Finance Manager producing accurate weekly and monthly management accounts for Nutmeg's warehouse and transport contracts in Leeds and Brighouse. Supporting operational teams with financial insight and decision - making.
About the role
- Financial Advisor role assisting clients in investments and insurance through comprehensive financial planning. Collaborating with branch staff to ensure customer's goals are achieved.
Responsibilities
- Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
- Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
- Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
- Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.
- Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
- Performs other duties as assigned.
Requirements
- High School Diploma
- Minimum of 1 year of investment sales experience
- Series 7, 63, 65/66 and Life and Health Licenses
- Bachelor's Degree (Preferred)
- At least 2-3 years of experience in an investments area (Preferred)
- Experience coaching, influencing and developing individuals in a team environment (Preferred)
- Track record of exceeding expectations as well as assigned goals and targets (Preferred)
- Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up (Preferred)
Benefits
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Finance Manager producing accurate financial reports and insights for Nutmeg's Leeds and Brighouse locations. Collaborating with operational teams for informed decision - making and continuous improvement.
Assistant Finance Manager at logistics company in Leeds. Managing financial operations and supporting multi - site Finance Manager in a dynamic environment.
Assistant Finance Manager in retail logistics managing a team and supporting financial operations for client ASOS. Involved in reporting, reconciliations, and stakeholder collaboration.
Group FP&A Accountant providing insightful financial reporting and analysis at Severn Trent Water. Supporting financial processes and collaborating with the Business Partnering team.
SAP Senior/Lead Consultant consulting on SAP Financials projects, focusing on S/4HANA implementation and customer - specific enhancements while mentoring junior professionals.
Senior financial administrator overseeing finance and operations for the Florida Department of Health in Brevard County. Responsible for budget management, compliance, and contract administration.
Financial Analyst driving financial insights and reporting for WOW!'s strategic business initiatives. Collaborating with cross - functional teams to enhance financial strategies and operational efficiency.
Staff Associate for CFO Advisory in public accounting firm assisting clients with accounting challenges and internal controls.
Senior Financial Analyst performing analysis related to budgeting and strategic planning at Intermountain Health. Managing project data and ensuring sound financial operations with effective communication.