Financial Planning

3 days ago


City of London, United Kingdom Harrison Holgate Full time

A global (re)insurance business is recruiting for a Financial Planning and Analysis Manager for its London operation.
Reporting directly to the CFO, the successful applicant will manage the day-to-day operations and deliverables of the UK Reporting and Accounting function; including development of MI Packs, results analysis, development of monthly expense reporting to budgetowners, production of operating expenses budget for the London operation, production of investment return budgets for the London operation, cash flow forecasting and assisting with finance transformation programmes.
Suitable applicants will be qualified accountants with significant FP&A / management reporting experience gained within the London insurance market (and ideally within Lloyd's), strong knowledge of accounting standards e.g. UK GAAP, IFRS etc. strong analyticalskills and a proven track record of individual performance management / coaching of team members.



  • London, United Kingdom Augustine Financial Planning Full time

    Graduate Trainee required. Start your career in Wealth Management and build your future with an established and forward-thinking City firm. Are you ready to launch your career in the challenging world of financial planning? The opportunities and prospects in this industry are second to none - join us and take your career all the way to the top! Do you have...


  • City Of London, United Kingdom Financial Planning Firm Full time

    Chartered Financial Planner – Boutique IFA with Equity Opportunity Location: London (Hybrid) Salary: £75k + Bonus + Equity Potential Type: Full-time | Permanent About the Firm Our client is a highly respected boutique independent financial advisory (IFA) firm, known for delivering bespoke, high-touch financial planning services to a select group of...


  • City Of London, United Kingdom Financial Planning Firm Full time

    A respected financial advisory firm in London is seeking a Chartered Financial Planner to manage a portfolio of high-net-worth clients. The role involves delivering holistic financial planning, business development, and contributing to the firm's growth. The successful candidate will have strong technical knowledge and an entrepreneurial mindset. Competitive...


  • Greater London, United Kingdom Financial Planning Firm Full time

    A financial services company in the Greater London area is seeking an experienced Independent Financial Advisor to deliver high-quality financial planning and investment advice. The role involves building client relationships, conducting assessments, and providing tailored financial solutions. Competitive salary of £75,000 and additional benefits include...

  • Financial Advisor

    1 day ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Quilter Financial Planning.Looking to connect with financial advisers across the UK to discuss existing opportunities within Quilter.APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICEIf you are an experienced Financial Advisor seeking a more supported role...


  • Bridge of Weir, United Kingdom Affluent Financial Planning Full time

    **About us** Affluent Financial Planning is an award-winning business in Bridge of Weir. We are customer-centric, collaborative and offer you the chance to take up a rewarding post with real career progression. Our work environment includes: - Modern office setting - Work-from-home days - Growth opportunities - On-the-job...


  • Greater London, United Kingdom Financial Planning Firm Full time

    A well-established and growing financial planning business are seeking an experienced Independent Financial Advisor (IFA) to join their team covering the London and Surrey Borders. This is an excellent opportunity for a motivated, client-focused advisor who is committed to providing high-quality, holistic financial planning and investment advice....


  • City of London, United Kingdom Augustine Financial Planning Full time

    Graduate Trainee required. Start your career in Wealth Management and build your future career with an established and forward-thinking City firm. Are you ready to launch your career in the challenging world of financial planning? The opportunities and prospects in this industry are second to none join us and take your career all the way to the top! Do you...


  • City Of London, United Kingdom Citygate Financial Planning Full time

    Citygate Financial Planning is seeking an experienced Paraplanner. This is an exciting opportunity to become an integral part of our team, contributing to our mission while working in a supportive and collaborative environment. In this position, you will play a vital role in supporting our Existing Client Team by producing cash‑flow models in Voyant,...

  • Hybrid Paraplanner

    7 days ago


    City Of London, United Kingdom Citygate Financial Planning Full time

    A financial services company based in London is looking for an experienced Paraplanner to join their team. In this role, you will contribute to developing financial strategies, produce cash-flow models, and prepare suitability reports. The ideal candidate has at least 3 years of paraplanning experience and is qualified to Level 4 in Financial Planning....