Financial Services Officer

Wealthtime, a division of Novia Financial plc, is seeking an experienced Client Services Administrator to join our team. As a key member of our operational team, you will be responsible for delivering exceptional customer service, processing high volumes of instructions with accuracy, and supporting queries and requests from Financial Adviser firms.About...

beBee Professionals is seeking a Chief Financial Officer to lead our finance team in Bath, United Kingdom. As a key member of our leadership team, you will be responsible for developing and implementing financial plans, forecasts, and budgets for management review.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets for...

About the RoleThe Client Service Coordinator will provide exceptional customer service to Financial Adviser firms, responding to queries and requests in a timely and efficient manner.You will work closely with our operational teams to ensure seamless processing of high volumes of instructions, using your attention to detail and commitment to accuracy to meet...

Pearson May is a well-established regional firm of Chartered Accountants and Chartered Tax Advisers, offering a wide range of services across various industries. As a Financial Services Specialist, you will be exposed to diverse accounting and tax areas, including company accounts, audits, tax computations, and VAT returns.You will have the opportunity to...

We are seeking a highly skilled and motivated Client Services Administrator to join our operational teams at Novia Financial plc.About UsWealthtime, a division of Novia Financial plc, is a leading provider of wealth management services. Our team delivers exceptional customer service while processing high volumes of instructions with accuracy and attention to...

Job TitleInterim Project Management Office Professional.Company OverviewA leading financial services consultancy based in Bath seeks an experienced interim Project Management Office professional to work on a large client programme.Job SummaryThis role demands extensive knowledge of the financial services industry combined with typical PMO skills, including...

About UsWe are Novia Financial plc, a leading financial services company dedicated to providing high-quality administration services. Our team is committed to delivering exceptional customer experiences and exceeding industry standards.Job Description:This Senior Administrative Service Manager role is a key position within our organization, responsible for...

About the RoleThe successful candidate will oversee the day-to-day administration and service delivery requirements of the team, ensuring all work is processed to the highest standard and within specified service level agreements.Key Responsibilities:Investigate and resolve complaints, breaches, and escalated queries, in addition to other areas of the...

Robert Half Careers is currently seeking an experienced Financial Transactions Officer to join a business based in a nearby location for a period of 2-3 months.Key Responsibilities:Maintaining the purchase ledgerMaintaining the sales ledgerReconciliationsHandling petty cashAssisting with month end tasksSupporting the wider team with ad-hoc...

Job SummaryWe are seeking an experienced Financial Services Director to lead our accounts department. The ideal candidate will have a strong background in financial management and be able to provide strategic direction to our accounting team.This is a fantastic opportunity for a senior finance professional to join a reputable company and take on a leadership...

beBee Professionals is seeking a seasoned Financial Manager to lead our finance team in Bath, United Kingdom.Key Responsibilities:Develop and implement financial strategies, plans, and budgets.Manage the company's cash flow and ensure financial stability.Oversee financial processes, including audits, and ensure compliance with regulations.Build and maintain...

Artemis Recruitment Consultants Ltd is looking for a skilled Financial Planning Specialist to join their team in Bath. As a Financial Planning Specialist, you will play a key role in providing technical support to our financial planners, helping them to formulate advice to clients.About the RoleTo assist the Financial Planner in preparing high-level...

Financial Services TraineeLondon & Country Mortgages is seeking a highly motivated individual to join our team as a financial services trainee. This role provides an excellent opportunity to develop your skills and knowledge in providing protection advice to customers, working closely with experienced colleagues who will guide and support you every step of...

We are seeking a seasoned and accomplished Financial Services Audit Director to join Additional Resources Ltd., a prestigious firm based in South Wales. This senior role offers an exceptional benefits package and a salary range of £70,000 - £75,000.Job DescriptionThe ideal candidate will have a minimum of 5 years' experience working in financial services...

Role DescriptionWe are looking for a financial services team lead to join our team at Chase De Vere. As a top independent financial adviser, you will play a key role in providing exceptional client service and managing our administration team.Main DutiesTeam Leadership: Collaborate closely with the Regional Operations Manager to implement process...

Established financial practice in the Southwest seeks an experienced manager to join their team.Estimated Salary: £58,000 - £68,000Company OverviewThe company is a respected independent financial practice with offices across the Southwest, boasting an excellent reputation and a wide range of clients from SMEs up to £25 Million turnover.They offer a hybrid...

We are seeking a highly motivated Technical Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a Technical Paraplanner, you will be responsible for providing technical support to our financial planners, helping them to formulate advice to clients.Key RequirementsTo have a background of providing high-level technical paraplanning,...

Are you a Financial Services Professional looking for a new challenge? We are seeking an experienced individual to join our team at London & Country Mortgages in Bath. In this role, you will be responsible for advising customers on options such as Critical Illness Insurance, Income Protection and Life Insurance.Job Overview:Main Responsibilities:Providing...

We are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. As a key member of the administration team, you will provide vital support to the Wealth Client Executive and Financial Planner(s) in delivering exceptional service to clients.Key Responsibilities:Prepare and manage client annual review...

At Heat Recruitment Ltd, we are looking for an experienced Financial Services Administrator to join our client's team. This exciting opportunity is ideal for someone with a background in implementing new business and a strong knowledge of investment and pension products.Job OverviewWe are seeking a highly motivated individual who can provide administrative...