9 Financial Advisory Services jobs in Bradford

• Prepare and analyze monthly, quarterly, and annual management accounts, including profit and loss statements, balance sheets, and cash flow statements.
• Develop and manage the annual budgeting process and rolling forecasts.
• Conduct variance analysis, investigate discrepancies, and provide explanations to management.
• Prepare financial models and scenario analyses to support strategic initiatives.
• Assist in the implementation and improvement of financial systems and processes.
• Provide financial support and guidance to various departments, including non-finance stakeholders.
• Develop key performance indicators (KPIs) and monitor business performance against targets.
• Ensure the integrity and accuracy of financial data.
• Contribute to the preparation of board papers and presentations.
• Support internal and external audits.
• Identify opportunities for cost savings and efficiency improvements.
• Mentor junior members of the finance team.

• Qualified Accountant (ACA, ACCA, CIMA, or equivalent) with a strong academic background.
• Minimum of 5 years of experience in management accounting, financial analysis, or a related role.
• Proven experience in budgeting, forecasting, and financial modeling.
• Advanced proficiency in Excel and financial reporting software.
• Experience with ERP systems (e.g., SAP, Oracle, NetSuite) is highly desirable.
• Strong understanding of accounting principles and management accounting techniques.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional communication and interpersonal skills, with the ability to present complex financial information clearly.
• Ability to work independently and meet tight deadlines.
• Experience in a specific industry sector (e.g., manufacturing, retail, technology) may be advantageous.
• This role requires your presence in our **Leeds** office to foster close collaboration with the finance team and business leaders.

The Interim Financial Planning and Analysis Manager will play a vital role in delivering financial insights and supporting decision-making within the public sector. This position requires strong analytical skills and expertise in accounting and finance to ensure effective financial planning and reporting.

Client Details

This public sector organisation is a well-established medium-sized entity committed to delivering financial excellence and value for its stakeholders. It operates within a structured and collaborative environment, offering opportunities to contribute to impactful projects.

Description

• Develop and oversee financial planning processes to support organisational goals.
• Analyse financial data to provide actionable insights and recommendations.
• Prepare and present comprehensive financial reports to senior stakeholders.
• Collaborate with cross-functional teams to ensure accurate budgeting and forecasting.
• Monitor key financial metrics and advise on cost-saving initiatives.
• Ensure compliance with relevant accounting standards and regulatory requirements.
• Support the implementation of financial systems and process improvements.
• Provide interim leadership within the accounting and finance department.

Profile

A successful Interim Financial Planning and Analysis Manager should have:

• A professional qualification in accounting or finance (e.g., ACA, ACCA, CIMA).
• Experience in financial planning, analysis, and reporting within the public sector.
• Strong technical knowledge of accounting standards and financial regulations.
• Proficiency in financial modelling and data analysis tools.
• Excellent communication skills to engage with senior stakeholders effectively.
• A proactive approach to problem-solving and process improvement.

Job Offer

• Salary range of 65,000 to 75,000 per annum.
• Flexible working arrangements to support work-life balance.
• Life insurance coverage.
• Income protection amounting to 33% of salary.
• Generous pension contributions, with up to 15% employer contribution.
• 30 days of annual leave, pro-rated from April to March.

This role offers an excellent opportunity to contribute to meaningful projects within the public sector. If you are ready to take on this exciting interim role, apply now to join the accounting and finance department!

The National Wealth Fund is recruiting for multiple roles across its Banking & Investments and Portfolio Management teams. These positions offer the opportunity to lead and support complex transactions, manage high-value assets, and shape strategic investment decisions that deliver financial returns and national impact.

Client Details

The National Wealth Fund has a mandate to mobilise 27.8bn of capital to accelerate investment in clean energy, transport, digital infrastructure, water, and waste. With a mission to reduce carbon emissions and stimulate local economic growth, the Fund blends public purpose with private sector rigour, offering a unique platform for professionals to make a lasting impact.

Description

We are hiring across three key roles:

• Assistant Director - Equity (Banking & Investments)
• Salary: 90,000 - 130,000
• Demonstratable experience of leading bespoke private equity transactions, collaborate with co-investors, and drive due diligence and investment approvals. This role requires deep experience in equity investments, including early-stage and high growth transactions, and the ability to structure deals using a full suite of financial products.

• Assistant Director - Portfolio Management
• Salary: 90,000 - 120,000
• As AD you will focus on managing and enhancing NWFs overall portfolio including a number of early stage, high-growth businesses along with providing strategic oversight, mitigate risks, and contribute to the design of portfolio systems. The role demands strong infrastructure portfolio management skills and experience across debt structuring, refinancing, credit analysis, and equity fund management.

• Manager - Portfolio Management
• Salary: 60,000 - 80,000
• Support the active management of debt, equity, and guarantee assets, monitor project progress, and contribute to investment committee reporting. Ideal for candidates with a strong understanding of financial investment products and experience in managing high-value projects. This might be a good fit for Big4 candidates looking to make a move into Portfolio Management.

Asset class: Preferred experience to include deal exposure across Climate Change, Green Steel, Wind, Solar, Carbon Storage, Battery Storage, Hydrogen et al

Private Equity Experience: Transaction experience of products relevant to NWF's offering, including equity, equity funds, fixed and floating loans, guarantees (including inflation-linked debt guarantees), debt structuring, credit analysis, and monitoring/management activities.

Profile

We are looking for individuals with:

• Proven experience in investment, lending, or asset management.
• Strong analytical and financial modelling skills.
• Commercial acumen and the ability to navigate complex transactions.
• Excellent communication and stakeholder management abilities.
• Private Equity Experience: Transaction experience of products relevant to NWF's offering, including equity, equity funds, fixed and floating loans, guarantees (including inflation-linked debt guarantees), debt structuring, credit analysis, and monitoring/management activities.
• Sector experience in infrastructure, energy, transport, or related fields is highly desirable.

Private Equity Experience: Transaction experience of products relevant to NWF's offering, including equity, equity funds, fixed and floating loans, guarantees (including inflation-linked debt guarantees), debt structuring, credit analysis, and monitoring/management activities.

Job Offer

• Salary Range: 60,000 - 130,000 depending on role and experience.
• Bonus: Up to 3 months' salary based on performance.
• Flexible Benefits: 10% of salary (up to 15k) to tailor your package.
• Pension: Up to 20% employer contribution.
• Annual Leave: 30 days plus buy/sell options.
• Hybrid Working: Minimum 3 days/week in Leeds office.
• Additional Perks: Sabbatical leave, volunteering days, professional development support, and cutting-edge tech setup.

This is a unique chance to advance your career in investing and portfolio management within the public sector. If you are based in or near Leeds and meet the criteria, we encourage you to apply today!

• Provide expert financial and strategic advice to clients across various industries.
• Conduct thorough business valuations and financial due diligence investigations.
• Assist clients with mergers, acquisitions, and disposals, including deal structuring and negotiation support.
• Develop comprehensive financial models and forecasts to support strategic decision-making.
• Prepare detailed reports and presentations for clients and stakeholders.
• Manage client engagements from inception to completion, ensuring high standards of service delivery.
• Identify and pursue new business opportunities, contributing to the firm's growth.
• Stay abreast of current accounting standards, tax regulations, and market trends.
• Mentor and guide junior members of the advisory team.

• Fully qualified Chartered Accountant (ACA, ACCA, or equivalent).
• Significant post-qualification experience in financial advisory, corporate finance, or a related field.
• Proven experience in business valuation, M&A, and/or due diligence.
• Exceptional analytical, problem-solving, and critical thinking skills.
• Strong commercial acumen and understanding of business dynamics.
• Excellent interpersonal and communication skills, with the ability to build rapport with clients.
• Proficiency in financial modelling and analysis software.
• Demonstrated ability to manage multiple projects simultaneously and meet deadlines.
• Experience in team leadership and client management.

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!

This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.

As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow.

The Benefits:

• All leads are professionally introduced through a robust lead generation process
• Attractive remuneration terms
• Full paraplanning and admin support
• Market focused training provided
• Business and personal development
• An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
• National coverage.
• Many great opportunities for Advisers to really maximise their earning potential.

The Role:

• Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
• Prepare sound financial plans to ensure clients meet their targets
• Advise clients on current financial issues and make recommendations
• Generate new business and build introducer relationships
• Customise financial plans according to clients’ changing needs
• Build strong relationships to retain existing clients
• Maintain and update knowledge of regulations, practices, and financial products

About You:

• Proven experience as a financial planner
• Ability to analyse financial information and comply with regulations
• Proficiency in MS Office and CRM systems
• Attention to detail and strong math skills
• Strong ethics, with a customer-oriented attitude
• Outstanding communication skills, with the ability to foster long-term relationships
• Diploma in Financial Services

Qualifications:

• Diploma in Financial Advice
• Industry Sales experience
• Strong understanding of investment and pension business
• Excellent interpersonal skills goals.
• Ambition and Hunger