Senior Financial Planning Manager
1 month ago
**Job Summary:**
We are seeking a highly skilled Senior Financial Planning Manager to join our team at IDEX Consulting Ltd.
Salary: £55,000 - £65,000 per annum, plus benefits
Job DescriptionIn this role, you will be responsible for managing a large portfolio of clients, providing high-quality financial planning services, and maintaining recurring income streams. You will also identify additional opportunities for growth and deepen your understanding of client needs to ensure exceptional service delivery.
Key responsibilities include:
- Managing client relationships to maintain and grow assets under advice
- Providing technical expertise in investment markets, products, and services
- Developing and implementing personalized financial plans for clients
- Maintaining up-to-date knowledge of regulatory requirements and industry developments
Required Skills and Qualifications:
To succeed in this role, you will need:
- A Diploma in Regulated Financial Planning
- Experience with report writing and presentation skills
- Familiarity with a broad range of financial products and services
- Ability to work collaboratively with other professionals to deliver excellent client outcomes
About IDEX Consulting Ltd:
IDEX Consulting is committed to creating an inclusive company culture where everyone feels valued and empowered to contribute their best work. We strive for excellence in all aspects of our business and are dedicated to delivering outstanding results for our clients.
-
Quilter Financial Planning Professional
7 days ago
Leeds, Leeds, United Kingdom Quilter Financial Planning Full timeJob Overview:Quilter Financial Planning is a dynamic and growing company that provides expert financial planning services to individuals and businesses. We are seeking a highly skilled and ambitious individual to join our team as a financial planner.Main Responsibilities:Managing client relationships and providing ongoing supportDeveloping and implementing...
-
Senior Mortgage Advisor
7 days ago
Leeds, Leeds, United Kingdom Quilter Financial Planning Full timeA Challenging and Rewarding Career OpportunityWe are currently seeking a highly skilled Senior Mortgage Advisor to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert mortgage and protection advice to clients across the UK, working on a self-employed basis.The ideal candidate will possess...
-
Financial Planning and Analysis Professional
2 weeks ago
Leeds, Leeds, United Kingdom Hays Senior Finance Full timeAt Hays Senior Finance, we are seeking a highly skilled Financial Planning and Analysis Professional to join our client's team in West Yorkshire. This role offers a competitive salary of £45-55K + benefits.About the RoleThis is an exciting opportunity for a Senior Financial Analyst to take on a challenging position that involves preparation of management...
-
Career Opportunity as Financial Planner
7 days ago
Leeds, Leeds, United Kingdom Quilter Financial Planning Full timeJob Description:Quilter Financial Planning is seeking a skilled and ambitious individual to join our team as a financial planner. In this role, you will be responsible for providing expert advice to clients on their financial planning needs.Key Responsibilities:Generating new client opportunities to grow your businessEnsuring clients make wise and profitable...
-
Senior Financial Director
2 weeks ago
Leeds, Leeds, United Kingdom Hays Senior Finance Full timeJob Description:We are seeking a highly experienced and skilled Senior Financial Director to join our team at Hays Senior Finance. This is an exceptional opportunity for a senior finance professional to lead the financial direction of a division with an annual income of £200 million.Role Overview:Develop and execute a unified Financial Service strategy that...
-
Financial Services Professional
6 days ago
Leeds, Leeds, United Kingdom Quilter Financial Planning Full timePursue a Rewarding Career as a Financial Services ProfessionalWe are seeking a talented Financial Services Professional to join our team at Quilter Financial Planning. As a self-employed Mortgage advisor, you will have the opportunity to work independently, providing expert mortgage and protection advice to clients across the UK.The ideal candidate will...
-
Full-Time Financial Adviser Programme Role
7 days ago
Leeds, Leeds, United Kingdom Quilter Financial Planning Full timeAbout the Role:We are looking for a highly motivated and driven individual to join our team as a financial planner. As a financial planner, you will play a key role in helping clients achieve their financial goals.Responsibilities:Conduct thorough financial assessments to identify client needsDevelop tailored financial plans to meet client objectivesProvide...
-
Senior Financial Planning Manager
2 weeks ago
Leeds, Leeds, United Kingdom Progeny Full timeAt Progeny, we are seeking a highly skilled Senior Financial Planning Manager to join our Finance team. This exciting opportunity offers the chance to play a key role in driving the strategic plan, annual budgeting and forecasting processes for the business.The successful candidate will have substantial experience within Financial Planning and Analysis and...
-
Senior Financial Executive
2 weeks ago
Leeds, Leeds, United Kingdom Hays Senior Finance Full timeHays Senior Finance is looking for a Senior Financial Executive to join their team in West Yorkshire. As a key member of the finance team, you will play a crucial role in driving the company's financial success and contributing to the achievement of its ambitious growth targets.Responsibilities:Develop and implement effective financial systems and processes...
-
Senior Financial Analyst
2 weeks ago
Leeds, Leeds, United Kingdom Hays Senior Finance Full time**Job Title:** Senior Financial Analyst**Location:** West Yorkshire**Salary Range:** £45-55K + BenefitsWe are seeking a Senior Financial Analyst to join our client's UK & Europe team. This role involves working closely with the Finance Director and other key stakeholders to deliver high-quality financial reporting.**Key Responsibilities:Prepare management...
-
Financial Planning Manager
2 months ago
Leeds, Leeds, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Leeds, UK.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets.Monitor and manage cash flow to ensure financial stability.Oversee month-end and year-end financial processes, including...
-
Financial Leadership Manager
6 days ago
Leeds, Leeds, United Kingdom Hays Senior Finance Full timeAbout the Role:We are seeking a Financial Leadership Manager to join our team at Hays Senior Finance. The successful candidate will have extensive experience in leading financial teams and developing financial strategies.Key Responsibilities:Lead and implement significant elements of the financial strategy.Develop a comprehensive and sustainable financial...
-
Senior Financial Executive
2 weeks ago
Leeds, Leeds, United Kingdom Hays Senior Finance Full timeJob Overview:This is an exciting opportunity to join our finance team as a finance director, leading our financial strategy and team. The successful candidate will have extensive experience in leadership and management, with a proven track record of delivering strategic and operational objectives through large and complex change projects.Key...
-
Head of Financial Strategy
6 days ago
Leeds, Leeds, United Kingdom Hays Senior Finance Full timeJob Overview:We are seeking a Head of Financial Strategy to join our team at Hays Senior Finance. The successful candidate will have extensive experience in leading financial teams and developing financial strategies.Key Responsibilities:Develop and implement a comprehensive financial strategy.Manage all aspects of financial management, reporting, and...
-
Senior Financial Planning Supervisor
2 weeks ago
Leeds, Leeds, United Kingdom IDEX Consulting Ltd Full timeJob OpportunityA UK-based company, IDEX Consulting Ltd, is seeking a highly skilled professional to fill the position of Senior Financial Planning Supervisor.Salary: Up to £70,000 plus bonus and benefits, with hybrid working arrangements.The successful candidate will have the opportunity to work in a matrix environment, managing stakeholders effectively and...
-
Self-Employed Financial Services Role
7 days ago
Leeds, Leeds, United Kingdom Quilter Financial Planning Full timeWe are a values-led business seeking a motivated Mortgage & Protection Adviser to join our team on a self-employed basis. As a Four Nations Mortgages adviser, you will provide expert guidance to clients across the UK, helping them achieve their financial goals.Your key responsibilities will include:Delivering exceptional customer experiences through tailored...
-
Senior Financial Data Analyst
2 weeks ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeWe are seeking a highly skilled senior financial data analyst to join our team at Lowell Financial Ltd. As a Senior Financial Data Analyst, you will play a key role in driving business growth by analyzing complex financial data and providing actionable insights.ResponsibilitiesDeveloping and maintaining accurate forecasting models.Interpreting complex...
-
Financial Planning Manager
2 weeks ago
Leeds, Leeds, United Kingdom Elevation Recruitment Group Full timeSenior Financial Leadership Opportunity in LeedsWe are seeking a highly experienced Financial Controller to join our client's executive team in Leeds. As a key member of the leadership team, you will be responsible for overseeing and managing all aspects of the company's financial operations.This is an exciting opportunity to provide robust financial...
-
Financial Planning and Analysis Manager
2 weeks ago
Leeds, Leeds, United Kingdom Elevation Recruitment Group Full timeAbout the RoleElevation Recruitment Group is currently looking for a skilled Senior Finance Business Partner on behalf of an innovative organization based in Leeds.The ideal candidate will have extensive knowledge of profit and loss accounting and the accounting treatments for financial transactions, as well as a strong sense of commercial acumen.This is a...
-
Financial Planning Manager
2 weeks ago
Leeds, Leeds, United Kingdom Reconstruction Midlands Limited Full timeJob Title: Financial Planning ManagerWe are seeking a skilled and proactive Senior Estimator to join Reconstruction Midlands Limited, a well-established Civil Engineering Contractor based in Leeds. As a key member of our team, you will be responsible for developing detailed estimates for various projects, ensuring that all necessary information is carefully...