10 Financial Planning jobs in Leeds
Financial Planning Administrator
Posted 6 days ago
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Job Description
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.
We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be responsible for providing full administrative support to a team of Financial Planners / Advisers. Specifically you will:
- Be the point of contact for company, client and third-party queries when dealing with new and existing business. li>Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
- Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
- Process online fund switches and manage through to completion.
- Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
- Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
- Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
- Diary management for Advisers.
- Ensure all documentation is scanned to paperless system and all emails are saved to the client records.
- Liaise with external parties regarding any queries (insurance companies etc.).
- Manage own workload.
- Prepare meeting packs for advisers
We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First. Any experience you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage. If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage.
This role is for a 9-Month Maternity cover contract.
Financial Planning & Analysis Accountant
Posted 10 days ago
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Job Description
Financial Planning & Analysis Accountant
Location: West Yorkshire
Salary: Up to 55,000 + benefits
We are currently seeking a Financial Planning & Analysis Accountant to join a food manufacturing business in West Yorkshire. This is an excellent opportunity for a part-qualified or qualified accountant (ACCA, CIMA, ACA) with strong analytical skills and experience in financial planning, forecasting, and reporting.
Key Responsibilities:
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Develop and maintain financial models to support budgeting, forecasting, and decision-making.
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Collect data from multiple platforms and consolidate it into a single source for accurate reporting and analysis.
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Provide insight to drive business performance and support strategic decisions.
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Communicate financial information effectively to both finance and non-finance stakeholders.
Requirements:
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Part-qualified or qualified accountant (ACCA, CIMA, ACA).
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Strong analytical and problem-solving skills.
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Proficient in Power BI or a similar tool.
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Experience in financial planning, forecasting, and reporting.
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Excellent communication and interpersonal skills.
This is a fantastic opportunity to play a pivotal role in a growing business and make a real impact on financial performance.
To apply: Please submit your CV for immediate consideration.
Financial Planning & Analysis Accountant
Posted 6 days ago
Job Viewed
Job Description
Financial Planning & Analysis Accountant
Location: West Yorkshire
Salary: Up to 55,000 + benefits
We are currently seeking a Financial Planning & Analysis Accountant to join a food manufacturing business in West Yorkshire. This is an excellent opportunity for a part-qualified or qualified accountant (ACCA, CIMA, ACA) with strong analytical skills and experience in financial planning, forecasting, and reporting.
Key Responsibilities:
-
Develop and maintain financial models to support budgeting, forecasting, and decision-making.
-
Collect data from multiple platforms and consolidate it into a single source for accurate reporting and analysis.
-
Provide insight to drive business performance and support strategic decisions.
-
Communicate financial information effectively to both finance and non-finance stakeholders.
Requirements:
-
Part-qualified or qualified accountant (ACCA, CIMA, ACA).
-
Strong analytical and problem-solving skills.
-
Proficient in Power BI or a similar tool.
-
Experience in financial planning, forecasting, and reporting.
-
Excellent communication and interpersonal skills.
This is a fantastic opportunity to play a pivotal role in a growing business and make a real impact on financial performance.
To apply: Please submit your CV for immediate consideration.
Senior Management Accountant - Financial Planning
Posted 9 days ago
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Job Description
Key Responsibilities:
- 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.
Head of Financial Planning & Analysis (Remote)
Posted 11 days ago
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Job Description
Senior Management Accountant - Financial Planning & Analysis
Posted 18 days ago
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Job Description
Key responsibilities include contributing to the preparation of statutory accounts, supporting internal and external audits, and developing and implementing improvements to financial processes and controls. You will work closely with various departments to gather financial data, provide commentary on performance, and assist with financial modelling for new initiatives or projects. The ideal candidate will possess strong accounting knowledge, excellent analytical skills, and proficiency in financial software and advanced Excel. Experience with ERP systems and financial reporting tools is essential.
This position requires a proactive approach to identifying financial risks and opportunities, and the ability to present complex financial information clearly and concisely to non-finance stakeholders. You will play a key role in driving financial discipline and efficiency throughout the business. The ability to manage multiple priorities and meet strict deadlines is crucial.
We are looking for a qualified accountant (ACA, ACCA, CIMA, or equivalent) with a minimum of 5 years of post-qualification experience in management accounting or financial analysis. A strong understanding of UK GAAP or IFRS is required. Excellent communication and interpersonal skills are essential for effective collaboration across the organisation.
Join our client's dedicated finance team and contribute to their continued growth and success. This is an excellent opportunity for a skilled accountant looking to advance their career in a challenging and rewarding environment. The role is based in Leeds, West Yorkshire, UK , with a remote work arrangement.
Financial Advisor
Posted 3 days ago
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Job Description
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
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Senior Financial Analyst - Corporate Planning
Posted 17 days ago
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Job Description
As a Senior Financial Analyst, you will be responsible for budgeting, forecasting, financial modeling, and variance analysis. You will play a key role in the preparation of financial reports, business performance reviews, and strategic planning initiatives. This position requires a strong understanding of accounting principles, excellent analytical skills, and the ability to communicate complex financial information effectively to non-financial stakeholders.
Key Responsibilities:
- Lead the development and management of annual budgets and rolling forecasts.
- Prepare detailed financial models to support business case development, strategic initiatives, and investment appraisals.
- Conduct in-depth variance analysis, identifying key drivers and providing actionable insights to management.
- Develop and maintain key performance indicators (KPIs) to track business performance.
- Prepare monthly, quarterly, and annual financial reports for senior management and board meetings.
- Assist in the preparation of management accounts and financial statements.
- Collaborate with various departments to gather financial data and provide financial support.
- Identify opportunities for process improvements in financial reporting and analysis.
- Support ad-hoc financial analysis and projects as required.
- Ensure accuracy and integrity of financial data.
Qualifications:
- Qualified Accountant (ACA, ACCA, CIMA) or equivalent professional qualification is highly preferred.
- Minimum of 5 years of experience in financial analysis, accounting, or a related finance role.
- Proven experience in budgeting, forecasting, and financial modeling.
- Strong analytical and problem-solving skills with a keen attention to detail.
- Proficiency in Microsoft Excel (advanced functions, pivot tables, VLOOKUP) and financial software (e.g., SAP, Oracle, Hyperion).
- Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly.
- Ability to work independently and manage multiple priorities in a deadline-driven environment.
- Experience in financial services or a similar regulated industry is a plus.
Senior Quantitative Analyst - Investment Strategies
Posted 14 days ago
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Job Description
Senior Quantitative Analyst - Investment Strategies
Posted 14 days ago
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Job Description
Responsibilities:
- Develop, test, and implement quantitative trading strategies and models for various asset classes.
- Conduct in-depth research into market microstructure, trading behaviors, and statistical arbitrage opportunities.
- Analyze large datasets to identify patterns, predict market movements, and derive actionable investment insights.
- Build and maintain high-performance trading algorithms and backtesting platforms.
- Collaborate with portfolio managers and traders to translate investment ideas into quantitative frameworks.
- Monitor and refine existing models to adapt to changing market conditions and improve performance.
- Ensure the accuracy, efficiency, and robustness of all quantitative models and systems.
- Stay current with academic research and industry developments in quantitative finance.
- Contribute to the team's intellectual capital and share knowledge with colleagues.
- Communicate complex quantitative concepts effectively to both technical and non-technical audiences.
- Master's degree or Ph.D. in a quantitative field such as Mathematics, Statistics, Physics, Computer Science, or Financial Engineering.
- A minimum of 7 years of experience in quantitative analysis, ideally within investment banking, hedge funds, or asset management.
- Proven expertise in developing and implementing quantitative trading strategies.
- Strong proficiency in programming languages such as Python, C++, or R, with experience in data analysis libraries.
- Deep understanding of financial markets, derivatives, and statistical modeling techniques.
- Experience with large-scale data analysis and machine learning methodologies.
- Excellent analytical, problem-solving, and critical-thinking skills.
- Strong communication and presentation skills.
- Ability to work effectively in a fast-paced, collaborative environment.
- Experience working within a hybrid office setting.