9 Portfolio Management jobs in West Yorkshire

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
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.

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.

• 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.

• 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.

• 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.

• Conduct comprehensive financial analysis of publicly traded companies, industries, and macroeconomic trends.
• Develop financial models, valuation analyses (e.g., DCF, comparable company analysis), and scenario planning.
• Research and identify potential investment opportunities across various asset classes.
• Prepare detailed investment recommendations and present findings to the investment committee and portfolio managers.
• Monitor existing portfolio positions, track performance, and provide ongoing analysis.
• Stay abreast of market developments, news, and regulatory changes impacting financial markets.
• Collaborate with other analysts and portfolio managers to share insights and enhance investment strategies.
• Contribute to the development of quantitative investment strategies and risk management frameworks.
• Maintain relationships with company management teams, industry experts, and sell-side analysts.
• Ensure compliance with all relevant regulatory requirements and internal policies.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. A Master's degree or CFA charter is highly desirable.
• Minimum of 5 years of experience in investment analysis, equity research, or portfolio management within the financial services industry.
• Demonstrated expertise in financial modeling, valuation techniques, and investment research.
• Strong understanding of financial markets, asset classes, and investment strategies.
• Excellent analytical, critical thinking, and problem-solving skills.
• Proficiency in financial databases and analytical software (e.g., Bloomberg, FactSet, Excel).
• Outstanding written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Proven ability to work independently and as part of a team in a demanding environment.
• High level of attention to detail and accuracy.