Reed Accountancy are proud to be working with a business in Leeds who are recruiting an Assistant Financial Planning & Analyst Accountant to join their team.
You will participate in the delivery of annual revenue, capital budgets, statutory accounts and associates forecasting & reporting.
Duties and Responsibilities
Monitor and Resolve Issues: Maintain a monthly financial control process to oversee service delivery and address any problems.
Posted by Elevation Recruitment Group • £50K/yr to £60K/yr
General
Elevation Recruitment Groups Senior Finance Division are delighted to be once again partnering with a long standing client of ours based in the centre of Leeds as they look to recruit a Financial Planning & Analysis Manager into their finance function on a full time, permanent basis.
Reporting to the Director of FP&A, the successful candidate will provide significant financial analysis and reporting support for the core FP&A functions.
Duties of the Financial Planning & Analysis Manager will include
Responsible for oversight and administration of the financial reporting platform.
As a Financial Analyst, you'll play a key role in analysing financial trends, creating forecasting models, and preparing insightful reports for senior stakeholders
Financial Analyst responsible for delivering financial budgetary reports and forecasting advice for leading healthcare organisation.
The scope of the roles also includes supporting with other finance related issues of the Federation as a whole and for specific projects or service areas.
Posted by Lime People Search & Select Ltd • £23K/yr to £28K/yr
General
We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.
Your specific duties will include
Providing full administrative support to a number of Financial Planners.
Join an Elite Wealth Management Team as a Financial Planner Unlock Unprecedented Earnings Potential!
An exciting opportunity has arisen for an experienced Financial Planner to join a prestigious wealth management firm that rewards hard work and client relationships like never before.
This role offers the chance to maximize earnings by bringing existing clients into the firm, with a competitive revenue-sharing model designed to reward success.
Are you an aspiring paraplanner looking to advance your career within a client-centric, independent financial planning firm?
Join a boutique wealth management firm known for delivering bespoke financial advice to a select high-net-worth client base, specialising in pensions, investments, and estate planning.
Take the Next Step in Your Paraplanning Career as a Trainee Paraplanner!
Posted by Lime People Search & Select Ltd • £30K/yr to £40K/yr
Your main duties as a Paraplanner will include
Understanding the financial planning process.
General
We are currently seeking an experienced Paraplanner, to join an existing team assisting the Financial Advisers in compiling complex technical suitability reports.
My client is a nationwide Financial Planning / Wealth Management firm, providing both individuals and businesses with tailored Financial Solutions that meet their needs.
The Company: Expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Planning Assistant/Paraplanner to their back-office support team: