Financial Adviser jobs in Hoyland Nether
- University of SheffieldSheffield
- The Department of Finance provides a wide range of financial support across the whole University.
- Knowledge of financial procedures and accounting concepts,…
- Perspective Financial GroupSheffield
- Ensure that all financial planning client administration is carried out in accordance with the Firm's.
- Varied role and your experience in providing high quality…
- Forvis MazarsLeeds
- Meeting with clients and supporting conversations that help shape their financial future.
- Collaborating with financial planners, tax specialists and wealth…
- The Private OfficeLeeds LS1 5DE
- A full driving licence is useful, particularly if you are supporting independent financial advisers (IFAs) who may have to travel to visit clients at their own…
- View all The Private Office jobs - Leeds jobs - Financial Advisor jobs in Leeds
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- The Private OfficeLeeds LS1 5DE
- Experience delivering holistic financial advice.
- Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles.
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- Clarity Wealth LimitedLeeds LS8 2LQ
- Current experience as a financial adviser with competent adviser status.
- Conduct in-depth reviews of clients’ financial circumstances.
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Financial Advisor
Often replies in 1 dayCreative Financial Management LtdLeeds LS12 6AJ- Free parking
- Company pension
- Company events
- On-site parking
- Work from home
- Assess clients’ financial situations by analysing income, expenses, investments, and liabilities to develop personalised financial plans.
View similar jobs with this employerThe Mortgage ExpertsSheffield- You enjoy understanding your clients' mortgage and protection needs.
- You offer expert advice on mortgage products and protection options.
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- Aon CorporationLeeds LS1 4BJ
- Associate Investment Consultants will be primarily responsible for adding value to Aon’s relationship with clients through management, development, and…
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- Aon CorporationLeeds LS1 4BJ
- Investment Consultants will be primarily responsible for adding value to Aon’s relationship with clients through management, development, and retention of a…
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- QuilterLeeds
- You have an interest in financial services or have a good understanding of our financial services where you can utilise your knowledge and experience within…
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- QuilterLeeds
- You have an interest in financial services or have a good understanding of our financial services where you can utilise your knowledge and experience within…
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- Eversheds SutherlandLeeds
- Experience gained in a risk and compliance or financial crime role, ideally within a law firm, financial institution or professional services environment.
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- Placing FacesSheffield
- 50/50 split on company leads.
- The ideal candidate will have an existing client bank or referral network.
- Provide mortgage and protection advice tailored to…
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- Partnership RecruitmentFarnley and Wortley LS12 6AJ
- Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.
- Providing quality advice on pensions, investments,…
- Partnership RecruitmentLeeds LS25 1HB
- Review clients’ existing arrangements and identify opportunities to improve their financial planning.
- Explains financial matters clearly and makes clients feel…
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Job Post Details
Assistant Finance Business Partner
Assistant Finance Business Partner
Job details
Full job description
The University of Sheffield is a remarkable place to work. Our people are at the heart of everything we do. Their diverse backgrounds, abilities and beliefs make Sheffield a world-class university.
We offer a fantastic range of benefits including a highly competitive annual leave entitlement (with the ability to purchase more), a generous pensions scheme, flexible working opportunities, a commitment to your development and wellbeing, a wide range of retail discounts, and much more.
Overview
Main duties and responsibilities
- Act as a recognised source of financial support and advice to Principal Investigators, their staff and other Professional Services staff in managing a complex and diverse portfolio of post award research accounts and doctoral studentship accounts.
- Initiate regular liaison and meetings with both internal and external sources in order to provide financial management information and advice via briefings and reports e.g. external sponsors, Heads of School, Principal Investigators and Human Resources.
- Supporting the Finance Business Partner with administering staff approvals and associated cost distributions for core funded or externally funded posts.
- Analysis and review of individual externally funded project accounts to identify potential under/overspends on a timely basis in order that remedial action may be taken as appropriate.
- Preparation of financial expenditure statements on externally funded projects as required, liaising with School staff and other Finance or HR teams as appropriate.
- Assist in the preparation of accruals for month end reporting.
- Assist in the review of local accounting and operational finance procedures, internal controls within the Faculty to ensure consistency across Schools (and other Faculty teams) and to minimise financial risks. Regularly review service levels to ensure excellent service is provided in the most efficient manner possible.
- Highlighting and disseminating best practice and up to date policy, procedural information as well as sponsor information to Faculty/Schools.
- Providing external auditors with relevant information necessary for completing the audit of externally funded projects.
- Plan tasks in accordance with known deadlines, including external sponsor requirements, monthly and annual University financial reporting requirements.
- Lead assigned project teams or contribute as part of a larger project team to support the achievement of a specific objective.
- As a member of our Professional staff you will be expected to demonstrate a commitment to the professional behaviours set out in the Sheffield Professional Framework. Please follow this link for further information: Sheffield Professional Framework.
- Carry out other duties, commensurate with the grade and remit of the post
Person Specification
Further Information
Next steps in the recruitment process
Our vision and strategic plan
What we offer
- A minimum of 38 days annual leave including bank holiday and closure days (pro rata) with the ability to purchase more.
- Flexible working opportunities, including hybrid working for some roles.
- Generous pension scheme.
- A wide range of discounts and rewards on shopping, eating out and travel.
- A variety of staff networks, providing opportunities for social interaction, peer support and personal development (for example, Race Equality, LGBT+, Women’s and Parent’s networks).
- Recognition Awards to reward staff who go above and beyond in their role.
- A range of generous family-friendly policies
- Paid time off for parenting and caring emergencies
- Support for those going through the menopause
- Paid time off and support for fertility treatment and more
Criminal record
We are a research university with a global reputation for excellence. Our ideas and expertise change the world for the better, making a real difference to society. We know that when people come together with different views, approaches and insights it can lead to richer, more creative and innovative teaching and research and the highest levels of student experience. Our University Vision (www.sheffield.ac.uk/vision) outlines our commitment to building a diverse community of staff and students that recognises and values the abilities, backgrounds, beliefs and ways of living for everyone.