Financial planning and analysis Work, Jobs in Bognor Regis, Wsx (with Salaries)

Financial Planning Associate - Fareham
Atomos —Fareham
- Hybrid work
- CRM software
- Organisational skills
- AI
FP&A Analyst
Rayner Intraocular Lenses —Worthing
- Full-time
- Budgeting
- In-person
- Accounting
- Work from home
- Referral programme
Account Manager
Artemis Marketing —Hassocks
- £28,000 - £34,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Business development
- Travel
- Free parking
- Annual leave
Quick apply
10d
Financial Manager
Civic Recruitment Limited —Chichester
- £75,000 a year
- Full-time
- Analysis skills
- Communication skills
- Time management
Quick apply
2d
Actemium Automation Hampshire - Assistant Finance Business Partner
VINCI Energies —Waterlooville
- Full-time
- Accounting
- Annual leave
Finance Business Partner
Tillo —Brighton and Hove
- Full-time
- Hybrid work
- AI
- Communication skills
- Annual leave
12d
Actemium Automation Hampshire - Assistant Finance Business Partner
Actemium UK —Waterlooville
- Full-time
- Accounting
- Annual leave
Quick apply
Director, Financial Planning & Analysis
CooperSurgical —Fareham
- Full-time
- Master's degree
- Bachelor's degree
- Continuous improvement
Assistant Tool Hire Manager
Travis Perkins —Bognor Regis
- Full-time
- Customer service
- Computer literacy
- Computer skills
- Employee discount
Partners Assistant
Fatface Corporation —Havant
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Time management
- Employee assistance programme
- Employee discount
3d
Integrated Logistics Support (ILS) Engineer – Maintenance Planning
Subsea Craft —Portsmouth
- Up to £55,000 a year
- Full-time
- Engineering
- Analysis skills
- Communication skills
- Annual leave
Quick apply
Paraplanner
RGH‑Global Limited —Bognor Regis
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
Senior Financial Planning Manager
Civic Recruitment Limited —Chichester
- £600 - £700 a day
- Full-time
- No degree
- Budgeting
Quick apply
2d
Senior Paid & Social Media Manager
KILLSTAR —Hove
- £50,000 - £55,000 a year
- Full-time
- Hybrid work
- Management
- Social media management
- Travel
- Employee assistance programme
- Employee discount
Risk & Compliance Manager
Kanari —Portsmouth
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- No degree
- Annual leave
- Sick pay
SCOF Ground Segment Engineer
AIRBUS Defence and Space Limited —Portsmouth
- Full-time
- Hybrid work
- Free parking
- Employee assistance programme
6d
Finance Business Partner
GKN Aerospace —East Cowes
- ERP systems
- Communication skills
13d
EMEA Customer Marketing Manager
CooperVision —Fareham
- Full-time
- Data analysis skills
- English
- Analysis skills
Client Relationship Support
AAB —Horsham
- Hybrid work
- Microsoft Word
- Continuous improvement
- Organisational skills
- Annual leave
- Employee assistance programme
2d
Ground Segment Systems Engineer - Product Manager
Lockheed Martin Corporation —Havant
- Full-time
- University
- Product management
- Mentoring
6d

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financial planning and analysis jobs near bognor regis, wsx

Financial Planning Associate - Fareham

Atomos -
Fareham

Apply Now

Job details

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Pension
Client engagement
Suitability report preparation
Stakeholder liaison
Financial report writing
Lead generation
Internal department liaison
Organisational skills
Relationship management
Networking
AI
Communication skills
Business lead generation
Certificate in Insurance

Full job description

Career
You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial Planner within a growing, ambitious firm.

About the role
This role is centred around client relationship management and adviser development. You will work closely with the Head of Office, gaining exposure to high‑net‑worth clients and complex planning scenarios.

Over an expected 2+ years' development period, you will be mentored and coached directly by the Head of Office and Financial Planners. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.

Accountabilities

Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
Review existing financial plans to ensure they continue to meet client needs.
Write financial planning reports as part of the onboarding process.
Review suitability reports and provide technical input for client meetings.
Prepare detailed cashflow reports.
Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
Support occasional suitability report writing during peak periods.
Attend networking events and begin building your professional profile.
Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.

This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.

Skills and Experience

Level 4 qualified (through CII) in Financial Planning.
Strong understanding of financial planning processes and client service.
Technical capability across pensions, tax, cashflow modelling, and financial planning research.
Excellent communication skills and confidence engaging with clients.
Strong organisational skills and the ability to manage multiple priorities.
Experience with CRM systems (we use Xplan) and strong Excel skills.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

Refine Your Search

financial planning and analysis jobs in bognor regis, wsx

Financial Planning Associate - Fareham

FP&A Analyst

Account Manager

Financial Manager

Actemium Automation Hampshire - Assistant Finance Business Partner

Finance Business Partner

Actemium Automation Hampshire - Assistant Finance Business Partner

Director, Financial Planning & Analysis

Assistant Tool Hire Manager

Partners Assistant

Integrated Logistics Support (ILS) Engineer – Maintenance Planning

Paraplanner

Senior Financial Planning Manager

Senior Paid & Social Media Manager

Risk & Compliance Manager

SCOF Ground Segment Engineer

Finance Business Partner

EMEA Customer Marketing Manager

Client Relationship Support

Ground Segment Systems Engineer - Product Manager

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