Financial Planning Professional

1 week ago


Huddersfield, Kirklees, United Kingdom AMG Search Full time
About the Role

We are seeking a skilled Paraplanner to join our team at AMG Search in Edinburgh. As a key member of our financial planning team, you will play a pivotal role in supporting our advisers in research, report writing, and preparing detailed client recommendations.

  • Conduct thorough research on financial products, investment options, and strategies to provide informed advice to clients.
  • Draft and prepare high-quality financial planning reports tailored to meet clients' individual needs.
  • Support our advisers in ensuring compliance and quality of advice while maintaining accurate records.


  • Huddersfield, Kirklees, United Kingdom Agility Resoucing Full time

    We are Agility Resourcing, a dynamic company seeking a talented Finance Manager to join our team. As a key member of our leadership team, you will be responsible for overseeing our financial operations, including budgeting, forecasting, and financial reporting.This is a fantastic opportunity for a motivated and experienced finance professional to take their...


  • Huddersfield, Kirklees, United Kingdom M&G plc. Full time

    The Senior Paraplanner will play a key role in supporting the delivery of high-quality financial planning solutions to clients. They will be responsible for analysing client needs and objectives, developing comprehensive financial planning strategies, and preparing detailed financial planning reports.This is a fantastic opportunity to join a dynamic and...


  • Huddersfield, Kirklees, United Kingdom Marks Sattin Ltd Full time

    Job DescriptionAt Marks Sattin Ltd, we are seeking a highly skilled Financial Planning Manager to join our team. As a key member of our finance department, you will be responsible for improving connectivity between the finance department and customer-facing business units to ensure accurate information and program performance.Main Responsibilities:Oversee...


  • Huddersfield, Kirklees, United Kingdom Exchange Street Claims ltd Full time

    **Role Summary:**We are seeking a skilled Financial Services Professional to join our team at Exchange Street Claims Ltd. As a Pensions Management Specialist, you will play a key role in supporting our financial planners and driving business growth.**Key Responsibilities:**The successful candidate will be responsible for:Providing exceptional customer...


  • Huddersfield, Kirklees, United Kingdom AMG Search Full time

    About the Company:AMG Search is a leading national financial advisory firm based in Edinburgh. We are seeking a skilled and motivated Paraplanner to join our team.


  • Huddersfield, Kirklees, United Kingdom Marks Sattin (UK) Ltd Full time

    Company OverviewMarks Sattin (UK) Ltd is a leading recruitment agency providing high-quality candidates to various businesses in the UK.">Salary and BenefitsWe are offering a competitive salary up to £50,000 per annum, along with a hybrid work model allowing you to work from home up to 2 days a week. The role is perfect for someone who values flexibility...


  • Huddersfield, Kirklees, United Kingdom Exchange Street Claims ltd Full time

    **About the Role:**As a Wealth Planning Consultant at Exchange Street Claims Ltd, you will have the opportunity to work with a talented team of financial professionals and contribute to the growth and success of our business.**Responsibilities:**The successful candidate will be responsible for:Developing and implementing effective wealth planning strategies...


  • Huddersfield, Kirklees, United Kingdom Farr Associates Recruitment Ltd Full time

    Farr Associates Recruitment Ltd is currently seeking a highly skilled Senior Financial Management Professional to join our prestigious client's team in Huddersfield.The successful candidate will have a strong interest in credit management and finance, with the ability to work in a dynamic office-based environment.As a key member of the commercial team, you...


  • Huddersfield, Kirklees, United Kingdom Marks Sattin (UK) Ltd Full time

    Job OverviewMarks Sattin are partnering with a highly respected organisation based in Denby Dale to find a skilled finance expert who can contribute to their team.This is an excellent opportunity to work with a profitable business, gaining experience and exposure to various financial projects. With a duration of at least 9-12 months, this role has potential...

  • Financial Controller

    3 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

    3 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...


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

    We are seeking a highly skilled Financial Operations Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Huddersfield, UK.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets.Manage cash flow and ensure financial stability.Oversee month-end and year-end financial processes, including...


  • Huddersfield, Kirklees, United Kingdom IPS Group Full time

    Accountant Job DescriptionWe are seeking an experienced Accountant to join our team at IPS Group, where you will have the opportunity to work with a wide range of clients, providing accounting services to help them achieve their financial goals.As an Accountant, your key responsibilities will include:Preparation of Accounts: You will be responsible for...


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

    beBee Professionals is seeking a skilled Financial Manager to lead our finance team in Huddersfield, United Kingdom.Key Responsibilities:Develop and implement financial strategies to drive business growth.Manage financial planning, reporting, and analysis to ensure financial health and compliance with regulations.Oversee financial processes, including...


  • Huddersfield, Kirklees, United Kingdom Solutions Accountancy Ltd Full time

    Join us as a Part-Time BookkeeperSolutions Accountancy Ltd is a dynamic accountancy firm providing bespoke financial services to businesses across various sectors. We're seeking a highly motivated and organized Part-Time Bookkeeper to join our team.About the RoleAs a Part-Time Bookkeeper, you will be responsible for ensuring accurate and timely financial...


  • Huddersfield, Kirklees, United Kingdom Agility Resoucing Full time

    Are you a results-driven professional looking for a challenging role in finance? Look no further! Agility Resourcing is seeking an experienced Finance Manager to join our team.In this role, you will be responsible for leading our financial operations, including budgeting, forecasting, and financial reporting. You will work closely with our leadership team to...


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

    We are seeking a Head of Financial Strategy to lead our finance team in Huddersfield, UK.Key Responsibilities:Develop and implement financial strategies to drive business growth.Oversee financial planning, reporting, and analysis.Manage cash flow and ensure financial stability.Ensure compliance with tax laws and financial regulations.Collaborate with...


  • Huddersfield, Kirklees, United Kingdom Hireful Full time

    Job Title: Financial Leadership PositionWe are seeking an experienced Financial Leadership professional to join our team at Huddersfield, West Yorkshire. As a key member of our leadership team, you will be responsible for leading charity finance and corporate services, with a focus on financial management, strategic planning, and team development.About the...


  • Huddersfield, Kirklees, United Kingdom Hays Accountancy and Finance Full time

    About the RoleThis is an exciting opportunity to join a well-established regional professional services firm based in Huddersfield, with over 135 years of experience servicing clients.Job ResponsibilitiesPrepare financial accounts for a portfolio of Limited Companies, sole traders or partnershipsCompute CT computations for Limited CompaniesPrepare basic Self...


  • Huddersfield, Kirklees, United Kingdom Ernest Gordon Recruitment Full time

    About the Opportunity: We are looking for a Finance Manager who can make a significant impact on our business. As a key member of our UK division, you will have the opportunity to develop and implement financial strategies that drive the company's future success.">Job Summary: The successful candidate will be responsible for managing all aspects of our...