Financial Planning and Analysis Professional

3 weeks ago


Cheltenham, Gloucestershire, United Kingdom Heat Recruitment Full time

Job Title: Administration Pensions

Salary and Job Description

The successful candidate can expect a salary of £50,000 - £65,000 per annum, depending on experience. As a Pension Paraplanner, you will be responsible for:

  • Providing administrative support to our Financial Planners, including liaising with clients, obtaining and analyzing technical information, conducting research, and preparing suitability reports.
  • Ensuring accurate cash flow planning analysis and suitability reports, requiring a high degree of technical knowledge.
  • Processing new business and monitoring its progress through to completion.
Requirements
  • Prior experience as a Paraplanner.
  • Excellent technical knowledge across a wide range of areas.
  • Exceptional organizational skills and the ability to work well under pressure.
  • Excellent communication skills, both written and verbally.
Benefits

We offer a comprehensive benefits package, including 25 days holiday + bank holidays, a well-being program, further study support, and a discretionary performance-linked quarterly bonus.



  • Cheltenham, Gloucestershire, United Kingdom PortmanDentex Full time

    About Us:PortmanDentex is one of the largest dental groups in the UK and Ireland, committed to reimagining group dentistry and wellness. We strive to create an environment of mutual respect and equality, providing equal employment opportunities to all.We are seeking a talented Financial Planning and Analysis Specialist to join our team, who will play a key...


  • Cheltenham, Gloucestershire, United Kingdom Core 3 Ltd Full time

    Opportunity SummaryA rare chance to join an acquisitive PE-backed organisation in Cheltenham as a Financial Planning and Analysis Expert. This role comes with a salary of £55,000-£65,000 plus a 16% bonus.Job Description:The successful candidate will oversee core financial operations, focusing on revenue, cost of sales, and royalties. They will ensure the...


  • Cheltenham, Gloucestershire, United Kingdom Portman Dental Care Full time

    About the RoleThe successful candidate will have a strong background in budgeting and management reporting, with experience in building and improving scalable financial models. You will work closely with cross-functional teams to deliver high-quality financial analysis and forecasts, contributing to business growth and development.


  • Cheltenham, Gloucestershire, United Kingdom Core 3 Ltd Full time

    Core 3 Ltd is seeking a Financial Planning Analyst to join their team in Cheltenham.The ideal candidate will have strong analytical skills and be able to oversee core financial operations, ensuring the company's financial performance is on track.Key responsibilities include:Developing and maintaining financial modelsAnalyzing financial data to identify...


  • Cheltenham, Gloucestershire, United Kingdom Core 3 Ltd Full time

    Job OverviewWe are seeking a skilled FP&A Analyst to join our team at Core 3 Ltd in Cheltenham.This is an exciting opportunity for an ambitious individual to make their mark with a growing private equity business and fast-track their career.The successful candidate will be responsible for overseeing core financial operations, ensuring accurate financial...


  • Cheltenham, Gloucestershire, United Kingdom Core 3 Ltd Full time

    About the JobThe successful candidate will focus on identifying emerging informational needs within the business, with the goal of gathering, analysing, and reporting this information to assist management in making informed decisions, ultimately supporting the creation of strategic and financial plans.


  • Cheltenham, Gloucestershire, United Kingdom The Burford Recruitment Company Ltd Full time

    An exciting opportunity has arisen for a Salaried Financial Services Specialist to join a thriving, independent financial planning business in Gloucestershire.About the RoleAs a key member of the team, you will be responsible for building and nurturing relationships with allocated clients, ensuring they receive exceptional service and support.Key...


  • Cheltenham, Gloucestershire, United Kingdom Core 3 Ltd Full time

    Core 3 Ltd, an acquisitive PE backed organisation in Cheltenham, is seeking a skilled FP&A Analyst to oversee core financial operations.Key responsibilities include:Developing and maintaining financial modelsAnalyzing financial data to inform business decisionsCollaborating with cross-functional teamsThis is an exciting opportunity for ambitious individuals...


  • Cheltenham, Gloucestershire, United Kingdom Heat Recruitment Full time

    Heat Recruitment is seeking a highly skilled Financial Planning Analyst to join our team. As a key member of our team, you will play a crucial role in providing expert advice on pension planning and supporting financial planners in their work.About the JobIn this role, you will be responsible for conducting technical research and analysis to inform cash flow...


  • Cheltenham, Gloucestershire, United Kingdom Core 3 Ltd Full time

    Experience a rare opportunity with an acquisitive PE backed organisation in Cheltenham.£55,000-£65,000 plus 16% bonus will be your compensation for this role.About the RoleThis position is accountable for overseeing core financial operations. You will make your mark with a growing private equity business and fast-track your career.We are seeking an...


  • Cheltenham, Gloucestershire, United Kingdom Core 3 Ltd Full time

    Job Description: We are seeking a skilled FP&A Analyst to join our team at Core 3 Ltd. This role is accountable for overseeing core financial operations, providing insights, and making informed decisions. The ideal candidate will have strong analytical skills, attention to detail, and excellent communication skills. They will be responsible for developing...


  • Cheltenham, Gloucestershire, United Kingdom Portman Dental Care group. Full time

    Job DescriptionAs an FP&A Analyst, you will play a key role in supporting our business strategy by providing accurate and timely financial information. This will involve analyzing data, identifying trends, and making recommendations to senior management.Key responsibilities include:Developing and maintaining financial models and forecastsPreparing and...


  • Cheltenham, Gloucestershire, United Kingdom Ultra Electronics Group Full time

    Job OverviewThe Ultra Electronics Group is seeking a skilled FP&A Analyst to join their team. This role involves supporting the FP&A Director in preparing reports and conducting analysis for key stakeholders. The ideal candidate will have strong analytical and MI production skills, as well as the ability to work collaboratively with operations and sales...


  • Cheltenham, Gloucestershire, United Kingdom Glos Full time

    Seeking a skilled finance professional to join the team at Glos as a part-time Finance Assistant. The ideal candidate will have previous experience in financial roles and proficiency in Sage and Microsoft Office.The successful applicant will be responsible for managing financial tasks, ensuring the smooth operation of our finance department, and overseeing...


  • Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time

    Company OverviewWe are working in close partnership with a highly regarded Wealth Management outfit to add new members to the Client Servicing team in Cheltenham. This business is seeking individuals who can provide Financial Advice to valued clients, offering a comprehensive range of services specializing in Tax, Financial and Estate Planning.This company...


  • Cheltenham, Gloucestershire, United Kingdom MI5. Full time

    Company Overview:">MI5 is a leading intelligence agency responsible for keeping the UK safe from serious threats. Our finance teams play a crucial role in managing our internal spending, ensuring we have the resources needed to carry out our mission.Salary and Benefits:">We offer a competitive salary of £35,000 - £55,000 per annum, depending on location...


  • Cheltenham, Gloucestershire, United Kingdom Getting In Limited Full time

    Job OpportunityWe are looking for a skilled Financial Reporting Professional to assist our Financial Reporting Manager in day-to-day activities. This role involves supporting in Treasury and Regulatory reporting functions, preparing documents in various software applications, and contributing to team reports. The successful candidate will have experience in...


  • Cheltenham, Gloucestershire, United Kingdom Core 3 Ltd Full time

    **Company Overview:** Core 3 Ltd is a dynamic organisation that values innovation and growth. We are seeking an ambitious individual to join our team as a Financial Planning Analyst.**Salary:** The salary for this position is estimated to be between £55,000-£65,000 per annum, with a bonus of up to 16%.**Job Description:** As a Financial Planning Analyst,...


  • Cheltenham, UK, Gloucestershire, United Kingdom HAYS Full time

    Your new company Hays Accountancy & Finance are partnering exclusively with a leading, progressive and rapidly growing group to recruit an FP&A Analyst for their Cheltenham, Gloucestershire site. This permanent financial analyst role will support the annual budgeting and forecasting process, as well as providing timely information to the wider business....


  • Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full time

    Job Title: Financial Planning Specialist**Salary:**£45,000 - £65,000 per annum, depending on experience.Job Description:We are seeking an experienced Paraplanner to join our team in Cheltenham or Hereford. As a key member of our team, you will be responsible for preparing pre-approval documentation, utilizing technology to produce accurate solutions, and...