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Lime People Search & Select Ltd
Leeds
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpos
Job Source: Lime People Search & Select LtdCB3 Associates Ltd
Huddersfield
The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit: Office Location: Central Huddersfield Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2
Job Source: CB3 Associates LtdLime People Search & Select Ltd
Leeds
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpos
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Sheffield
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments. We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for bo
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Sheffield
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments. We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for b
Job Source: Lime People Search & Select LtdRecruit Wealth Ltd
Rotherham
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments a
Job Source: Recruit Wealth LtdRecruit Wealth
Rotherham
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can o
Job Source: Recruit WealthNJR Recruitment
Leeds
NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their team in Leeds. Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax prod
Job Source: NJR RecruitmentBarnsley
Our client is a rapidly expanding Barnsley based group of companies dedicated to making a positive impact on their local community. As part of their continuous growth, they are seeking a talented Financial Planning Analyst to join their finance team. This is a unique opportunity to contribute to the strategic financial planning of the organization and be a key player in driving business success.As a Financial Planning Analyst, you will play a crucial role in maintaining and enhancing our financial models, focusing on delivering valuable commercial insights and supporting our forecasting and budgeting processes. You will work closely with the Group Finance Director and collaborate across various departments to ensure the efficiency and accuracy of financial reporting. Main Duties & Responsibilities :
Design and enhance existing financial models to provide deeper insights into the balance sheet, P&L, and cash flow.
Develop improvements in models and internal processes, regularly testing and analysing efficiency outputs.
Enhance reporting processes with a forward-looking approach.
Support the integration of new acquisitions into financial models.
Analyse large volumes of data and present findings in a simplified format.
Act as a business partner, delivering commercial insight on the successes and failures of business plans and outputs to the group.
Contribute to strategic projects, including acquisition planning and exploring alternatives to Excel-based modelling.
Perform other tasks as reasonably required, including ad-hoc analysis, project work, and supporting the Management Accounts Team.
Skills Required:
High degree of self-motivation.
Detail-oriented with a passion for process improvement.
Commercially astute, preferably knowledgeable about the social care sector.
Ability to build and maintain excellent relationships with customers and stakeholders.
A team player with excellent communication skills, able to thrive in a fast-moving and energetic business environment.
Excellent customer focus and willingness to take ownership of projects.
Proven advanced experience in financial modelling using Microsoft Excel.
CIMA/ACCA studier or newly qualified
Salary: £40,000 - £45,000IPS Finance has 40 years' experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit our website to view the latest accountancy / finance and practice opportunities.
Financial Planning Analyst jobs in Barnsley
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