Current jobs related to Financial Planning Specialist - Huddersfield, Kirklees - M&G plc.


  • Huddersfield, Kirklees, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment is currently working with a well-established wealth management practice that provides high-quality personal advice on various aspects of financial planning.Based in the Huddersfield area, our client is seeking an experienced Financial Services Administrator to support the wealth advisers who advise...


  • Huddersfield, Kirklees, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator OpportunityNJR Recruitment is currently working with a well-established wealth management practice that provides high-quality personal advice on various aspects of financial planning.Based in a convenient location near Huddersfield, our client is seeking an experienced Financial Services Administrator to support the wealth...


  • Huddersfield, Kirklees, United Kingdom NJR Recruitment Full time

    Financial Planning AdministratorNJR Recruitment is currently working with a well-established wealth management practice that provides high-quality personal advice on various aspects of financial planning.Based in the Huddersfield area, our client is seeking an experienced Financial Services Administrator to support the wealth advisers who advise on a range...


  • Huddersfield, Kirklees, United Kingdom NJR Recruitment Full time

    Financial Planning AdministratorNJR Recruitment is currently working with a well-established wealth management practice that provides high-quality personal advice on various aspects of financial planning.Based in the Huddersfield area, our client is seeking an experienced Financial Services Administrator to support the wealth advisers who advise on a range...


  • Huddersfield, Kirklees, United Kingdom The Clever Fish Recruitment Limited Full time

    Key Responsibilities:Manage all daily financial activities using Sage 50.Oversee the Purchase Ledger and Sales Ledger.Implement Credit Control procedures.Coordinate with the Bank to prepare and maintain accounts.Monitor customer interactions and maintain accurate records.Collaborate with the debtor insurance provider to ensure smooth operations.Match...


  • Huddersfield, Kirklees, United Kingdom RG Consultancy Full time

    We are seeking a skilled Financial Support Specialist to join our team at RG Consultancy. As an Accounts Assistant, you will be responsible for providing financial support to our clients, including bank reconciliations, processing purchase ledger invoices, and assisting with VAT returns.Key responsibilities include:Reconciling bank statements and resolving...


  • Huddersfield, Kirklees, United Kingdom Wayland Additive Limited Full time

    Job SummaryWe are seeking a highly skilled ERP Planning Specialist to join our team at Wayland Additive Limited. The successful candidate will be responsible for end-to-end planning within a manufacturing environment, ensuring effective configuration control and maintaining MRP accuracy.The ideal candidate will have strong MRP knowledge, production planning...


  • Huddersfield, Kirklees, United Kingdom Cummins Inc. Full time

    Role OverviewCummins Inc. is seeking a skilled Supply Chain Planning Specialist to join our Production Scheduling business unit. As a key member of our team, you will contribute to the efficient management of production plans and inventory control processes.ResponsibilitiesCollaborate with Materials, Demand Management, Account Management, Warehousing, and...


  • Huddersfield, Kirklees, United Kingdom Cummins Inc. Full time

    Supply Chain Planning RoleWe are seeking a highly motivated and detail-oriented individual to join our Supply Chain Planning team in Huddersfield. As a Supply Chain Planning Specialist, you will be responsible for working with worldwide project teams to forecast and plan new products and parts.Key ResponsibilitiesCollaborate with Plant Materials, Demand...


  • Huddersfield, Kirklees, United Kingdom Wayland Additive Limited Full time

    About the RoleWe are seeking a highly skilled and experienced ERP Planning Specialist to join our team at Wayland Additive Limited. The successful candidate will be responsible for planning and coordinating the production process, ensuring that materials are available and schedules are met.The ideal candidate will have a strong background in manufacturing...


  • Huddersfield, Kirklees, United Kingdom Cummins Inc. Full time

    Unlock Your Potential in Supply Chain PlanningWe are seeking a motivated and detail-oriented Supply Chain Planning Specialist to join our team in Huddersfield. As a key member of our Supply Chain business unit, you will have the opportunity to gain hands-on experience in Supply Chain Planning and develop the skills and expertise needed to succeed in this...


  • Huddersfield, Kirklees, United Kingdom Sewell Wallis Ltd Full time

    Job Title: Financial AdministratorJob Summary: We are seeking an experienced Financial Administrator to join our team at Sewell Wallis Ltd. The successful candidate will be responsible for processing purchase ledger invoices in a timely and efficient manner.Key Responsibilities:Processing of purchase ledger invoicesAd hoc duties to support the wider finance...

  • Financial Executive

    4 weeks ago


    Huddersfield, Kirklees, United Kingdom HUDDERSFIELD NEW COLLEGE Full time

    Job Title: Accounting & Finance ExecutiveWe are seeking a highly skilled and experienced Accounting & Finance Executive to join our team at Huddersfield New College. As a key member of our finance department, you will play a crucial role in shaping the financial future of the College.About the RoleThe successful candidate will have a strong background in...

  • Financial Executive

    4 weeks ago


    Huddersfield, Kirklees, United Kingdom HUDDERSFIELD NEW COLLEGE Full time

    Job Title: Accounting & Finance ExecutiveWe are seeking a highly skilled and experienced Accounting & Finance Executive to join our team at Huddersfield New College. As a key member of our finance department, you will play a crucial role in shaping the financial future of the College.About the RoleThe successful candidate will have a strong background in...

  • Financial Director

    4 weeks ago


    Huddersfield, Kirklees, United Kingdom HNC Full time

    Job Title: Financial DirectorWe are seeking a highly skilled and experienced Financial Director to join our team at HNC. As a key member of our leadership team, you will play a critical role in shaping the financial future of our college.Key Responsibilities:Develop and implement financial strategies to drive business growth and improve financial...

  • Financial Director

    4 weeks ago


    Huddersfield, Kirklees, United Kingdom HNC Full time

    Job Title: Financial DirectorWe are seeking a highly skilled and experienced Financial Director to join our team at HNC. As a key member of our leadership team, you will play a critical role in shaping the financial future of our college.Key Responsibilities:Develop and implement financial strategies to drive business growth and improve financial...

  • Financial Controller

    2 months ago


    Huddersfield, Kirklees, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Huddersfield, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and...

  • Financial Controller

    2 months ago


    Huddersfield, Kirklees, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Huddersfield, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and...

  • Financial Director

    2 months ago


    Huddersfield, Kirklees, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Huddersfield, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and...

  • Financial Director

    2 months ago


    Huddersfield, Kirklees, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Huddersfield, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and...

Financial Planning Specialist

2 months ago


Huddersfield, Kirklees, United Kingdom M&G plc. Full time
About the Role

We are seeking a highly skilled and motivated Financial Planning Specialist to join our team at M&G plc. As an Independent Financial Planner, you will play a key role in delivering exceptional customer experiences and providing expert financial planning advice to our clients.

Key Responsibilities
  • Develop and maintain professional relationships with clients, providing proactive advice and guidance on their financial plans.
  • Work closely with our team to deliver high-quality financial planning services, meeting the firm's quality standards and risk appetite.
  • Contribute to the growth and development of our team, sharing knowledge and best practices to enhance our capabilities and profile.
  • Stay up-to-date with regulatory and legislative frameworks, ensuring compliance and adherence to industry standards.
Requirements
  • Working knowledge of financial services regulatory and legislative frameworks.
  • Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and colleagues.
  • Able to work independently and as part of a team, prioritizing tasks and managing workload effectively.
  • Passionate about delivering exceptional customer experiences and committed to ongoing professional development.
  • CII Diploma in Regulated Finance Planning or equivalent, with experience of regulated distribution environments.
About M&G plc

M&G plc is a leading international savings and investments business, with a rich history spanning over 170 years. We offer a range of financial products and services through Asset Management, Life and Wealth, and are committed to delivering attractive financial outcomes for our clients and superior shareholder returns.

We pride ourselves on our inclusive culture, welcoming diverse perspectives and backgrounds. Our employee-led networks provide opportunities for networking, advice, and support for our colleagues, and we are committed to attracting, promoting, and retaining exceptional people from all walks of life.