Financial Services Professional

Role Overview: As a Financial Services Professional with Fintelligent Search, you will play a key part in delivering outstanding customer service to our clients. Based in Preston Brook, you will take inbound calls from customers and work closely with them to understand their needs and provide tailored solutions. Your primary responsibility will be to send...

Job Summary: As a Customer Service Advisor at Fintelligent Search, you will work in Preston Brook, taking inbound calls from customers. This role involves sending online enquiries to clients who have had a policy or quotation previously, bringing in new business and renewing existing clients' policies. Your key responsibilities include asking fact-finding...

Key Responsibilities:Oversee the preparation of investment memorandums containing investment recommendationsPresent investment opportunities to the Cabot Investment CommitteeWork on asset portfolio sale processes and improve evaluation approachesPerform statistical analysis by combining different data sourcesSupport and develop models using Python/SQLCreate...

Asset & Investment Analyst RoleWe are seeking an experienced Investment Analyst to join our team in London, Kings Hill, or Worthing offices. As a key member of our Investment Team, you will play a crucial role in leading the preparation of investment memorandums and presenting opportunities directly to our Investment Committee.About the JobThe ideal...

Agility Resourcing is seeking a highly skilled Financial Services Professional to join our team. As an Accounts and Audit Senior, you will be responsible for providing accountancy, audit, and tax services to our clients. Your duties will include:Preparing accounts for larger clientsManaging accounts preparationPreparing tax returnsPreparing VAT...

we encourage you to apply!Service DesignerAre you looking for a role that enables you to design innovative service solutions, optimise service delivery, and create exceptional customer experiences? Contract: PermanentWorking hours: 35 hours per week Salary: Circa £60,000 dependent on experienceReporting to: Transformation Projects Enablement...

We are seeking a highly skilled Financial Services Investment Specialist to lead the preparation of investment memorandums and present opportunities to our Investment Committee.The ideal candidate will have prior experience in financial services, knowledge of Python, Azure-Cloud, SQL, and VBA, and a CFA charterholder and/or Accountancy qualifications.Key...

Start your career in finance with a reputable player in the Professional Service industry. Our company offers a range of services nationwide.Job DescriptionWe are seeking a Trainee Commercial Analyst to join our team. As a key member, you will be responsible for:Assisting with the preparation of financial reports and statements.Offering insight to improve...

RSM Business Advisory Role:As a business advisory expert at RSM, you will be part of a global network of audit, tax, and consulting firms that deliver premium services to middle-market businesses. Our team is dedicated to helping businesses thrive by providing expert advice on financial strategies, financial statements, and management accounts. If you're...

Agility Resoucing is looking for an experienced Accounting and Financial Services Professional to manage our financial operations.Key Responsibilities:Manage the production of month-end accounts, ensuring accuracy and timeliness.Oversee payroll for two entities, including staff salaries, pensions, and HMRC payments.Process invoices, reconcile co-investment...

Company OverviewPreston-based financial services business with a solid reputation in their field is seeking 3 bright graduates to join their Graduate Finance Scheme. This program offers experience across all areas of the finance function and an excellent opportunity to further your career as a qualified accountant.This client has created a culture that...

Job Title: Credit ControllerRSM UK is seeking a skilled Credit Controller to join our team in Preston. As a key member of our National Finance Office, you will play a vital role in supporting partners and portfolio holders in the prompt collection of debts, processing accounting data efficiently, and ensuring clients receive a quality service.Key...

Job DescriptionInformed Financial Planning is a reputable financial services company seeking an experienced Senior Financial Services Manager to lead our Paraplanner Team. This challenging role offers the opportunity to work in a dynamic environment and contribute to the growth of our organization.About the RoleThis full-time, permanent position involves...

Role Overview:We are recruiting for a skilled Trainee Financial Advisor to join our team in Preston. As a trainee advisor, you will have the opportunity to develop your skills and knowledge in a fast-paced and dynamic environment.Your Key Responsibilities Will Include:Supporting senior advisors with client meetings and presentations.Conducting research and...

MHA is seeking a highly skilled Financial Services Director to lead our team. This role offers a competitive salary of £80,000 - £100,000 per annum, plus benefits.About the RoleThis is an excellent opportunity for a seasoned financial professional to take on a leadership position within our team. As Financial Services Director, you will be responsible for...

About the RoleAs a key member of our team at Puro Accountancy, you will be responsible for managing diverse client portfolios, preparing year-end accounts, corporation and personal tax returns, handling VAT returns, and providing expert financial advice and solutions to our clients.Key ResponsibilitiesManage client portfolios and prepare year-end accounts...

Home Lending Advisor Opportunity in HarrowIn this exciting opportunity, you will join a dynamic team at a growing mortgage brokerage in Harrow. As a Mortgage Adviser, you will benefit from high-quality leads and administrative support.Your success will be driven by generating referrals from provided leads, existing customers, and product switches with a high...

Artemis Recruitment Consultants Ltd is seeking a Financial Services Specialist to provide expert guidance to clients on financial products and services. The ideal candidate will have a proven track record of successful financial guidance and be able to analyse market data to provide data-based advice.Key Responsibilities:Provide strategic advice on financial...

Company OverviewPCI Pharma Services is a global, integrated Contract Development and Manufacturing Organization (CDMO) that transforms patients' lives across the globe.Job DescriptionAn exciting opportunity exists to join our Finance team in Hay on Wye as a Financial Services Professional. This role offers a fantastic chance for the successful candidate to...

Artemis Recruitment Consultants Ltd is seeking a Financial Services Specialist to act as an intermediary between their company and customers. The ideal candidate will provide clients with financial guidance and make recommendations on how to best utilise their money. Key responsibilities include researching the marketplace on available products and services,...

Opportunity Summary:Clark Wood is recruiting an ambitious Accounts & Audit Semi Senior to join their esteemed accounting practice in Preston. This exciting role combines various aspects of accounting, including financial analysis, taxation, and auditing.Core Responsibilities:Financial statement preparation and corporate tax return preparationSupport senior...

Everpool is looking for a highly skilled Financial Planner to join our successful and growing business. As a Financial Planner, you will be responsible for advising high net worth clients on their financial goals and objectives. This is a fantastic opportunity for a personable and professional candidate to join our team and help our clients meet their life...