Financial Planning Business Analyst

2 weeks ago

London, Greater London, United Kingdom mbf. Full time

One of the UKs leading Wealth Management brands is seeking to recruit an up and coming Financial Planning Business Analyst to sit within their Financial Planning Operation Team, the role would initially be a 12 month FTC with potential scope to move intoa permanent role after that.


The Role:


The Financial Planning operations team provides support to day-to-day business processes, develops and implements change to support the strategic goals of RBC Brewin Dolphin.


The FP Data Analyst works within FP operation team to implement business solutions in a cost-effective manner by identifying and documenting problems, eliciting, analysing, verifying, and documenting requirements and ensuring the delivery of appropriatesolutions through communication with team-members and stakeholders.


Key responsibilities include:

  • Investigation and problem analysis
  • Analysis of large data sets
  • Business process improvement
  • Requirements definition
  • Business change deployment
  • Stakeholder engagement

Key tasks within FP Operations team will include:

  • Working with business and technical stakeholders to analyse data flows and data
  • Working with large data sets and establishing a control framework
  • Working with stakeholders to elicit, analyse, document and verify problems
  • Working within the team to ensure solutions are appropriate
  • Supporting the implementation of solutions through communication with stakeholders, involvement in business testing, and participation in business and technical readiness activities
  • Working at all times with the team to ensure deadlines and milestones are met, risks/issues/dependencies are identified and managed,
  • Issues are reported and escalated as required.


This role would suit a Data Analyst on the upward curve of their career who has some experience of working within a financial services sector who is keen to further develop their skills and knowledge within a prestigious name in the wealth management sector.

This client offers an aglie working environmnet with 3 days in the office and 2 from home.

  • Financial Planning Analyst

    2 weeks ago

    London, Greater London, United Kingdom CV Screen Full time

    **Financial Planning Analyst - ACA QualifiedLondonSalary up to 75k**CV Screen is recruiting for a Senior Financial Planning Analyst who is ACA qualified to join a fantastic business, who are one of the UK leaders in the technology sector. You will be joining a talented team who are committed to providing exceptional serviceto their clients.WHO WOULD THIS...

  • Financial and Planning Analyst

    2 weeks ago

    London, Greater London, United Kingdom Cpl Healthcare Full time £12

    Financial and Planning AnalystLocation: London (Hybrid working)Duration: 12 months Pay rate: £221.84The company is in need of a Finance FP&A Analyst to play a vital role in supporting EMEA Commercial Sales. As a Finance Analyst, you will collaborate closely with business leaders and their teams, offering strategic assistance by creating financial models and...

  • Financial Planning Analyst

    2 weeks ago

    London, Greater London, United Kingdom Strand Hill Full time £65,000 - £70,000

    Title: Senior FP&A Analyst (12 month FTC)Salary: £65K - £70K + bonusA UK-based Real Estate company specialising in quality and sustainable affordable housing, is looking to onboard an FP&A Analyst on a 12 month FTC basis. The company is currently going through an exciting growth phase, having recently been acquired by a large player in the market who has...

  • Financial Planning Analyst

    2 weeks ago

    London, Greater London, United Kingdom Strand Hill Full time £65,000 - £70,000

    Job Description Title: Senior FP&A Analyst (12 month FTC) Salary: £65K - £70K + bonus A UK-based Real Estate company specialising in quality and sustainable affordable housing, is looking to onboard an FP&A Analyst on a 12 month FTC basis. The company is currently going through an exciting growth phase, having recently been acquired by a large player in...

  • Financial Planning Analyst

    2 weeks ago

    London, Greater London, United Kingdom Finatal Full time £80,000

    Job Description Job Title: FP&A Analyst Location: London, Manchester or remote Salary: c.£80k + bonus Employment Type: Full-time, Permanent, Office-based or Remote GM29437 About the Company: The business is a leading multinational Saas business, dedicated to delivering premium software services B2B across the globe. With a commitment to excellence and...

  • Financial Advisor

    2 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    2 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Planning Analyst

    2 weeks ago

    London, Greater London, United Kingdom Strand Hill Full time

    Job DescriptionTitle: Senior FP&A Analyst (12 month FTC)Salary: £65K - £70K + bonusA UK-based Real Estate company specialising in quality and sustainable affordable housing, is looking to onboard an FP&A Analyst on a 12 month FTC basis. The company is currently going through an exciting growth phase, having recently been acquired by a large player in the...

  • Financial Planning Analyst

    2 weeks ago

    London, Greater London, United Kingdom Office Angles UK Full time £46,000

    Financial Planning Analyst - London £46k + travel allowance and bonus Hybrid 1-2 days from home Are you a Financial Analyst with a strong technical knowledge and excellent data analysis skills? Are you looking for an exciting opportunity to support the financial planning and reporting requirements of a dynamic tech related business? Our client, a leading...

  • Financial Planning Analyst

    2 weeks ago

    London, Greater London, United Kingdom Altum Consulting Full time

    A brilliant and highly important UK charity, supporting some of society's most vulnerable people in many ways, is in need of a Financial Planning Analyst. This is a newly-created role following a restructure and will be vital to the long-term success of the organisation. The role will report into the FP&A Manager and support on group budgets, long term...

  • Analyst Relations Manager

    2 weeks ago

    London, Greater London, United Kingdom Starsight | Analyst Relations Full time

    Starsight Communications is Europe's largest and most respected EMEA analyst relations (AR) consultancy. Founded by experienced AR practitioners, Starsight Communications is committed to delivering exceptional results for our clients and voted 3 times best EMEA IIAR AR agency of the year. We're a small and closely knit team, focussing on quality and...

  • Financial Advisor

    2 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    SummarynWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Planning

    2 weeks ago

    London, Greater London, United Kingdom Staging It Full time

    The Financial Planning & Analyst Manager will report into the Head of FP&A. This is a hybrid role, 3x days a week in the office, based in Hammersmith. The ideal Financial Planning & Analyst Manager will have PE backed company exposure and strong modelling skills. Financial Planning & Analyst Manager Responsibilities Assist in the end-to end preparation of...

  • Become a Financial Adviser

    2 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Are you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.nExcellent financial benefits, with scope for progression.nPersonal satisfaction and the opportunity to do something...

  • Senior Analyst Relations Manager

    2 weeks ago

    London, Greater London, United Kingdom Starsight | Analyst Relations Full time

    Company Description.nStarsight Communications is Europe's largest and most respected EMEA analyst relations (AR) consultancy. We provide growth and scale companies with strategic expertise and hands-on tactics to enhance their analyst relations. Founded by experienced AR practitioners, Starsight Communications is committed to delivering exceptional results...

  • Business Analyst

    2 weeks ago

    London, Greater London, United Kingdom myGwork - LGBTQ+ Business Community Full time

    As a leader in investment management technology solutions, Charles River continues to expand its offerings, specifically in the portfolio management /construction space. Reporting to a Product Manager, the Business Analyst will interact with clients - gathering requirements, providing documentation to detail these including workflows etc. assisting pre-sales...

  • Financial Business Analyst

    2 weeks ago

    London, Greater London, United Kingdom Harnham Full time £50,000

    FINANCIAL BUISNESS ANALYST LONDON HYBRID - 2 DAYS IN THE OFFICE UP TO £50K Sponsorship not available THE COMPANY A leading Global Executive Search and Leadership advisory firm known for their commitment to excellent service and innovation THE ROLE AND RESPONSIBILITIES The role of a business analyst sits within the Finance team where you will play a...

  • Financial Planning

    2 weeks ago

    London, Greater London, United Kingdom Arena Racing Corporation Full time

    Group Financial Planning and Analysis Analyst Group Financial Planning and Analysis Analyst We have an exciting opportunity for a Group Financial Planning and Analysis Analyst to join our finance team based at Millbank, London. Arena Racing Company does so much more than lead the UK's largest horse racing group. We have 21 racing venues showcasing horse...

  • Financial Planning Analyst

    2 weeks ago

    London, Greater London, United Kingdom Toner Graham Full time £40,000

    Job Description FP&A Analyst Gloucester c. £40,000 +study support opportunity Permanent FP&A Analyst position in an acquisitive, profitable and market-leading business, headquartered in Gloucester. Our client operates in an interesting sector and is looking for an ambitious FP&A Analyst to join their team and bring a fresh approach and expertise in...

  • Financial Planning Analyst

    2 weeks ago

    London, Greater London, United Kingdom ONTIC Full time

    Ontic, an aerospace industry leading provider of 'Extended Life Solutions' for Original Equipment Manufacturer (OEM) legacy and non-core products, has an opportunity for a FP&A (Financial Planning) Analyst to join our team based at our Head Office in Staverton , Glouce stershire to support our continued success and ambitious growth plans. What will...