Financial Services Professional
4 weeks ago
Manage client relationships and respond effectively to their needs.
Maintain and adhere to T&Cs, and ensure money laundering processes are followed.
Meet client service standards and service levels agreements.
Provide high-quality client reports outlining recommendations and their suitability.
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Financial Services Professional
2 weeks ago
Cardiff, Cardiff, United Kingdom Redmore Recruitment Limited Full timeCompany OverviewWe are a leading independent chartered, whole of market financial advice firm. Our company prides itself on its attention to detail and service, putting clients at the heart of everything we do.
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Financial Planning Expert
2 weeks ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeWe deliver bespoke financial planning solutions in the UK, part of Quilter Financial Planning. Our team of experts provides face-to-face service across the UK, Scotland, and Northern Ireland.The Role:Help clients make informed financial decisions to achieve their goals.Prepare customized financial plans tailored to individual needs.Advise clients on current...
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UK Financial Advisor
2 weeks ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeAs a key member of our team, you will be responsible for delivering personalized financial planning services to clients in the UK, part of Quilter Financial Planning. Our team operates across the UK, Scotland, and Northern Ireland.The Job:You will work closely with clients to understand their financial goals and objectives.Develop comprehensive financial...
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Financial Services Executive
2 weeks ago
Cardiff, Cardiff, United Kingdom Atradius Full timeYour Career PathAtradius offers a rewarding opportunity as a Financial Services Executive in our Cardiff office, located with a stunning view of Cardiff Bay. In this role, you will be responsible for servicing and growing a credit insurance customer portfolio. Our company values teamwork, accountability, and service, providing a supportive environment for...
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Financial Reporting Professional
2 weeks ago
Cardiff, Cardiff, United Kingdom Cardo Full timeLCB Group is a growing business with a strong commitment to diversity and inclusion. As a Financial Reporting Professional, you will be instrumental in driving financial excellence and contributing to the company's success.Job OverviewThis is a full-time, permanent position requiring a results-oriented finance professional with a strategic mindset and a...
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Accounting Professional
2 weeks ago
Cardiff, Cardiff, United Kingdom BBC Group and Public Services Full timeAccounting ProfessionalWe are seeking an Accounting Professional to join our team in Cardiff.This role will provide you with the opportunity to develop your skills in financial management, assurance, and control.You will study for a recognised professional qualification (ACCA/CIMA) and gain first-hand understanding of the BBC's finance management.The ideal...
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Financial Management Professional
2 weeks ago
Cardiff, Cardiff, United Kingdom Supertemps Ltd Full timeWe are looking for a Financial Management Professional to join our team at Supertemps Ltd.The successful candidate will have a Bachelor's degree in Accounting, Finance or a related field, as well as previous experience in a similar Accountant role.About the Role:Manage company financial records with accuracy, compliance and insightful analysis to support...
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Senior Financial Professional
2 weeks ago
Cardiff, Cardiff, United Kingdom South Wales Fire and Rescue Full timeAbout Our RoleAt South Wales Fire & Rescue Service, we're committed to protecting our community and maintaining the highest standards of fire and rescue services.As a Senior Accountant, you'll be part of our Award Winning finance team, working with a fantastic Public Sector Organisation.We're looking for a skilled Accounting Specialist to join our team,...
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Financial Services Consultant
3 weeks ago
Cardiff, Cardiff, United Kingdom Brook Street NMR Full timeAbout the RoleWe are seeking a skilled Financial Services Consultant to join our IFA team. The ideal candidate will have a minimum of two years' experience in the financial services industry and hold or be studying towards a relevant Diploma level qualification.Key ResponsibilitiesProduce high-quality reports outlining recommendations and their suitability...
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Financial Services Specialist
2 weeks ago
Cardiff, Cardiff, United Kingdom Brook Street NMR Full timeCompany OverviewBrook Street NMR is a leading employment agency partnering with large organisations to find talented professionals like you. Our client, a well-established financial services firm, is seeking an experienced Paraplanner to join their IFA team.Job DescriptionThe successful candidate will be responsible for producing high-quality reports,...
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Financial Services Lawyer Position
3 days ago
Cardiff, Cardiff, United Kingdom Yolk Recruitment Full timeA leading financial services law firm is looking for an experienced Regulatory Solicitor to join their team. As a key member of the team, you will play a crucial role in delivering high-quality legal services to clients across the UK and internationally.About the RoleThis exciting opportunity involves representing a range of clients in the financial services...
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Financial Services Career Starter
2 weeks ago
Cardiff, Cardiff, United Kingdom William Buck Full timeFinancial Services Career StarterStart your career in financial services with a leading professional services organisation.We are seeking talented graduates to join our Brisbane office for our 2025 Graduate Program across Business Advisory and Audit Divisions. The program will provide you with the skills, support, and pathway to excel in your career.As a...
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Financial Management Team Lead
2 weeks ago
Cardiff, Cardiff, United Kingdom Imperial Services Full timeImperial Services is seeking an experienced Financial Management Team Lead to join our team. As a key member of our leadership team, you will be responsible for overseeing the financial management of our coffee shop operations.Key Responsibilities:Manage all aspects of coffee shop finances, including budgeting, forecasting, and financial reporting.Develop...
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Financial Accountancy Services Director
2 weeks ago
Cardiff, Cardiff, United Kingdom Bowen Eldridge Recruitment Full timeJob Title: Senior Client Financial ManagerEstimated Salary: £60,000 - £80,000 per annumAbout the RoleThis exciting opportunity has arisen for a Senior Client Financial Manager to join our client's team. As a key member of the management team, you will be responsible for managing a portfolio of clients and providing exceptional financial management...
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Financial Analyst Professional
2 weeks ago
Cardiff, Cardiff, United Kingdom Legal & General Full timeWe are seeking a highly skilled Finance Analyst to join our team in Cardiff. As a key member of our accounting operations, you will play a crucial role in providing analytical support and management information to our business partners.About the RoleIn this exciting opportunity, you will be responsible for reviewing and approving daily and monthly accounting...
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Financial Services Solicitor
3 days ago
Cardiff, Cardiff, United Kingdom Simpson Judge Full timeSimpson Judge is a leading law firm that specializes in banking and finance law. We are seeking a Financial Services Solicitor to join our team in Cardiff, with a salary of £38,000 - £58,000 per annum.Job RoleAs a Financial Services Solicitor at Simpson Judge, you will be responsible for advising clients on a wide range of financial services, including...
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Financial Services Analyst
3 weeks ago
Cardiff, Cardiff, United Kingdom Redmore Recruitment Limited Full timeWe are seeking a highly skilled Financial Services Analyst to join our team. The successful candidate will be responsible for building strong relationships with clients, reviewing and formalizing files, and attending client meetings as required.Role ResponsibilitiesEffectively build relationships and confidently communicate with clientsReview, check, and...
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Senior Associate Financial Services Expert
2 days ago
Cardiff, Cardiff, United Kingdom Yolk Recruitment Full timeIn this challenging and rewarding role as a Senior Associate Financial Services Solicitor, you will be part of a dynamic team that delivers top-notch legal services to clients in the financial services sector. Located in London/Cardiff/Hybrid, you will be responsible for advising clients on complex financial services matters, including regulatory issues and...
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Senior Financial Services Coordinator
2 weeks ago
Cardiff, Cardiff, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeThe role of a Senior Financial Services Coordinator at Templegate Recruitment Limited is to provide high-level administrative support to financial advisers. With a strong background in pensions and investments, this detail-oriented professional will be responsible for maintaining up-to-date client records within Intelligent Office (IO) and processing new...
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Global Financial Shared Services Lead
2 days ago
Cardiff, Cardiff, United Kingdom Ipsen Biopharm Ltd Full timeAbout Ipsen Biopharm LtdWe are a leading global biopharmaceutical company, committed to delivering innovative treatments for patients with high unmet medical needs.Job DescriptionThe Global Financial Shared Services Lead will be responsible for managing the day-to-day operations of our financial shared services team. Key responsibilities include:Key...