agreed service and quality standards. You will be required to handle queries from clients, third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.

The person - Financial Planning Administrator

You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You must be able to show initiative, have excellent IT skills and be a strong communicator.
As you will have contact with clients, it is essential that you are professional and confident in dealing with clients and third parties, have excellent communication skills, and can work with total discretion.  

Ideally, you have been working within an IFA or Wealth Management environment or Financial Services industry experience, or you may have transferable skills from a similar professional environment.

How to apply - Please apply via the Burgh Recruitment website, who will be in contact with you in due course.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page.
Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

All information you send to us will be kept in line with current data protection requirements. Andrew David Associates is committed to equality and values diversity in our team. We welcome and encourage applications from people of all backgrounds.

We reserve the right to close this job vacancy prior to the advertised closing date, if we feel we have found a suitable candidate. We look forward to receiving your application.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £198.5bn. This siness is well established and highly successful. 
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

Financial Planning Analyst (FP&A) / Bury / Permanent - up to £40k DOE / Hybrid

We are looking for a highly motivated Financial Planning Analyst to join a thriving business in the Bury area. This is an excellent opportunity for someone currently operating at Junior FP&A level or an Assistant Accountant / Senior Accounts Assistant who is eager to make the move into an FP&A focused role.

The successful candidate will play a key part in the forecasting process and will provide financial analysis to support business decisions. You’ll need a good foundation in technical accounting, an understanding of double entry, and an appreciation of how the P&L and Balance Sheet contribute to the broader financial picture.

This is a developmental role, working with mentors who will invest in you, and is therefore ideal for someone looking to grow within FP&A and take on increasing responsibility as the business evolves post-acquisition. You’ll be working in a collaborative and fast-paced environment with great exposure to senior stakeholders.

Key Responsibilities:

• Support the preparation of monthly and quarterly forecasts
li>Assist in the creation of budget templates and financial models (training can be provided)
• Perform analysis and provide insight on key drivers of performance
• Collaborate with operational teams to understand and challenge business inputs
• Help improve forecasting accuracy, assisting with process enhancements and better data use
• Contribute to ongoing process improvement initiatives within the finance function
• Present findings and reports to finance and non-finance stakeholders

Candidate Requirements:

• Currently working as an Assistant Accountant or in a similar role
• Highly analytical with excellent attention to detail
• Strong understanding of double entry and core accounting principles
• Advanced Excel skills (e.g. PivotTables, VLOOKUPs, IFs, SUMIFS); financial modelling experience is a plus, as is Power BI, but not essential as training and development will be provided
• Confident communicator, comfortable engaging with stakeholders across all levels
• Enthusiastic and proactive approach with a strong desire to develop within FP&A
• Part-qualified or actively studying towards ACCA/CIMA/ACA (study support provided)
• Manufacturing sector exposure would be advantageous

Benefits:

• Excellent career development opportunity in FP&A
li>Study support for ACCA/CIMA/ACA
• Hybrid working (3 days in the office, 2 days from home)
• A collaborative environment with a focus on continuous improvement
• Exposure to a dynamic, growing business with a positive welcoming culture

FP&A Analyst

Central London (Hybrid Working)

£55K + Bonus

My client are a fast growing Real Estate Company and are looking for an FP&A Analyst to join the team.

Duties Include:

• Assist with coordinating the Business Plan process by maintaining the timetable, scheduling all review meetings, updating and consolidating templates, processing changes in Anaplan, and distributing all review materials ahead of meetings.
• Assist with the preparation of review materials and presentation decks for all planning cycles.
• Proactively driving the standardisation and automation of the reporting packs and decks to ensure the planning process is run efficiently.
• Assist with financial modelling as necessary.
• Business partner with functional leads and Finance leads on all elements of Business Plan process; critically review, challenge where necessary the information received and assist with providing comprehensive variance analysis.
• Assisting with preparation of the monthly European Finance Dashboard and all relevant Business Plan materials.
• Assisting with the processing of changes and the maintenance of schedules directly in Anaplan – European Asset Management, European Funds Management, TBDs, Contingency and Upper Management Fees (and others as needed).
• Collaborate on the maintenance of the Risk & Opportunities schedule, and the Key Bets schedule in Anaplan. Assist with the preparation of all related outputs.
• Become Anaplan super user - Subject matter expert for the business on the use of Anaplan.
• Ensure all FP&A Finance files are maintained in an organised manner with correct level of access.
• Work closely with the Data & Analytics department to build out dashboards for key reports.
• Support the FP&A team in ensuring the planning cycles are delivered timely and accurately.

Requirements:

• Experience of working in a similar role within a fast-paced multi-national business
• Experience in using Anaplan (or similar) tools for FP&A.
• Strong presentation of financial information - written and verbal.
• Strong team working and interpersonal skills.
• Ability to manipulate and sort large volume of data in excel.
• Strong communicator, with the ability to interpret and complex financial data.
• Good attention to detail, taking pride in work.
• Self-starter with a methodical and organised approach
• Ability to work to deadlines and multitask, using initiative to prioritise

FP&A Analyst

Central London (Hybrid Working)

£55K + Bonus

My client are a fast growing Real Estate Company and are looking for an FP&A Analyst to join the team.

Duties Include:

• Assist with coordinating the Business Plan process by maintaining the timetable, scheduling all review meetings, updating and consolidating templates, processing changes in Anaplan, and distributing all review materials ahead of meetings.
• Assist with the preparation of review materials and presentation decks for all planning cycles.
• Proactively driving the standardisation and automation of the reporting packs and decks to ensure the planning process is run efficiently.
• Assist with financial modelling as necessary.
• Business partner with functional leads and Finance leads on all elements of Business Plan process; critically review, challenge where necessary the information received and assist with providing comprehensive variance analysis.
• Assisting with preparation of the monthly European Finance Dashboard and all relevant Business Plan materials.
• Assisting with the processing of changes and the maintenance of schedules directly in Anaplan – European Asset Management, European Funds Management, TBDs, Contingency and Upper Management Fees (and others as needed).
• Collaborate on the maintenance of the Risk & Opportunities schedule, and the Key Bets schedule in Anaplan. Assist with the preparation of all related outputs.
• Become Anaplan super user - Subject matter expert for the business on the use of Anaplan.
• Ensure all FP&A Finance files are maintained in an organised manner with correct level of access.
• Work closely with the Data & Analytics department to build out dashboards for key reports.
• Support the FP&A team in ensuring the planning cycles are delivered timely and accurately.

Requirements:

• Experience of working in a similar role within a fast-paced multi-national business
• Experience in using Anaplan (or similar) tools for FP&A.
• Strong presentation of financial information - written and verbal.
• Strong team working and interpersonal skills.
• Ability to manipulate and sort large volume of data in excel.
• Strong communicator, with the ability to interpret and complex financial data.
• Good attention to detail, taking pride in work.
• Self-starter with a methodical and organised approach
• Ability to work to deadlines and multitask, using initiative to prioritise