CrawlJobs Logo
IDEX Consulting Ltd Logo IDEX Consulting Ltd · Finance

Senior Financial Planning Administrator

United Kingdom, Nottingham 25000.00 - 32000.00 GBP / Year · Job Posted July 03, 2026
Apply Position
Job Link Share

Job Description

Our client is a highly respected independent financial planning firm seeking an experienced Senior Financial Planning Administrator to join their growing team. This is an opportunity for an experienced financial planning professional who enjoys taking ownership of complex cases, supporting Advisers at a high level and mentoring junior colleagues while maintaining exceptional standards of client service. The Role Working closely with Financial Advisers and the wider support team, you'll manage more complex client cases and play a key role in ensuring the smooth delivery of the financial planning process.

Job Responsibility

  • Preparing high-quality documentation ahead of client meetings
  • Managing complex new business cases from submission through to completion
  • Obtaining provider information, valuations and illustrations
  • Ensuring client records are maintained accurately and in line with regulatory requirements
  • Completing anti-money laundering and compliance checks
  • Acting as a key point of contact for clients, providers and Advisers, resolving queries efficiently
  • Supporting ongoing client servicing, annual reviews and policy servicing
  • Monitoring workflow to ensure service levels are consistently achieved
  • Providing guidance and day-to-day support to Junior Administrators where required
  • Maintaining high standards of accuracy while ensuring compliance with FCA regulations and internal procedures
  • Identifying opportunities to improve processes and contribute to operational efficiency

Requirements

  • Experience within an IFA or wealth management administration environment
  • Strong understanding of financial planning products and advice processes
  • Excellent organisational and problem-solving skills
  • Experience handling complex client cases independently
  • High attention to detail and a thorough understanding of FCA compliance requirements
  • Strong communication skills and the confidence to liaise with Advisers, providers and clients at all levels
  • A proactive approach with the ability to support and mentor other team members

What we offer

  • Competitive salary and benefits package
  • Genuine career progression opportunities
  • Supportive and collaborative culture
  • Ongoing professional development
IDEX Consulting Ltd - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Senior Financial Planning Administrator

8 matching positions

Senior Financial Planning Analyst, Systems Transformation

Are you a senior finance professional who thrives at the intersection of complex...
Location
Location
Canada , Toronto
Salary
Salary:
95000.00 - 120000.00 USD / Year
https://www.randstad.com Logo
Randstad
Expiration Date
August 03, 2026
Flip Icon
Requirements
Requirements
  • 5 to 8+ years of progressive, post-graduate experience specializing heavily in corporate FP&A, financial modeling, and scenario analysis
  • Background working within a billable-hour environment (such as law, engineering, accounting, or management consulting firms) is highly desired
  • Strong familiarity with Workday Financials or Workday Adaptive Planning is preferred
  • Candidates with strong administration experience in other major ERP environments (e.g., Microsoft Dynamics NAV) will absolutely be considered
  • Exceptional communication skills with a proven ability to 'tell the story' behind technical data to non-finance stakeholders
  • Bachelor’s degree in Finance or Accounting
  • Holding an MBA, holding a CPA/CFA designation, or actively tracking toward completion is preferred
Job Responsibility
Job Responsibility
  • Lead the end-to-end corporate budgeting, forecasting, and long-range modeling frameworks to deliver sophisticated, predictive business insights
  • Map out legacy finance workflows and build out new frameworks within the Workday platform ahead of its critical October launch
  • Act as a strategic sounding board for the CFO, translating complex data structures into compelling operational narratives for executive leadership
  • Collaborate cross-functionally with People & Culture and Operations to ensure clean data architecture between Finance systems and upcoming HR/HCM modules
  • Architect dynamic dashboards and reporting mechanisms using Excel and Power BI to empower profit-center leaders
  • Fulltime
Read More
Arrow Right

Senior Financial Planning & Analysis Manager / Finance Business Partner Dealer

We’re seeking an experienced Senior FP&A Manager & Finance Business Partner (d/f...
Location
Location
Germany , Berlin
Salary
Salary:
Not provided
adevinta.com Logo
Adevinta
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8–10+ years of relevant FP&A / finance experience, with a proven track record of strong stakeholder partnering and business steering in complex environments
  • Strong analytical toolkit: scenario modeling, business case development, and the ability to distill complex topics into clear recommendations
  • Excellent communication and influencing skills – you can operate with “high challenge & high support” and build trusted partnerships with senior leaders
  • Comfortable operating in a transforming FP&A setup – able to improve ways of working while keeping day-to-day steering strong and pragmatic
  • Solid systems and tool proficiency (e.g. BI tools such as Looker/Tableau
  • advanced Excel/Google Sheets)
  • Team player with a collaborative mindset – effective across Finance Business Partners, Core FP&A, Accounting, and business stakeholders
  • Bachelor’s degree in Economics, Business Administration, Finance, or a related field
  • Fluent in spoken and written English
  • German is a plus
Job Responsibility
Job Responsibility
  • Be the strategic finance partner for Dealer leadership: bring strategic insight, influence key decisions, and ensure financial implications are fully understood (not only “descriptive P&L”)
  • Drive performance management & business steering: own the cadence of forecasts for the domain, proactively identify risks/opportunities, and co-create steering measures with the business
  • Explain value drivers and enable action: translate month-end variance into the “why” behind performance and recommend concrete actions to close gaps or accelerate growth
  • Build scenarios and evaluate initiatives: develop scenario models and create/validate business cases for commercial initiatives – grounded in assumptions, sensitivities, and ROI thinking
  • Competitor & market perspective: contribute benchmarking and competitive context to help set ambition levels and support strategic trade-offs
  • Integrated process sparring with Core FP&A: work both with and through the FP&A framework – challenging business assumptions using Core FP&A insights while feeding operational realities back into forecasts and scenarios
  • Align narrative and ensure consistency: help ensure the Dealer story is consistent and decision-ready for management discussions by aligning drivers, actions, and outlook
What we offer
What we offer
  • Recharge with 28 days of paid time off
  • Stay mobile with a €50 monthly transportation/mobility allowance
  • Keep growing with a development budget and access to coaching
  • Family first - enjoy up to 12 (non-birth parent) or 20 (birth parent) weeks of fully paid parental leave
  • Learn anytime, anywhere with our online and offline library
  • Get rewarded with an attractive base salary and participation in our annual incentive plans
  • Work from anywhere - up to 20 days per year from wherever you feel most productive
  • Prioritize your well-being with a 24/7 Employee Assistance Programme for you and your immediate family
  • Fulltime
Read More
Arrow Right

Financial Planning Administrator

Churchgates brings together a unique and powerful combination of Accountants, Ta...
Location
Location
United Kingdom , Bury St Edmunds
Salary
Salary:
Not provided
churchgates.co.uk Logo
Churchgate Accountants
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Excellent organisational ability and a good eye for detail
  • Strong interpersonal skills, be able to build good working relationships and an excellent team player
  • The ability to deliver excellent service to clients both in person and over telephone and via email. Strong communication skills to liaise with both client and providers are essential
  • The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required
  • Be able to work well under pressure, managing a varied workload whilst remaining organised and focused
  • Be keen to learn, ask questions, take initiative and have a proactive approach to problem solving
  • Excellent computer skills, particularly using Microsoft Office
Job Responsibility
Job Responsibility
  • Carrying out general day‑to‑day administration tasks, including handling client enquiries, answering telephone calls, collecting information from providers, and filing client documents
  • Maintaining accurate client information on the firm’s software systems, such as CCH, XPLAN and investment platforms
  • Assisting with the onboarding of new clients and supporting the servicing of existing clients
  • Providing general support to Advisers and Paraplanners, including helping to prepare, co‑ordinate and follow up on client meetings
  • Supporting the submission of new business by helping complete application forms accurately, uploading documents, submitting business online via platforms, and setting up adviser fees
  • Assisting with the preparation of annual portfolio review packs for clients. This includes checking figures and ensuring data is accurate so that clear reports can be produced for the Adviser and Paraplanner
  • Supporting the processing of back‑office tasks such as billing and recording commission and adviser fees on our systems
  • Assisting Paraplanners with producing ISA and pension top‑up reports, including personalised and cost illustrations
  • Assisting with mortgage administration, liaising with clients and mortgage providers where necessary
  • Working alongside and being supported by the Senior Financial Planning Administrator, including receiving training on systems and processes
What we offer
What we offer
  • 22 – 24 days holiday depending on experience (excluding bank holidays)
  • Birthday Leave
  • Holiday purchase/sale scheme
  • Flexible home working policy
  • Matching employer pension contributions up to 6% of salary
  • Salary sacrifice available for pension contributions
  • Income protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension age
  • Death in service benefit (4 x basic salary)
  • Private health insurance – individual cover paid for
  • Employee assistance programme
  • Fulltime
Read More
Arrow Right

Trainee Financial Planning Administrator

This position is based in the busy financial planning department of our office a...
Location
Location
United Kingdom , Bury St Edmunds
Salary
Salary:
Not provided
churchgates.co.uk Logo
Churchgate Accountants
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Have (or be predicted) good exam results at A level or equivalent
  • Excellent organisational ability and a good eye for detail
  • Be interested in pursuing a career in the financial services industry
  • Strong interpersonal skills, be able to build good working relationships and an excellent team player
  • The ability to deliver excellent service to clients both in person and over telephone and via email
  • Strong communication skills to liaise with both client and providers are essential
  • The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required
  • Be able to work well under pressure, managing a varied workload whilst remaining organised and focused
  • Be keen to learn, ask questions, take initiative and have a proactive approach to problem solving
  • Excellent computer skills, particularly using Microsoft Office
Job Responsibility
Job Responsibility
  • Carrying out general day‑to‑day administration tasks, including handling client enquiries, answering telephone calls, collecting information from providers, and filing client documents
  • Maintaining accurate client information on the firm’s software systems, such as CCH, XPLAN and investment platforms
  • Assisting with the onboarding of new clients and supporting the servicing of existing clients
  • Providing general support to Advisers and Paraplanners, including helping to prepare, co‑ordinate and follow up on client meetings
  • Supporting the submission of new business by helping complete application forms accurately, uploading documents, submitting business online via platforms, and setting up adviser fees
  • Assisting with the preparation of annual portfolio review packs for clients
  • Supporting the processing of back‑office tasks such as billing and recording commission and adviser fees on our systems
  • Assisting Paraplanners with producing ISA and pension top‑up reports, including personalised and cost illustrations
  • Assisting with mortgage administration, liaising with clients and mortgage providers where necessary
  • Working alongside and being supported by the Operations Manager, including receiving training on systems and processes
What we offer
What we offer
  • A competitive salary
  • A minimum of 22 days holiday (excluding bank holidays)
  • Birthday Leave
  • Holiday purchase/sale scheme
  • Matching employer pension contributions up to 6% of salary
  • Salary sacrifice available for pension contributions
  • Income protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension age
  • Death in service benefit (4 x basic salary)
  • Private health insurance – individual cover paid for
  • Paid study leave
  • Fulltime
Read More
Arrow Right

Senior Financial Planning & Analysis Manager

In this high-impact role, you will shape the backbone of our FP&A operations, de...
Location
Location
Germany , Berlin
Salary
Salary:
Not provided
adevinta.com Logo
Adevinta
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8-10+ years of relevant FP&A experience, with a strong track record in process ownership, consolidation, and reporting (ideally in a public company environment)
  • Deep expertise in financial process design, financial statement reporting (P&L, Balance Sheet, Cash Flow), and management/investor reporting
  • Proven experience in building and standardizing financial models, templates, and reporting packs
  • Strong analytical and problem-solving skills
  • able to distill complex data into clear, actionable insights
  • Experience with financial systems (SAP for HANA), data analysis tools (Looker, Tableau, etc.), and advanced Excel/Google Sheets
  • Excellent communication skills, with the ability to drive alignment and influence stakeholders across the organization
  • Demonstrated ability to manage complex projects, set priorities, and deliver results under tight deadlines
  • Team player with a collaborative mindset and a passion for continuous improvement
  • Bachelor’s degree in Economics, Business Administration, Finance, or a related field
Job Responsibility
Job Responsibility
  • Design and own core financial processes: Develop, implement, and continuously improve robust processes for month-end close, budgeting, forecasting, and financial reporting
  • Standardize and enable: Build and maintain standardized templates, reporting packs, and financial models to enable Finance Business Partners and ensure consistency across the organization
  • Drive consolidation and holistic reporting: Consolidate business results, create comprehensive management summaries, and coordinate investor and board reporting
  • Drive holistic three-statement planning: Leverage your expertise in integrated P&L, Balance Sheet, and Cash Flow modeling to ensure comprehensive scenario planning and deliver a full-picture financial perspective for decision-making
  • Coordinate and elevate reporting: Act as the clear owner and coordinator for all central reporting activities, driving alignment and best practices across the FP&A function
  • Benchmark and analyze: Monitor macroeconomic trends, competitors, and platform costs
  • translate insights into benchmarks and actionable recommendations for senior leadership
  • Own overhead and headcount planning: Take full responsibility for the planning, forecasting, and analysis of overhead costs and headcount, ensuring alignment with business objectives
  • Process improvement and automation: Identify opportunities to streamline, automate, and enhance financial processes and tools
  • Partner across Finance: Collaborate closely with Finance Business Partners, Accounting, Analytics, and other stakeholders to ensure seamless information flow and process excellence
What we offer
What we offer
  • 28 days of paid time off
  • €50 monthly transportation/mobility allowance
  • Development budget and access to coaching
  • Up to 12 (non-birth parent) or 20 (birth parent) weeks of fully paid parental leave
  • Online and offline library
  • Attractive base salary and participation in annual incentive plans
  • Work from anywhere - up to 20 days per year
  • 24/7 Employee Assistance Programme for you and your immediate family
  • Fulltime
Read More
Arrow Right

Senior Financial Planning & Analysis Manager

Are you passionate about building financial infrastructure and elevating the imp...
Location
Location
Germany , Berlin
Salary
Salary:
Not provided
adevinta.com Logo
Adevinta
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8-10+ years of relevant FP&A experience, with a strong track record in process ownership, consolidation, and reporting (ideally in a public company environment)
  • Deep expertise in financial process design, financial statement reporting (P&L, Balance Sheet, Cash Flow), and management/investor reporting
  • Proven experience in building and standardizing financial models, templates, and reporting packs
  • Strong analytical and problem-solving skills
  • able to distill complex data into clear, actionable insights
  • Experience with financial systems (SAP for HANA), data analysis tools (Looker, Tableau, etc.), and advanced Excel/Google Sheets
  • Excellent communication skills, with the ability to drive alignment and influence stakeholders across the organization
  • Demonstrated ability to manage complex projects, set priorities, and deliver results under tight deadlines
  • Team player with a collaborative mindset and a passion for continuous improvement
  • Bachelor’s degree in Economics, Business Administration, Finance, or a related field
Job Responsibility
Job Responsibility
  • Design and own core financial processes: Develop, implement, and continuously improve robust processes for month-end close, budgeting, forecasting, and financial reporting
  • Standardize and enable: Build and maintain standardized templates, reporting packs, and financial models to enable Finance Business Partners and ensure consistency across the organization
  • Drive consolidation and holistic reporting: Consolidate business results, create comprehensive management summaries, and coordinate investor and board reporting
  • Drive holistic three-statement planning: Leverage your expertise in integrated P&L, Balance Sheet, and Cash Flow modeling to ensure comprehensive scenario planning and deliver a full-picture financial perspective for decision-making
  • Coordinate and elevate reporting: Act as the clear owner and coordinator for all central reporting activities, driving alignment and best practices across the FP&A function
  • Benchmark and analyze: Monitor macroeconomic trends, competitors, and platform costs
  • translate insights into benchmarks and actionable recommendations for senior leadership
  • Own overhead and headcount planning: Take full responsibility for the planning, forecasting, and analysis of overhead costs and headcount, ensuring alignment with business objectives
  • Process improvement and automation: Identify opportunities to streamline, automate, and enhance financial processes and tools
  • Partner across Finance: Collaborate closely with Finance Business Partners, Accounting, Analytics, and other stakeholders to ensure seamless information flow and process excellence
What we offer
What we offer
  • Recharge with 28 days of paid time off
  • Stay mobile with a €50 monthly transportation/mobility allowance
  • Keep growing with a development budget and access to coaching
  • Family first - enjoy up to 12 (non-birth parent) or 20 (birth parent) weeks of fully paid parental leave
  • Learn anytime, anywhere with our online and offline library
  • Get rewarded with an attractive base salary and participation in our annual incentive plans
  • Work from anywhere - up to 20 days per year from wherever you feel most productive
  • Prioritize your well-being with a 24/7 Employee Assistance Programme for you and your immediate family
  • Fulltime
Read More
Arrow Right

Financial Planning Senior Analyst

In this vital role you will be responsible for providing strategic and operation...
Location
Location
Brazil , São Paulo
Salary
Salary:
Not provided
amgen.com Logo
Amgen
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor´s degree in Business Administration, Economics, Accounting, or any related field
  • 5 to 8 years of experience in finance, at least 2 focused on financial planning
  • Advanced English proficiency
  • Excel
  • Excellent communication skills to interact with different levels of the organization, including delivering presentations to the management team in both Portuguese and English
  • Strong analytical skills and developing insights to analyze the company's results
  • actuals vs forecast and business forecast
  • Ability to challenge projections and suggest system improvements and/or implementations
Job Responsibility
Job Responsibility
  • Design and lead the planning process (Budget/Forecast/LRS), assigning responsibilities to other areas of the company and ensuring deadlines
  • Responsible for submitting data within global systems related to Budget/Forecast & LRS
  • Ensure alignment of all areas with the company's target
  • Interface with managers/directors negotiating deadlines, projections and results
  • Responsible for monthly close process (Sales, Opex and P&L)
  • Sales analysis by business channel, product, business unit, price and volume
  • Expense analysis by area, assuming a key role in the affiliate's expense discipline
  • Analysis of Headcounts (actuals vs forecast)
  • Contribute to the development and implementation of the company's strategy and decision making
  • Prepare presentations for the general manager and CFO
What we offer
What we offer
  • competitive and comprehensive Total Rewards Plans that are aligned with local industry standards
  • Fulltime
Read More
Arrow Right

Senior Financial Systems Administrator

This role serves as the lead administrator and subject matter expert for the org...
Location
Location
United States , Southfield
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Accounting, Finance, Information Systems, or related field
  • 5+ years of experience supporting financial consolidation/planning systems, including deep experience with OneStream
  • Strong understanding of financial close, consolidations, and corporate reporting processes
  • Experience with system design, data integration, and financial modeling
  • Proven ability to operate in a complex, global, multi-entity environment
  • Excellent communication skills with the ability to work cross-functionally and influence stakeholders
Job Responsibility
Job Responsibility
  • Own and enhance the financial systems environment, including metadata, workflows, integrations, and security
  • Partner with global accounting, finance, and FP&A teams to deliver advanced reporting, forecasting, and modeling solutions
  • Support and optimize close, consolidation, and reporting processes across multiple entities and geographies
  • Design and maintain dashboards, reporting packages, and business rules to enable data-driven decision-making
  • Ensure data integrity, system performance, and compliance with internal controls and SOX requirements
  • Lead system upgrades, enhancements, and continuous improvement initiatives
  • Act as a liaison between finance, IT, and external partners to translate business needs into technical solutions
  • Train and mentor users, helping elevate system capabilities across the organization
  • Support audit processes and maintain strong documentation of system architecture and controls
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right