Trabajos financial advisor en YorkCrear alertas

Head of Finance – Pocklington - £65,000 - £75,000 Chase & Holland are proud to be partnering exclusively with an ambitious and growing international manufacturer to recruit a commercially focused Head of Finance. This is a rare opportunity to join a successful £10m turnover business with clear and exciting plans to double in size. As a key member of the Senior Leadership Team, you will play a pivotal role in shaping the financial strategy, driving performance, and supporting the Managing Director in delivering sustainable growth. If you’re an experienced Financial Controller ready to step into a broader leadership role — or an established Head of Finance seeking a business where you can truly add value — this could be the opportunity you’ve been waiting for.The Opportunity This is far more than a traditional finance role. You’ll oversee financial reporting, budgeting, forecasting, cashflow management, compliance, audit coordination, and internal controls — while ensuring the business has the financial clarity and governance needed to scale confidently. You will: • Lead and develop a small finance team (2–4 direct reports), • Take full ownership of the finance function, • Drive financial awareness across all departments, to ensure deliver targeted financial performance, • Provide strategic insight to support ambitious growth plans, • Partner closely with the Managing Director as a trusted advisor and play an active role in the Senior Leadership Team, • Strategic planning - Influence operational and commercial decision-making, • Manage all external stakeholder relationships including banks, finance companies, auditors and HMRCWhat We’re Looking For We’re seeking a technically strong, commercially astute finance leader who enjoys being embedded in the business. You will ideally:, • Be ACA / ACCA / CIMA qualified, • Have experience in a senior finance role within an SME environment, • Bring exposure to manufacturing and/or international trading (highly desirable), • Have strong Excel and systems skills, • Be proactive, collaborative, and comfortable challenging stakeholders, • Want to make a genuine impact rather than simply “report the numbers”, • Personality fit is important — this business values energy, curiosity, relationship-building, and a positive approach.Why Apply?, • Join an ambitious business on a genuine growth trajectory, • Senior Leadership Team exposure and influence, • Opportunity to shape processes and strategy, • Bonus scheme and private healthcare, • 25 days holiday + bank holidays, • Company pension, • Training and development supportThis is a superb opportunity to add real value in a business where your contribution will be visible and impactful. If you are interested in finding out about this fantastic ‘Head of Finance’ opportunity, please click ‘apply’ now. Chase and Holland acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. We specialise in Finance, Supply Chain, HR and IT recruitment and comfortably service Yorkshire, Derbyshire, Nottinghamshire, Leicestershire, Staffordshire and Lincolnshire marketplaces.

Commercial Finance Manager / Finance Business Partner York Full time Permanent About the Role A well-established, growth focused consumer business is seeking a Commercial Finance Business Partner to support their financial planning and decision making within their commercial sales and marketing functions. This is a high impact role requiring a strong analytical skillset, commercial insight and the confidence to challenge and influence senior stakeholders. You will play a key role in driving performance and improving financial discipline. Key Responsibilities Financial Planning & Analysis • Develop and refine intake and acquisition models that translate commercial and marketing plans into financial outcomes, • Build, maintain, and continuously improve financial forecasts, budgets, and reforecasts aligned to strategic objectives, • Deliver timely and accurate KPI reporting across sales channels (including digital and offline channels)Business Partnering, • Act as a trusted advisor to Sales and Marketing teams, supporting investment decisions and performance evaluation, • Collaborate with stakeholders to ensure marketing investment plans are financially robust and return-focused, • Partner with Digital and Non-Digital teams to track acquisition performance and campaign effectivenessReporting & Insight, • Develop and maintain Power BI dashboards (or equivalent BI tools) to support performance tracking and decision-making, • Provide detailed variance analysis and insightful commentary for monthly, quarterly, and annual reviews, • Lead financial performance analysis across different sales channels and customer segmentsStakeholder Engagement, • Partner with senior leadership to align financial reporting, expectations, and performance goals, • Work closely with FP&A to ensure consistency and integrity in forecasting and budgeting cycles, • Translate complex financial data into clear, actionable insight for non-finance stakeholdersAbout You Qualifications • Fully qualified accountant (CIMA, ACCA, ACA or equivalent)Experience, • Proven experience in FP&A, commercial finance, or business partnering roles, • Strong track record of cross-functional collaboration, particularly with marketing, digital, or commercial teams, • Experience in budgeting, forecasting, and financial modellingSkills, • Strong analytical mindset with excellent attention to detail, • Advanced Excel skills and experience using Power BI (or similar data tools), • Confident communicator, able to challenge constructively and influence senior stakeholders, • Comfortable working in a fast-paced, evolving environment

This job is with Santander UK, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Customer Experience Advisor | S1 | Retail Banking | York Branch Country: United Kingdom IT STARTS HERE Santander () is evolving from a global, high-impact brand into a technology-driven organisation , and our people are at the heart of this journey. Together , we are driving a customer-centric transformation that values bold thinking, innovation , and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference . Our mission is to contribute to help more people and businesses prosper . We embrace a strong risk culture and all our professionals at all levels are expected to take a proactive and responsible approach toward risk management. Retail & Commercial Banking is a global business integrating all our retail and commercial banking activities to better serve our customers, improve efficiency and drive value creation. THE DIFFERENCE YOU MAKE Santander is looking for a Customer Experience Advisor based out of York Branch, working 24.5 hours per week, on a rota'd basis Monday to Saturday, between 8am & 6pm . For our customers, you'll be more than just the friendly face and voice of Santander. You'll be a listener and problem solver. Whether you're helping someone with a simple cash transaction, aiding them with technology in the banking hall, transacting with them over the phone or protecting your customers against fraud and scams, you'll never know what the next challenge will be. What's not in doubt is that you'll have plenty of support. Life in a branch can be busy, varied and challenging, so we're a close-knit team. You'll be totally flexible in your approach and comfortable in undertaking a broad range of activities. This means not limiting your time and focus on one particular element of your role. You'll thrive on the variety this gives you and take satisfaction for operating in a multi-skilled environment. You're the eyes and ears of our business after all. We're shaping the way we work through innovation, cutting-edge technology, collaboration and the freedom to explore new ideas. To succeed in this role, you will be responsible for: Acting as the first point of contact for customers in branch or over the phone Assisting with day-to-day transactions, queries and servicing Answering customer calls into our contact centre Building relationships and finding solutions Developing your knowledge of services and products to help our customers Identifying new ways to improve the customer experience WHAT YOU'LL BRING Our people are our greatest strength. Every individual contributes unique perspectives that make us stronger as a team and as an organisation. We're enabling teams to go beyond by valuing who they are and empowering what they bring. The following requirements represent the knowledge, skills, and abilities essential for success in this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Professional Experience Proven ability to deliver outstanding customer service either from a face to face or a telephony background (Required) The ability to communicate effectively with customers to truly understand their needs (Required) A real desire to go above-and-beyond for customers (Preferred) Effective team working skills with a flexible, can-do approach to work (Preferred) Openness to a broad range of activities even if outside of standard expectations (Preferred) Ability to grow, adapt and change accommodating business needs and priorities (Preferred) WE VALUE YOUR IMPACT At Santander, your contribution matters. We recognise the difference you make every day, and we make sure you feel valued, supported and rewarded in return. Here, recognition goes beyond pay. It's about the pride you feel in your work, the impact you have on customers and communities, and the opportunities you have to grow and thrive - personally and professionally. Starting salary of £24,000 plus a £500 annual cash allowance to spend on our great range of benefits. *Include salary where authorised 25 days' holiday plus bank holidays, which increases to 26 days after 5yrs service, with the option to purchase up to 5 contractual days per year. Voluntary healthcare benefits at discounted rates. Including: medical insurance, dental insurance, and health assessments We put 8% of salary into your pension, even if you don't contribute yourself. We'll pay in up to 12.5% of salary, if you contribute as well, and you can take some of our contribution in cash if you prefer. Protection for you and your family, with company-funded death-in-service benefit and income protection insurance, and the option to take advantage of discounted rates for additional life assurance and critical illness cover. Share in Santander's success by saving or investing in our share plans. As a Santander UK employee, you are able to request staff versions of our products like our Edge Current Accounts and Credit Cards with no fees, as well as apply to many other deals and discounts in Santander products and services Competitive rewards that reflect the real impact you make and the value you bring. Wellbeing that goes beyond work • we work with a range of wellbeing partners across our 4 pillars of wellbeing (physical, mental, social and financial) to give you access to a suite of apps, discounted gym and fitness access, weekly online classes, flexible healthcare and mental health support. Support for every life stage • from menopause and pregnancy to parenthood and beyond, with enhanced family leave, childcare options and tailored wellbeing support. Time to give back through volunteering opportunities that let you make a difference in the communities we serve. Global growth opportunities to shape your career, learn new skills and explore what's possible across our international network. Ready to be recognised? It starts with you. LOCAL COMPLIANCE At Santander, we're proud to be an inclusive organisation that provides equal opportunities for everyone - regardless of age, gender, disability, civil status, race, religion or sexual orientation. We're committed to creating a recruitment experience that's accessible, fair and welcoming for all candidates. We want our people to thrive - at work and at home - while delivering the best outcomes for our customers and supporting each other to grow. When applying, please consider the travel distance, time and cost to your chosen Branch location. Right to work in the UK Every individual must have the right to work in the UK to commence employment with Santander either by way of nationality, visa or work permit. If you do require a working visa / permit this will not influence our decision on whether to progress your application. However, if you do not have a right to work, or an application for a working visa / permit is unsuccessful, Santander will not proceed with your application and will withdraw any conditional offer previously made. We welcome applications on the understanding that, should you be offered this role, there may be no relocation package available. Santander will pay the employer mandatory government fees that are required to pay in connection with visa sponsorship. You may be liable for your own personal employee immigration and relocation costs. WHAT TO DO NEXT If this sounds like a role you are interested in, then please apply. If there's anything we can do in the recruitment process to help you achieve your best, get in touch. Whether it's a copy of our application form in another format or additional assistance, we're available through email. You can contact us at ]]>

We are an advisory team that considers the full range of financial crime and related risks applicable to the operation of our global business, including money laundering, sanctions, corruption, modern slavery, tax transparency and ESG reporting. This is an exciting and challenging senior role within

This role is ideal for a Mortgage Broker / Financial Services Advisor who wants consistent, high-quality leads, strong earnings, the backing of proven systems and without onerous network interference. EARNINGS & OPPORTUNITY | Mortgage Broker / Financial Services Advisor. Self-Employed Mortgage Broke

Contact Centre Advisor – Financial Services. Handling inbound calls and giving clear updates on financial product or compensation queries. Background in financial services, banking, pensions, SIPs, savings or compensation work.

Financial Advisor (Paraplanner), Wealth Management 22773. You are technically proficient, detail-oriented, and confident supporting advisors in delivering first-class financial planning advice. Strong understanding of the financial planning process and compliance requirements.

One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the Bournemouth or Dorset area to join their team. Applicants must hold Level 4 Diploma in UK Financial Advice **. Your goal will be to ensure clients make wise and profitab

They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. Proven experience in delivering regulated financial advice, ideally holding CAS/SPS. Financial Planner – Up to £90,000 DOE – Hybrid / South West.

As a Financial Crime Advisor, you’ll be a key contact for financial crime risk advisory matters. If you’re passionate about financial crime with 2LoD advisory experience, we’d love to hear from you. Proven experience in providing 2LoD financial crime advisory to the business, ensuring effectiv

What You’ll Bring as Financial Advisor. Level 4 Diploma in Financial Planning (essential). Assessing and identifying financial needs for new and existing clients.

Job Description IFA Administrator (Progression to Financial Advisor)£30,000 - £35,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you an IFA Administrator looking to join a collaborative wealth manageme

Quick Questions:Are you an experienced financial advisor who is QCF Level 4 qualified?Are you able to demonstrate a strong track record of delivering client-focused, compliant, and values-driven advice?Are you looking for an IFA role local to Newcastle upon Tyne?Benefits:Competitive salaryUnlimited

Paraplanner (Progression to Financial Advisor) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you a Paraplanner looking to join a collaborative wealth management firm which will offer you

You will be joining a professional, well established advice firm that provides high quality financial planning and offers a clear route to advisory responsibilities as your competence and confidence grow. If you are an experienced paraplanner seeking a job that offers genuine development into a Fina

Self-Employed Mortgage Advisor / Life & Protection Financial AdviserThis is an excellent opportunity for a qualified financial services professional seeking a self-employed role with access to high-volume estate agency leads, transparent commission structures, and long-term growth potential within a

This High Net Worth and Ultra High Net Worth Financial Advisor job is an exciting opportunity for an established Private Banking Financial Adviser to step beyond the limitations of private banking or restricted advice environments and build their own HNW division within a respected, values driven we

Financial AdvisorSilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+ | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden.

This Court of Protection Specialist Financial Advisor job is a rare chance for an experienced specialist to step out of the shadows and build their own Court of Protection division within a respected, values driven wealth management firm.

Job Description Self-Employed Mortgage Broker / Financial Services Advisor An award-winning UK mortgage brokerage is looking to add an experienced, ambitious self-employed Mortgage Broker / Financial Services Advisorto their growing team. This role is ideal for a Mortgage Broker / Financial Services

This High End Divorce Specialist Financial Advisor job is an exceptional opportunity for an experienced divorce specialist adviser to take ownership of a specialist divorce planning service and build their own division within a respected, values driven wealth management firm.

A global leader in professional services is recruiting a senior advisor for their transfer pricing team in London. The role involves advisory work focused on planning and policy setting, collaborating with clients from various sectors.

A financial services company is seeking an experienced Report Writer / Administrative Specialist to assist the UK Financial Advisory Administration Team. Responsibilities include preparing financial reports, maintaining administrative workflows, and ensuring documentation accuracy across client acco

Leicestershire County Council is seeking a knowledgeable and experienced School Strategic Financial Planning Advisor to join our Education Effectiveness service within Children and Family Services. As part of this key role, you will work closely with school leadership teams, governors, and business

Are you ready to embark on a prestigious career journey in the heart of Londons financial district? We are seeking ambitious individuals to join our esteemed team as Trainee Financial Advisors, based in the iconic Gherkin Building. TRAINEE FINANCIAL ADVISOR GHERKIN, LONDON. Assist senior financial a

You can find more information about this role in the Financial Advisory Network Advisor Job Description. They will work closely with the other two FAN Advisors to deliver the goals of the Service. This role offers the chance to make a significant impact within the Public Financial Management departm

If you’re a senior advisor with an interest in Banking, Insurance and/or Wealth & Asset Management and want to further develop or build on your industry knowledge, you can be certain that as a Tax Senior within our team you’ll be joining a group which offers you unrivalled opportunities to work

A financial advisory company in London is looking for an experienced Financial Adviser to join their team. The role offers hybrid working and requires delivering comprehensive financial planning advice to clients. Candidates should have a Bachelor's degree, Level 4 Diploma in Financial Planning, and

A leading insurance company in Birmingham seeks a Financial Crime Officer to aid in maintaining oversight of financial crime matters. The role involves providing advisory support and ensuring compliance with financial crime regulations. This role offers a unique opportunity to improve financial crim

Whether you are an experienced or inexperienced financial advisor you will have the freedom to build your own business and kick start your career as a financial advisor. Your responsibilities as a Financial Advisor will include:. What will you need to succeed as a Financial Advisor:.

BMC Recruitment Group are currently recruiting for a Financial Adviser to join our client, an award‑winning group of financial services and technology companies based in Newburn, Newcastle upon Tyne. Create comprehensive financial plans, analyse client financial positions, and deliver clear, suita

An established advisory business is hiring multiple Financial Advisors across London and surrounding counties. The role involves providing holistic financial advice, managing client relationships, and advising on pensions and investments.

Sign in to set job alerts for “Financial Advisor” roles. Trainee Financial Advisor - Mauritius Based. Trainee Financial Advisor - Mauritius Based.

The Old Mutual Story!***Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.

You will be required to deliver comprehensive financial planning advice to both new and existing clients, ensuring their personal and financial objectives are fully understood and met through tailored solutions. This is an excellent opportunity for an experienced Financial Adviser to join a growing

The PSR is an independent economic regulator led by Managing Director David Geale – who is also Financial Conduct Authority (FCA) Executive Director, Payments and Digital Finance. An ability to exercise judgement in collaboration with a multidisciplinary team, including economists, lawyers, paymen

A respected wealth management firm in the UK is seeking a Mid-Senior Financial Adviser to manage financial planning for an existing portfolio of clients. Ideal candidates will hold the Level 4 Diploma in Financial Planning and have strong technical knowledge, as well as the ability to build trusted

A financial advisory firm is seeking a New Client Adviser to provide holistic financial planning and excellent service to help clients achieve their financial goals. Applicants should have a Level 4 Diploma and strong skills in financial planning and communication.

A financial services company in Greater London is seeking Independent Financial Advisers to join its team. The role involves providing exceptional client service for financial planning needs across various products in an unrestricted market.

At least 2 years of experience in financial advisory or financial product sales. This opportunity is ideal for self-starting professionals with a solid sales background in financial products — even those who may not yet hold a UK Level 4 Diploma, although qualified advisors will have a distinct ad

A leading international law firm in London seeks a Senior Financial Crime and Risk Advisor. This role requires at least 8 years of experience in a law firm's compliance team, focusing on complex financial crime queries, especially related to sanctions and proceeds of crime.

The firm works with employers across the UK, providing trusted financial advice to workplace clients, with a particular focus on pensions, retirement planning, and holistic financial well‑being. Review-Focused Financial Advisor. This role is ideal for an experienced advisor who enjoys nurturing ex

Financial Advisor - The Opportunity. Are you an experienced Independent Financial Adviser looking for security, flexibility, and the opportunity to focus purely on delivering exceptional advice — without the burden of business development. Deliver holistic financial planning across pensions, inves

A leading regulatory body in the UK seeks a Senior Associate - Regulatory to support data privacy and compliance initiatives.The role involves advising on complex legal requirements, managing data breaches, and enhancing compliance within the organization.Candidates should have strong experience in