Financial planning Work, Jobs in Liverpool, Eng (with Salaries)

Financial Planning Analyst
Paramahila Solutions Ltd —Liverpool
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Analysis skills
- Flexitime
Quick apply
9d
Financial Advice Quality Assessor - Financial Planning - North
Atomos —Chester
- Hybrid work
- Analysis skills
- Communication skills
Revenues & Benefits Officer
Knowsley Council —Knowsley
- £32,061 - £33,699 a year
- Full-time
- Hybrid work
- Annual leave
- Flexible schedule
12d
Wealth Management Administrator
RGH‑Global Limited —Liverpool
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- IT
- Flexible schedule
Operations Finance Business Partner
Reed In Partnership —Liverpool
- £48,500 - £57,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Accounting
- Annual leave
- Flexible schedule
13d
Junior Administrator
Beyond Advice Group —Liverpool
- £25,420 - £27,000 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Health & wellbeing programme
- Life insurance
Quick apply
3d
Operations Executive - 12 Month FTC
Evelyn Partners —Liverpool
- Full-time
- Hybrid work
- Microsoft Word
- Customer service
- Microsoft Office
Quick apply
Project Cost Accountant - Project Controls - Energy Projects
Turner & Townsend —Liverpool
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Analysis skills
Quick apply
Head of Estates, Facilities and Compliance
Progress Schools —Bootle
- £55,000 - £65,000 a year
- No degree
- Travel
- Leadership
- Employee discount
- Referral programme
5d
Head of Professional Development
Think & Grow Learning Solutions Ltd —Liverpool
- £58,000 - £76,000 a year
- Full-time
- Education
- Bachelor's degree
- Human resources
- Health & wellbeing programme
Quick apply
Client Account Assistant
Gateley —Chester
- Communication skills
- Annual leave
- Employee assistance programme
ERP System Support Officer (HR/P)
Cheshire West and Chester Council —Ellesmere Port
- ERP systems
- Microsoft Office
- Human resources
13d
Operations Executive - Liverpool
Evelyn Partners —Liverpool
- Full-time
- Hybrid work
- Microsoft Word
- Customer service
- Microsoft Office
Quick apply
Administrative Assistant - FTC
HSB —Birkenhead
- Temporary
- Hybrid work
- Customer service
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Assistant Site Accountant
pladis —Aintree
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Graduate Financial Planning Programme 2026
Oakmere Wealth Management —Northwich
- £25,000 a year
- Full-time
- Bachelor's degree
- Mentoring
- Financial services
- Health & wellbeing programme
Quick apply
8d
Training Centre Manager – Apprenticeships & Technical Skills
Cogent Skills —Ellesmere Port
- Full-time
- Hybrid work
- Continuous improvement
- Human resources
- In-person
- Health & wellbeing programme
- Annual leave
Quick apply
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- Financial services
- Communication skills
- Annual leave
Senior Financial Analyst
CSL Seqirus —Liverpool
- Full-time
- Hybrid work
- Bachelor's degree
- Accounting
Conveyancing Administrator
Maxwell Hodge —Liverpool
- £23,500 a year
- Part-time
- Microsoft Office
- Organisational skills
- Typing
- Health & wellbeing programme
- Employee discount
Quick apply
6h

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financial planning jobs near liverpool, eng

Financial Planning Analyst

Paramahila Solutions Ltd
Liverpool

Quick apply

Job details

Permanent | Full-time
£35,000 - £40,000 a year
9 days ago

Benefits

Employee mentoring programme
Flexitime
Paid volunteer time

Qualifications

Financial planning
Economics
Microsoft Excel
Financial modelling
Data analysis skills
Financial analysis
Analysis skills
Accounting
CIMA
Pivot tables
Accounting

Full job description

About the Role:

At Paramahila Solutions Ltd, we help businesses make smarter decisions through financial analysis, planning, and performance insights. We believe that great finance teams do more than report numbers — they help shape strategy, improve efficiency, and support sustainable growth.

We are looking for a Financial Planning Analyst to join our Liverpool team and take ownership of financial forecasting, budgeting, reporting, and business performance analysis. You will work closely with finance and operational teams to transform financial data into meaningful insights that support decision-making.

You are not just preparing spreadsheets; you are helping the business understand where it is today, where it is heading, and what actions can drive better results. This role is ideal for an analytical finance professional who enjoys solving problems, improving processes, and contributing to business success.

Why Work With Us?

The Environment:
We value accuracy, collaboration, and continuous improvement. You will join a professional team where your financial expertise is recognised and where your ideas can directly contribute to better business outcomes.

Business Impact:
Your analysis will support important decisions across budgeting, forecasting, resource planning, and operational performance. You will have the opportunity to see how your work influences real business results.

Professional Growth:
We encourage ongoing learning and development, giving you opportunities to strengthen your financial planning, modelling, reporting, and analytical skills.

Modern Finance Approach:
We use data-driven processes and analytical tools to improve reporting quality, increase efficiency, and provide clearer financial insights.

Key Responsibilities:

Financial Planning & Forecasting:
Prepare financial forecasts, annual budgets, and rolling projections to support business planning activities.

Financial Analysis:
Analyse revenue, costs, profitability, and operational performance to identify trends, risks, and opportunities.

Reporting & Insights:
Create management reports, dashboards, and presentations that communicate financial performance clearly.

Variance Analysis:
Review actual results against budgets and forecasts, investigate differences, and provide recommendations.

Financial Modelling:
Develop and maintain financial models to support strategic planning and decision-making.

Process Improvement:
Identify opportunities to improve reporting processes, data accuracy, and financial planning procedures.

Stakeholder Collaboration:
Work with finance, operations, and business teams to gather information and provide valuable financial guidance.

What We Are Looking For:

Experience:
Experience in financial analysis, financial planning, budgeting, forecasting, management reporting, or a related finance role.

Technical Skills:
Strong Excel skills, including financial modelling, formulas, pivot tables, and data analysis.

Financial Knowledge:
Good understanding of accounting principles, financial statements, budgeting processes, and performance reporting.

Analytical Ability:
You can interpret complex financial information, identify patterns, and communicate recommendations clearly.

Attention to Detail:
You are organised, accurate, and able to manage multiple priorities while meeting deadlines.

Qualifications:
A degree in Finance, Accounting, Economics, Business, or a related field is preferred. Progress toward professional qualifications such as CIMA, ACCA, or ACA is desirable.

Mindset:
You are commercially aware, curious, and enjoy turning financial information into practical business solutions.

Pay: £35,000.00-£40,000.00 per year

Benefits:

Employee mentoring programme
Flexitime
Paid volunteer time

Work Location: Hybrid remote in Liverpool L3 9PP

Quick apply

Refine Your Search

financial planning jobs in liverpool, eng

Financial Planning Analyst

Financial Advice Quality Assessor - Financial Planning - North

Revenues & Benefits Officer

Wealth Management Administrator

Operations Finance Business Partner

Junior Administrator

Operations Executive - 12 Month FTC

Project Cost Accountant - Project Controls - Energy Projects

Head of Estates, Facilities and Compliance

Head of Professional Development

Client Account Assistant

ERP System Support Officer (HR/P)

Operations Executive - Liverpool

Administrative Assistant - FTC

Assistant Site Accountant

Graduate Financial Planning Programme 2026

Training Centre Manager – Apprenticeships & Technical Skills

IFA Administrator

Senior Financial Analyst

Conveyancing Administrator

I want to receive the latest job alerts for financial planning in liverpool, eng

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