Financial Planning Manager Jobs in Halifax

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Search results - Financial Planning Manager Jobs in Halifax

Financial Planning Administrator

Halifax-cv-library.co.uk-3 days ago

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...

Corporate Lead – Financial Services (Deputy CFO)

Calderdale Council-Halifax-dwp.gov.uk-5 days ago

As Corporate Lead – Financial Services, you will play a pivotal role in shaping the strategic direction of financial management across the authority, driving excellence, accountability, and value for money. This is a unique opportunity to join a progressive...

Site Managers - Social Housing

Halifax-cv-library.co.uk-4 days ago

projects won our client is looking to recruit a number of Project Managers and Senior Site Managers as soon as possible. The purpose of the role is to oversee every aspect of a construction project. This includes planning and delivery, organising logistics...

Deputy Manager Frailty Virtual ward

Calderdale and Huddersfield NHS Foundation Trust-Halifax-nursingnetuk.com-3 days ago

The Frailty Virtual ward Deputy Manager will manage staff within the service and will work in partnership with the Locality manager, Directorate Matron, General Manager and Clinical Director on the planning, development and continuous improvement of patient...

Supply Chain Assistant

Halifax-cv-library.co.uk-yesterday

delivery schedules. • Inventory Management: • Track stock levels and update inventory systems. • Conduct regular stock checks and reconcile discrepancies. • Planning / Scheduling: • Review Raw Material availability for newly...

Financial Planning Administrator , IFA Support , Wealth Management, Sheffield

JJ SEARCH LIMITED-Harrogate, 23 mi from Halifax-today

and distributing all relevant internal and external documentation; actively managing the progress of such submissions and ensuring the CRM system is updated correctly. The Financial Planning Administrator will act as the primary interface for client queries from...

Audit Senior

Halifax-cv-library.co.uk-2 days ago

development and career progression opportunities. Summary To lead and manage audit engagements from planning to completion, ensuring compliance with standards and regulations, identifying risks, and mentoring a team of junior auditors. Key responsibilities...

Financial Planning Administrator , IFA Support , Wealth Management, Sheffield

JJ SEARCH LIMITED-Sheffield, 29 mi from Halifax-today

by completing and distributing all relevant internal and external documentation; actively managing the progress of such submissions and ensuring the CRM system is updated correctly. The Financial Planning Administrator will act as the primary interface...

Transport Planning Director

SLR Consulting-Leeds, 15 mi from Halifax-appcast.io-yesterday

clients, stakeholders and co consultants.* Knowledge of financial management at the project level and wider level.* Experience in delivering team budgets within the Transport Planning sector.* Excellent client contacts especially within the private sector...

Trainee Financial Planning Associate

deVere Acuma-Leeds, 15 mi from Halifax-today

The training for this overseas role officially starts in Jan 2026. About Us We are a world-leading financial advisory organisation, serving over 80,000 clients in more than 100 countries and managing over $10 billion in assets. We offer a structured pathway...