What Jobs are available for Financial Planning in Leeds?
Showing 25 Financial Planning jobs in Leeds
Lead Financial Analyst - Financial Planning & Analysis
LS1 1 Leeds, Yorkshire and the Humber
£60000 Annually
WhatJobs
Posted 9 days ago
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Job Description
Our client is looking for a highly analytical and results-oriented Lead Financial Analyst specializing in Financial Planning & Analysis (FP&A) to join their established finance department based in Leeds, West Yorkshire, UK . This role is critical for driving strategic financial decision-making across the organization. You will be responsible for the comprehensive financial planning process, including annual budgeting, long-term forecasting, and the development of financial models to support business initiatives. This involves detailed variance analysis, identifying key performance indicators (KPIs), and providing actionable insights to senior management.
Key responsibilities include leading the preparation of monthly, quarterly, and annual financial reports, ensuring accuracy and timeliness. You will play a vital role in identifying cost-saving opportunities, assessing investment opportunities, and contributing to the development of business cases for new projects. The Lead Financial Analyst will also be responsible for refining and improving existing financial processes and systems, ensuring efficiency and robust financial controls. Collaboration with various department heads to gather financial data, understand operational drivers, and provide tailored financial support is a core aspect of this position. You will mentor and guide junior analysts, fostering a high-performance team culture.
The ideal candidate will possess a Bachelor's degree in Finance, Accounting, Economics, or a related field. A professional certification such as ACCA, CIMA, or ACA is highly preferred. A minimum of 5-7 years of progressive experience in financial analysis, budgeting, and forecasting, preferably within a similar industry, is required. Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and financial modeling, is essential. Experience with financial planning software (e.g., Anaplan, Oracle Hyperion) is a strong advantage. Excellent analytical, problem-solving, and communication skills are crucial. This is an on-site role, requiring regular attendance at our Leeds office to facilitate close collaboration with the wider finance and operations teams. You will be an integral part of our local finance leadership, directly influencing the company's financial trajectory.
Key responsibilities include leading the preparation of monthly, quarterly, and annual financial reports, ensuring accuracy and timeliness. You will play a vital role in identifying cost-saving opportunities, assessing investment opportunities, and contributing to the development of business cases for new projects. The Lead Financial Analyst will also be responsible for refining and improving existing financial processes and systems, ensuring efficiency and robust financial controls. Collaboration with various department heads to gather financial data, understand operational drivers, and provide tailored financial support is a core aspect of this position. You will mentor and guide junior analysts, fostering a high-performance team culture.
The ideal candidate will possess a Bachelor's degree in Finance, Accounting, Economics, or a related field. A professional certification such as ACCA, CIMA, or ACA is highly preferred. A minimum of 5-7 years of progressive experience in financial analysis, budgeting, and forecasting, preferably within a similar industry, is required. Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and financial modeling, is essential. Experience with financial planning software (e.g., Anaplan, Oracle Hyperion) is a strong advantage. Excellent analytical, problem-solving, and communication skills are crucial. This is an on-site role, requiring regular attendance at our Leeds office to facilitate close collaboration with the wider finance and operations teams. You will be an integral part of our local finance leadership, directly influencing the company's financial trajectory.
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0
Head of Financial Planning & Analysis (FP&A)
LS1 1UR Leeds, Yorkshire and the Humber
£95000 Annually
WhatJobs
Posted 5 days ago
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Job Description
Our client is seeking an accomplished and strategic Head of Financial Planning & Analysis (FP&A) to lead their finance function in **Leeds, West Yorkshire, UK**. This senior role is responsible for overseeing all aspects of financial planning, budgeting, forecasting, and management reporting. You will work closely with senior leadership to provide critical financial insights, drive strategic initiatives, and ensure the financial health and growth of the organization. The ideal candidate will possess a strong understanding of financial modelling, data analysis, and business strategy, coupled with exceptional leadership and communication skills.
Key Responsibilities:
We are looking for a qualified accountant (ACA, ACCA, CIMA, or equivalent) with a minimum of 8 years of progressive experience in financial planning and analysis, with at least 3 years in a management role. Experience in a fast-paced environment, strong analytical acumen, and advanced Excel and financial modeling skills are essential. Excellent communication and presentation skills are required to effectively convey complex financial information to diverse audiences. This hybrid role offers a significant opportunity to shape the financial strategy of a dynamic company based in **Leeds, West Yorkshire, UK**.
Qualifications:
Key Responsibilities:
- Lead the development and execution of the annual budgeting and long-term strategic planning processes.
- Manage and mentor the FP&A team, fostering a high-performance culture.
- Develop and implement robust financial models to support forecasting and scenario analysis.
- Prepare insightful monthly, quarterly, and annual financial reports for senior management and the board.
- Analyze financial performance, identify trends, and provide actionable recommendations for improvement.
- Collaborate with department heads to understand their financial needs and provide support for their planning activities.
- Drive process improvements within the FP&A function to enhance efficiency and accuracy.
- Contribute to strategic decision-making by providing financial expertise and insights.
- Ensure the integrity and accuracy of financial data.
- Develop key performance indicators (KPIs) and dashboards to track business performance.
We are looking for a qualified accountant (ACA, ACCA, CIMA, or equivalent) with a minimum of 8 years of progressive experience in financial planning and analysis, with at least 3 years in a management role. Experience in a fast-paced environment, strong analytical acumen, and advanced Excel and financial modeling skills are essential. Excellent communication and presentation skills are required to effectively convey complex financial information to diverse audiences. This hybrid role offers a significant opportunity to shape the financial strategy of a dynamic company based in **Leeds, West Yorkshire, UK**.
Qualifications:
- Qualified Accountant (ACA, ACCA, CIMA or equivalent).
- Minimum 8 years of FP&A experience, with 3+ years in management.
- Advanced proficiency in Excel and financial modelling tools.
- Strong understanding of financial reporting standards and principles.
- Excellent analytical, problem-solving, and communication skills.
- Experience with ERP systems and BI tools is a plus.
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1
Management Consultant - Financial Services
LS1 1UR Leeds, Yorkshire and the Humber
£100000 annum (pro-
WhatJobs
Posted 10 days ago
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Job Description
Our client is seeking a seasoned Management Consultant with extensive experience in the Financial Services sector to join their dynamic team. This is a contract position offering a hybrid work arrangement, based in **Leeds, West Yorkshire, UK**, with significant client-facing responsibilities. You will play a pivotal role in advising financial institutions on strategic initiatives, regulatory compliance, operational efficiency, and digital transformation. Your expertise will be crucial in helping clients navigate the complex and evolving landscape of the financial industry.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Conduct comprehensive assessments of financial services clients' operations, strategies, and challenges.
- Develop and present strategic recommendations for areas such as risk management, compliance, digital banking, and customer experience enhancement.
- Lead project teams in the implementation of strategic initiatives, ensuring alignment with client objectives and industry best practices.
- Advise on regulatory requirements (e.g., MiFID II, GDPR, Basel III) and assist clients in achieving compliance.
- Analyze market trends and competitive landscapes to provide actionable insights.
- Facilitate workshops and stakeholder meetings with senior executives and key personnel.
- Develop compelling business cases and proposals for new consulting engagements.
- Manage client relationships, building trust and ensuring high levels of satisfaction.
- Contribute to the firm's intellectual capital by developing thought leadership and sharing expertise.
- Ensure project deliverables are met on time and within scope, adhering to high-quality standards.
Qualifications:
- Proven experience as a Management Consultant, with a strong focus on the Financial Services industry.
- Deep understanding of banking, insurance, asset management, or fintech sectors.
- Expertise in areas such as regulatory compliance, risk management, digital strategy, or operational improvement.
- Strong analytical, problem-solving, and strategic thinking skills.
- Excellent project management capabilities, with experience leading complex engagements.
- Exceptional communication, presentation, and interpersonal skills, capable of influencing senior stakeholders.
- Bachelor's degree in Finance, Business, Economics, or a related field; MBA or equivalent is highly desirable.
- Ability to work effectively in a hybrid model, balancing remote work with client site and office presence in Leeds.
- Demonstrated ability to work independently and as part of a team.
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2
Graduate Analyst - Financial Services
LS1 1AA Leeds, Yorkshire and the Humber
£28000 Annually
WhatJobs
Posted 17 days ago
Job Viewed
Job Description
Our client, a prominent financial services firm, is actively seeking bright and ambitious Graduate Analysts to join their esteemed team in Leeds, West Yorkshire, UK . This is an exceptional opportunity for recent graduates to launch their careers in a dynamic and intellectually stimulating environment. You will work alongside experienced professionals, contributing to critical business functions, conducting in-depth analysis, and developing solutions that drive business growth and client success. This role provides comprehensive training, mentorship, and exposure to various facets of the financial services industry.
Key Responsibilities:
We are looking for candidates who possess a strong quantitative aptitude, excellent analytical and problem-solving skills, and a keen interest in financial markets. A recent graduate with a Bachelor's or Master's degree in Finance, Economics, Mathematics, Statistics, Business, or a related field is preferred. You should demonstrate strong attention to detail, excellent communication skills, and the ability to work effectively both independently and as part of a collaborative team. Proficiency in Microsoft Excel is essential, and familiarity with financial modelling or data analysis software is a plus. This is an ideal role for a motivated graduate seeking to build a successful career in financial analysis, offering continuous learning and professional development.
Qualifications:
Key Responsibilities:
- Assist in the analysis of financial data, market trends, and investment performance.
- Support senior analysts and managers in preparing reports, presentations, and client deliverables.
- Conduct research on economic conditions, industry developments, and competitor activities.
- Contribute to the development and implementation of financial models and forecasting tools.
- Collaborate with cross-functional teams to understand business needs and provide analytical support.
- Assist in risk assessment and mitigation strategies.
- Ensure data integrity and accuracy in all analytical tasks.
- Learn and apply various financial analysis techniques and software tools.
- Participate in team meetings and contribute ideas for process improvements.
- Develop a strong understanding of financial products, services, and regulatory frameworks.
We are looking for candidates who possess a strong quantitative aptitude, excellent analytical and problem-solving skills, and a keen interest in financial markets. A recent graduate with a Bachelor's or Master's degree in Finance, Economics, Mathematics, Statistics, Business, or a related field is preferred. You should demonstrate strong attention to detail, excellent communication skills, and the ability to work effectively both independently and as part of a collaborative team. Proficiency in Microsoft Excel is essential, and familiarity with financial modelling or data analysis software is a plus. This is an ideal role for a motivated graduate seeking to build a successful career in financial analysis, offering continuous learning and professional development.
Qualifications:
- Recent graduate with a Bachelor's or Master's degree in Finance, Economics, Mathematics, Statistics, Business, or a related quantitative field.
- Strong analytical, critical thinking, and problem-solving skills.
- Excellent quantitative aptitude and attention to detail.
- Proficiency in Microsoft Excel; familiarity with other analytical tools is a plus.
- Strong written and verbal communication skills.
- Ability to work effectively in a team and independently.
- Genuine interest in the financial services industry.
- Proactive attitude and eagerness to learn.
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3
Management Consultant - Financial Services
LS1 5AB Leeds, Yorkshire and the Humber
£70000 annum + bon
WhatJobs
Posted 25 days ago
Job Viewed
Job Description
A premier management consultancy with a significant presence in **Leeds, West Yorkshire, UK**, is looking for a talented Management Consultant to join their esteemed Financial Services practice. This role involves advising clients on strategic challenges, operational improvements, and technology adoption within the banking, insurance, and asset management sectors. You will be involved in all phases of client engagements, from initial diagnosis and solution design to implementation and benefits realization. Key responsibilities include conducting in-depth market research, data analysis, and financial modelling to identify opportunities and develop actionable recommendations. You will collaborate closely with client teams, including senior executives, to drive change initiatives and achieve measurable business outcomes. The role requires developing strong client relationships, understanding their unique needs, and articulating complex ideas clearly and persuasively. Contributing to the firm's knowledge base and developing thought leadership in financial services is also an important aspect. The successful candidate will possess exceptional analytical and problem-solving skills, a robust understanding of the financial services industry, and a proven track record in consulting or a similar client-facing advisory role. Strong project management abilities, excellent communication and presentation skills, and the capacity to work effectively both independently and as part of a diverse team are crucial. This hybrid role offers a dynamic work environment with opportunities to travel to client sites, balanced with the flexibility to work remotely. Continuous learning and professional development are highly encouraged.
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4
Audit Manager (Financial Services)
LS1 1 Leeds, Yorkshire and the Humber
£65000 Annually
WhatJobs
Posted 26 days ago
Job Viewed
Job Description
Our client, a leading firm within the financial services sector, is seeking an accomplished Audit Manager to lead engagements for a diverse portfolio of clients in **Leeds, West Yorkshire, UK**. This senior role demands a strategic approach to audit planning, execution, and client relationship management. You will be responsible for managing audit teams, overseeing the entire audit process from inception to completion, and ensuring the delivery of high-quality audit services in compliance with professional standards and regulatory requirements. Key duties include assessing client internal control systems, identifying key risks, developing audit programs, and supervising the work of junior auditors. You will play a crucial role in client communication, presenting audit findings, and providing valuable insights and recommendations to senior management. The ideal candidate will be a qualified accountant (ACA, ACCA, or equivalent) with extensive experience in financial services audit. Proven experience in managing complex audits and a strong understanding of financial services regulations (e.g., FCA, PRA) are essential. You must possess excellent leadership, team management, and problem-solving skills, along with the ability to build and maintain strong client relationships. Experience with data analytics in an audit context is highly desirable. This position offers a significant opportunity for career advancement and the chance to work with a prestigious client base. The hybrid working model provides a flexible work-life balance, combining office-based collaboration in **Leeds** with the efficiency of remote work. We are committed to professional development and provide ongoing training to ensure our team remains at the forefront of the industry.
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5
Executive Search Consultant - Financial Services
LS1 1UR Leeds, Yorkshire and the Humber
£60000 annum + bon
WhatJobs
Posted 3 days ago
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Job Description
Our client, a prestigious executive search firm with a strong reputation in the Financial Services sector, is seeking a highly experienced Executive Search Consultant to join their established team in **Leeds, West Yorkshire, UK**. This senior role requires a sophisticated understanding of the financial markets and a proven ability to identify, engage, and secure top-tier talent for key leadership positions across investment banking, asset management, fintech, and related industries. You will be responsible for managing complex search assignments from inception to completion, building and maintaining strong relationships with C-suite executives and key stakeholders within client organizations. This is an autonomous role demanding exceptional networking skills, market intelligence, and a strategic approach to talent acquisition.
Key Responsibilities include:
The ideal candidate will possess a minimum of 7 years' experience in executive search, with a demonstrable specialization in financial services recruitment. A strong network within the sector, exceptional commercial acumen, and outstanding interpersonal and communication skills are paramount. A strategic mindset, resilience, and the ability to thrive in a high-pressure, results-driven environment are essential. This is a permanent, office-based position in **Leeds, West Yorkshire, UK**, offering significant career growth potential and competitive remuneration.
Key Responsibilities include:
- Lead end-to-end executive search processes for senior-level roles within the financial services industry.
- Conduct in-depth market mapping and talent identification exercises using advanced research methodologies.
- Develop and maintain strong, proactive relationships with key clients and industry leaders.
- Engage and assess high-caliber candidates, evaluating their suitability for senior positions based on skills, experience, and cultural fit.
- Conduct rigorous reference checks and provide comprehensive client feedback throughout the search process.
- Negotiate complex offer packages and facilitate smooth transitions for placed candidates.
- Actively contribute to business development initiatives, identifying and pursuing new client opportunities.
- Maintain up-to-date knowledge of industry trends, market dynamics, and competitor activities.
- Represent the firm professionally and uphold the highest standards of ethics and client service.
The ideal candidate will possess a minimum of 7 years' experience in executive search, with a demonstrable specialization in financial services recruitment. A strong network within the sector, exceptional commercial acumen, and outstanding interpersonal and communication skills are paramount. A strategic mindset, resilience, and the ability to thrive in a high-pressure, results-driven environment are essential. This is a permanent, office-based position in **Leeds, West Yorkshire, UK**, offering significant career growth potential and competitive remuneration.
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6
Lead Strategy Consultant - Financial Services
LS1 1UR Leeds, Yorkshire and the Humber
£90000 Annually
WhatJobs
Posted 4 days ago
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Job Description
Our client, a premier management consultancy, is seeking an experienced Lead Strategy Consultant to join their esteemed Financial Services practice. This role is based in our Leeds, West Yorkshire, UK office and demands full-time on-site presence to facilitate deep client engagement and team collaboration.
As a Lead Strategy Consultant, you will be responsible for driving high-impact strategy projects for leading financial institutions. Your work will encompass developing corporate strategy, market entry strategies, digital transformation roadmaps, and operational efficiency improvements within the banking, insurance, and asset management sectors. You will lead diverse project teams, manage client relationships at the executive level, and be accountable for delivering exceptional client value and outcomes.
Key Responsibilities:
Qualifications:
As a Lead Strategy Consultant, you will be responsible for driving high-impact strategy projects for leading financial institutions. Your work will encompass developing corporate strategy, market entry strategies, digital transformation roadmaps, and operational efficiency improvements within the banking, insurance, and asset management sectors. You will lead diverse project teams, manage client relationships at the executive level, and be accountable for delivering exceptional client value and outcomes.
Key Responsibilities:
- Lead end-to-end strategy consulting engagements for clients in the financial services industry.
- Conduct in-depth market research, competitive analysis, and business diagnostics.
- Develop innovative strategic recommendations and implementation roadmaps tailored to client needs.
- Manage project teams, ensuring the quality and timeliness of deliverables.
- Build and maintain strong relationships with C-suite executives and key stakeholders.
- Facilitate workshops and presentations to convey strategic insights and recommendations.
- Contribute to the growth of the financial services practice through thought leadership and business development activities.
- Mentor and develop junior consultants, fostering a high-performance team culture.
Qualifications:
- Master's degree in Business, Finance, Economics, or a related field; MBA preferred.
- 7+ years of experience in strategy consulting, with a focus on Financial Services.
- Proven track record of leading successful strategy projects.
- Deep knowledge of the financial services industry (banking, insurance, asset management).
- Demonstrated ability in client relationship management and business development.
- Exceptional analytical and problem-solving capabilities.
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7
Senior Strategy Consultant - Financial Services
LS1 1UR Leeds, Yorkshire and the Humber
£85000 Annually
WhatJobs
Posted 15 days ago
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Job Description
Our client is seeking a highly experienced and strategic Senior Strategy Consultant to join their prestigious firm, based in **Leeds, West Yorkshire, UK**. This role is pivotal in advising leading financial services institutions on complex strategic challenges, driving growth, and navigating evolving market dynamics. The ideal candidate will possess a deep understanding of the financial services industry, exceptional analytical capabilities, and a proven track record of developing and implementing effective business strategies. This position requires a consultative mindset and strong client-facing skills.
Responsibilities:
Responsibilities:
- Lead and manage client engagements focused on strategy formulation, market entry, competitive analysis, and operational improvement within the financial services sector.
- Conduct comprehensive market research and competitive intelligence to identify strategic opportunities and threats.
- Develop detailed business plans, financial models, and strategic roadmaps tailored to client needs.
- Advise clients on digital transformation, customer experience enhancement, and regulatory compliance strategies.
- Facilitate workshops and stakeholder interviews to gather insights, build consensus, and drive strategic alignment.
- Analyze complex financial data and market trends to provide actionable recommendations.
- Prepare and deliver high-quality presentations, reports, and proposals to senior client executives.
- Build and maintain strong, trusted relationships with key stakeholders within client organizations.
- Mentor and develop junior consultants, fostering a high-performance team environment.
- Contribute to the firm's intellectual capital by developing thought leadership and best practices in financial services strategy.
- Stay current with industry trends, regulatory changes, and emerging technologies impacting the financial services landscape.
- MBA or equivalent postgraduate degree from a top-tier business school.
- Minimum of 7 years of progressive experience in management consulting or a strategic role within the financial services industry.
- Proven expertise in strategy development, market analysis, and business transformation for banks, insurers, asset managers, or fintech firms.
- Strong understanding of financial products, services, regulations, and market dynamics.
- Exceptional analytical, problem-solving, and quantitative skills.
- Outstanding communication, presentation, and interpersonal skills, with the ability to influence senior stakeholders.
- Demonstrated experience in leading project teams and managing client relationships.
- Ability to work effectively under pressure and manage multiple complex projects simultaneously.
- Strong understanding of digital technologies and their impact on the financial services sector.
- Commitment to delivering high-quality, impactful solutions for clients.
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8
Senior Account Manager - Financial Services
LS1 1AA Leeds, Yorkshire and the Humber
£60000 annum plus
WhatJobs
Posted 16 days ago
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Job Description
A leading financial services technology provider is seeking a highly experienced Senior Account Manager to join their dynamic team in **Leeds, West Yorkshire, UK**. This role is pivotal in managing and growing relationships with key enterprise clients, ensuring high levels of client satisfaction and retention, and identifying opportunities for upselling and cross-selling our innovative solutions. The ideal candidate will possess a deep understanding of the financial services industry and a proven ability to manage complex accounts and drive revenue growth. This is a hybrid role, requiring a balance of office-based work and remote flexibility.
Key Responsibilities:
Key Responsibilities:
- Manage a portfolio of high-value enterprise accounts within the financial services sector.
- Develop and execute strategic account plans to foster long-term client relationships and maximize revenue opportunities.
- Act as the primary point of contact for clients, addressing their needs and ensuring timely resolution of issues.
- Conduct regular business reviews with clients to assess performance, identify new requirements, and demonstrate ongoing value.
- Proactively identify opportunities for upselling and cross-selling additional products and services.
- Collaborate with internal teams, including sales, product development, and customer support, to ensure seamless delivery and exceptional client experience.
- Stay abreast of industry trends, market developments, and competitive offerings within the financial services technology space.
- Negotiate contract renewals and expansions, ensuring mutually beneficial outcomes.
- Contribute to sales forecasting and pipeline management for your account portfolio.
- Serve as a client advocate internally, providing feedback to inform product development and strategy.
- Bachelor's degree in Business, Finance, Marketing, or a related field.
- Minimum of 5-7 years of experience in account management or client relationship management, specifically within the financial services industry or serving financial services clients.
- Proven track record of successfully managing large enterprise accounts and achieving revenue growth targets.
- Deep understanding of financial services operations, regulations, and technology trends.
- Exceptional communication, presentation, and negotiation skills.
- Strong ability to build and maintain strong, trust-based relationships with senior stakeholders.
- Excellent problem-solving and analytical skills.
- Proficiency in CRM software (e.g., Salesforce) and account management tools.
- Ability to work effectively in a hybrid work environment, balancing in-office and remote collaboration.
- Proactive, organized, and results-oriented mindset.
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