1 to 4 of 4 Finance Jobs in Wakefield with Remote Work Options

clients, and stakeholders, including local highway/planning authorities The ability to manage competing deadlines and work collaboratively to deliver projects on time Demonstrable financial awareness, including experience in preparing fee proposals and understanding budget management A desire to work in an SME consultancy environment and contribute to shaping the more »

firm’s research/report writing team and work closely alongside advisers to provide HNW private clients with advice to help them achieve their financial goals. Duties include: of Fact Find Information to ensure it meets FCA requirements with the identification of demands and needs and possible solutions assessment to … QCF Level 4 diploma qualified 1+ years’ experience in a paraplanning role for an independent advice firm Ability to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc) Experience with Intelligent Office/iO client management system and platforms such as Aegon, Aviva more »

offer guidance to customers and clients. Gather and maintain a level of knowledge of general engineering, automation solutions, of projects and customer satisfaction Ensure financial controls are established in line with the budget. Maintain accurate records of all target accounts, opportunities, quotes, project etc. To keep up to date with more »

management of projects. Role Key Tasks Support projects and programmes Provide support to manage risk of project Contract management and procurement Project budgets and finance Produce routine basic information in response to a request Help others in dealing with enquiries from customers Keeping project documentation up to date Taking minutes … in project management Attend an Apprentice Induction Gain a health & safety qualification Attend enrichment activities to enhance your knowledge eg interview techniques, health & wellbeing, finance, disability awareness Have the chance to attend marketing events and also take part in activities during National Apprenticeship Week Gain a Level 4 Project management more »