44 Financial Services jobs in West Yorkshire

Social Media Assistant Financial Services

Circa £25K Basic DOE + bonus and benefits

Hybrid - Manchester / WFH

The Role

This is an exciting new role for an aspiring Social Media Assistant to join the brand new in house marketing team of a financial services company. Youll be expected to contribute to managing one key project initially, providing a superior service whilst delivering innovative solutio.

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• Develop and execute strategic business development plans to achieve revenue and growth targets.
• Identify and cultivate new client relationships within the financial services sector.
• Manage and nurture existing client portfolios to maximize retention and growth opportunities.
• Conduct thorough market research to identify emerging trends and competitive landscapes.
• Present and sell a range of financial products and services to prospective clients.
• Negotiate and close complex deals, ensuring favorable terms for both the client and the company.
• Collaborate with marketing, product development, and customer service teams to enhance client offerings.
• Build and maintain a strong network of industry contacts and influencers.
• Prepare detailed proposals, presentations, and sales forecasts.
• Represent the company at industry events, conferences, and networking functions.
• Monitor sales performance and provide regular reports to senior management.

• Bachelor's degree in Finance, Business Administration, Marketing, or a related field; MBA is a plus.
• Minimum of 7 years of experience in business development, sales, or relationship management within the banking and finance industry.
• Proven success in achieving and exceeding sales targets in a competitive environment.
• Strong understanding of financial products, services, and market dynamics.
• Excellent negotiation, presentation, and communication skills.
• Demonstrated ability to build and maintain strong client relationships.
• Proficiency in CRM software and sales management tools.
• Strategic thinking and a proactive approach to identifying opportunities.
• Ability to work effectively in a hybrid work model, balancing remote and in-office responsibilities.
• Strong analytical and problem-solving skills.

Senior Project Manager | Lead Integrator | Banking | Mortgages | Business & Technology Change | Halifax | 6 Months Contract | 750/day Inside IR35 |

Our client is seeking Lean Integrator / Senior Project Manager for a role that covers both business and technology change.

You will coordinate dependencies between the Lab, stakeholders, platforms, Group Executive Functions and 3rd parties as part of complex and high-risk implementations.

This role covers both business and technology change.

Previous experience within Financial Services / Banking is highly desirable.

Your Essential Skills and Experience:

• Agile Methodology & Tools
• Implementation experience
• Stakeholder Management
• Change management governance / methodology
• Proven experience in planning, tracking, road mapping

Locations: Halifax

Hybrid: 2 days in the office per week / 3 days working from home

Pay Rate: 750/day Inside IR35 (You will work via an Umbrella company)

Contract : 6 months contract

Is this you? We'd love to hear from you!

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser (url removed)

Senior Project Manager | Lead Integrator | Banking | Mortgages | Business & Technology Change | Halifax | 6 Months Contract | 750/day Inside IR35 |

Our client is seeking Lean Integrator / Senior Project Manager for a role that covers both business and technology change.

You will coordinate dependencies between the Lab, stakeholders, platforms, Group Executive Functions and 3rd parties as part of complex and high-risk implementations.

This role covers both business and technology change.

Previous experience within Financial Services / Banking is highly desirable.

Your Essential Skills and Experience:

• Agile Methodology & Tools
• Implementation experience
• Stakeholder Management
• Change management governance / methodology
• Proven experience in planning, tracking, road mapping

Locations: Halifax

Hybrid: 2 days in the office per week / 3 days working from home

Pay Rate: 750/day Inside IR35 (You will work via an Umbrella company)

Contract : 6 months contract

Is this you? We'd love to hear from you!

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser (url removed)

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.

Job Title: Financial Planning and Analysis Accountant (Part-Qualified or Qualified)

Location: West Yorkshire

Salary: Up to 55,000 + benefits

Job Type: Full-Time, Permanent

An established business in the food industry is seeking a Financial Planning and Analysis Accountant to join its finance team. This is a key role supporting strategic decision-making through financial insight, planning, and analysis. The successful candidate will be either part-qualified or fully qualified (ACCA, CIMA, or ACA) and possess strong analytical skills, commercial awareness, and the ability to communicate financial information clearly to non-financial stakeholders.

Reporting to the Financial Director you will assist in the preparation of monthly management accounts, analysing variances, and providing commentary on financial performance, develop and maintain financial models to forecast revenue, profitability, and cash flow, incorporating data from various sources. Costing models will be maintained to analyse profitability by product, sector, and customer.

You will also support the budgeting and forecasting process, prepare detailed financial plans, and develop KPIs and scorecards to measure business performance. The role also includes providing guidance to non-qualified team members, preparing board and management reports, liaising with external auditors and stakeholders, and contributing to the development of financial systems and processes.

Our ideal candidates should have experience in a similar role, ideally within the food or FMCG sector. Proficiency in Microsoft Office, especially Excel, and familiarity with financial systems such as SAGE, SAP, or Oracle is essential. Strong communication, problem-solving, and time management skills are key to success in this role.

Desirable experience includes working within the dairy or food industry, knowledge of milk production and profitability metrics, and financial modelling or forecasting qualifications such as FPAC or FMVA.

This is an excellent opportunity to join a collaborative finance team and contribute to the growth and profitability of a dynamic business.

Apply now to take the next step in your finance career.

Job Title: Financial Planning and Analysis Accountant (Part-Qualified or Qualified)

Location: West Yorkshire

Salary: Up to 55,000 + benefits

Job Type: Full-Time, Permanent

An established business in the food industry is seeking a Financial Planning and Analysis Accountant to join its finance team. This is a key role supporting strategic decision-making through financial insight, planning, and analysis. The successful candidate will be either part-qualified or fully qualified (ACCA, CIMA, or ACA) and possess strong analytical skills, commercial awareness, and the ability to communicate financial information clearly to non-financial stakeholders.

Reporting to the Financial Director you will assist in the preparation of monthly management accounts, analysing variances, and providing commentary on financial performance, develop and maintain financial models to forecast revenue, profitability, and cash flow, incorporating data from various sources. Costing models will be maintained to analyse profitability by product, sector, and customer.

You will also support the budgeting and forecasting process, prepare detailed financial plans, and develop KPIs and scorecards to measure business performance. The role also includes providing guidance to non-qualified team members, preparing board and management reports, liaising with external auditors and stakeholders, and contributing to the development of financial systems and processes.

Our ideal candidates should have experience in a similar role, ideally within the food or FMCG sector. Proficiency in Microsoft Office, especially Excel, and familiarity with financial systems such as SAGE, SAP, or Oracle is essential. Strong communication, problem-solving, and time management skills are key to success in this role.

Desirable experience includes working within the dairy or food industry, knowledge of milk production and profitability metrics, and financial modelling or forecasting qualifications such as FPAC or FMVA.

This is an excellent opportunity to join a collaborative finance team and contribute to the growth and profitability of a dynamic business.

Apply now to take the next step in your finance career.

• Lead the Financial Planning & Analysis function.
• Develop and manage financial models and forecasts.
• Oversee the budgeting and planning processes.
• Prepare and present financial performance reports.
• Provide strategic financial insights to senior leadership.
• Manage relationships with key stakeholders.
• Drive continuous improvement in financial processes.