109 Finance jobs in Bradford

Are you experienced in sales, telesales or retention's? Are you looking to work in a fun filled supportive environment with excellent career progression?

We have a great opportunity for a Technical Sales Consultant to join a Financial Services Company in LS1. On a daily basis you will be calling warm leads and qualifying customers in regard to product needs. You will earn commission for every successful qualification.

Our client prides themselves on their fun, loving and friendly team. They're looking for someone who appreciates a good office culture and can balance professionalism alongside having fun.

There are numerous opportunities for progression whether this be in sales or gaining Financial Services qualifications.

Working hours: A mix of three shifts between 9am-6:30pm (Finish at 4pm on a Friday) and after probation 1 in 4 Saturday mornings 9-2.30 either paid or TOIL

Key Responsibilities:

• Daily inbound/outbound calls working towards KPI's
• Providing solutions in line with consumer objectives
• Have the ability to maintain your own workload
• Updating the CRM accurately and consistently
• Adhering to OFCOM standards and TCF

Skills Required:

• Minimum of 2 years sales experience working in a target driven environment
• Strong attention to detail
• Excellent interpersonal skills
• Excellent time management and organisational skills
• RO1 / CMAP / DIPFA would be desirable

Salary & Benefits

• 24,000 - 27,000 (OTE up to 40,000)
• 25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days)
• 4pm Finish on a Friday
• Annual performance related Company bonus and salary review
• 5% Employer pension contribution
• Opportunities for continuous professional development
• Discounted annual rail season ticket
• Buying and selling annual leave scheme
• Regular social events throughout the year
• Smart/casual dress code

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

Financial Services Administrator

Harrogate | Office Based, Monday to Friday 9am – 5pm
£30,000 – £32,000 | Full time preferred – Part time considered
Free on-site parking | 27 days holiday plus bank holidays | Group pension scheme | 2x death in service

We are recruiting an experienced Financial Services Administrator on behalf of a well-established and highly regarded Independent Financial Adviser firm based in central Harrogate. This is a fantastic opportunity to join a supportive team in a varied and fast-paced administrative role.

The successful candidate will have a minimum of 2 years’ experience in financial services , ideally within an IFA or financial planning environment , and will be confident handling client documentation, liaising with providers, and supporting advisers with investment and pension administration.

Key Responsibilities:

• p>Supporting Financial Advisers and Planners with day-to-day administrative tasks

• Liaising with policy providers regarding pensions, investments, and insurance products

• Processing new business applications, fund switches, income and withdrawal requests

• Managing live dealing (online investment instructions)

• Handling desk-based claims

• Ensuring client records are accurately maintained 

• Managing workload independently while contributing to a close-knit team

• Communicating professionally with clients and providers

Requirements:

• Minimum 2 years experience in a financial services admin role (IFA experience preferred)

• Strong knowledge of investment products, pensions, SIPPs, and SSASs

• Experience with financial software and Microsoft Office 

• Excellent communication and organisational skills

• High attention to detail and ability to prioritise tasks

• A proactive, team-focused attitude with the confidence to work independently

If you're an experienced Financial Services Administrator looking for a long-term role within a friendly and professional environment, we’d love to hear from you.

Apply now or contact Unity Resourcing for more details.

A well-established and client-focused financial services firm is seeking a Senior Administrator to lead its Administration Team on a 6-month fixed-term contract , with the potential for a permanent position based on performance and business needs. This key role will act as the primary point of contact for all administrative matters, ensuring the team delivers consistently high standards in line with Service Level Agreements (SLAs), while maintaining a professional and client-centric approach in all interactions.

The ideal candidate will be a motivated, detail-oriented individual who understands the value of strong relationships-both with clients and colleagues. They will demonstrate exceptional organisational skills, a methodical work ethic, and the ability to lead by example.

Key Responsibilities:

• Act as the lead representative of the Administration Team, managing workflow and service delivery.

• Ensure all administrative support provided to advisers is accurate, timely, and in line with regulatory requirements.

• Maintain high-quality client communications and documentation standards.

• Mentor and support team members, including delivering training and fostering professional development.

• Drive efficiency and continuous improvement across systems and administrative processes.

Required Experience & Skills:

• Minimum of three years' experience in financial services administration.

• Sound understanding of UK financial products, industry regulations, and provider processes.

• Proven ability to process and manage pension applications and associated transactions.

• Experience delivering technical training and identifying operational improvements within admin functions.

• Proficiency in working with major platforms and providers (e.g., Aviva, Fidelity, Legal & General, Aegon, Standard Life, Prudential).

Desirable Qualifications:

• Chartered Insurance Institute (CII) Diploma or Advanced Diploma in Financial Planning (or equivalent professional qualifications).

Personal Attributes:

• Impeccable written communication skills.

• Excellent attention to detail.

• Strong multitasking abilities and capability to prioritise under pressure.

• A proactive, supportive approach with a commitment to team and client success.

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

Are you experienced in sales, telesales or retention's? Are you looking to work in a fun filled supportive environment with excellent career progression?

We have a great opportunity for a Technical Sales Consultant to join a Financial Services Company in LS1. On a daily basis you will be calling warm leads and qualifying customers in regard to product needs. You will earn commission for every successful qualification.

Our client prides themselves on their fun, loving and friendly team. They're looking for someone who appreciates a good office culture and can balance professionalism alongside having fun.

There are numerous opportunities for progression whether this be in sales or gaining Financial Services qualifications.

Working hours: A mix of three shifts between 9am-6:30pm (Finish at 4pm on a Friday) and after probation 1 in 4 Saturday mornings 9-2.30 either paid or TOIL

Key Responsibilities:

• Daily inbound/outbound calls working towards KPI's
• Providing solutions in line with consumer objectives
• Have the ability to maintain your own workload
• Updating the CRM accurately and consistently
• Adhering to OFCOM standards and TCF

Skills Required:

• Minimum of 2 years sales experience working in a target driven environment
• Strong attention to detail
• Excellent interpersonal skills
• Excellent time management and organisational skills
• RO1 / CMAP / DIPFA would be desirable

Salary & Benefits

• 24,000 - 27,000 (OTE up to 40,000)
• 25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days)
• 4pm Finish on a Friday
• Annual performance related Company bonus and salary review
• 5% Employer pension contribution
• Opportunities for continuous professional development
• Discounted annual rail season ticket
• Buying and selling annual leave scheme
• Regular social events throughout the year
• Smart/casual dress code

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

Financial Services Administrator

Salary: Up to 30,000 (DOE) + Bonus + 9% Employer Pension Contribution
Location: Castleford, West Yorkshire (100% Office-Based)
Hours: Monday - Friday, 9:00am - 5:00pm (35 hours per week)

Full-time, Permanent Position

Are you an experienced financial services administrator looking to grow into a paraplanner or adviser role? Our client is seeking a conscientious and detail-oriented administrator to join their busy and supportive team in Castleford. With 135m under management and a strong reputation for excellence, this is a fantastic opportunity to build a rewarding career in financial services.

The Key Responsibilities of the Financial Services Administrator:
* Provide administrative support across pensions and investment services.
* Work with industry platforms such as Fidelity and Transact.
* Use back-office systems like Intelligent Office to manage client data and transactions.
* Ensure complete accuracy in financial transactions, including share purchases, sales, and transfers.
* Collaborate with a close-knit team to deliver exceptional service to clients.

The Key Requirements of the Financial Services Administrator:
* Minimum of 3 years' experience in financial services administration, particularly in pensions and investments.
* Familiarity with financial platforms and CRM/back-office systems.
* High levels of literacy and numeracy.
* Meticulous attention to detail and accuracy.
* Strong work ethic and commitment to team success.
* Willingness to work 100% from the office (no hybrid or remote working).

The Successful Candidates will Receive Excellent Benefits:
* Competitive salary based on experience and qualifications.
* Annual bonus (historically 15-20%).
* 9% employer pension contribution (no employee contribution required).
* 30 days holiday per year (including statutory).
* Mentorship and career development opportunities in a supportive environment.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Experienced Financial Services Administrator

Salary: Negotiable (depending on experience)
Location: Harrogate (Fully Office Based)
Hours: Monday - Friday, 9:00am - 5:00pm

Full-time, Permanent Position

Do you want to be a part of a well-established, client-focused financial advisory firm? Are you passionate about delivering high-quality administrative support in a professional services environment? Our client is seeking an experienced Financial Services Administrator to join their team in Harrogate.

The Key Responsibilities of the Financial Services Administrator:
* Provide administrative support to Advisers and Financial Planners.
* Liaise with policy providers and maintain accurate client records.
* Process new business applications, fund switches, income and withdrawal requests.
* Monitor and manage the progress of applications through to completion.
* Support the team with general administrative tasks and client servicing.
* Experience with dealing processes is advantageous.

The Key Requirements of the Financial Services Administrator:
* Minimum of 2 years' experience in the Financial Services industry, ideally within an IFA or Financial Advisory environment.
* Strong communication and numeracy skills.
* Knowledge of investment products, pensions, SIPPs, and SSASs.
* Experience using Xplan back-office system is desirable but not essential.
* Ability to work effectively as part of a team in a busy office environment.

The Successful Candidates will Receive Excellent Benefits:
* 27 days holiday per annum plus statutory holidays
* Pension contribution
* 2x Death in Service cover
* Free parking

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Financial Services Administrator

Harrogate | Office Based, Monday to Friday 9am – 5pm
£30,000 – £32,000 | Full time preferred – Part time considered
Free on-site parking | 27 days holiday plus bank holidays | Group pension scheme | 2x death in service

We are recruiting an experienced Financial Services Administrator on behalf of a well-established and highly regarded Independent Financial Adviser firm based in central Harrogate. This is a fantastic opportunity to join a supportive team in a varied and fast-paced administrative role.

The successful candidate will have a minimum of 2 years’ experience in financial services , ideally within an IFA or financial planning environment , and will be confident handling client documentation, liaising with providers, and supporting advisers with investment and pension administration.

Key Responsibilities:

• p>Supporting Financial Advisers and Planners with day-to-day administrative tasks

• Liaising with policy providers regarding pensions, investments, and insurance products

• Processing new business applications, fund switches, income and withdrawal requests

• Managing live dealing (online investment instructions)

• Handling desk-based claims

• Ensuring client records are accurately maintained 

• Managing workload independently while contributing to a close-knit team

• Communicating professionally with clients and providers

Requirements:

• Minimum 2 years experience in a financial services admin role (IFA experience preferred)

• Strong knowledge of investment products, pensions, SIPPs, and SSASs

• Experience with financial software and Microsoft Office 

• Excellent communication and organisational skills

• High attention to detail and ability to prioritise tasks

• A proactive, team-focused attitude with the confidence to work independently

If you're an experienced Financial Services Administrator looking for a long-term role within a friendly and professional environment, we’d love to hear from you.

Apply now or contact Unity Resourcing for more details.

Sewell Wallis are currently working with a global manufacturing group based in Leeds as they look to appoint a Finance Manager due to internal promotion. With the support of a team of five, the successful candidate will take full responsibility for producing monthly management accounts for the UK business.

This West Yorkshire business has a great working culture who put their people first. We looking for a great manager and mentor who can continue developing of the team as they work through their professional studies.

What will you be doing?

• Lead and support a team of 5 (2 part time Accounts Payable Clerks, 2 part time General Finance Assistants, and 1 Finance Apprentice).
• Oversee core accounting functions, including accounts payable, accounts receivable, fixed assets, general ledger, and financial analysis.
• Prepare and post month-end journal entries (prepayments, accruals, revenue adjustments, manufacturing variances).
• Produce timely and accurate management accounts under companies reporting deadlines.
• Maintain and manage the fixed asset register; create internal orders on SAP and ensure compliance with company asset management procedures.
• Perform monthly balance sheet reconciliations and quarterly trial balance variance analysis with appropriate follow-up actions.
• Review and approve payroll and supplier payments, ensuring accuracy and adherence to financial controls.
• Approve and validate vendor setups and changes in line with internal policies.
• Support both internal and external financial audits, ensuring timely and accurate responses to auditor requests.
• Assist with lease reconciliation and ensuring accuracy of lease vehicle schedules and coordinating with relevant departments for changes or renewals.
• Identify and implement improvements to financial systems and processes to enhance efficiency, control, and reporting accuracy.
• Participate in ad hoc financial projects and initiatives as assigned

What skills do we need?

• CIMA or ACCA qualified (or equivalent).
• Extensive working knowledge of SAP or a similar ERP system.
• Previous experience in a manufacturing environment is highly desirable.
• Demonstrated ability to work to tight, recurring deadlines under pressure.
• Advanced Excel skills (pivot tables, lookups, formula-driven reports).
• Strong communication, interpersonal, and analytical skills.
• Proven leadership and team management capabilities.

What's on offer?

• Salary of up to 60,000 depending on experience
• Hybrid working (3 days in the office)
• 8 % employer pension contribution
• On site parking

Apply for this role below, or for more information, contact Kayley.

To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.

• Oversee, review and sign off the monthly MI pack, including P&L, balance sheet and cashflow/working capital statements
• Manage 2 direct reports, a Management Accountant and Finance Assistant
• Prepare the Board slides for CFO review, to present the monthly management accounts with commentary
• Fully understand performance figures, conducting deep dives where required to better explain performance
• Prepare and provide trend analysis (with support of the Management Accountant), focusing on weekly unit, sales and margin analysis
• Prepare the initial draft annual budget for the business on a timely basis, for review by the CFO
• To review in detail and amend where required, the rolling cashflow forecast (both 13 week and 6 monthly) initially prepared by the Management Accountant, to ensure that this is accurate; shared on a timely basis with the CFO

• ACA, ACCA or CIMA Qualified
• Previous experience working in a fast paced environment is essential
• An ability to take on responsibilities outside of a traditional accounting role
• Process improvement and/or systems implementation experience desirable