Current jobs related to Financial Planning Associate - Halifax, Calderdale - Medlock Partners
-
Financial Planning Specialist
2 weeks ago
Halifax, Calderdale, United Kingdom Hays Specialist Recruitment Limited Full timeJoin Our Team as a Management AccountantWe are seeking a highly skilled Management Accountant to join our team at Hays Specialist Recruitment Limited. As a key member of our finance function, you will play a crucial role in supporting the smooth operation of our financial processes and contributing to the overall success of the organisation.Key...
-
Financial Planning Specialist
2 weeks ago
Halifax, Calderdale, United Kingdom Hays Specialist Recruitment Limited Full timeJoin Our Team as a Management AccountantWe are seeking a highly skilled Management Accountant to join our team at Hays Specialist Recruitment Limited. As a key member of our finance function, you will play a crucial role in supporting the smooth operation of our financial processes and contributing to the overall success of the organisation.Key...
-
Financial Planning and Analysis Manager
2 weeks ago
Halifax, Calderdale, United Kingdom Vencora Full timeVencora Business Unit:Job Summary:This is a senior role that requires a high level of financial expertise and business acumen. The successful candidate will be responsible for providing financial leadership and guidance to the VBU management team, ensuring the integrity of all financial information and reporting, and providing analysis and business insights...
-
Financial Planning and Analysis Manager
2 weeks ago
Halifax, Calderdale, United Kingdom Vencora Full timeVencora Business Unit:Job Summary:This is a senior role that requires a high level of financial expertise and business acumen. The successful candidate will be responsible for providing financial leadership and guidance to the VBU management team, ensuring the integrity of all financial information and reporting, and providing analysis and business insights...
-
Financial Planning and Analysis Manager
1 month ago
Halifax, Calderdale, United Kingdom Vencora Full timeVencora Business Unit:Job Summary:As a key member of the VBU Management team, this role requires a positive and proactive attitude with the credibility to interact with senior staff and influence decisions. The successful candidate will be responsible for ensuring the integrity of all financial information and reporting, as well as providing analysis and...
-
Financial Planning and Analysis Manager
1 month ago
Halifax, Calderdale, United Kingdom Vencora Full timeVencora Business Unit:Job Summary:As a key member of the VBU Management team, this role requires a positive and proactive attitude with the credibility to interact with senior staff and influence decisions. The successful candidate will be responsible for ensuring the integrity of all financial information and reporting, as well as providing analysis and...
-
Financial Planning and Analysis Manager
3 weeks ago
Halifax, Calderdale, United Kingdom Vencora Full timeVencora Business Unit:Job Summary:As a key member of the VBU Management team, this role requires a positive and proactive attitude with the credibility to interact with senior staff and influence decisions. The successful candidate will be responsible for ensuring the integrity of all financial information and reporting, as well as providing analysis and...
-
Financial Planning and Analysis Manager
3 weeks ago
Halifax, Calderdale, United Kingdom Vencora Full timeVencora Business Unit:Job Summary:As a key member of the VBU Management team, this role requires a positive and proactive attitude with the credibility to interact with senior staff and influence decisions. The successful candidate will be responsible for ensuring the integrity of all financial information and reporting, as well as providing analysis and...
-
Financial Planning and Analysis Manager
1 month ago
Halifax, Calderdale, United Kingdom Vencora Full timeVencora Business Unit:Job Summary:As a key member of the VBU Management team, this role requires a proactive and positive attitude with the credibility to interact with senior staff and influence decisions. The successful candidate will be responsible for ensuring the integrity of all financial information and reporting, as well as providing analysis and...
-
Financial Planning and Analysis Manager
1 month ago
Halifax, Calderdale, United Kingdom Vencora Full timeVencora Business Unit:Job Summary:As a key member of the VBU Management team, this role requires a proactive and positive attitude with the credibility to interact with senior staff and influence decisions. The successful candidate will be responsible for ensuring the integrity of all financial information and reporting, as well as providing analysis and...
-
Talent Planning and Delivery Manager
2 weeks ago
Halifax, Calderdale, United Kingdom Lloyds Banking Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Talent Planning and Delivery Manager to join our Next Gen Talent team. As a key member of our team, you will be responsible for managing the delivery of our Next Generation Talent programs, ensuring that they are executed on time and within scope.Key ResponsibilitiesDevelop and maintain detailed...
-
Financial Controller
1 month ago
Halifax, Calderdale, United Kingdom beBee Professionals Full time £45,000 - £65,000Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Halifax, 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 implement...
-
Financial Controller
1 month ago
Halifax, Calderdale, United Kingdom beBee Professionals Full time £45,000 - £65,000Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Halifax, 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 implement...
-
Financial Controller
1 month ago
Halifax, Calderdale, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is a leading recruitment agency in the Technology and Software / Fintech sector.Job DescriptionWe are seeking a highly skilled Senior Accountant to join our client's team as a key player in the Group Financial Controls.Oversee the company's financial and group accounting operations, ensuring accuracy and compliance with...
-
Financial Controller
1 month ago
Halifax, Calderdale, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is a leading recruitment agency in the Technology and Software / Fintech sector.Job DescriptionWe are seeking a highly skilled Senior Accountant to join our client's team as a key player in the Group Financial Controls.Oversee the company's financial and group accounting operations, ensuring accuracy and compliance with...
-
Financial Controller
1 month ago
Halifax, Calderdale, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is a leading recruitment agency in the Technology and Software / Fintech sector.Job DescriptionWe are seeking a highly skilled Senior Accountant to join our client's team as a key player in the Group Financial Controls.Oversee the company's financial and group accounting operations, ensuring accuracy and compliance with...
-
Financial Controller
1 month ago
Halifax, Calderdale, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is a leading recruitment agency in the Technology and Software / Fintech sector.Job DescriptionWe are seeking a highly skilled Senior Accountant to join our client's team as a key player in the Group Financial Controls.Oversee the company's financial and group accounting operations, ensuring accuracy and compliance with...
-
Chief Financial Strategist
2 weeks ago
Halifax, Calderdale, United Kingdom beBee Professionals Full time £45,000 - £65,000beBee Professionals is seeking a Chief Financial Strategist to lead our finance team in Halifax, UK. The successful candidate will have a strong background in financial strategy, planning, and analysis.Key Responsibilities:Develop and implement financial strategies to support business growth and profitability.Oversee financial planning, budgeting, and...
-
Senior Financial Planner
2 weeks ago
Halifax, Calderdale, United Kingdom beBee Professionals Full time £45,000 - £65,000beBee Professionals is seeking a Senior Financial Planner to join our finance team in Halifax, UK. The successful candidate will have a strong background in financial planning, budgeting, and forecasting.Key Responsibilities:Develop and implement financial plans, budgets, and forecasts to support business growth.Monitor and manage cash flow, ensuring...
-
Financial Leadership Position
6 days ago
Halifax, Calderdale, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a seasoned Finance Manager to lead our finance team in Halifax, United Kingdom. As a key member of our team, you will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets for management...
Financial Planning Associate
2 months ago
Competitive salary up to £42,000
Based in Halifax
Flexible working arrangement (2 days in the office)
Death in service benefit
5% Pension contribution
Yulife Employee benefits package
We are collaborating with a reputable Firm of Independent Financial Advisors with a significant footprint across the Yorkshire region. The ideal candidate will join a skilled team of Paraplanners to develop tailored Technical Suitability reports for a diverse Client portfolio.
You will engage closely with our Financial Advisors, ensuring the proficient creation of suitability reports. Our Client also provides the chance to work alongside senior professionals within the organization and participate in Client meetings.
Key Responsibilities
Collaborate with assigned Financial Advisor(s) to formulate advice, maintain compliance of client files, and produce accurate suitability reports.
Prepare annual suitability review letters for designated Financial Advisor(s) and address any potential inquiries with them.
Support the Paraplanning Supervisor and Investment Committee in managing centralized research for the firm's investment offerings.
Ensure precise information is maintained within the firm's CRM system.
Act as a primary contact within the office for assigned Financial Advisor(s), ensuring their cases are tracked within the team and providing regular updates on their status.
Draft compliant suitability reports and conduct a thorough assessment of a client's situation, identifying areas for financial planning review of existing portfolios/arrangements in terms of asset allocation, risk profile, costs, performance, taxation, and alignment with client objectives.
Conduct research independently and in collaboration with the Financial Advisor to identify appropriate solutions to meet clients' needs, including:
- Communicating with providers to obtain all relevant plan information.
- Preparing information and comparisons for analysis by the Financial Advisor.
- Considering tax and legal implications of any advice to ensure supporting research, documentation, and records comply with regulatory requirements.
- Drafting suitability reports based on agreed recommendations for discussion and approval by the Financial Advisor.
Timely and accurate completion of annual suitability review letters.
Conduct research on ad-hoc withdrawals of plans to evaluate suitability.
Candidates should possess relevant industry experience and ideally hold or be working towards a Level 4 Diploma qualification.
Medlock Partners is a professional services recruitment specialist operating across the Northwest of England. We are committed to being an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years of experience and salary levels purely as a guide. We welcome applications from all candidates who can demonstrate the necessary skills to fulfill the role. If you do not receive a response within 48 hours, please assume your application has not been successful on this occasion.
