Current jobs related to Financial Planning Specialist - Wakefield, Wakefield - Pratap Partnership

  • Financial Planning Specialist

    4 weeks ago

    Wakefield, Wakefield, United Kingdom O'loughlin Recruitment Ltd Full time

    Financial Planning Specialist OpportunityOur client, a well-established regional firm of Independent Financial Planners in Yorkshire, is seeking a skilled Financial Planning Specialist to join their team. As a Financial Planning Specialist, you will play a key role in providing high-quality financial advice to clients, working closely with the technical team...

  • Financial Planning Specialist

    4 weeks ago

    Wakefield, Wakefield, United Kingdom O'loughlin Recruitment Ltd Full time

    Financial Planning Specialist OpportunityOur client, a well-established regional firm of Independent Financial Planners in Yorkshire, is seeking a skilled Financial Planning Specialist to join their team. As a Financial Planning Specialist, you will play a key role in providing high-quality financial advice to clients, working closely with the technical team...

  • Financial Planning Support Specialist

    3 days ago

    Wakefield, Wakefield, United Kingdom Oval Recruit Full time

    Financial Planning Support Specialist OpportunityOval Recruit is seeking a motivated and detail-oriented individual to assist a team of advisors in providing financial planning solutions to clients.The successful candidate will be responsible for researching and analyzing client data, producing high-quality reports, and providing technical support to the...

  • Financial Planning Specialist

    2 weeks ago

    Wakefield, Wakefield, United Kingdom Elevation Recruitment Group Full time

    Finance Analyst OpportunityElevation Recruitment Group is partnering with a global business to find a skilled Finance Analyst to join their dedicated finance function on a full-time permanent basis.This is a key role in the finance team, and the successful candidate will be responsible for:Preparing and analyzing month-end financial statements to ensure...

  • Financial Planning Specialist

    2 weeks ago

    Wakefield, Wakefield, United Kingdom Elevation Recruitment Group Full time

    Finance Analyst OpportunityElevation Recruitment Group is partnering with a global business to find a skilled Finance Analyst to join their dedicated finance function on a full-time permanent basis.This is a key role in the finance team, and the successful candidate will be responsible for:Preparing and analyzing month-end financial statements to ensure...

  • Financial Planning Specialist

    1 month ago

    Wakefield, Wakefield, United Kingdom O'loughlin Recruitment Ltd Full time

    {"h1": "Independent Financial Advisor Role", "p": "At O\u0027loughlin Recruitment Ltd, we are seeking a skilled Independent Financial Advisor to join our client\u0027s progressive regional firm of Independent Financial Planners in Yorkshire. As a key member of the team, you will provide expert financial advice to clients, leveraging your knowledge and...

  • Financial Planning Specialist

    1 month ago

    Wakefield, Wakefield, United Kingdom O'loughlin Recruitment Ltd Full time

    {"h1": "Independent Financial Advisor Role", "p": "At O\u0027loughlin Recruitment Ltd, we are seeking a skilled Independent Financial Advisor to join our client\u0027s progressive regional firm of Independent Financial Planners in Yorkshire. As a key member of the team, you will provide expert financial advice to clients, leveraging your knowledge and...

  • Financial Support Specialist

    3 days ago

    Wakefield, Wakefield, United Kingdom Hays Specialist Recruitment Limited Full time

    At Hays Specialist Recruitment Limited, we are partnering with a rapidly expanding Multi-Academy Trust to find a skilled Assistant Accountant to join their Finance Team. This role offers a fantastic opportunity to work closely with the Finance Manager, providing high-quality financial processing support and contributing to the success of the organisation.Key...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    FP&A Analyst OpportunitySharp Consultancy is seeking a highly skilled FP&A Analyst to join our team in Wakefield. As a key member of our finance team, you will play a crucial role in supporting senior stakeholders by producing financial reports and providing insightful commentary to aid the commercial team.Key Responsibilities:Assist in financial planning on...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    FP&A Analyst OpportunitySharp Consultancy is seeking a highly skilled FP&A Analyst to join our team in Wakefield. As a key member of our finance team, you will play a crucial role in supporting senior stakeholders by producing financial reports and providing insightful commentary to aid the commercial team.Key Responsibilities:Assist in financial planning on...

  • Financial Planning and Analysis Specialist

    1 month ago

    Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    FP&A Analyst OpportunitySharp Consultancy is seeking a highly skilled FP&A Analyst to join their team in Wakefield. As a key member of the finance team, you will play a crucial role in supporting senior stakeholders by producing financial reports and providing insightful commentary to aid the commercial team.Key Responsibilities:Assist in financial planning...

  • Financial Planning and Analysis Specialist

    1 month ago

    Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    FP&A Analyst OpportunitySharp Consultancy is seeking a highly skilled FP&A Analyst to join their team in Wakefield. As a key member of the finance team, you will play a crucial role in supporting senior stakeholders by producing financial reports and providing insightful commentary to aid the commercial team.Key Responsibilities:Assist in financial planning...

  • Financial Planning Specialist

    3 weeks ago

    Wakefield, Wakefield, United Kingdom O'loughlin Recruitment Ltd Full time

    Financial Advisor OpportunityOur client, a well-established regional firm of Independent Financial Planners in Yorkshire, is seeking a skilled Financial Advisor to join their team. With over 15 years of experience, they have built a reputation for providing high-quality, independent financial advice to their clients.The successful candidate will have the...

  • Financial Planning Specialist

    3 weeks ago

    Wakefield, Wakefield, United Kingdom O'loughlin Recruitment Ltd Full time

    Financial Advisor OpportunityOur client, a well-established regional firm of Independent Financial Planners in Yorkshire, is seeking a skilled Financial Advisor to join their team. With over 15 years of experience, they have built a reputation for providing high-quality, independent financial advice to their clients.The successful candidate will have the...

  • Head of Financial Planning

    1 week ago

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

    Head of Financial Planning Role at beBee ProfessionalsWe are seeking a highly skilled Head of Financial Planning to oversee financial planning, reporting, and analysis for our company in the UK. The ideal candidate will have a strong understanding of financial management, budgeting, and forecasting.Key Responsibilities:Prepare financial reports, forecasts,...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    FP&A Analyst OpportunitySharp Consultancy is seeking a highly skilled FP&A Analyst to join our team in Wakefield. As a key member of our finance department, you will play a crucial role in supporting senior stakeholders and driving business growth.Key Responsibilities:Assist in financial planning and analysis, providing insightful commentary to inform...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    FP&A Analyst OpportunitySharp Consultancy is seeking a highly skilled FP&A Analyst to join our team in Wakefield. As a key member of our finance department, you will play a crucial role in supporting senior stakeholders and driving business growth.Key Responsibilities:Assist in financial planning and analysis, providing insightful commentary to inform...

  • Financial and Contractual Specialist

    2 weeks ago

    Wakefield, Wakefield, United Kingdom beBee Professionals Full time £35,000 - £45,000

    beBee Professionals is looking for a skilled Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in financial management and contract negotiation, with excellent analytical and communication skills.Key Responsibilities:Develop and manage project financial plans and forecasts.Negotiate...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    FP&A Analyst OpportunitySharp Consultancy is seeking a highly skilled FP&A Analyst to join our team in Wakefield. As a key member of our finance department, you will play a crucial role in supporting senior stakeholders and driving business growth.Key Responsibilities:Assist in the development of financial plans and forecasts on a monthly and quarterly...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    FP&A Analyst OpportunitySharp Consultancy is seeking a highly skilled FP&A Analyst to join our team in Wakefield. As a key member of our finance department, you will play a crucial role in supporting senior stakeholders and driving business growth.Key Responsibilities:Assist in the development of financial plans and forecasts on a monthly and quarterly...

Financial Planning Specialist

2 months ago

Wakefield, Wakefield, United Kingdom Pratap Partnership Full time

**About Pratap Partnership**

Pratap Partnership is a dynamic and forward-thinking company that offers a unique opportunity for individuals to grow their careers in the financial services industry. Our company is committed to providing a supportive and collaborative work environment that fosters professional development and success.

**Job Summary**

We are seeking a highly motivated and experienced Financial Services Associate to join our team. As a key member of our operations team, you will be responsible for building and managing a portfolio of new clients, crafting and delivering comprehensive financial planning reports, and making protection, will, and estate planning recommendations.

**Key Responsibilities**

  • Building and managing a portfolio of new clients
  • Crafting and delivering comprehensive financial planning reports
  • Making protection, will, and estate planning recommendations
  • Referring pension, investment business, and mortgages to in-house experts for comprehensive assistance
  • Following procedures and ethical guidelines of the firm and its regulatory bodies

**Requirements**

  • Full driving license and ability to travel within the Yorkshire area to meet with clients
  • Experience in sales or a keen interest in the financial industry
  • Demonstrated ability to build relationships
  • Ability to work in a fast-paced environment and meet deadlines

**What We Offer**

  • Excellent basic salary
  • Uncapped bonus structure
  • 30 days holiday + bank holidays
  • Private health care
  • Pension scheme
  • Hybrid and flexible working policy

**About the Role**

This is an exciting opportunity for individuals who are passionate about the financial services industry and are looking to take their careers to the next level. As a Financial Services Associate, you will have the opportunity to work with a dynamic team, build relationships with clients, and contribute to the growth and success of Pratap Partnership.