Financial Planning Administrator
3 weeks ago
We have a fantastic vacancy for a Financial Administrator to join our busy Huddersfield Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
Job Responsibilities
This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:
- Client correspondence, written and verbal.
- Processing New Business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser's diary.
- Illustration requests.
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- Back-office support.
Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
Job Requirements
You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:
- Good working knowledge of IO and Platform.
- Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
- Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
- Management and prioritising workloads.
- Excellent planning, organisational and multi-tasking abilities.
- Analytical and problem-solving skills.
- Flexibility/adaptability to cope with change.
- Excellent communication skills at all levels.
- A team player with a positive attitude.
Job Benefits
25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.
-
Chief Financial Officer
4 days ago
Huddersfield, Kirklees, United Kingdom Calderdale Council Full timeThe Trust is seeking a dynamic Chief Financial Officer (CFO) to play a pivotal role in shaping the Trust's financial future. The ideal candidate will be a strategic leader, able to balance oversight of operational excellence with high-level strategic insight, ensuring long-term financial health and growth. This is a great opportunity to join a values-driven...
-
Finance Operations Manager
1 day ago
Huddersfield, Kirklees, United Kingdom Buy it direct Full timeFinance Operations ManagerLocation: Huddersfield, West YorkshireContract Type: PermanentSalary: £50,000 to £60,000, dependent on experience plus benefitsBenefits: Healthcare cash plan Free parking Birthday off after a year Holiday purchase scheme so you can get that work life balance Staff discount scheme Autonomy to make a differenceWe are seeking a...
-
Store Manager
4 days ago
Huddersfield, Kirklees, United Kingdom Clarksoutlet Full timeJob Overview: To manage a Clarks store in line with the business objectives. To lead and motivate the store team in order to maximise sales and profit, delivering set targets and KPIs. Responsible for the day to day running of the store, focussing on opportunities to enhance the consumer experience through delivery of the highest retail standards and team...
-
Deputy Assistant Director of Finance
4 days ago
Huddersfield, Kirklees, United Kingdom Calderdale and Huddersfield Solutions Ltd Full timeEmployer: Calderdale and Huddersfield NHS Foundation TrustEmployer type: NHSSite: Huddersfield Royal InfirmaryTown: HuddersfieldSalary: £62,215 - £72,293 per annum, pro rataSalary period: YearlyClosing: 09/04/2025 23:59Interview date: 22/04/2025Calderdale and Huddersfield NHS Foundation Trust (CHFT) are committed to equal opportunities and welcome...
-
Finance Officer
1 day ago
Huddersfield, Kirklees, United Kingdom hays-gcj-v4-pd-online Full timeAre you an immediately available finance officer who is looking for their next opportunity? At Hays, we are delighted to be working exclusively with an amazing organisation who are looking to recruit a temporary finance officer toe and join their finance team. This organisation are widely recognised and are looking to grow their team. They are also offering...
-
Finance Manager
6 days ago
Huddersfield, Kirklees, United Kingdom Page Personnel Full timeWorking with a fantastic non-profit organisation Progression opportunities available About Our Client This is a prominent not-for-profit organisation, based in Huddersfield, that makes significant contributions to society through its impactful work. Job Description Oversee the financial strategic planning of the organisation. Ensure the...
-
Project Director
4 weeks ago
Huddersfield, Kirklees, United Kingdom Calderdale and Huddersfield NHS Foundation Trust Full timeThe Project Director will provide strategic leadership and direction to the capital team, project managers, cost advisors and other professionals. To monitor and report on build progress, oversee finance and build quality. The Project Director will work closely with the Trust reconfiguration team and will be responsible for leading the project team to...
-
Assistant Finance Manager
1 day ago
Huddersfield, Kirklees, United Kingdom Transformationunitgm Full timeEmployer Calderdale and Huddersfield NHS Foundation TrustEmployer type NHSSite Huddersfield Royal InfirmaryTown HuddersfieldSalary £29,970 - £36,483 per annum, pro rataSalary period YearlyClosing 14/04/2025 23:59Interview date 14/05/2025NHS AfC: Band 5Calderdale and Huddersfield NHS Foundation Trust (CHFT) are committed to equal opportunities and welcome...
-
Strategy Manager
6 days ago
Huddersfield, Kirklees, United Kingdom M&G plc. Full timeStrategy Manager - AdviceM&G plc. Huddersfield, United Kingdom Apply now Posted 20 hours ago Permanent Competitive At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through...
-
Senior Category Manager
2 weeks ago
Huddersfield, Kirklees, United Kingdom Elevation Recruitment Group Full timeTitle: Senior Category ManagerLocation: Huddersfield Salary: up to £60,000Elevation Recruitment Group's Procurement & Supply Chain division are thrilled to be partnering exclusively with an international retailer in Huddersfield. Due to strategic acquisitions and a period of sustained growth, the business are looking to recruit a Senior Category Manager.The...
-
Senior Category Manager
4 weeks ago
Huddersfield, Kirklees, United Kingdom Elevation Recruitment Group Full timeSenior Consultant at Elevation - Procurement, Supply Chain & LogisticsTitle: Senior Category ManagerLocation: HuddersfieldSalary: up to £60,000Elevation Recruitment Group's Procurement & Supply Chain division are thrilled to be partnering exclusively with an international retailer in Huddersfield. Due to strategic acquisitions and a period of sustained...
-
Panel Beater
6 days ago
Huddersfield, Kirklees, United Kingdom Jago Consultants Full timeJob Description My client who is an Accident Repair Centre / Bodyshop in Huddersfield, West Yorkshire is looking to recruit an experienced Panel Beater. Job Role – Panel Beater Job Location – Huddersfield, West Yorkshire Salary – Competitive Are you currently looking for a new role? We have had an exciting opportunity come up for a panel...
-
HVAC Contracts Manager
4 weeks ago
Huddersfield, Kirklees, United Kingdom 300 North Limited Full timeHVAC Contracts Manager£50,000 - £55,000 + car/allowance £5,000 p/aHybrid working - Yorkshire and the North West We are currently recruiting for a HVAC Contracts Manager to manage a multi-site contract covering sites in Yorkshire and the North West. Working for the M+E division of a well known FM company, you will manage a team of M+E engineers across the...
-
Head of Compliance
3 weeks ago
Huddersfield, Kirklees, United Kingdom Simply Biz Ltd Full timeAt SimplyBiz, we're seeking a dynamic and experienced Head of Compliance - Technical to provide leadership and oversight for the internal Compliance Helpdesk team. You'll supervise, monitor and support the development of the team to deliver technical regulatory compliance support services to our members, ensuring the team operates within its SLA's.This is a...
-
HVAC Contracts Manager
4 weeks ago
Huddersfield, Kirklees, United Kingdom Allesgutmann Full timeJoin to apply for the HVAC Contracts Manager role at Allesgutmann Media Design.We are currently recruiting for a HVAC Contracts Manager to manage a multi-site contract covering sites in Yorkshire and the North West. Working for the M+E division of a well-known FM company, you will manage a team of M+E engineers across the sites who are responsible for the...
-
HVAC Contracts Manager
6 hours ago
Huddersfield, Kirklees, United Kingdom Allesgutmann Full timeJoin to apply for the HVAC Contracts Manager role at Allesgutmann Media Design.We are currently recruiting for a HVAC Contracts Manager to manage a multi-site contract covering sites in Yorkshire and the North West. Working for the M+E division of a well-known FM company, you will manage a team of M+E engineers across the sites who are responsible for the...
-
Senior Clinical Coder
4 days ago
Huddersfield, Kirklees, United Kingdom Calderdale and Huddersfield NHS Foundation Trust Full timeJoin to apply for the Senior Clinical Coder role at Calderdale and Huddersfield NHS Foundation Trust.The Senior Clinical Coder is responsible for the extraction and analysis of complex clinical information from clinical documents/systems relating to a patient's episode in hospital. The Clinical Coder translates the medical terminology applying relevant...
-
Barista Maestro
1 day ago
Huddersfield, Kirklees, United Kingdom Costa Coffee Full timeCosta Huddersfield Leeds Rd Drive Thru, Leeds Road & Hill House Lane, Huddersfield, West Yorkshire, United Kingdom Req #8176403 April 2025At Costa Coffee, we are what we craft. It's about blending beans with dedication, serving up memorable moments, and proudly making greatness every day.And as a Team Leader, you can too.So, why Costa?Starting pay £12.93...
-
Senior Architectural Technician
7 days ago
Huddersfield, Kirklees, United Kingdom 1st Select Ltd Full timeJob DescriptionOur Clientis seeking a Senior Architectural Technologist to join their Head Office in Huddersfield.About the RoleBased at our modern Head Office in Huddersfield, this is a fantastic opportunity to join our Architectural Design Team made up of Architects, Technologists and Technicians of varying experience from university graduates to more...
-
Pricing Analyst
6 days ago
Huddersfield, Kirklees, United Kingdom ZIGUP Full timeJob TitleLocation:SalaryPosition:We have an exciting opportunity for a Pricing Analyst with a positive mind-set, who does not accept the status quo to join the Group Finance Team here at ReddeNorthgate.ReddeNorthgate was formed in early 2020 following a successful merger to become the UKs foremost integrated mobility solutions provider.Role OverviewYou will...