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My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. • The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience., • To provide report writing support including the production of suitability reports for reviews and new business based on client needs., • To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates., • The significant majority of reports you will be involved with will be for High Net Worth/complex client situations., • Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients., • Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments., • Assist with obtaining valuations, quotations and supporting application documentation., • Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures., • Manage own workload position and provide updates to line manager., • Commit to continuous personal development and retain supporting records., • To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team #J-18808-Ljbffr

We are recruiting for experienced Paraplanners for our award-winning wealth management client. They are currently looking to recruit at their Harrogate offices. Our client is currently the fastest growing wealth management brand in the UK and has over £10bn in client assets held under management from over 17,000 clients. • Preparation of reports for clients on financial planning matters, • Undertake research as required for specific projects, • Preparing suitability reports on behalf of the adviser, • Obtaining quotations and other relevant literature to accompany client reports, • Preparation of packs for meetings with clients including investment valuations, • Maintain annual Client review process by reviewing portfolios and writing review letters and updating systems If you would like to further your financial planning career with one of the most respected firms out there and have the skills to match, please apply today. Please go to the Asset Recruit website to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future. #J-18808-Ljbffr

Job title: Finance Manager (Maternity Cover) Role profile: Finance Manager FTC Role Profile Directorate:Finance and Corporate Services Salary: Competitive Hours:Full time, 37 hours per week Closing date:09 October 2026 Permanent or Fixed Term:Fixed Term, 12 - 15 month contract Yorkshire is one of the regions hardest hit by cancer. Together, we can change this. Yorkshire Cancer Research is a charity dedicated to funding research so that you and those you love live longer healthier lives, free of cancer. Thanks to supporters, the charity funds vital cancer research and pioneers innovative new services for people with cancer. These life-giving medical breakthroughs are helping more people survive cancer – in Yorkshire, and beyond. As an inclusive employer, our aim is to ensure our workforce reflects the rich diversity of our region. We believe a diverse workforce is vital to us taking action to prevent, diagnose and treat cancer more effectively in Yorkshire. We offer equal opportunities regardless of race, religion or belief, age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, marriage and civil partnerships. We’ve got a strong set of values that inform everything we do, and we’re looking for people who are aligned with these. As a Finance Manager, you will put people in Yorkshire at the heart of everything you do, unite with colleagues and other organisations in this cause, and dare to think big and bold to make positive solutions happen. To find out more about our values and how important they are to us, please read the role profile linked above. We offer a wide and generous range of benefits designed to support our employees through every stage of life. To read about these, please see the benefits section of our Careers Page. As a Finance Manager, you will be responsible for maintaining the integrity of the charity’s financial accounting, reporting, control environment and statutory compliance. This role leads the monthly close, management accounts, balance sheet reconciliations and core financial reporting, ensuring reliable information, effective controls and prompt resolution of issues. This role also leads the preparation of statutory accounts and audit deliverables, supports the implementation of evolving accounting requirements, and ensures compliance with the Charities SORP, FRS 102 and relevant regulatory obligations. The role will also provide support for financial planning, cashflow budgeting and forecasting, fund accounting, budget holder support and activities, working closely with the continuous improvement of finance systems, Financial Planning & Analysis (FP&A) team and budget holders to ensure financial information remains accurate, timely and relevant. • Lead the monthly financial close process, ensuring accurate and timely preparation of management accounts and supporting schedules., • Maintain strong balance sheet reconciliations and internal financial controls, ensuring issues are identified, escalated and resolved promptly., • Prepare year-end financial statements, supporting schedules and audit working papers., • Produce ad hoc financial reports and analysis to support operational and strategic decision-making., • Lead the preparation of the charity's annual statutory accounts and Annual Report in accordance with the Charities SORP, FRS 102 and all relevant regulatory requirements., • Manage the annual external audit process, coordinating information requests, preparing supporting schedules and acting as the principal contact for external auditors., • Monitor developments in charity accounting and financial reporting standards, assessing their impact on the charity and supporting implementation of new requirements, including SORP 2026., • Maintain strong technical accounting knowledge and provide guidance on accounting treatments, disclosures and regulatory reporting requirements., • Support the annual planning, budgeting and forecasting cycle, working with the FP&A team and budget holders to ensure robust assumptions and accurate financial information., • Produce cashflow analysis and forecasts, supporting oversight of liquidity, reserves and investment cash requirements., • Build effective relationships with budget holders, supporting financial awareness, accountability and compliance with financial procedures., • Monitor compliance with approved financial management and procurement procedures., • Participate in cross-departmental initiatives, ensuring finance input is practical, timely and influential., • Oversee efficient transaction processing, including receipts, supplier invoices, payments, online donations, sponsorship income and direct debit donation processing., • Prepare, submit, and monitor all VAT and Gift Aid claims and receipts., • Oversee payroll, pensions and staff expenses processes, working with internal colleagues and external providers to ensure accuracy, timeliness and compliance, • Monitor bank balances, cash movements and treasury deposits, ensuring funds are managed in line with the charity’s investment policy and cashflow requirements., • Develop, implement and periodically review finance policies and procedures, ensuring an effective internal control framework is maintained across the charity., • Support the prevention and detection of fraud, financial error and non-compliance through effective controls, segregation of duties and regular review., • Provide clear leadership, task management and development support to direct reports, including regular 1:1s, objective setting, feedback and performance review. To be considered for this role, you will need: • To be a Qualified Accountant (CIMA, ACCA) - relevant graduate qualification and equivalent business experience., • To have significant experience of preparing management and statutory accounts together with maintaining robust financial reporting processes, controls and management information systems., • To have proven experience and understanding of P&L, Balance Sheet and Cash Flow analysis, reporting and forecasting., • To have proven significant experience of managing external audit processes, including coordinating audit deliverables and stakeholder engagement., • To have significant experience of leading the preparation of statutory accounts and annual reports, preferably within a charity or not-for-profit environment., • To have strong technical knowledge of the Charities SORP, SOFA presentation requirements, FRS 102 and charity regulatory reporting obligations., • To have experience of assessing and implementing changes to accounting standards and financial reporting requirements, including regulatory and SORP developments., • To have strong networking and interpersonal skills., • To be able to exercise diplomacy and build partnerships and consensus, within teams and among other stakeholders., • To be commercially astute and able to effectively communicate complex financial data and information to managers with non-financial expertise., • To be able to report and present complex financial information in an accessible and people friendly way to board members and others who do not have expertise in strategic management and accounts. Before applying, please read the full role profile linked above. Yorkshire Cancer Research is a responsible and flexible employer. We welcome any discussion for flexible working at the interview/offer stage where we will consider an individual’s circumstances against the needs of the charity. We positively encourage applications from suitably qualified and eligible candidates from all backgrounds. If we can make any reasonable adjustments to support your application please contact us. #J-18808-Ljbffr

Job title: Financial Planning and Analysis Manager Role profile: Financial Planning and Analysis Manager Directorate:Finance and Corporate Services Salary: Competitive Hours:Full time, 37 hours per week Closing date: 29 September 2026 Permanent or Fixed Term:Permanent Yorkshire is one of the regions hardest hit by cancer. Together, we can change this. Yorkshire Cancer Research is a charity dedicated to funding research so that you and those you love live longer healthier lives, free of cancer. Thanks to supporters, the charity funds vital cancer research and pioneers innovative new services for people with cancer. These life-giving medical breakthroughs are helping more people survive cancer – in Yorkshire, and beyond. As an inclusive employer, our aim is to ensure our workforce reflects the rich diversity of our region. We believe a diverse workforce is vital to us taking action to prevent, diagnose and treat cancer more effectively in Yorkshire. We offer equal opportunities regardless of race, religion or belief, age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, marriage and civil partnerships. We’ve got a strong set of values that inform everything we do, and we’re looking for people who are aligned with these. As a Financial Planning and Analysis Manager, you will put people in Yorkshire at the heart of everything you do, unite with colleagues and other organisations in this cause, and dare to think big and bold to make positive solutions happen. To find out more about our values and how important they are to us, please read the role profile linked above. We offer a wide and generous range of benefits designed to support our employees through every stage of life. To read about these, please see the benefits section of our Careers Page. As a Financial Planning and Analysis Manager, you will offer high-quality business partnering services to teams within the charity. This includes helping budget holders and decision-makers with business planning and performance analysis, identifying areas of focus, developing and presenting financial plans, monitoring performance, achieving successful outcomes, and reporting on these outcomes. You will assist the Head of Financial Planning and Analysis (FP&A) with completing the annual financial budget and regular financial forecasts as well as playing a crucial role in key transformation projects, supporting Project Managers in delivering successful and financially stable programs. The role provides strategic financial insight to support decision-making, improve organisational performance and ensure sustainable delivery of strategic objectives. Specifically, you will: Support the Head of FP&A with the annual planning and budgeting cycle for the charity. Support the production of the annual budget and longer-term plans, making sure that numbers align with business plans and agreed strategy and that underlying assumptions are tested and evaluated properly. Ensure annual plans are in line with Long Term Plan and provide analysis where needed. Assist budget holders with developing and evaluating operational and business plans in line with strategic priorities ensuring collaboration across the charity. Challenge planning and budget assumptions to ensure that numbers generated are robust. Design and improve KPI dashboards and reporting packs. Provide financial analysis of activities included in the budget and assist with appropriate budget phasing. Maintain excellent engagement with and provide support to, budget holders, so that there is appropriate awareness of their budget management responsibilities. Deal effectively with queries from budget holders and senior management. Train budget holders in the use of financial processes when required. Monitor compliance with approved financial management and procurement procedures. Be a key member of critical transformation projects when required, working with internal stakeholders across the charity and external service providers and suppliers to deliver successful outcomes. To be considered for this role, you will need: To be a Qualified Accountant (CIMA, ACCA) – desirable but not essential, will consider QBE. To have knowledge of business operations processes, preferably in a charity environment. Significant demonstrated experience of management accounts, business analysis and commercial management information. To have proven experience, understanding and analysis of P&L, Balance Sheet and Cash Flow Analysis and reporting and trend analysis and forecasting. To have experience in driving growth, and productivity through commercial analysis and support for non-Finance senior management. To have strong networking and interpersonal skills. To be able to exercise diplomacy and build partnerships and consensus, within teams and among other stakeholders. To be commercially astute and able to effectively communicate complex financial data and information to managers with non-financial expertise. To be able to report and present complex financial information in an accessible and people friendly way to board members and others who do not have expertise in strategic management and accounts. To be convincing and persuasive written, oral and presentation skills with the ability to present ideas and issues, clearly, and coherently. To have robust analytical skills. To have attention to detail, able to carry out tasks accurately, including correct data entry and reporting. To be highly organised with good time management skills and the ability to prioritise a workload to meet deadlines. To have excellent IT skills and confident using Microsoft Office including Excel, PowerPoint, Word and Outlook plus finance systems such as Microsoft Dynamics Business Central. To have proven experience in influencing a diverse range of stakeholders and building and maintaining close collaborative working relationships. #J-18808-Ljbffr

We are hiring a Technical Support Manager to join Oculus Wealth Management (OWM) in Harrogate. This is a central role supporting advisers across the network, combining operational oversight with strong technical knowledge of financial planning, systems and investments. Department: Oculus Wealth Location: Harrogate • Act as the central point of contact for advisers and internal teams across operational, technical and advice-related queries., • Take ownership of issues, diagnose root causes and deliver practical solutions quickly., • Build trusted relationships with advisers, supporting all aspects of their business., • Operate as a triage function, responding to urgent queries and minimising disruption., • Provide technical guidance across financial planning systems, CRM platforms and Microsoft tools., • Troubleshoot system issues and work with IT teams to resolve them efficiently., • Support advisers and paraplanners on case strategy, structure and technical queries., • Own and develop management information (MI), including complex Excel-based reporting., • Manage and prioritise escalations across teams to drive timely outcomes., • Support adviser onboarding, including business model design, platform selection and charging structures., • Experience within an IFA or independent financial advice environment., • Level 4 Diploma qualified., • Strong understanding of the end‑to‑end advice process., • Background in paraplanning, technical or advisory support., • Strong understanding of investment products and portfolio construction., • Experience using financial planning tools such as Voyant, FE Analytics or Cashcalc., • Experience with CRM systems such as Intelliflo, Iress or Enable/IQ., • Advanced Excel capability, including building and managing reporting tools., • Ability to manage multiple priorities in a fast‑paced environment., • Chartered status or working towards., • Experience across platforms and adviser business models., • Understanding of how advisers structure and scale their businesses., • Exposure to investment research and centralised propositions. You will be based at our Harrogate office, working closely with advisers across the OWM network. The role requires regular interaction with stakeholders across the wider business, supporting a national adviser base while remaining part of a collaborative local team. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive. #J-18808-Ljbffr

Helping others improve and turn their lives around – there’s no better feeling. It’s what we do for thousands of people at more than 150 sites across the UK. Be a part of it. Are you an outstanding Nurse with a passion for delivering high quality care? We have a fantastic opportunity for a Clinical Manager who’s passionate about helping people with a range of complex mental health needs to join our team at Cygnet Hospital Harrogate. You will be joining our team on a full time, 40hrs per week basis. Please note this role carries the responsibility of on call duties in support of the Hospital Manager. Maximising positive outcomes & recovery for our patients – it’s a challenging, satisfying vocation. At Cygnet, our perks go way beyond pension schemes and excellent professional development. You’ll also enjoy shopping, travel and leisure discounts – as well as a range of healthcare and financial benefits – to support you to be happy both in and out of work. So if you care about making a difference – every day – we want to hear from you. Cygnet Hospital Harrogate is a long-established mental health hospital that provides an emergency admissions service across two acute wards. • Ensure that the highest standard of clinical care is provided, • Co-ordinate all clinical aspects of the hospital & ensure co-operation between clinicians, • Know & implement all relevant policies, procedures & regulations, • Update legal documentation in consultation with other colleagues in accordance with company guidelines, NMC guidelines, legislation & current research, • Support staff in delivering a high standard of care through regular appraisals, training & development of evidence/research-based practice, • Be fully up to date with all statutory law & compliance to law, • Work closely with the Hospital Manager to resolve concerns & provide cohesive leadership, • Act up as required by the Hospital Manager., • An experienced RMN/RNLD with a valid pin number and at least four years’ nursing experience, • Currently working as a Clinical Manager or Ward Manager or have significant experience in a Senior Nursing role, • Have strong leadership & clinical skills, as well as compliance & regulatory knowledge, • Are an excellent relationship manager – with internal & external stakeholders, • Have experience in an acute, rehabilitation, mental health or forensic psychiatry setting, • Have evidence of functioning in a supervisory role as a clinician in a similar setting within a multi-disciplinary team., • Salary: Up to £64,272pa DOE, • NHS & employee discount scheme, • Free meals on duty, • Free parking, • RCNi membership, • Bespoke career pathways, • Company paid Life Assurance scheme, • Smart Health Toolkit providing fitness programmes, nutrition consultation & health checks. Please note, successful candidates will be required to undergo an enhanced DBS check. #J-18808-Ljbffr

A leading wealth management firm in Harrogate is seeking experienced Paraplanners to join their award-winning team. The role involves preparing financial reports for clients, conducting necessary research, and maintaining the annual client review process. Ideal candidates will be motivated to advance their careers in a respected firm with significant client assets. If you possess the required skills, we encourage you to apply today. #J-18808-Ljbffr

The Titan Group provides a broad range of services across the wealth value chain, from financial planning and investment management to platform, trading, settlement and custody services. Titan Wealth is expanding rapidly through strategic acquisitions and offers a unique combination of start-up energy with private equity backing. Titan Wealth Planning (TWP) focuses on best-in-class advice on wealth management, employee benefits, and retirement planning, helping businesses and their employees explore, set, and achieve their financial goals. Role: To provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA’s rules and company procedures. Engagement: The Titan Wealth Group is committed to fostering an inclusive and equitable environment for all employees and to equal opportunities in recruitment, pay and benefits, training and development opportunities, and other job-related activities. • Help Advisers prepare for client reviews by ensuring all client and plan information is up to date on IO, • Request plan information from providers (by post, email, or provider platform); chase to ensure timely receipt; upload to IO when received, • Update contributions and withdrawals using transaction history; link transfers within plans, • Add missing policy information to IO as required, • Validate funds in IO, ensure unit balances are recorded correctly, and ensure price feeds pull through to produce an accurate plan value, • Check income expectations on client plans and update as required, • Collate costs and charges information for plans, including any income from commission, fund-based or adviser charges, • Use IO templates to create and check client valuation reports and upload to IO, • Produce client letters as required and answer day-to-day telephone and email enquiries from clients and providers, • Produce ‘OneNote Packs’ requested by advisers (Client Charter, FE Analytics research, KID, data capture form from IO), • Produce comparisons between old and new centralised investment propositions, • Prepare cases for submission to the AST team by completing plan information checklists and chasing providers for missing data, • Check and validate client income expectations when requested, • Interrogate data and liaise with advisers to ensure data accuracy so valuations and revenue align, • Engage with advisers and client support to deliver excellent customer service, • Maintain effective client files and support new business processing and application submission, • Liaise with product providers as needed and stay up to date with new products, technical or legislative changes, • Comply with Compliance policies and participate in training and development opportunities, • Highlight procedures that do not adhere to TCF/RCR principles and propose improvements, • Adhere to consumer duty requirements, • Relevant experience supporting an Adviser, • Previous regulatory or financial industry experience, • Good written and oral communication skills, • Methodical and organised, • Computer literate, • Accurate with good attention to detail, • Customer focused and drives service excellence, • Collaborative and a team player, • Maths and English GCSE, grade 5 or above, or equivalent, • Competitive salary, • Private Medical Insurance post probation, • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee), • 25 days Annual Leave (plus buy and sell up to 5 days), • Office Christmas close (3 days), • Life Assurance, • Health cash plan, • Hybrid working, • Discretionary performance related bonus, • Employee Assistance Programme, • Lunch and snacks provided in the Bristol office, • Flexible benefits to choose from The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment, pay and benefits, training and development opportunities and other job-related activities. #J-18808-Ljbffr