Financial Planning and Analysis Manager

Evelyn Partners seeks a Financial Planning Client Administrator based in London. This position plays a key part in supporting the financial planning team and ensuring clients receive attentive service. Role overview The administrator will handle tasks that keep the financial planning process running smoothly. This includes assisting with client documentation, maintaining accurate records, and coordinating with team members to meet client needs. What you will do Support the financial planning team with day-to-day administrative tasks Help deliver a high standard of service to clients Maintain attention to detail in all work Take a proactive approach to problem-solving and task management Requirements Strong attention to detail Proactive and organized work style Ability to work effectively as part of a team

Evelyn Partners seeks an IFA Client Administrator for its London office. This full-time role plays a key part in supporting Independent Financial Advisers and making sure clients receive careful, accurate service. Key responsibilities Maintain client accounts and keep records current Process financial transactions with accuracy and efficiency Offer administrative support to IFAs Contribute to a smooth, positive experience for clients What we look for Attention to detail Strong organizational skills Dedication to quality service This position is well suited to those who take pride in supporting colleagues and keeping day-to-day operations on track.

About NextStep NextStep connects experienced consulting professionals with tailored roles through intelligent, AI-driven matching. Working with a range of companies, NextStep places experts where their impact matters. This search is on behalf of a client within the NextStep partner network. About the Client The client is a FTSE 100 industrial and engineering company headquartered in London, with operations spanning more than 35 countries and annual revenues of £4.5 billion. Following a recent CFO appointment, the company is modernizing its Finance function, with a focus on strengthening Planning & Analysis to deliver sharper management information and commercial support to the Group Executive Committee. Role Overview The Director of Financial Planning & Analysis will lead the FP&A function for the group. This position oversees the entire planning cycle, drives improvements in financial reporting and analysis, and builds a strong commercial finance culture. The role manages a team of 10 and sits within the Finance leadership team, shaping processes, tools, and business partnership approaches. Main Responsibilities Oversee the group’s annual budgeting, quarterly reforecasting, and long-term planning, with a focus on quality, efficiency, and actionable insights. Direct the production of Group management accounts, investor reports, and Board-level financial presentations. Develop and maintain a group-wide financial model for scenario planning, M&A analysis, and strategic decision support. Work closely with divisional CFOs and commercial leaders to improve the quality and speed of financial analysis and support. Lead the rollout of planning tools and automate reporting processes to reduce manual effort and strengthen analytical capabilities. Location London

Join Capi, where we enable businesses in emerging markets to efficiently pay their international suppliers with ease, speed, and fairness.With over $18 million in support from prestigious investors such as Creandum, Y Combinator, General Catalyst, and notable angels from Revolut, Checkout, Stripe, and Remitly, we are developing the financial infrastructure that emerging markets truly need.By simplifying global trade, we empower local businesses to accelerate their growth, expand their workforce, and stimulate economic prosperity within their communities.Our mission is centered around boosting GDP in emerging markets by enhancing the fairness and accessibility of the global financial system. We aim to streamline global trade processes, making it easier for importers to pay their international suppliers. Our platform fosters rapid business growth, job creation, and positions businesses as key drivers of prosperity in their nations.We are a dynamic team of approximately 80 individuals across 10 countries, characterized by ambition and a passion for impactful work. We are eager to welcome more talented individuals to our team!Explore Capi’s mission & values.The RoleWe are searching for an FP&A Lead to take charge of and expand our commercial finance capabilities.This pivotal, hybrid role sits at the crossroads of finance, strategy, and analytics. Reporting directly to the Head of Finance, you will significantly influence how the company plans, evaluates, and comprehends its performance—while also fortifying the foundational data pipelines and models that drive these insights.This position offers notable visibility among leadership and operational teams, direct interaction with various business verticals, and ample opportunities for professional advancement as the company grows.Key ResponsibilitiesFP&A & Commercial FinanceOversee comprehensive FP&A processes including annual budgeting, rolling forecasts, long-term planning, and scenario analysis.Develop and sustain robust financial models to bolster strategic decision-making, fundraising efforts, and growth initiatives.Establish, monitor, and continuously refine core KPIs and unit economics across product lines, revenue streams, and operational practices.Collaborate closely with cross-functional teams to ensure alignment with financial goals and objectives.

Dwelly seeks a Financial Planning & Analysis Manager based in London to guide its financial strategy and planning. This position plays a central role in shaping business performance through detailed analysis and collaboration. Main responsibilities Lead the company’s budgeting and forecasting processes to align with financial targets. Analyze financial data and identify trends that inform business decisions. Collaborate with teams across the organization to provide clear, actionable financial insights. Support leadership by offering recommendations that influence the company’s financial direction. Collaboration and influence This role works closely with colleagues from various departments, providing guidance that helps the team adapt to evolving business needs. The FP&A Manager’s insights play a key part in keeping Dwelly focused on its goals and responding to change effectively.

About WPPWPP serves as a trusted growth partner for the world's foremost brands. By integrating cutting-edge media intelligence and data solutions with world-class creativity, next-generation production, transformative enterprise solutions, and expert strategic counsel, we empower our clients to navigate change, seize opportunities, and achieve transformative growth. For further details, visit WPP.com.Planning Manager – Client TeamsAbout WPP MediaWPP is a creative transformation company that harnesses the power of creativity to foster better futures for our people, the planet, our clients, and communities. Learn more at wpp.com.WPP Media represents WPP's global media collective. In an era where media permeates every aspect of life, we unite the finest platforms, talent, and partners to generate limitless growth opportunities.At WPP, we continuously reinvent the future of creativity on an expansive canvas, combining unmatched talent, resources, and skills to offer a cohesive suite of communications, experience, commerce, and technology.In the past decade, we have established a dedicated global client practice with the aim of amplifying WPP's impact for our largest clients by providing tailored teams that align with specific client needs and challenges. This is exemplified by our unique OpenDoor initiative for Amazon.The OpenDoor partnership is a distinctive integration of WPP and Amazon's strengths and visions, creating new possibilities for impact and innovation across all projects.

About UsSharkNinja is an innovative global product design and technology company, renowned for its extensive portfolio of highly rated lifestyle solutions that enhance lives across the globe. With two leading brands, Shark and Ninja, we pride ourselves on a strong history of market disruption and innovation, consistently introducing groundbreaking consumer products. Our headquarters in Needham, Massachusetts, supports over 4,100 dedicated professionals, and our products are widely available through major retailers and distributors worldwide.Role OverviewWe are currently seeking a Senior Financial Analyst to join our Global FP&A team, focusing on Compensation and Workforce Planning for the EMEA region. This pivotal role will support our workforce planning and operational expenses, contributing significantly to our growth in this dynamic market.As SharkNinja expands its footprint across EMEA, your role will be crucial in aligning workforce investments with regional growth objectives while ensuring financial prudence and margin performance. Collaborating closely with regional leadership and HR, you will provide insightful analysis, support planning cycles, and enhance the visibility of people-related expenditures.

Role Overview Deliveroo is seeking a Financial Planning & Analysis (FP&A) Analyst to help shape the company’s global financial planning, budgeting, and analysis. This position sits at The River Building HQ in London and follows a hybrid work model, with three days per week in the office. What You Will Do Support group-level financial planning and budgeting processes Produce accurate forecasts and deliver clear, actionable analyses Consolidate financial reporting across the organization Work closely with the FP&A Manager to inform operational and strategic decisions Who We’re Looking For Finance professional with strong analytical skills and attention to detail Ability to turn complex data into practical insights Experience in FP&A, ideally at the group level Background in a similar role within a rapidly changing environment is preferred Location & Work Model This role is based in London at Deliveroo’s River Building headquarters. The team works in a hybrid pattern, with three days each week in the office.

At Skin + Me, we are driven by a mission to revolutionize skincare with ambitious goals.We are seeking a skilled Financial Planning & Analysis Analyst to join our dynamic Finance Team. This is a hybrid position, requiring three days a week at our Paddington headquarters (Monday, Tuesday, and Friday), with the flexibility to work from home on Wednesdays and Thursdays.Role Overview:As the FP&A Analyst, you will serve as the analytical and commercial backbone of our finance department, collaborating with leadership across our three brands to foster data-driven decision-making. You will take charge of budgeting and forecasting cycles and provide the financial insights that will help shape our strategic direction.Key Responsibilities:Manage the comprehensive budgeting, forecasting, and long-range planning across Skin + Me, Hair + Me, and Renew + Me.Develop and sustain robust financial models that guide strategic decisions, including pricing strategies, channel distribution, product launches, and market expansion.Produce monthly management reports, variance analyses, and KPI dashboards for the CFO and broader leadership team.Collaborate closely with Marketing, Operations, and Product teams to translate commercial activities into financial outcomes.Oversee the monthly business review process, delivering insightful commentary on performance against plans while identifying risks and opportunities.Assist with investor reporting, board presentations, and ad-hoc analyses for fundraising and strategic initiatives.Enhance unit economics, cohort analyses, and LTV/CAC frameworks tailored for our subscription-based, multi-brand DTC business.Promote continuous enhancement of financial systems, tools, and processes, ensuring our FP&A infrastructure scales alongside our rapid growth.Mentor and develop junior finance team members as the function expands.

Who We AreAt Helsing, we are pioneers in defence AI technology. Our mission is to safeguard democratic values through innovative solutions, ensuring that open societies maintain sovereignty over their ethical standards and decisions. As a democratic entity, we recognize the profound responsibility that comes with developing and deploying advanced technologies such as AI. We approach this task with utmost care and commitment. Our team consists of dedicated engineers, AI experts, and customer-focused program managers. We are on the lookout for mission-driven individuals to join our European teams to tackle complex and impactful challenges. We foster a culture of openness and transparency that encourages healthy discourse on the ethical implications and benefits of technology in defence. The RoleAs a Financial Planning and Analysis (FP&A) Business Partner, you will oversee all financial and accounting activities across our global operations. This position offers the opportunity to collaborate with a dynamic Finance team on various projects and significantly shape the success of the Helsing group. This is a unique chance to join our company at an exciting juncture, contributing to its rapid growth and success in the coming years. This role can be based in either London or Munich. Day-to-Day ResponsibilitiesLead monthly financial forecasting and manage budgets across all business areas, collaborating with Business Partners and Managers.Publish formal annual budget forecasts and monitor adherence throughout the year, making adjustments as necessary.Coordinate monthly overhead cost forecasts and provide robust support for overhead forecasting.Support investor relations and strategic initiatives, including the development of advanced financial models.

About Brillio: Brillio stands as a leading digital technology service provider, rapidly evolving as the preferred partner for numerous Fortune 1000 companies aiming to leverage disruption into a competitive edge through innovative digital solutions. Our team, known as 'Brillians', is celebrated for its exceptional talent, seamlessly blending advanced digital expertise with design thinking, all while prioritizing client satisfaction.As an employer of choice, Brillio consistently attracts top-tier talent, thanks to our commitment to modern technologies and unique digital initiatives. Our dedication to fostering a remarkable experience for our Brillians and nurturing their full potential has earned us the Great Place to Work® certification year after year.The Senior Client Partner role is pivotal within the Brillio Customer Success team in the UK, focusing on driving sales and business development strategies for Banking and Financial Services clients. This position is crucial in enhancing customer experience and promoting revenue growth.The ideal candidate will establish and nurture relationships at the CXO level, cultivating long-term strategic partnerships within their client portfolio. Supported by a team of practice managers, the Senior Client Partner will ensure excellence in customer experience and delivery.Acting as a 'trusted advisor', the Senior Client Partner will possess a blend of strategic business acumen and technology expertise. With Brillio’s strong footprint in the Digital Transformation domain and our entrepreneurial spirit, this role offers an exciting opportunity for growth and contribution within a rapidly expanding company.

At Kroo Bank, we are on a mission to redefine banking. Our commitment to customer-centricity, responsible financial practices, and innovative technology drives us to create a banking experience that is simpler, fairer, and more transparent. As a fully regulated UK bank backed by long-term investors, we boast a rapidly growing customer base and ambitious goals. Our culture emphasizes agility, thoughtful decision-making, and maintaining high standards in product development, risk management, and employee welfare.Key Responsibilities:As a Financial Planning and Analysis Manager, you will spearhead Kroo Bank's forecasting, planning, and performance insights across the organization. Your expertise will shape strategic decisions through high-quality financial models, detailed analysis, and effective storytelling. This hands-on role requires proficiency in developing and managing financial models and planning tools from the ground up in our fast-paced environment. You will collaborate closely with senior leaders in Finance, Risk, Product, and Operations to establish scalable forecasting and budgeting processes, ensuring alignment with banking-specific factors such as balance sheet dynamics, capital requirements, liquidity, and regulatory standards.Additional responsibilities include:Creating, managing, and continually enhancing comprehensive financial models encompassing P&L, balance sheet, and cash flow, ensuring transparency, control, and scalability.Leading the bank’s forecasting and planning cycles, including annual budgets, reforecasting, and multi-year planning, while providing clear outputs and variance analyses.Developing driver-based forecasting frameworks for key banking metrics such as net interest income, cost of funds, credit performance, operating expenses, and customer growth.Generating high-quality management reports and performance insights for senior leadership, including commentary on significant fluctuations, risks, and strategic actions.Collaborating with Treasury and Risk teams to ensure that planning reflects balance sheet composition, interest rate trends, and capital and liquidity considerations.Designing and maintaining planning tools using Excel and Google Sheets, enhancing automation and control through advanced formulae, VBA, and structured model governance.Leveraging data and scripting tools like Python to automate repetitive analyses, improve data integrity, and expedite forecasting and reporting workflows.Supporting the development of capital and regulatory-aware planning, ensuring consistency with the bank’s prudential framework and internal risk appetite.Engaging with business owners to challenge assumptions, foster accountability for budgets, and enhance the quality of forecasting inputs organization-wide.Contributing to the development of FP&A processes, templates, and controls.

Are you ready to transform your financial strategies? Join our dynamic Finance team as the Head of Financial Planning & Analysis on a 12-month fixed-term contract to cover maternity leave. Reporting directly to our Director of Finance, you will take ownership of the complete budget process, collaborating across the organization as a trusted advisor to ensure precision in forecasting. This is an exceptional opportunity for a progressive Senior FP&A Manager or an aspiring Head of FP&A to develop their skills in a rapidly expanding, founder-led enterprise.Welcome to Trinny London!At Trinny London, we are revolutionizing the beauty industry by simplifying makeup and skincare routines. Founded in 2017 by Trinny Woodall, we are on a mission to inspire individuals globally to redefine their beauty rituals.Since our inception, we have achieved remarkable growth, proudly standing as one of Europe’s fastest-growing beauty brands. Our innovative products and dedicated customer base are driving our success, and we are committed to nurturing a talented and motivated team to sustain our impressive growth.Our Core ValuesWe embody three essential values: we pursue fearless passion, we act with strategic intent, and we all embrace the color yellow. We go the extra mile, collaborating to break new ground while celebrating our achievements and learning experiences as a team. Every idea is valued, and we make decisions with care and consideration. We support one another to reach our objectives and thrive through collaboration.The RoleYour daily responsibilities will include:Leading the comprehensive budget and three-year planning process, including the preparation of three-statement financial models and board presentations.Monitoring risks and opportunities throughout the year to update our 13-month rolling forecasts, collaborating with various departments to adjust forecasts based on market conditions, product launches, retail expansion plans, and marketing initiatives.Ensuring that period-end reporting processes are robust, delivering management information that is accurate, timely, and insightful.Enhancing the reporting of KPIs and financial data to support strategic alignment and informed decision-making across the organization.Acting as a trusted business partner, working with stakeholders to unlock new commercial opportunities.Evaluating new investments or commercial ventures with a focus on both financial and non-financial aspects.Collaborating with procurement and planning teams to optimize stock levels and cash flow.Conducting cross-functional performance analyses, performing detailed investigations into critical business areas to identify the root causes of performance and enhance overall understanding.

Join Valtech, a leader in experience innovation, as a Client Partner specializing in Financial Services. In this pivotal role, you will collaborate with some of the most recognized brands in the industry, driving high-impact projects that shape customer experiences. We take pride in fostering a culture that values growth, international career opportunities, and the chance to influence the future of experience.As a Client Partner, you will be at the forefront of our efforts to provide innovative solutions tailored to our clients' needs. Your expertise will help us navigate the complexities of the financial sector, ensuring our clients receive unparalleled service and value.

About General AtlanticGeneral Atlantic is a distinguished global investment firm with over 45 years of experience, providing capital and strategic support to more than 830 companies. Founded in 1980, we have remained committed partners to visionary entrepreneurs and investors focused on building dynamic businesses that create long-term value. We believe in the power of entrepreneurs as agents of transformational change, and our collaborative global approach, sector-specific expertise, and deep understanding of growth drivers enable us to partner with and scale innovative businesses worldwide. We utilize our patient capital and operational expertise to support a diverse investment platform that includes Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies. As of December 31, 2025, we manage approximately $123 billion in assets across various strategies, with a team of over 900 professionals across 20 countries. For more information, visit www.generalatlantic.com.About ActisIn October 2024, General Atlantic acquired Actis, which now functions as its Sustainable Infrastructure segment alongside its Growth Equity, Credit, and Climate strategies. Actis is a premier investor in sustainable infrastructure, committed to generating competitive returns for institutional investors while making a measurable positive impact on the communities it serves. Actis focuses on key structural themes that foster long-term, equitable growth in essential infrastructure related to energy transition, digital transformation, and supply chain innovation. With decades of global experience and operational proficiency, Actis is dedicated to creating global sustainability leaders at scale. To date, Actis has raised $26 billion for future investments. Actis is also a proud signatory of the UN-backed Principles for Responsible Investment (UNPRI) and has consistently achieved top ratings in independent assessments. Learn more about Actis at www.act.is.Key Purpose of RoleThe Senior Associate will play a pivotal role by collaborating closely with the existing Financial Planning & Analysis (FP&A) teams across EMEA and the US. This position is integral to enhancing our financial models and operational insights, contributing to the development of a world-class financial framework.

About NOVA:NOVA Wealth is an innovative startup dedicated to transforming financial advice delivery in the UK. We believe that a human adviser is essential to every client relationship, and by harnessing technology, we empower our advisers to enhance service levels while reducing administrative burdens.Our mission is to revolutionize the advice industry by providing superior customer outcomes at a lower cost, making quality financial guidance accessible to a broader audience. With our customer-focused advisers and cutting-edge Lifeline technology, we enable clients to not only make informed financial decisions but also to pursue their desired lifestyles.About the Role:At NOVA, we embrace a unique approach. We have eliminated lengthy, paper-based suitability reports, opting instead for a fully digital method of providing comprehensive, holistic advice.We are searching for visionary Partners (Financial Advisers) who are eager to challenge the status quo and strive for better client outcomes. We want our Partners to concentrate on client engagement rather than administrative tasks.This exciting role is perfect for self-motivated individuals who aspire to break away from traditional wealth management models and build their own client portfolios. You will play a pivotal role in our growth, helping individuals maximize their financial potential and reimagining the experience of receiving financial advice.Key Responsibilities: Developing new business opportunities by utilizing our integrated lead generation channels to create your own client base. Delivering holistic financial advice with a planning-oriented approach, identifying clients' unique financial needs and guiding them toward their ideal futures. Providing exceptional client service to foster lasting relationships with both mass affluent and high-net-worth clients.

Planning Lead – Client Teams About WPP Media WPP is the creative transformation company, harnessing the power of creativity to forge better futures for our people, planet, clients, and communities. To learn more, visit wpp.com. As part of WPP, WPP Media represents our global media collective. In a world where media is omnipresent, we unite the finest platforms, talent, and partners to generate limitless opportunities for growth. For further details, explore wppmedia.com. About WPP & OpenDoor At WPP, we are continuously redefining the future of creativity across a broader canvas, merging unparalleled talent, resources, and skills to deliver an integrated suite of communications, experiences, commerce, and technology solutions. Over the past decade, we have established a specialized global client practice aimed at amplifying WPP’s impact for our major clients by connecting them with our best capabilities. Each team is tailored to meet a client's unique needs and challenges, ensuring streamlined access to essential expertise. This is the foundation of OpenDoor, our collaborative initiative with Amazon. The OpenDoor collaboration integrates the strengths and visions of both WPP and Amazon, creating a platform where every project opens doors to new possibilities. It empowers our team members to innovate, learn, excel, and occasionally stumble, all while driving impactful results. Our unique partnership model is designed to achieve next-level productivity, leveraging our industry-leading approach to People, Platforms, and Processes. OpenDoor transcends all WPP agencies and disciplines, including media, business consultancy, communications and brand strategy, technology and commerce, public relations, and production. The core values of OpenDoor are inspired by Amazon’s 16 Leadership Principles and WPP’s foundational values of being Open, Optimistic, and Extraordinary. Together, we challenge the status quo and strive to build a brighter future. By joining OpenDoor, you will be part of a cross-functional team collaborating with one of WPP’s top five clients, driving innovation and excellence in the media landscape.

Role Overview Pure Storage is shaping the future of data storage technology. The company is seeking a Client Solutions Director for Strategic Accounts in Financial Services, based in London. This leader will set the technical direction for major financial services accounts in the UK and guide a team of systems engineers. The position plays a central role in pre-sales strategy, team management, and building relationships with executive stakeholders. What You Will Do Technical Leadership: Define and execute the technical vision for assigned accounts, making sure it supports Pure Storage's business goals. Team Development: Build and maintain a high-performing pre-sales team, focusing on both achieving sales targets and supporting individual growth. Operational Excellence: Use data to improve operational results, adjust sales strategies, and contribute to closing new business. Cross-Functional Collaboration: Work closely with other teams so that technical plans align with product development and customer needs. Change Management: Lead technical projects and manage the rollout of strategies that respond to shifts in the market. Location London, United Kingdom

About NOVA Wealth:NOVA Wealth is an innovative startup on a mission to revolutionize the financial advisory landscape in the UK. We believe in placing a human adviser at the core of each client relationship while utilizing cutting-edge technology to enhance our advisers' capabilities. Our goal is to deliver exceptional service while minimizing the mundane administrative tasks that often hinder productivity.We are dedicated to creating a transformative experience in the advisory sector, focusing on better outcomes for clients at a lower cost. Our customer-centric advisers, supported by our groundbreaking Lifeline technology, empower clients to not only make informed financial decisions but also to realize their aspirations.About the Role:We are seeking a highly skilled and technically proficient Senior Paraplanner to join our dynamic team. In your role as a Financial Planner, you will not only be a part of our specialist planning team but also take on significant responsibilities that go beyond traditional paraplanning roles. While this is not a client-facing position, you will play an integral role in the financial planning process, taking charge of our comprehensive advice methodology, crafting tailored recommendations, and designing financial plans for our clients.This position is ideal for those who are passionate about the financial services industry and eager to take on increased responsibilities within a forward-thinking company. At NOVA, we are committed to a planning-centric approach that leverages technology to enable our planning team to concentrate on what truly matters—providing exceptional advice for our clients.Your Responsibilities: Developing exceptional financial advice for our clients Serving as a technical expert in all areas of financial planning Conducting cash flow analysis and projections Evaluating clients’ existing financial products and investments Managing individual planning projects that require technical acumen Upholding the highest standards of advice for our clients Enhancing and optimizing our processes and methodologies Collaborating with our technology team to streamline administrative tasks and improve efficiency Mentoring and supporting junior colleagues and administrative staff Qualifications:Client-Focused: A dedication to placing clients at the forefront of all endeavors, with strong relationship-building skills, meticulous attention to detail, and a commitment to simplifying processes for clients.Entrepreneurial Spirit: A proactive mindset that aligns with our mission to disrupt the financial advisory industry through innovative thinking and a tenacity for success.Technologically Savvy: Comfort and proficiency with technology tools and platforms that enhance financial planning.