Financial Services Planning Manager

Company IconNorth Oak Recruitment
Location IconLeicester

Job DescriptionFinancial Services Planning ManagerLocation: Leicester (our Ref AL1419)Salary: Negotiable up to c£65,000 dep on experience + benefitsMy client is a highly regarded provider of independent financi...Read More>>.

Posted: June 28th, 2026
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Financial Planning Director — Hybrid, Growth & Client Impact

Company IconRathbones Group Plc
Location IconWinchester

Rathbones Group Plc is seeking a Financial Planning Director in Winchester. The role involves developing new business and maintaining client relationships within a leading wealth management firm. Candidates should have Level 6 Charter as a Financial...Read More>>.

Posted: June 6th, 2026
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Head of Financial Planning and Insights | Music Business | London/Hybrid

Company IconHarmonic Finance™ | Certified B Corp
Location IconLondon

Head of Financial Planning and Insights | Music Business | London/HybridHead of Financial Planning and Insights | Music Business | London/HybridGet AI-powered advice on this job and more exclusive features.Harmonic Financ...Read More>>.

Posted: June 6th, 2026
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Sales & Research Financial Planning & Analysis –AI enabled Transformation Lead

Company IconJPMorgan Chase & Co.
Location IconLondon

Help reshape how Sales Planning and Analysis turns data into decisions. In this role, you will modernize reporting and narrative insights using AI-enabled analytics and automation. You will partner closely with Sales leaders, Business Managemen...Read More>>.

Posted: June 6th, 2026
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FP&A Director / Group Head of Financial Planning & Analysis

Company IconFinatal
Location IconLondon

FP&A Director / Group Head of Financial Planning & Analysis Location: London WP15349 A large, investor-backed, international services group is seeking a senior FP&A leader to strengthen Group-wide planning,...Read More>>.

Posted: June 6th, 2026
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V.I.E. - 12 months - Financial Planning & Analysis F/M - London

Company IconNatixis Investment Managers
Location IconLondon

Description de l’entrepriseClassée parmi les principaux gestionnaires d’actifs au monde avec plus de 1 300 milliards d’euros d’actifs sous gestion, Natixis Investment Managers (Natixis IM) propose une gamme de solutions diversif...Read More>>.

Posted: June 6th, 2026
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Hybrid Financial Adviser: Holistic Planning & Growth

Company IconVend Tech Group
Location IconLondon

A financial advisory firm in London seeks a Financial Adviser to provide holistic financial advice to clients. You will focus on nurturing client relationships, ensuring compliance, and identifying new business opportunities. The ideal candidate has...Read More>>.

Posted: June 6th, 2026
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Financial Controller - Succession plan to Head of Finance

Company IconInternational Flavors & Fragrances, Inc.
Location IconWakefield

FINANCIAL CONTROLLER West Yorkshire | Hybrid | £65,000-£75,000 + progression + potential share options A Role That Will Genuinely Change Your Career This isn't a steady, plug-and-play Financial Controller posit...Read More>>.

Posted: June 6th, 2026
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Financial Strategy and Planning Manager

Company IconNational Physical Laboratory (NPL)
Location IconTeddington

Join to apply for the Financial Strategy and Planning Manager role at National Physical Laboratory (NPL)Join to apply for the Financial Strategy and Planning Manager role at Nationa...Read More>>.

Posted: June 6th, 2026
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Financial Planning Consultant — Remote-Ready Growth Role

Company IconArmstrong Watson
Location IconLeeds

A leading advisory firm in Leeds is seeking a dedicated Financial Planning Consultant, responsible for providing comprehensive solutions to clients. The role involves business development and ensures high-quality advice. Necessary qualifications incl...Read More>>.

Posted: June 6th, 2026
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Regulatory Compliance Lead – Financial Planning (Part-Time)

Company IconCalton
Location IconCity of Edinburgh

A financial planning firm in Edinburgh is looking for a Compliance Officer to ensure adherence to regulatory standards and manage compliance risks. This part-time role offers flexibility with a minimum of two days per week in the office. The ideal ca...Read More>>.

Posted: June 6th, 2026
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Compliance Manager/Head of Compliance - Financial Planning/Wealth Management

Company IconFinancial Divisions
Location IconReading

Compliance Manager – Financial Planning / Wealth Management Hybrid Working About the Role As Compliance Manager, you will be at the centre of the firm’s regulatory integrity, ensuring full adherence to FCA re...Read More>>.

Posted: June 6th, 2026
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Senior Wealth Planning Analyst, Financial Planning Operations , Business Support , 14 month FTC

Company IconJJ SEARCH LIMITED
Location Icon

Senior Wealth Planning Analyst – Financial Planning Operations, Business Support (14 month FTC) Our client is a Wealth Management company, highly recognised with a fantastic reputation. Role Overview The Senior Wealth...Read More>>.

Posted: June 6th, 2026
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Senior Paraplanner: Lead Complex Financial Planning (Hybrid)

Company IconRGH-Global Ltd
Location IconLondon

A financial services firm in Central London is seeking an experienced Senior Paraplanner to support Financial Planners in delivering high-quality advice to clients. Responsibilities include conducting research across financial products, preparing sui...Read More>>.

Posted: June 6th, 2026
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Vacancy – Senior Financial Planning Analyst / Senior Paraplanner – Sheffield

Company IconSMH BCL Accountants Limited
Location IconSheffield

The SMH Group offers a comprehensive suite of financial services to our clients including Accountancy, Financial Services, Wills & Probate, Commercial Finance, Residential Mortgages and Corporate Finance. We have over 220 employees acros...Read More>>.

Posted: June 6th, 2026
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Senior Financial Planning Analyst - e-Commerce (Mandarin speaking)

Company IconTikTok
Location IconLondon

Responsibilities Team Introduction: The Finance Business Partner, TikTok Shop team oversees user growth expenses, including forecasting, expense review and approval, efficiency analysis, performance evaluations, risk management, and ot...Read More>>.

Posted: June 6th, 2026
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Director Financial Adviser – Growth in Wealth Planning

Company IconRecruit UK
Location IconGuildford

A leading financial recruitment agency is seeking a motivated Financial Adviser to join a Financial Planning firm in Guildford. This role involves building new client relationships, managing existing clients, and contributing to the growth of financi...Read More>>.

Posted: June 6th, 2026
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IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PRO[...]

Company IconCompliance Recruitment Solutions (Dublin, Geneva, London & Madrid)
Location IconManchester

IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE) Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk manager. Duti...Read More>>.

Posted: June 6th, 2026
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Financial Analyst – Business Planning & Treasury

Company IconHightown
Location IconHemel Hempstead

Financial Analyst – Business Planning & TreasuryHightown Hemel Hempstead, England, United KingdomJoin or sign in to find your next jobJoin to apply for the Financial Analyst – Business Planning...Read More>>.

Posted: June 6th, 2026
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Senior Business Analyst Financial Planning & Delivery (Annex 21)

Company IconNHS
Location IconBridgend

Senior Business Analyst Financial Planning & Delivery (Annex 21) An exciting opportunity has arisen to join NHS Wales Performance & Improvement Financial Planning & Delivery Directorate as a Band 7 Senior Business Analyst. This...Read More>>.

Posted: June 6th, 2026
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IFA Technical Advisory Lead — Financial Planning & Compliance

Company IconCompliance Recruitment Solutions (Dublin, Geneva, London & Madrid)
Location IconManchester

A leading financial services recruitment firm in Manchester seeks a Technical Helpdesk manager to advise IFAs on financial planning, improve written support, and promote the firm's services at industry events. Candidates must have Level 4 financial p...Read More>>.

Posted: June 6th, 2026
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Senior Financial Analyst — Hybrid Strategic Partnering & Planning

Company IconMorgan Hunt UK Limited
Location IconScotland

Morgan Hunt UK Limited is looking for a Senior Financial Analyst based in Scotland. This role offers a hybrid working model with only 2-3 days in the office each month. The position involves business partnering with senior stakeholders, managing b...Read More>>.

Posted: June 6th, 2026
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Senior Paraplanner – Tech-Powered Financial Planning Lead

Company IconJenson Fisher Consulting Ltd
Location IconLondon

A forward-thinking financial advisory firm is seeking a skilled Senior Paraplanner to join their team in Greater London. This role focuses on owning the end-to-end advice process and curating financial plans while maintaining high standards. The idea...Read More>>.

Posted: June 6th, 2026
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Wealth-Building Financial Consultant | Plan, Grow, Protect

Company IconWealthBridge Financial Group
Location IconBirmingham

WealthBridge Financial Group is looking for a Financial Consultant in Birmingham to develop personalized financial plans for clients. The role involves guiding clients through financial decisions, conducting comprehensive analyses of investment strat...Read More>>.

Posted: June 6th, 2026
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Hybrid Planning Support Specialist – Financial Services

Company IconSaltus Partners LLP
Location IconFarnham

A financial planning firm in Farnham is seeking a planning support administrator. This full-time role offers hybrid working, with 3 days in the office. Responsibilities include providing top-notch client service, onboarding new clients, and building...Read More>>.

Posted: June 6th, 2026
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Strategic Planning Director, Financial Services Growth

Company IconThe MISSION Group
Location IconLondon

The MISSION Group based in London is seeking an experienced individual to grow their Financial Services portfolio, particularly managing the Post Office Insurance account. This role focuses on strategic communications, encouraging creative excelle...Read More>>.

Posted: June 11th, 2026
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Hybrid Financial Planning Analyst: Budgeting, Pricing & Profitability

Company IconMarks Sattin Ltd
Location IconHereford

A leading manufacturer in Hereford is seeking a Financial Planning Analyst to support the annual budgeting process and strategic planning. This role is ideal for a part-qualified accountant with experience in manufacturing, offering a salary range of...Read More>>.

Posted: June 12th, 2026
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Finance Opportunities – Business Partnering and Financial Planning and Analysis

Company IconTesco
Location IconWelwyn Garden City

Tesco UK • Shire Park, Kestral Way, Welwyn Garden City • Permanent • Apply by 15-Jun-2026 Join our fast-paced and people-focused Finance team, a core function that co-pilots the business to deliver outstanding value for cust...Read More>>.

Posted: June 15th, 2026
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Senior Financial Analyst – UK&I Finance & Planning

Company IconAbbott Laboratories
Location IconMaidenhead

Abbott Laboratories in Maidenhead is looking for a Senior Financial Analyst to support the financial planning for the UK and Ireland. This role involves assisting in the production of financial plans, leading month-end close initiatives, and condu...Read More>>.

Posted: June 15th, 2026
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V.I.E. - 12 months - Financial Planning & Analysis F/M - London

Company Icon000098_Americas Platform
Location IconLondon

You will join the NIMI Finance team, which is split between Paris, Boston, and London, as a trailer fees calculation officer. You will perform calculations and payments of distribution fees due to clients investing in Natixis IM group fu...Read More>>.

Posted: June 16th, 2026
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Senior, Financial Planning and Analysis Manager | London, UK

Company IconLloyd's
Location IconLondon

Senior, Financial Planning and Analysis Manager Lloyd's is the world's leading insurance and reinsurance marketplace. We share the collective intelligence and risk sharing expertise of the market's brightest minds, working together for...Read More>>.

Posted: June 25th, 2026
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Senior Paraplanner — High Net Worth Financial Planning (9‑Day Fortnight)

Company IconNiche Private Clients
Location IconCardiff

Niche Private Clients is looking for a Senior Paraplanner to join their team in Cardiff. This full-time on-site role involves conducting financial planning, managing investments, and supporting our Financial Advisers in their daily operations....Read More>>.

Posted: June 25th, 2026
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Financial Planning Team Lead - Hybrid (3 days in-office)

Company IconEden Rose
Location IconBasingstoke

Eden Rose, located in Basingstoke, is seeking a Financial Planning Team Manager to lead a hybrid team. This role involves managing Client Experience Specialists and Paraplanners, fostering a culture of high performance.The ideal candidate w...Read More>>.

Posted: June 20th, 2026
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Financial Planning Analyst, Senior Associate | London, UK

Company IconVanguard Group, Inc.
Location IconLondon

Financial Planning Analyst, Senior AssociateProvides financial and analytical support to the business.Core ResponsibilitiesPrepares financial models and analyses in support of the evaluation of business initiatives...Read More>>.

Posted: June 22nd, 2026
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Client Experience Team Lead — Financial Planning (Hybrid)

Company Iconmbf
Location IconBasingstoke

mbf is looking for an experienced Team Manager in Basingstoke to lead their Client Experience team comprising Paraplanners and IFA Administrators. This role involves coaching, developing, and overseeing a high-performing team that supports financi...Read More>>.

Posted: June 23rd, 2026
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Financial Systems & Planning Analyst — Workday & Power BI

Company IconAccountable Recruitment Limited
Location IconLiverpool

Accountable Recruitment Limited seeks a Financial Performance & Systems Analyst to join their team in Liverpool. This role focuses on optimizing financial planning systems, delivering insightful reporting, and improving processes in a collaborativ...Read More>>.

Posted: June 23rd, 2026
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Hybrid Client Experience Team Lead - Financial Planning

Company Iconmbf.
Location IconBasingstoke and Deane

mbf. is seeking an experienced Team Manager to lead their Client Experience team in Basingstoke and Deane. The role involves guiding Paraplanners and IFA Administrators, ensuring operational efficiency, and enhancing service delivery within a dyna...Read More>>.

Posted: June 26th, 2026
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Financial Planning Roles: Paraplanner to Adviser (Hybrid, Norwich)

Company Iconrthirteen recruitment
Location IconCostessey

R13 are recruiting for multiple job roles across different levels. Whether you're experienced in providing IFA support or have progressed to paraplanning or management level, we want to hear from you. All positions are based in Norwich (hybrid...Read More>>.

Posted: June 26th, 2026
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FP&A Analyst / Financial Planning & Analysis (AWDO-P14815) in London)

Company IconAWD online
Location IconLondon

FP&A Analyst Sumitomo Corporation Europe Limited (SCEU) is seeking a finance professional to support budgeting, forecasting and financial analysis within its Steel Business Group, partnering with stakeholders to deliver accurate report...Read More>>.

Posted: June 27th, 2026
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Financial Services Planning Manager

Company IconNorth Oak Recruitment Ltd
Location IconEast Midlands

Financial Services Planning ManagerLocation: Leicester (our Ref AL1419)Salary: Negotiable up to c£65,000 dep on experience + benefitsMy client is a highly regarded provider of independent financial advice, dedicated...Read More>>.

Posted: June 27th, 2026
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Retail Planning Analytics Lead: Financial Modeling

Company IconMichael Page
Location IconLancashire

Michael Page is seeking an IBM Planning Analytics Lead in Lancashire, United Kingdom. The role involves implementing and managing IBM Planning Analytics solutions to meet the business needs of a retail organisation. The ideal candidate will have p...Read More>>.

Posted: June 27th, 2026
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Specialist Planning and Health Officer, Chelmsford

Company IconEssex County Council
Location IconChelmsford

This is a fixed-term contract or secondment opportunity to March 2028.This is a hybrid-working role, with a requirement to work at a functional work location on 1 day per week...Read More>>.

Posted: June 27th, 2026
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ACL Data & Funding Officer, Chelmsford

Company IconEssex County Council
Location IconChelmsford

ACL Data & Funding OfficerPermanent, Full Time25,959 up to 28,621 per annum Location: Co...Read More>>.

Posted: June 27th, 2026
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School Place Planning Manager, Chelmsford

Company IconEssex County Council
Location IconChelmsford

School Place Planning ManagerPermanent, Full Time59,952 to 70,531 per annumLocation: Cou...Read More>>.

Posted: June 27th, 2026
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Senior Finance Officer (Sundry Debt), Chelmsford

Company IconEssex County Council
Location IconChelmsford

Senior Finance Officer (Sundry Debt)Permanent Full Time, 37 hours per week35,315 to 41,547 per annumLocation: ChelmsfordWorking Style:...Read More>>.

Posted: June 27th, 2026
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Shovel Driver/Plant Operative - Chelmsford, Chelmsford

Company IconEssex County Council
Location IconChelmsford

Shovel Driver/Plant Operative - ChelmsfordPermanent, Full Time28,033 per annum Location:...Read More>>.

Posted: June 27th, 2026
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Head of Financial Reporting, Planning and Analysis

Company IconPearson Education
Location IconBelfast

Job Description Job title: Head of Financial Reporting, Planning and Analysis Reports to: Executive Partner, Financial Operations Location: Belfast (Hybrid) This role aligns to industry level titles such as: Head o...Read More>>.

Posted: June 27th, 2026
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Corporate Financial Planning & Reporting Accountant - Uxbridge, UB8 2XW

Company IconAPCOA
Location IconUxbridge

Corporate Financial Planning & Reporting Accountant - Uxbridge, UB8 2XWCorporate Financial Planning & Reporting AccountantUxbridge | Competitive Salary + Bonus + Benefits plus Hybrid working.Are y...Read More>>.

Posted: June 26th, 2026
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Head of Financial Reporting, Planning and Analysis

Company IconPearson Education Limited
Location IconBelfast

Job title: Head of Financial Reporting, Planning and AnalysisReports to: Executive Partner, Financial OperationsLocation: Belfast (Hybrid)This role aligns to industry level titles such as...Read More>>.

Posted: June 6th, 2026
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