Current jobs related to Paraplanner - Financial Planning Specialist - Huddersfield, Kirklees - tPS Recruitment


  • 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...

Paraplanner - Financial Planning Specialist

2 months ago


Huddersfield, Kirklees, United Kingdom tPS Recruitment Full time
About the Role

We are seeking a skilled Paraplanner to join our team at tPS Recruitment. As a Paraplanner, you will play a critical role in supporting our high-performing Advisers in a small support team.

Key Responsibilities
  • Undertake investment portfolio analysis, including asset allocation analysis in line with stated attitude to risk
  • Compile investment, pension, and protection illustrations, projections, and associated documentation
  • Prepare suitability reports, and client service agreement letters, and assist in checking valuations
  • Ensure client files comply with both FCA regulations and internal policy and procedure
Requirements
  • Have secured a number of financial qualifications and striving towards the Certificate in Paraplanning or Level 4 Diploma in Financial Planning
  • Have previous experience of working as a Paraplanner
  • Feel confident working alongside one or more Advisers offering relevant advice based on new and existing client queries
What We Offer
  • Good benefits package including 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension, and Birthday leave