Interim Financial Planning and Analysis Consultant

EC1 London, London Hays Accounts and Finance

Posted 11 days ago

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Job Description

temporary

Your new company
A global leader in professional information, software solutions, and services. This opportunity sits within a high-performing audit and assurance brand, supporting international clients through a critical budgeting cycle. The team is collaborative, fast-paced, and focused on delivering excellence across finance operations.


Your new role
As an Interim FP&A Consultant, you'll provide essential support to the EMEA Finance Director during the peak budgeting period. Key responsibilities include:

  • Leading and supporting budgeting and forecasting cycles
  • Delivering accurate and timely financial reports
  • Preparing executive-level financial slide decks
  • Collaborating with international teams across APAC and the US
  • Managing full P&L responsibilities, including revenue, cost of sales, and internal allocations
  • Handling ad-hoc FP&A tasks in a dynamic environment


What you'll need to succeed

  • Proven FP&A experience, ideally as a seasoned contractor
  • Strong grasp of international business operations
  • Proficiency in SAP, Tagetik, and Excel
  • Ability to work independently and flexibly across time zones
  • Excellent communication and stakeholder engagement skills





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 about 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)

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Interim Financial Planning and Analysis Consultant

London, London £350 - £450 Daily Hays Accounts and Finance

Posted 11 days ago

Job Viewed

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Job Description

temporary

Your new company
A global leader in professional information, software solutions, and services. This opportunity sits within a high-performing audit and assurance brand, supporting international clients through a critical budgeting cycle. The team is collaborative, fast-paced, and focused on delivering excellence across finance operations.


Your new role
As an Interim FP&A Consultant, you'll provide essential support to the EMEA Finance Director during the peak budgeting period. Key responsibilities include:

  • Leading and supporting budgeting and forecasting cycles
  • Delivering accurate and timely financial reports
  • Preparing executive-level financial slide decks
  • Collaborating with international teams across APAC and the US
  • Managing full P&L responsibilities, including revenue, cost of sales, and internal allocations
  • Handling ad-hoc FP&A tasks in a dynamic environment


What you'll need to succeed

  • Proven FP&A experience, ideally as a seasoned contractor
  • Strong grasp of international business operations
  • Proficiency in SAP, Tagetik, and Excel
  • Ability to work independently and flexibly across time zones
  • Excellent communication and stakeholder engagement skills





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 about 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)

This advertiser has chosen not to accept applicants from your region.

Principal Consultant - Financial Crime

London, London Kohort Recruitment

Posted today

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Job Description

What is on offer?


  • The opportunity to take a broad range of advisory responsibilities from day one in a dynamic and growing consultancy
  • Multiple owner led culture, with a focus on making a genuine difference to its external and internal clients, through innovation, delivery and service, not just focussed on profit
  • Chance to build out the Financial Crime advisory business, supported by renowned Financial Crime experts and with Director by in.
  • Super flexible working arrangements, fully remote offerings and competitive packages with modern benefits
  • Strong client list and track records.


Some Other Benefits:


  • Company pension
  • Bonus
  • EMI scheme/share option plan
  • PMI
  • Unlimited holidays
  • EV Scheme
  • Investment in personal development/funding for training


The main responsibility of the Senior Consultant is to assist in delivering advisory services to our clients.



Responsibilities

  • Support and lead on solutions to enable clients to meet their regulatory and operational obligations.
  • Produce materials and activities for all aspects of client delivery such as training, reports, presentations, business gap analysis, project planning, risk management, in-depth case reviews
  • Provide regulatory and Financial Crime risk-focused subject matter expertise as required
  • Provide leadership the team


Qualifications/Experience


  • Strong knowledge of financial crime regulations
  • Proven delivering of Financial Crime regulations into clients
  • Track record in business development activity
  • Practical understanding of the UK FS sector and FCA agenda.
  • String work ethic, able to manage and prioritise multiple client engagements
  • Excellent Stakeholder management internally and externally with clients
  • Strong analytical skills and problem solving toolkit
  • Outstanding communication skills – both written and oral.
This advertiser has chosen not to accept applicants from your region.

Financial Planning Assistant

London, London mbf

Posted today

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Job Description

We are working with a leading wealth management firm based in the heart of London to recruit a Financial Planning Assistant. This is an outstanding opportunity for a highly organised and client-focused professional to join a well-regarded team advising ultra-high-net-worth clients, with portfolios ranging from £1M to over £B.


The successful candidate will work closely with two experienced advisers, supporting the full client lifecycle - from onboarding and ongoing relationship management to preparing review meetings and helping implement complex advice.


Key Responsibilities:

  • Act as a key liaison between clients and internal teams, ensuring delivery of an exceptional client experience
  • Prepare review meeting packs, attend client meetings, take notes, and manage follow-up actions
  • Oversee the implementation of advice, working closely with technical and administrative colleagues
  • Support onboarding of new clients, including preparation of proposals and necessary documentation
  • Contribute to “shortened advice” cases (e.g. ISAs, pension contributions/withdrawals)
  • Maintain accurate records and ensure all CRM systems are up to date
  • Own and manage the annual review diary to ensure timely and compliant reviews
  • Liaise confidently with clients, internal stakeholders, and external third parties (lawyers, accountants, providers)


What We’re Looking For:

  • Minimum of 5 years’ experience in a client support or relationship role within financial planning or private wealth
  • Strong communication skills and the confidence to engage with high-net-worth clients and senior professionals
  • A high level of attention to detail, organisational ability, and confidence handling numbers
  • Desire to progress within financial planning - exam support will be offered
  • A team player with a proactive mindset and a genuine interest in building long-term client relationships


Package:

  • Salary: £35,000 5,000 depending on experience
  • Annual discretionary bonus
  • Private Medical Insurance
  • Income Protection
  • Season Ticket Loan
  • Death in Service cover
  • Employee Assistance Programme
  • Subsidised Gym Membership
  • Cycle to Work Scheme
  • Hybrid working


This is a brilliant opportunity to join a high-profile wealth management business offering long-term career growth, excellent support, and exposure to some of the most interesting work in the sector.

This advertiser has chosen not to accept applicants from your region.

Data Strategy Consultant, Financial Services

London, London Freshminds

Posted today

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Job Description

We are looking for an experienced Consultant for a strategic advisory project for a mid-sized asset management firm, focused on defining a technology and data roadmap. The consultant will lead the data strategy stream, working alongside a technology strategy team and engaging directly with senior stakeholders.


Key Responsibilities

  • Assess current data capabilities and align with business goals
  • Develop high-level architecture and actionable strategy
  • Collaborate across workstreams and manage stakeholder relationships
  • Deliver independently with minimal oversight


You will have:

  • Strong consulting background with data strategy experience
  • Skilled in stakeholder engagement and strategic thinking
  • Familiarity with asset management or financial services (preferred)
  • Able to travel occasionally and work mostly remotely


Details:

  • Start date: September 2025
  • Duration: 12 weeks
  • Location: London/Remote with travel to the Middle East
  • Day rate: £800-£1,000LTD dependent on experience
This advertiser has chosen not to accept applicants from your region.

Strategy & Transformation Consultant - Financial Services

London, London Miryco Consultants Ltd

Posted today

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Job Description

Miryco Consultants are working with a high-growth consultancy specialising in financial services strategy and operations. A private equity-backed business with strong advisory and FinTech divisions, the hiring firm is ambitious to build on an already excellent market reputation and client base.


We are seeking candidates from Consultant to Manager grade with ambition to grow and develop their career.


Responsibilities:

  • Development and implementation of Target Operating Models (TOM) across diverse financial services clients, ensuring alignment with strategic business goals.
  • Manage and deliver large-scale operating model transformation projects, including end-to-end strategy formulation and operational execution.
  • Conduct detailed cost model analysis to identify opportunities for efficiency improvements and cost reduction within client organizations.
  • Perform scenario analysis to evaluate different operating model alternatives and their impact on organisational performance.
  • Collaborate with senior stakeholders to drive change management initiatives and ensure seamless adoption of new operating models and processes.
  • Develop and implement strategy recommendations, translating high-level business objectives into actionable operational plans.
  • Support clients through the full project lifecycle, from strategy design to successful implementation, ensuring that transformations are sustainable and aligned with long-term goals.


Experience:

  • Experience leading or managing operating model (Op Model) transformations, with a deep understanding of their impact on organizational strategy and performance.
  • Strong background in data work, particularly in leveraging data analytics to inform strategy, drive decision-making, and improve operational efficiency.
  • Hands-on experience in delivering large-scale implementations, including planning, executing, and ensuring the successful delivery of complex projects within financial services or related industries.
  • Expertise in managing strategy projects from inception through to completion, with the ability to translate high-level strategy into operational reality.
  • Experience in scenario analysis, assessing different operational alternatives and their implications on business outcomes.
  • Familiarity with the latest trends in target operating model design, including aligning operations to enhance agility, efficiency, and scalability.
  • Experience working within change management frameworks to guide clients through significant operational and strategic shifts, ensuring smooth transitions and sustainable results.


Location: London


Please note, our client is unable to offer sponsorship for this opportunity. Should you not be contacted within five working days of submitting your application, then unfortunately you have not been shortlisted for the opportunity. We will however, be in touch should there be any other opportunities of potential interest that are suiting to your skills.


For similar roles, please reach out to Josh Hatton and Tom Parker , and follow Miryco Consultants - LinkedIn

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Experienced Recruitment Consultant - Financial Services

London, London Mason Blake

Posted 2 days ago

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Job Description

Mason Blake is hiring! We’re looking for ambitious Recruitment Consultants with 1–5 years of experience in financial services recruitment to join our growing team in London.


We’re a boutique recruitment firm that’s spent over 25 years specialising exclusively in investment management . Our reputation is built on long-standing client partnerships, market insight, and a consultative, relationship-first approach.


What you’ll bring:

  • 1–5 years of recruitment experience within financial services
  • Confidence managing client relationships and growing your network
  • A proactive mindset and commercial approach
  • A genuine interest in building deep market knowledge
  • Experience in investment management recruitment is a plus, but not essential


What we offer:

  • A respected brand and established client base in a specialist sector
  • Full ownership of a 360 desk , with the autonomy to build and manage your own client and candidate base within a high-demand market.
  • Ongoing support to develop your expertise in investment management
  • Uncapped commission and a clear path to progression
  • A supportive, non-hierarchical team culture
  • Hybrid working and a central London office


Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

This advertiser has chosen not to accept applicants from your region.
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About the latest Senior financial consultant positions Jobs in London !

Senior Strategy Consultant - Financial Services

SW1A 0AA London, London £80000 Annually WhatJobs

Posted 2 days ago

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Job Description

full-time
Our client, a prestigious global management consulting firm, is seeking a highly accomplished Senior Strategy Consultant with deep expertise in the Financial Services sector. This hybrid role offers the opportunity to work from our central London office and remotely, providing strategic advice to leading banks, insurance companies, and asset management firms. You will be instrumental in helping clients navigate complex market dynamics, develop growth strategies, drive digital transformation, and enhance operational efficiency. The ideal candidate will possess exceptional analytical capabilities, strong leadership skills, and a proven track record of delivering impactful strategic recommendations. You will lead client engagements, manage project teams, and build lasting relationships with senior stakeholders. This role requires a blend of strategic thinking, commercial acumen, and excellent client-facing skills.

Key Responsibilities:
  • Lead and manage strategic consulting projects for financial services clients, from problem definition to solution implementation.
  • Develop and articulate compelling strategic recommendations based on rigorous market analysis, competitive intelligence, and financial modelling.
  • Advise clients on areas such as market entry strategy, product development, digital transformation, M&A, and operational improvement.
  • Build and maintain strong, trust-based relationships with C-level executives and senior management at client organisations.
  • Lead and mentor project teams, ensuring the delivery of high-quality work and the development of junior consultants.
  • Conduct primary and secondary research to gather insights into industry trends, competitive landscapes, and regulatory changes.
  • Present findings and recommendations clearly and persuasively to client leadership.
  • Contribute to the firm's intellectual capital and business development efforts.
  • Ensure project profitability and client satisfaction.

Qualifications:
  • MBA or Master's degree in Finance, Economics, Business, or a related field from a top-tier institution.
  • A minimum of 7 years of experience in strategy consulting, investment banking, corporate strategy, or a related financial services advisory role.
  • Demonstrable expertise within the financial services industry (banking, insurance, asset management, fintech).
  • Proven experience in leading complex strategic projects and managing project teams.
  • Exceptional analytical, problem-solving, and quantitative skills.
  • Outstanding written and verbal communication, presentation, and interpersonal skills.
  • Ability to thrive in a demanding, fast-paced, and collaborative environment, both in-office and remotely.
  • Strong understanding of financial markets, regulatory environments, and emerging trends in financial services.

This is a high-impact role offering significant career growth and the opportunity to influence the strategic direction of major financial institutions. Join a world-class team and contribute to shaping the future of financial services. The position is based in London, England, UK .
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Financial Planning & Reporting Manager

EC1 London, London The Portfolio Group

Posted 10 days ago

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Job Description

full time

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

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Financial Planning Assistant/Support

London, London Financial Divisions

Posted 2 days ago

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Job Description

Opportunity: Financial Planning Assistant

Location: central London

Salary: £40K + DOE and bonus/benefits


Are you an experienced Financial Planning Assistant looking to take the next step in your career? Our client, a highly respected and long-established chartered Wealth Management firm is currently seeking a motivated and detail-oriented Financial Planning/Wealth Management professional to become part of a dynamic team, supporting private clients, families, small businesses, and charities across the UK with bespoke and impartial advice.


About the Role

As a Financial Planning Assistant, you will play a key part in delivering an exceptional client experience by providing comprehensive administrative support to advisers and the wider client servicing team. You’ll be instrumental in ensuring smooth day-to-day operations and maintaining the highest compliance standards.


Key Responsibilities Include:


Supporting advisers with administrative tasks including preparing valuations and meeting packs

Submitting new business and managing pipelines, including Letters of Authority and chasing provider information

Liaising with clients and providers, and maintaining CRM and back-office systems

Logging fees/commissions, screening emails and calls, and managing diaries

Acting as a point of contact for client queries

Maintaining compliant client files (including AML documentation)

Preparing basic suitability reports

Supporting with ad-hoc tasks and internal projects


About you:

They are seeking an experienced, talented individual who can hit the ground running, with at least 5 years of experience in a Financial Planning Support/Assistant or similar role within a financial planning environment.


You will possess :

A strong understanding of the financial services industry

Familiarity with FCA regulations, particularly the Code of Conduct (COCON)

Previous experience with Intelliflo (Essential) and moneyinfo (desirable)

High proficiency with Microsoft 365 applications

Excellent communication and interpersonal skills

Strong organisational skills and attention to detail

A proactive mindset and the ability to work both independently and as part of a team


Qualifications & Training:

Ongoing training and development opportunities will be provided post-probation

Commitment to continuous learning and regulatory awareness is essential


Personal Attributes:

Professional and positive attitude

Strong work ethic with a commitment to high standards

Willingness to adapt and take on new challenges

Able to thrive under pressure and manage competing deadlines


CV to

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