Financial Planning

3 weeks ago


London, United Kingdom fdu Full time

fdu is recruiting an Financial Planning & Analysis Manager to build an FP&A function for our PE backed client as part of their expansion strategy.

Our client is a private equity backed business entering the next phase of their growth / evolution. To enhance their commercial finance capabilities, they need to recruit a high performing Financial Planning & Analysis (FP&A) Manager with demonstrable experienceof implementing best practice into an FP&A function.

Key responsibilities:

- Owning the budgeting, forecasting and business planning process. Establishing appropriate inputs/outputs, timetables, and necessary levels of analysis to clearly 'tell the story’, to enable informed decisions to be made by the business. Migrate the budgetingand forecasting function from Excel to SAP
- Finance Business Partner to senior management. Playing a key role in ensuring that these key stakeholders achieve their targets.
- Financial modelling and analysis. Building and maintaining detailed cash flow models for the business to analyse shareholder returns, IRRs, scenario analysis, exit valuation and capital structure options.
- Helping the CFO when raising further funding (debt or equity) as required to deliver business plan targets.

Your profile:

- Academically strong. A Qualified Accountant (ACA, ACCA, CIMA or equivalent) with an anticipated 2-6 years PQE, depending upon your growth trajectory and career to date.
- Well trained in accounting, with strong FP&A experience - managing budgeting, forecasting, and planning cycles; this experience will have been gained in a mid/large cap environment where you have had exposure to financial best practice i.e., rolling budgetand forecast techniques.
- I anticipate that you will currently be employed in the FP&A function of a large business but feel restricted / frustrated by the level of bureaucracy and want to work in more entrepreneurial environment.
- Financial modelling experience, the ability to build financial models in Excel.
- Process improvement, through the utilisation of an ERP system (SAP S4/Hana would be advantageous).
- Experience in Corporate Finance i.e., having been employed in the Transaction Services arm of a Consultancy / involved in Corporate Finance activity would be advantageous.

My client operate a hybrid working model: 2-3 days per week in their Central London office.


  • Financial Advisor

    4 weeks ago


    London, United Kingdom Quilter Financial Planning Full time

    Summary We 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 Advisor

    1 week ago


    London, United Kingdom Quilter Financial Planning Full time

    Summary We 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 Advisor

    3 weeks ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe 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 Advisor

    3 weeks ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe 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 Advisor

    3 weeks ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    Summary We 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 Advisor

    4 weeks ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe 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 Advisor

    4 weeks ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe 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...

  • Finance Manager

    4 weeks ago


    London, United Kingdom GM Financial Full time

    GM Financial is the wholly owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.We are a global provider of auto finance solutions, with operations in North America, South America and the Asia Pacific region. Through our long-standing relationships with auto dealers, we offer attractive retail financing and lease programs...

  • Desk Based Adviser

    2 weeks ago


    London, United Kingdom Financial Planning Firm Full time

    We are Independent Financial Planners, and are seeking a desk based adviser to service an existing client bank, advising clients virtually. Paraplanning and administration support will be provided. This is an employed role offering a basic salary of circa £35K - £40K dependent on experience, and a bonus scheme. It will be providing a full suite of...

  • Financial Planning

    3 weeks ago


    London, United Kingdom Vitae Financial Recruitment Limited Full time

    Financial Planning & Analysis Manager, London (Hybrid working) £50- £60kpa Plus Benefits Vitae are delighted to be partnering with a fast moving, global business recruit an FP&A Manager, which is newly created. The individual will manage the delivery of accurate and timely management reporting including monthly financial reporting and provide adhoc...


  • London, United Kingdom Financial Divisions Full time

    **Work From Home option: Yes**: My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a Junior/Graduate Financial Planning Assistant to support the Advisers and Paraplanners. You will be supporting the advisers in the Company with administration across pensions, investments, and protection....


  • London, United Kingdom Vitae Financial Recruitment Full time

    Finance Director - Hotels Central London (Leadership role requiring 5 days a week in the office) Circa £120K We are interested in speaking with ambitious Heads of Finance, Financial Controllers, Finance Directors or similar with previous HOTEL / Leisure Sector experience, seeking an exciting fast-paced growth opportunity within a well-funded group....


  • London, United Kingdom Vitae Financial Recruitment Full time

    Finance Director - Hotels Central London (Leadership role requiring 5 days a week in the office) Circa £120K We are interested in speaking with ambitious Heads of Finance, Financial Controllers, Finance Directors or similar with previous HOTEL / Leisure Sector experience, seeking an exciting fast-paced growth opportunity within a well-funded group. This is...


  • Uxbridge, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...


  • Uxbridge, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...

  • Financial Planning

    7 days ago


    London, United Kingdom NatWest Group Full time

    Join us in Financial PlanningFor a client focused financial professional, this is an opportunity to take on a key role with great exposure in Financial PlanningWe’ll look to you to provide specialist, regulated banking advice to our private banking clientsOur customers need their money to be well managed, and in Financial Planning, we provide the right...

  • Financial Advisor

    4 weeks ago


    London, United Kingdom Quilter Financial Advisers Full time

    Job Description Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including...

  • Financial Adviser

    1 week ago


    London, United Kingdom St. James's Place Financial Adviser Academy Full time

    Build long-term relationships. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight from leaders in other sectors. This is a full-time programme, fully funded by...

  • Financial Adviser

    1 week ago


    London, United Kingdom St. James's Place Financial Adviser Academy Full time

    Build long-term relationships. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight from leaders in other sectors. This is a full-time programme, fully funded by...


  • Uxbridge, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...