financial planning assistant

لدله الصحية

<div><div><div><div><h4 class="jobSectionHeader"><b>Financial Planning &amp; Analysis Assistant Manager</b></h4></div><div>
Posted On: Tuesday, December 30th, 2025</div></div></div><div><div>
Description</div><div><p><b>
Job Purpose-</b></p><p><b>
The FP&amp;A Assistant Manager supports the financial planning, budgeting, and forecasting processes to provide accurate financial insights that guide strategic and operational decision-making. This role acts as a key liaison between finance and operational departments to ensure that financial performance is monitored, analyzed, and optimized in alignment with the hospital&rsquo;s goals.</b></p><p><b>
Roles and Responsibilities</b></p><br>
<div></div>
Organizational Accountabilities:<ul><li>
Ensure work is performed based on approved policies, processes, procedures, and instructions</li><li>
Identify opportunities for continuous improvement of systems, processes and practices taking into account leading practices, cost reduction and productivity improvement</li><li>
Ensure day-to-day activities are properly performed in line with policies and procedures</li></ul><p></p><p><br>
Functional Accountabilities:</p>
Follow-up on escalated cases/issues of subordinates to ensure they are closed efficiently and in a timely manner.<p>
Coordinate with departments to collect inputs for the annual budget and periodic forecasts.</p><p>
Consolidate and validate financial data to ensure accuracy and completeness.</p><p>
Assist in preparing budget presentations for executive leadership.</p><p>
Prepare monthly and quarterly financial performance reports.</p><p>
Conduct variance analysis between actual results and budget/forecast.</p><p>
Highlight key financial trends and suggest corrective actions where needed.</p><p>
Collaborate with clinical and non-clinical departments to understand financial needs and trends.</p><p>
Provide guidance on budget management and financial implications of decisions.</p><p>
Support department heads in developing and managing budgets.</p><p>
Develop financial models to support business cases, new services, and cost optimization initiatives.</p><p>
Conduct sensitivity analysis to assess the impact of operational or market changes.</p><p>
Assist in long-term financial planning aligned with strategic goals.</p><p>
Contribute to improving budgeting and forecasting methodologies.</p><p>
Leverage ERP and BI tools for automated reporting and real-time data analysis.</p><p>
Ensure data consistency, integrity, and security across financial systems.</p><p>
Provide guidance and oversight to junior analysts.</p><p>
Review work for accuracy and support team development initiatives.</p>
Assist the FP&amp;A Manager in leading cross-functional financial initiatives.</div></div><div><div>
Requirements</div><div><ul><li><b>Job Qualifications and Requirements</b></li></ul><ul><li>
5&ndash;7 years of experience in financial planning and analysis, with at least 1&ndash;2 years in a supervisory or senior analyst role</li><li>
Healthcare or hospital sector experience is preferred</li></ul>
Familiarity with financial reporting systems, cost analysis, and budget control in complex organizations<p>
Education and Certifications</p><p>
Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field (required)</p>
Master&rsquo;s degree or professional certification (e.g., CMA, CPA, CFA) is preferred<p>
Skills:</p><p>
Strong analytical and financial modeling skills</p><p>
Advanced Excel and proficiency in ERP systems (e.g., Oracle, SAP)</p><p>
Working knowledge of business intelligence tools (e.g., Power BI, Tableau)</p><p>
Excellent verbal and written communication skills (Arabic and English)</p><p>
Strong organizational skills and attention to detail</p><p>
Ability to work under pressure and manage multiple priorities</p>
High level of integrity, confidentiality, and professional judgment</div></div><p></p><div><div><br>
Summary</div><div><div><div><div><b>
Career Level</b><b>:</b></div><div><div>
Expert</div></div></div></div></div></div><div><p>
Languages</p></div></div><p></p>

Financial Planning & Analysis Assistant Manager

Reed

<p>IFA Administrator / Financial Services Administrator</p> <ul> <li><strong>Job Type:</strong> Full-time; Hybrid</li><li><strong>Location:</strong> Worthing</li><li><strong>Salary:</strong> £25,000 - £32,000</li></ul> <p>Join a leading team in the Financial Services sector as an IFA Administrator. My client is seeking a proactive and organised individual who will serve as the first point of contact for their clients and providers, offering first-class administrative support to their department. This position is an excellent opportunity for someone interested in breaking into the financial sector.</p> <p><strong>Day-to-day of the role:</strong></p> <ul> <li>Actioning post/DocuSign, organising diaries, and booking client and internal meetings as needed.</li><li>Preparing and sending accurate client communications promptly.</li><li>Answering and making telephone calls to clients and providers, adhering to the team's communication recording policy.</li><li>Completing application forms accurately.</li><li>Managing and following up on information regarding Letters of Authority and updating the back-office system as necessary.</li><li>Handling new business submissions and monitoring new client applications until completion, ensuring the relevant Compliance Checklist is maintained throughout the process. Keeping advisers and clients informed according to the relevant Service Level Agreements (SLAs) and client expectation processes.</li><li>Assisting the team and clients with all administrative matters promptly, including managing items within the Sales Support Inbox as needed.</li><li>Supporting the team with additional projects as directed.</li><li>Training other team members as required.</li><li>Completing Continuing Professional Development (CPD) in line with the company's Training & Competence (T&C) Schedule (non-advisory).</li></ul> <p><strong>Required Skills & Qualifications:</strong></p> <ul> <li>Strong administrative skills with a proven ability to multitask and manage time effectively.</li><li>Excellent communication skills, both verbal and written.</li><li>Ability to work both independently and as part of a team.</li><li>High level of honesty, trustworthiness, and diplomatic skills.</li><li>Proactive and organised approach to work.</li><li>Experience in a similar role within the financial services industry is highly desirable, but not mandatory-ideal for those looking to start a career in financial services.</li></ul> <p><strong>Benefits:</strong></p> <ul> <li>Salary - £25k - £32k depending on experience</li><li>Study support up to Chartered status.</li><li>Progression heavily supported</li><li>Hybrid working model.</li><li>Pension contribution of 4% by employer.</li><li>Death in service benefit x2.</li><li>Health cash plan.</li><li>Flexible working options.</li><li>Overtime pay.</li><li>25 days holiday plus bank holidays.</li></ul> <p>To apply for this IFA Administrator vacancy, please apply below and one of our team will be in contact. </p> <p><strong>Synonyms</strong></p> <p>IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator</p>

Ifa Administrator

recruitment22

<p><strong>Paraplanner - Remote - £45,000 </strong></p><p>A growing financial planning firm is seeking an experienced <strong>Paraplanner</strong> to join their expanding team. This is an excellent opportunity to work closely with advisers, supporting them in delivering first-class financial advice and maintaining the highest standards of client service.</p><p></p><p><strong>The role:</strong></p><p>Working as part of a professional and collaborative team, you will provide technical support and ensure clients receive accurate, compliant, and timely financial recommendations.</p><p>Key responsibilities include:</p><ul><li>Preparing detailed financial planning reports for advisers to present to clients</li><li>Conducting research on financial products and identifying suitable client solutions</li><li>Supporting advisers with client reviews, requests, and day-to-day queries</li><li>Staying up to date with financial products, markets, and legislation</li><li>Ensuring all work meets firm and industry compliance standards</li></ul><p></p><p><strong>The person:</strong></p><p> You'll be a proactive, organised, and detail-oriented individual with experience in a financial advice environment. Strong analytical and communication skills, along with the ability to manage multiple priorities, are essential.</p><p></p><p><strong>The benefits:</strong></p><ul><li>Funded professional exams and full study support</li><li>25 days holiday (plus bank holidays)</li><li>Holiday purchase scheme</li><li>In-house training academy</li><li>Annual salary review</li><li>Day off on your birthday</li><li>Life assurance & pension</li><li>Clear progression pathway through to Adviser level if desired</li></ul><p></p><p><strong>Remote working: </strong></p><p>This role is remote but as you will be supporting Financial Advisers in Grimsby, there will be occasional travel to the office required - Only when necessary. </p><p></p><p><strong>Unsure if you should apply? Or you don't have a CV?</strong></p><p>No problem! Reach out to Richard at Recruitment 22 Limited or send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.</p>

Paraplanner

Finlink Ltd

<p><strong>Paraplanner</strong></p><p><strong> Southport</strong></p><p><strong> Hybrid working </strong></p><p><strong> Up to £45k </strong></p><p><strong> 9 Day working fortnight </strong></p><p></p><p>This role is ideal for a Paraplanner with 2+ Years experience seeking a professional, supportive environment with the flexibility to balance office and home working. You'll be joining a respected advisory business that values accuracy, teamwork, and progression - making it an excellent fit for someone who enjoys producing high-quality technical work and contributing to the client journey. Level 4 Diploma or nearing completion is desirable. </p><p><strong>The Business</strong></p><p>The firm is a well-established, directly authorised financial planning practice providing independent advice across investments, pensions, and protection. With a growing adviser team and strong client relationships, they prioritise long-term service quality over volume. You'll be joining a business that invests in technology, professional development, and creating a collaborative workplace where paraplanners are seen as central to client outcomes. The role is based in their head office, located in the town centre, a short walk from the train station. </p><p><strong>The Role</strong></p><p>You'll work closely with advisers to research, analyse, and prepare detailed suitability reports across a range of financial planning areas. Typical work includes preparing recommendations, liaising with providers, ensuring compliance standards are met, and maintaining accurate client records.</p><p>You'll have the autonomy to manage your workload and the support of an experienced team who share ideas and best practice. For someone who enjoys problem-solving and contributing to strategic client planning, this role offers the chance to make a visible impact.</p><p><strong>The Benefits</strong></p><ul><li>Salary up to £45k</li><li>9 Day fortnight</li><li>Hybrid working </li><li>25 days annual leave + bank holidays & Christmas Shutdown.</li><li>Death in Service</li><li>Private medical scheme </li><li>Employer pension contributions</li><li>Funded study support toward Level 4 Diploma and further development opportunities</li></ul><p><strong>How to Apply</strong></p><p>Click 'Apply Now' to submit your CV - it takes less than a minute.</p><p> Shortlisted candidates will be contacted for a short introductory call, followed by a two-stage interview process including a technical discussion and informal meeting with the team.</p><p></p>

<p><strong>Paraplanner</strong></p><p><strong>Liverpool City Centre</strong></p><p><strong>Hybrid working </strong></p><p><strong>Up to £45k </strong></p><p><strong>9 Day working fortnight</strong></p><p></p><p>This role is ideal for a Paraplanner with 2+ Years experience seeking a professional, supportive environment with the flexibility to balance office and home working. You'll be joining a respected advisory business that values accuracy, teamwork, and progression - making it an excellent fit for someone who enjoys producing high-quality technical work and contributing to the client journey. Level 4 Diploma or nearing completion is desirable.</p><p></p><p>Based in a modern city centre office in Liverpool, the team enjoys a professional, collaborative environment with easy access to transport links, cafés, and local amenities.</p><p></p><p><strong>The Business</strong></p><p>The firm is a well-established, directly authorised financial planning practice providing independent advice across investments, pensions, and protection. With a growing adviser team and strong client relationships, they prioritise long-term service quality over volume. You'll be joining a business that invests in technology, professional development, and creating a collaborative workplace where paraplanners are seen as central to client outcomes.</p><p></p><p><strong>The Role</strong></p><p>You'll work closely with advisers to research, analyse, and prepare detailed suitability reports across a range of financial planning areas. Typical work includes preparing recommendations, liaising with providers, ensuring compliance standards are met, and maintaining accurate client records.</p><p>You'll have the autonomy to manage your workload and the support of an experienced team who share ideas and best practice. For someone who enjoys problem-solving and contributing to strategic client planning, this role offers the chance to make a visible impact.</p><p><strong>The Benefits</strong></p><ul><li>Salary up to £45k</li><li>9 Day fortnight</li><li>Hybrid working</li><li>25 days annual leave + bank holidays & Christmas Shutdown</li><li>Death in Service</li><li>Private medical scheme</li><li>Employer pension contributions</li><li>Funded study support toward Level 4 Diploma and further development opportunities</li></ul><p></p><p><strong>How to Apply</strong></p><p>Click 'Apply Now' to submit your CV - it takes less than a minute.</p><p>Shortlisted candidates will be contacted for a short introductory call, followed by a two-stage interview process including a technical discussion and informal meeting with the team.</p><p></p>

Ameriprise Financial

<div>Support advisors in creating and delivering comprehensive financial plans for their retail clients.<p></p><p><b>
Key Responsibilities</b></p><ul><li>
Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level</li><li>
Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful examination of clients&rsquo; financial documents and advisor inputs</li><li>
Generate reports through approved planning tools</li><li>
Upskilling oneself with U.S. financial planning concepts to help discuss/prepare plan strategies/ suggestions with advisors in the U.S. via phone or e-mail</li><li>
Based on client&rsquo;s financial situation, document advice in the required format shared by the advisors</li><li>
Perform activities involved in preparing detailed financial plans within the defined turnaround time and quality metrices</li><li>
Manage multiple and evolving priorities and expectations, by working closely with team members and business partners in focused and responsive manner</li></ul><p><b><br>
Required Qualifications</b></p><ul><li>
6 months - 2 years of work experience in financial services sector is preferred (preferably in a multinational environment)</li><li>
Postgraduation in Finance/ Diploma in Financial Planning/ Graduation in Commerce/ Mathematics/ Economics/ Business Management with minimum of 50% marks</li><li>
Excellent verbal and written communication skills</li><li>
Analytical skills to develop data-driven reports with attention to detail.</li><li>
Demonstrated ability multitask - manage time and prioritize tasks to meet deadlines</li><li>
Strong interpersonal skills</li><li>
Willingness to work in a team structure</li></ul><p><b><br>
Preferred Qualifications</b></p><ul><li>
Exposure to financial products like mutual funds, insurance, retirement plans, financial planning, etc. would be an added advantage</li><li>
Cross cultural competence</li></ul><p></p><p><b>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You&rsquo;ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.</p><p></p><p>
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(8:00p-4:30a)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations</div>

Financial Plng Analyst IND

Blakemore Recruitment

<p>We are currently recruiting for a Financial Planning practice near High Wycombe who are looking to recruit a Financial Planning Administrator with 2 years+ experience.</p><p>The company's purpose is to provide advice to clients on all aspects of personal financial planning and investment management. They have considerable experience and understanding of investment strategy, fund selection, pensions, tax and estate planning, as well as a desire to provide world class service to private clients, charities and trustees.</p><p>The firm sets itself apart from its competitors by having the following strategic differences:</p><p>• Bringing together strategic financial planning with global investment advice</p><p>• Net worth performance reporting</p><p>• Using fixed fees and hourly rates to eliminate conflicts of interest</p><p><strong>Job Purpose </strong></p><p>• To provide first class administration to the client services team</p><p>• To support the firm in delivering high quality, independent advice to clients</p><p><strong>Job responsibilities </strong></p><ul><li>Gathering data and preparing client valuations each month</li><li>Liaising with product providers to obtain plan information, illustrations, and other details, as required for new clients and existing</li><li>Scheduling annual and half-yearly client reviews and supporting team to gather information for the reports</li><li>Liaising with implementation team, and product providers, to monitor and progress client transfers and post transaction reporting</li><li>Ensuring client management system is kept up to date by inputting client data into back-office system (currently Xplan)</li><li>Ensuring client files are up to date, complete and tidy (and include current AML documentation)</li><li>Assisting with the preparation of client's tax packs (obtaining and checking Consolidated Tax Certificates from providers, checking Capital Gains Tax on disposals, gathering pension tax information for income received, and checking accumulation income)</li><li>Completing the Client Take on process (relevant information about the Client is input onto Xplan, ID3 Global checks are completed, and Letters of Authority are produced and dispatched to relevant companies)</li><li>Ensuring reports are bound and dispatched to clients in a timely manner</li><li>Managing the team diary for client and prospect meetings and supporting meeting preparation as required</li><li>Acquiring knowledge of business procedures and ensuring regulatory compliance by adhering to company procedures</li><li>Gaining an understanding of and adhering to the ethos, culture, and purpose of the company</li><li>Undertake appropriate professional development and training</li></ul><p>The ideal candidate will have financial services experience and the competencies listed</p><p>below:</p><p>• Excellent attention to detail</p><p>• Highly organised, methodical, disciplined</p><p>• Able to prioritise</p><p>• Proactive approach</p><p>• Able to work under pressure and to tight timescales</p><p>• Team player and able to work under own initiative</p><p>• Enquiring mindset</p><p>• Flexible, driven and determined</p><p>• Excellent communication skills</p><p>• Business and commercial awareness</p><p>• IT Skills (Outlook, Word, Excel)</p>

Financial Planning Administrator

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