Financial Planning Administrator

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...

1st Financial are one of Quilter Financial Planning’s leading mortgage & protection advice businesses based in West London - W7They are offering an outstanding opportunity for a Mortgage & Protection Adviser to work on an Employed basis with development support available towards a full financial advice role if required.Your duties will include:Provision of...

Mortimer Pip are one of Quilter Financial Planning’s leading mortgage & protection advice businesses based in W1 Central London. With a culture fostered by knowledge, integrity and individual creativity, they methodically advise and serve their client base. They are offering an outstanding opportunity for a Mortgage & Protection Adviser to work on an...

SALARY: 40-55KThe ClientA prestigious boutique Wealth Management firm servicing Financial Planning needs of HNW clients.The RoleThe Senior Financial Planning Administrator / Practice Manager will play an integral role within thIS prestigious Wealth Management firm, being responsible for all client and team support activities providing administrative support...

We are central London based financial planners, running £150m in income portfolios mainly for drawdown clients. We are fiercely independent, conduct our own research inhouse, and need experienced administrators to deal directly with clients within our small team. Responsibility and reliability are key requisites.The salary for the role is from £47,500, and...

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 Scotland and Northern...

Financial Services Administrator - Wealth ManagementLocation: London - Hybrid 2 / 3 days per week from homeSalary: Up to £35,000 depending on experienceAre you an enthusiastic Practice Administrator eager for your next role? Could you fulfil a vital support function within a busy office?You will be working as part of the team at a highly respected Appointed...

Venn Group are currently partnered with a successful and passionate Housing Association who are looking to recruit a Financial Planning Manager to join their growing team.As the Financial Planning Manager, your role will include:Maintaining the 30-year business plan, including regular updates and scenario planningEnsure accurate FFR returns to the regulator...

Head of FP&APE-Backed Professional Services Remote - Occasional travel (expensed) across UK.£100,000 + Bonus + Benefits Stanton House is working with a PE-backed professional services business who are looking for a Head of FP&A to join their team and report directly to the CFO. With a plan to exit over the coming years, the CFO needs a commercially astute...

Commercial Finance Analyst - Real Estate £60k - £70k plus bonus & leading benefits. Location - Central London. Hybrid working available.The position is a key player in the delivery and execution of Group FP&A activities including but not limited to strategic planning, annual budgeting, quarterly forecasting, standard business performance reporting and...

Senior FP&A Analyst Central London£75-80KHalliday Marx are excited to partner with a Multi-National Consultancy to recruit a Senior FP&A Analyst. This is a Hybrid working role allowing the successful candidate the flexibility of both office and remote working. This is a key role ensuring accurate and timely reporting for the UK & EMEA regions.Duties...

Job Opportunity: Head of Financial Planning & Analysis (FP&A)Location: LondonAre you a strategic financial leader with a passion for driving impactful decision-making? Do you have a proven track record in FP&A within the financial services sector? If so, this could be a good opportunity for you.We are partnered with an SME Bank who are looking for a Head of...

This job is with Munich Re, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Together, we engage with everything we have and are, to help humankind act braver and better.About Great Lakes Insurance SE:As specialty provider of primary...

The ClientOur client is a multi-site SME offering workspace solutions. They are seeking a Financial Planning & Analysis (FP&A) Manager to provide commercial financial support, manage financial planning processes, and engage with key stakeholders to ensure accurate financial forecasting and insightful analysis.Key Responsibilities and Deliverables:Lead budget...

About the Business Working alongside our sister company, Quilter Cheviot, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning and preparing for retirement. We are part of Quilter plc, a leading provider of advice,...

About the RoleWe are seeking a highly skilled and experienced Financial Planning & Analysis (FP&A) Manager to join our global finance team. This role will be pivotal in driving the financial strategy and performance across our key business areas: EMEA, APAC, US (x2), and Insights. The ideal candidate will have a strong background in financial analysis,...

Commercial Finance Analyst 55-58K (9 month Contract) Central London My client is within the healthcare industry and is looking for a FP&A Analyst for 9 months. Duties include: Providing clear, consistent financial information with insightful analysis and commentary on a range of financial issues, including:Pricing, costing, profitability and activity...

Goodman Masson are partnered with a PE-backed Real Estate company on their search for a Financial Planning & Analysis Manager. This impressive business has been operating for 20 years to provide high-quality developments across the country, and this role is pivotal part of their continued growth.Job Title: Financial Planning & Analysis ManagerSalary:...

An exciting finance role at the forefront of a digital asset and crypto investment banking industry.As a key member of the team, you will play a pivotal role in managing their financial operations and ensuring their compliance with all regulatory requirements. You will work closely with their dynamic and innovative finance team, leveraging your expertise in...

Financial Planning and Analysis Expert: FP&A, Finance, ControllingA world renowned financial services organisation based in London are seeking an FP&A Expert with 10+ years experience in FP&A, accounting, project accounting, management consultancy or similar.He / she will support the organization with knowledge, models and tools to fulfill the needs for...