Average Planning Manager salary in Wakefield

Senior Financial Planning AdministratorWakefield | Full time office hoursSalary: Competitive + benefitsAn established and growing financial planning business is looking to appoint a Senior Administrator to support advisers and play a key role in the delivery of a high-quality client experience.This is a varied and important position, suited to someone who enjoys taking ownership, improving processes, and acting as a central point of support across the advice team.Key responsibilities:Supporting Financial Planners with end-to-end administrationPreparing suitability report packs and documentationManaging new business submissions and provider liaisonMaintaining accurate client records and back-office systemsAssisting with pipeline tracking and case progressSupporting process improvements across the teamWhat we’re looking for:Strong experience within financial planning / IFA administrationDesirable: work towards diploma, not essential.Excellent organisational and communication skillsAbility to work independently and manage multiple casesA proactive mindset with attention to detailExperience using industry platforms and provider systemsWhy apply?Join a supportive, collaborative team environmentOpportunity to take on broader responsibilities over timeStable and growing business with long-term career prospectsHybrid working and flexibility availableThis is an excellent opportunity for an experienced administrator looking to step into a more senior, valued role within a professional financial planning environment.

The Company: A regionally sized, relaxed/family-feel IFA firm looking to add a Financial Planning Administrator who is keen on developing into paraplanning and technical work. Based out of their Pontefract office you will take on a broad job remit across both Administrative Adviser Support and managing technical queries from clients. This is a perfect opportunity for someone who holds Intelligent Office system experience, is based locally and is looking for a progressive role with a firm that will support both personal and professional development.Office Location: South side of PontefractWorking Setup: Hybrid – 3-days office & 2 days WFHPackage: £27-28k base DOE + bonus and full company benefitsKey Benefits: Pension, 4xDIS as well as a full flexible benefits packageBonus: Discretionary – Paid annuallyHolidays: 25-days + statsThe Role: A hybrid Admin/Developing Paraplanner support role and remit working across both admin support and new business processing workloads to basic suitability work. Duties include: Provide day-to-day administrative support to advisers, ensuring the smooth running of client servicing and new business processing.Prepare client meeting packs, valuation reports, and other documentation.Maintain accurate client records on the CRM system Intelligent Office, ensuring compliance with FCA requirements.Liaise with providers to obtain policy information, fund values, and quotations.Process new business applications and track progress through to completion.Assist with general office administration, correspondence, and telephone queries.Conduct product and fund research in line with client needs and adviser recommendations for annual reviews.Prepare suitability letters for annual reviews.Ensure all work adheres to compliance standards and regulatory requirements.The Person: You will come with a wealth management background and bring experience of processing business in and investments/pensions setting. Intelligent Office system experience is a must, with the client keen for someone to come in and hit the ground running. Are you:Stuck in an office-based role and looking for a more flexible working setup? Looking for a career move that promotes development into technical/paraplanning work?Motivated by working in a relaxed, friendly, family feel style business that prioritises client experience?What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.

Interim Finance Manager (6-month FTC)£60,000 per annum + excellent benefitsHybrid / Flexible WorkingA leading non-profit organisation is seeking an experienced Interim Finance Manager to play a pivotal role in strengthening its financial leadership during a period of change and strategic development. This is an opportunity to join an organisation with a strong social purpose, committed to improving outcomes for communities and delivering positive societal impact.Working as part of the extended Senior Leadership Team, you will oversee all financial activity, provide high-quality financial insight, and ensure the organisation's financial controls and reporting standards remain robust, timely and fit for purpose.If you are a confident, hands-on finance leader who thrives in a mission-driven environment, this role offers the chance to add real value over a 6-month period.What's on offer £60,000 salary (pro rata)Flexible and agile working - predominantly remote with occasional in-person meetings25 days holiday + bank holidays, plus 3 additional days over ChristmasMatched pension scheme (up to 10%)Holiday buy-back schemeLearning & development investmentWellbeing programme & Employee Assistance ProgrammeMental Health First AidersElectric car scheme (after qualifying period)Regular team and social events The Role - Key ResponsibilitiesThe Interim Finance Manager will: Provide insightful financial guidance, challenge, and reporting to senior leaders, enabling effective decision-making.Lead and line-manage a small finance team, supporting development and performance.Oversee annual budgeting, reforecasting, and full P&L, balance sheet, and cash-flow management.Ensure accurate and timely management accounts, variance analysis and financial risk reporting.Manage income assurance processes, including grant claims, funding returns and commissioner invoicing.Oversee all core finance operations, including ledgers, reconciliations, payroll oversight, cash flow, expenses and approval of business expenditure.Maintain strong financial controls, updating policies and procedures where required.Ensure accurate VAT accounting and compliance, including preparation of VAT returns.Lead the annual external audit process.Build effective relationships with auditors, funders, commissioners, HMRC, suppliers and other external partners.Support financial modelling, tenders and funding applications.Collaborate with HR and PMO on workforce planning and resource allocation.Deputise for the Finance Director when required. About You - Key Skills & ExperienceEssential: Fully qualified accountant (ACA/ACCA/CIMA/CIPFA).Minimum 3 years' experience in a senior finance role.Strong technical accounting knowledge, including VAT and HMRC compliance.Experience preparing board-level financial papers and reports.Demonstrated experience managing a small finance team.Proven ownership of cash flow management and forecasting.Experience leading year-end processes and external audit.Skilled at explaining complex financial information clearly to non-finance colleagues.Strong analytical skills and advanced Excel capability.Experience working in a fast-paced environment with changing priorities.Experience producing accurate P&L, balance sheet and cash flow statements in an SME or similar environment.Experience working with organisations funded by grants, commissioners or public bodies. Desirable: Experience in grants, tenders and bid applications.Contract management exposure.Experience using Xero. Personal Qualities High levels of integrity, professionalism and confidentiality.Self-motivated with the ability to work autonomously.Solutions-focused approach with strong problem-solving skills.Resilient, adaptable and comfortable with competing deadlines.Passion for social purpose and commitment to equality, diversity and inclusion.Collaborative and supportive team player. If you're an experienced finance leader looking for a meaningful 6-month opportunity within a purpose-driven organisation, we'd love to hear from you. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk