Financial planning jobs in WakefieldCreate job alerts

Up to £60,000 Basic salary, with tax-free profit-sharing opportunities (subject to qualifying criteria).Are you a Financial Advisor looking for a more meaningful, people-focused role where your voice truly matters?.My client is a small, independent financial planning firm based in.Unlike larger i...

Are you an ambitious, detail-oriented individual with a passion for financial planning? We are looking for a dedicated and driven Paraplanner to join a team of Financial Planning experts, working at a National IFA in the heart of Wakefield. This is a fantastic opportunity for someone looki...

Commercial Finance Analyst Wakefield/ Hybrid £50,000 – 55,000 + benefits Grafton Banks Finance is working with a large global business to recruit a new Commercial Finance Analyst role. This business is constantly growing, largely through acquisition, and this role will support some of i...

Job Title: Independent Financial Planner Location: Wakefield Employment Type: Full-time, Employed Salary & Bonus: Up to £60,000 Basic salary, with tax-free profit-sharing opportunities (subject to qualifying criteria). Reference Number: 9665 About the Opportunity Are you an experienced...

IUS is currently in search of a talented and motivated Senior Tendering & Estimating Engineer with experience in HV and EHV Power Distribution across all sectors. Reporting to the Head of Commercial the role will be to seek and lead major project bidding activity. The primary responsibility o...

Are you an ambitious, detail-oriented individual with a passion for financial planning? We are looking for a dedicated and driven Paraplanner to join a team of Financial Planning experts, working at a National IFA in the heart of Wakefield. This is a fantastic opportunity for someone lookin...

iOS SDET 💰Up to £90k + bonus + benefits 📍Hybrid (2 days x week in London Office) We are excited to be partnering once again with a global leader in message archiving services as they search for Intermediate and iOS SDETs to join their team of 400 developers in the UK. As part of an ag...

The Role: We’re looking for an experienced and proactive Freelance Finance Manager to support a fast-growing agency working at the intersection of talent, influencer marketing, and the creator economy. Founded in late 2024, the agency has quickly scaled to a team of four and is now seeking a de...

Are you a Financial Advisor looking for a more meaningful, people-focused role where your voice truly matters?. My client is a small, independent financial planning firm based in. Conduct detailed fact-finds and develop personalised, compliant financial plans.

We are currently seeking a highly skilled.This role is entirely remote and requires a professional with a strong background in paraplanning, including research and report writing, and proficiency in various financial planning tools.Conduct comprehensive research and create detailed reports for pe...

Deliver scenario planning, tornado charts, and bespoke analysis to support senior leadership. Hands-on expertise in complex financial modelling, including scenario and sensitivity analysis at both project and platform levels;. Goodman Masson is supporting a high-growth, well-capitalised renewable...

Financial modelling: Build and maintain robust financial models to support scenario planning and sensitivity analysis. Stanton House is exclusively working with a leading PE-backed education services business to recruit an FP&A Analyst on a 9-12 month FTC to cover maternity. As the FP&A Analyst, ...

The Finance Planning and Analysis Manager will assist the Financial & Commercial Director in the forecasting and reporting of the results of the Metroline Manchester bus franchises in Greater Manchester.

Deliver holistic financial advice across pensions, investments, protection, and estate planning. Develop bespoke financial plans aligned with clients’ personal goals and objectives. Keep up to date with financial markets, regulations, and industry best practice.

A career in financial advice can be extremely rewarding, both financially and in terms of job satisfaction. At the end of our Academy programme, you'll have the opportunity to join our advice business, Quilter financial advisers, as a self-employed adviser. If you currently work in financial serv...

Job title: Finance Manager Reports to: Managing Director Start Date: Immediate Working Hours: Part time: 2 or 3 days a week Location: Remote (with some travel for meetings) Salary: £40,000 Full time salary/ [£21,000 Part time Pro rata or £24,000 Part time Pro rata] Job Purpose We ar...

Come join us and make a difference in the world! Discover more at www.necsws.com NO AGENCIES PLEASE Job Description *** Please note - Hybrid or remote subject to location *** We are currently on the lookout for a Delivery Manager to support our Housing SaaS Platforms. The ind...

Head of Group Financial Planning & Analysis – Drive Strategy with Data-Driven Insights!. Leading the Group’s financial planning, reporting, and forecasting processes, you’ll work closely with teams across the organisation to drive improvements and ensure alignment with company strategy. Lead t

We are working with one of the UK’s leading Financial Planning & Investment Management firms, known for its strong heritage and outstanding reputation. While they have a national presence, they maintain a close-knit, friendly working environment. Ideally working towards CII qualifications (not es...

RQF level 4 Diploma in Regulated Financial Planning (or equivalent). Previous experience as a Financial Adviser.

Founding Engineer (Full Stack) - Digital estate planning wealthtech. We’re building an AI-powered estate planning platform that’s intuitive, adviser-friendly, and radically user-centric. Familiarity with estate planning, financial wellbeing, or legaltech.

Manage and execute regular financial reporting processes, ensuring timely delivery of weekly and monthly reports to key stakeholders. Qualified accountant with ACA, ACCA or CIMA certification and a minimum of two years of post-qualification experience, ideally with exposure to financial planning ...

Paraplanner - Wakefield - up to £37,500 Reporting to: Paraplanning Supervisor Purpose of the Role: • Work closely with Financial Planners to formulate advice, ensure client files remain compliant and produce competent suitability reports. • Complete annual suitability review letters for c...

⭐️ Compliance File Reviewer 📍 Home Based 💰 c.£45,000 + Benefits Our client, a forward thinking IFA firm, are seeking a meticulous and experienced home based Level 4 Qualified File Reviewer to join their compliance team and ensure the continued excellence and integrity of their advice pro...

Home Group Financial provides Financial Advice Services covering Wealth Management, including Pensions, Investments, Retirement Planning, Mortgages, and Protection. We are an appointed representative of The Openwork Partnership and you'll be required to complete a training development course prio...

We do things differently here" (Tony Wilson).This Manchester financial planning business is the epitome of different.A traditional IFA practice it ain't.It still proudly provides first class financial advice (Trustpilot will tell you that).But it has a clear mission - to give great financial plan...

About Konexo and Eversheds Sutherland Eversheds Sutherland is a global law firm with 74 offices across 35 countries worldwide committed to delivering client service excellence. As a full service law practice, Eversheds Sutherland acts for many sectors across the UK, Europe, Middle East, Afri...

Regional Managing Director - Based in Dubai UAE. The Company Our client is a well-established global leader in conventional and renewable off-grid power solutions. The company has established a strong presence and brand recognition in the off-grid power industry. Our client services clie...

Position Overview: We are currently recruiting for a Senior Scientific Director to join a global medical communications agency. This individual will demonstrate the ability to lead high-performing teams and play a vital role within the leadership group of the scientific services department. The...

We are seeking a commercially minded and strategic Head of Finance to lead the financial direction and performance of the company. As Head of Finance, you will focus on high-level planning, strategic forecasting, funding, and compliance, while overseeing and supporting the Finance Manager in oper...

Job Title: IFA Administrator Location: Remote (UK-based) with quarterly in-person meetups Salary: £28,000 – £32,000 DOE Working Hours: 40 hours/week, flexible with core hours 9:30–3:30 What you'll get in return: - Remote working with core hours of 9:30 a.m. – 3:30 p.m. - Flexible st...

Planning Consultant Location: Remote – UK-based Henderson Drake is working with a growing consultancy that's building out its UK team. They’re looking for a Planning Consultant with a strong understanding of financial processes and FP&A experience working with tools like Adaptive Insights, ...

Are you passionate about driving innovation in financial systems and applications? Do you have experience with Debt Manager and a strong technical skillset in strategy, workflow, and interface development? This is your opportunity to play a key role in transforming Collections and Recoveries sys...

Azure Project Manager Salary: Up to £65,000 Location: UK-wide (remote-first, with VERY occasional travel to client sites / HQ) Company & role A growing Microsoft Partner with deep Azure expertise is hiring an experienced Project Manager to lead the delivery of enterprise-scale cloud tr...

Data Centres (Pre-Construction, Commercial & M&A Focus) Location: United Kingdom (Preferred focus on Scotland) Overview An exciting, well-funded start-up in the data centre and infrastructure development space is seeking a commercially astute and technically capable Development Manager...

Job Description Senior Network Administrator Founded in 1932, McLarens is a leading independent global insurance services provider with offices and operations located around the world. With a focus on complex, commercial and niche markets, the company provides loss adjusting, claims and ...

Specialist Clothing Brand | Market Leading Product | Competitive Salary + 27 Days (Plus Bank Holidays) | Great Culture | Rapidly Growing Business Zachary Daniels are delighted to be partnered with a rapidly growing specialist clothing brand based in South Yorkshire. They are recruiting a Mer...

Minimum 5 years’ experience in financial planning, analysis, or business partnering. Finance Business Partner Remote (UK-based) | Full-time | Permanent. We are looking for a strategic and commercially minded Finance Business Partner to join our team.

We are looking for a commercially savvy and experienced Finance Manager to lead our financial operations and play a critical role in shaping strategic business decisions.This is a high-impact position, responsible for overseeing financial reporting, planning, forecasting, and team leadership.You ...

Job Role: Paraplanner Location: Shrewsbury – Office Based with 1-day WFH after probation Salary: £42,000 - £46,000 (depending on experience) We are working with a firm committed to a client centric approach, focusing on helping clients achieve financial freedom and security at every stage ...

Software Trainer – Fintech Salary - £40,000 - £45,000 Remote-first (occasional visits to the office in Warwickshire + client sites) SaaS | Financial Services | Client Enablement | Training Are you passionate about tech, training, and helping people get the most out of great softw...

Key Account Manager – Festivals & Events This role offers a fantastic opportunity to join one of the most exciting spirits companies in the World. Sazerac UK is one of the UK’s leading spirit distributors and brand builders representing an award-winning range of Sazerac owned and third-party ag...

Finance Transformation Consultant Location: Remote, with occasional travel to Altrincham NES Fircroft transcends the traditional role of a recruitment agency. As a global leader in the engineering sector, we are driven by innovation, growth, and excellence. Our mission is to connect top ...

WE ARE SoftServe, Inc. is a digital authority that advises and provides at the cutting-edge of technology solutions with expertise across healthcare, retail, media, financial services, life sciences, software, and more. We deliver open innovation, from generating compelling new ideas, to develo...

FARM MANAGEMENT CONSULTANT We are looking for an experienced Farm Management Consultant to join our team. This is an opportunity to join a team with a diverse portfolio of projects. Bell Ingram is one of the UK’s largest independent firms of property specialists. We work with national and int...

Senior Business Analyst Are you ready to join a forward-thinking, people-centred digital financial services business? My client is looking for a passionate Senior Business Analyst to play a pivotal role in their journey. You’ll be part of a collaborative, multi-disciplinary team, working cl...

Who We Are: Sailun Group (https://en.sailungroup.com/) is one of the world's leading rubber technology and tyre companies. Being the 10th largest manufacturer in the world, Sailun Group is offering a broad portfolio of passenger car, truck and bus as well as specialty tyres. The brand Sailun is...

About the job Brand new permanent role with an innovative American FinTech company. They’re hiring for a top-tier Operational Resilience Analyst to work with their wider Cybersecurity team, and to be responsible for the delivery of Digital and Operational Resilience initiatives. Every ye...