Financial Operations Specialist
5 hours ago
We are seeking an experienced Financial Operations Specialist to join our team in a full-time, hybrid role. As a Client Advisor, you will play a pivotal role in supporting the day-to-day financial operations of our practice.
Key Responsibilities:- Managing a portfolio of clients and specialist assignments, collating all information to meet client needs, compliance, and budget.
- Reporting back into partner level to justify any additional fees.
- Assisting with the Tax and VAT department.
- Building and maintaining consultative client relationships and building the business portfolio.
- Supporting the training and development of staff within the team.
- ACCA, ACA, or CIMA qualified.
- Proficiency in relevant accounting software (e.g., Xero, QuickBooks).
- Excellent attention to detail and organisational skills.
- Need to have experience with a portfolio of clients.
- Have practise experience (preferred).
The salary for this role is up to £35,000-£50,000 per annum, depending on experience. If you're ready to take your career to the next level, we encourage you to apply by submitting your CV.
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Financial Support Specialist
11 hours ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial Full timeKey ResponsibilitiesThe Financial Support Specialist will provide administrative support across our diverse range of product wrappers on the Novia platform, processing New Investments and ensuring accurate and efficient results.You will work collaboratively with a dedicated team to support queries and requests from Financial Adviser firms, building strong...
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Team Administration Oversight Specialist
5 hours ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full timeAbout the JobWe are seeking an experienced Team Administration Oversight Specialist to join our team at Novia Financial plc. This role is responsible for overseeing 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...
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Business Operations Associate
9 hours ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Business Operations Associate to join our team. As a key member of our operational teams, you will play a vital role in processing high volumes of instructions while delivering exceptional customer service.As a Business Operations Associate, you will work collaboratively with a dedicated team...
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Operations Support Specialist
9 hours ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full timeWealthtime, a division of Novia Financial plc, is a leading provider of wealth management services. We are seeking an experienced Client Services Administrator to join our team and contribute to delivering exceptional customer experiences.About UsWealthtime is committed to providing tailored solutions to Financial Adviser firms and valued clients. Our team...
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Financial Services Administrator Lead
5 hours ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full timeWealthtime, 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...
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Financial Management Specialist
5 hours ago
Bath, Bath and North East Somerset, United Kingdom Chase De Vere Full timeJob OverviewWe are seeking a highly skilled and experienced Financial Management specialist to lead our administration team. As a top independent financial adviser, you will play a key role in providing exceptional client service and overseeing the day-to-day operations of the team.Key ResponsibilitiesTeam Leadership: Collaborate closely with the Regional...
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Data Protection Specialist
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full timeJob DescriptionWe are seeking a highly skilled Data Protection Specialist to join our team at Novia Financial plc. The successful candidate will be responsible for providing expert support in all aspects of data protection, including overseeing the cultural, physical, and technical elements of our data protection framework.Main Responsibilities:Provide...
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Financial Operations Manager
2 months ago
Bath, Bath and North East Somerset, United Kingdom beBee Professionals Full time £45,000 - £65,000At beBee Professionals, we are seeking a highly skilled Financial Operations Manager to oversee our financial planning, reporting, and analysis in Bath, United Kingdom. As a key member of our finance team, you will ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts, and...
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Operations Team Lead Specialist
10 hours ago
Bath, Bath and North East Somerset, United Kingdom Chase de Vere Full timeJob DescriptionWe are seeking a highly skilled Operations Team Lead Specialist to join our team at Chase de Vere. This is a challenging role that requires strong leadership skills and the ability to motivate and develop a team of administrators.About the Role:The successful candidate will be responsible for managing a team of administrators, providing...
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Financial and Contractual Specialist
2 months ago
Bath, Bath and North East Somerset, United Kingdom beBee Professionals Full time £35,000 - £50,000beBee Professionals is seeking a highly skilled Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in cost estimation and management, with excellent negotiation and communication skills.Key Responsibilities:Develop and manage project budgets and forecasts.Negotiate contracts with clients and...
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Financial Planning Specialist
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Merje Full timeAbout the RoleMerje, a leading Wealth Management firm, is seeking an experienced Financial Planning Specialist to join their team on a permanent basis.
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Financial Operations Coordinator
7 hours ago
Bath, Bath and North East Somerset, United Kingdom CV-Library Full timeFinancial Operations RoleWe are looking for a skilled Financial Operations Coordinator to calculate pay increases, bonuses, and other benefits for our clients.Key Tasks:Process complex payroll scenarios, taking into account diverse client needs.Maintain accurate records of employee data, ensuring compliance with regulatory requirements.Essential Skills:A...
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Financial Operations Manager
1 week ago
Bath, Bath and North East Somerset, United Kingdom Robert Half Careers Full timeAbout the RoleThis is an exciting opportunity to join Robert Half Careers as a Head of Finance, where you will play a crucial role in shaping the financial direction of the company.You will be responsible for managing commercial and financial performance, ensuring alignment with UK strategy, and acting as a key business partner to the COO.Key...
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Financial Insights Specialist
6 hours ago
Bath, Bath and North East Somerset, United Kingdom Marks Sattin (UK) Ltd Full timeAbout the RoleThis exciting opportunity has arisen for a skilled Financial Insights Specialist to join Marks Sattin (UK) Ltd. As a key member of the finance team, you will support the data sets related to income generation, working closely with stakeholders across the business and supporting existing reporting. You will have strong analytical skills and be...
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Financial Transformation Specialist
1 month ago
Bath, Bath and North East Somerset, United Kingdom HCRG Care Group Full timeJob OverviewHCRG Care Group is seeking a highly skilled Financial Transformation Specialist to join our team. This role offers a unique opportunity to contribute to the successful delivery of financial and commercial aspects of our new Bath and North Somerset, Wiltshire & Swindon (BSW) contract.About the RoleAs a Financial Transformation Specialist, you will...
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Financial Operations Coordinator
5 hours ago
Bath, Bath and North East Somerset, United Kingdom CV-Library Full timeCV-Library is seeking an exceptional Operations Coordinator to manage the day-to-day finances of our private school in rural Somerset. As a key member of our finance team, you will be responsible for processing invoices, supporting budgeting activities, and advising on VAT payments.Responsibilities:Manage day-to-day finances, ensuring accuracy and efficiency...
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Financial Services Specialist
1 month ago
Bath, Bath and North East Somerset, United Kingdom Pearson May Full timePearson 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...
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Senior Financial Operations Manager
9 hours ago
Bath, Bath and North East Somerset, United Kingdom Chase De Vere Full timeAbout the RoleAs a senior financial operations manager, you will be responsible for managing our administration team and providing excellent client service. You will work closely with the Regional Operations Manager to implement process improvements and ensure compliance with FCA guidelines.Main ResponsibilitiesTeam Oversight: Oversee the day-to-day...
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Financial Planning Specialist
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis 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...
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Financial Operations Assistant
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Description:We are seeking a Financial Operations Assistant to join our team. This role will provide administrative support to our client services team, ensuring the smooth operation of our business.Key Responsibilities:Input and update client information into our CRM system;Generate reports to monitor company performance;Develop CRM processes to improve...