Financial Services Specialist
20 hours ago
Finlink Ltd is a rapidly growing IFA Network, backed by institutions and boasting a diverse, experienced team. We are looking for a talented individual to fill the role of Agency Coordinator, supporting new member onboarding and client novation processes.
In this position, you will work closely with product providers to understand their requirements, action these requirements, and ensure all necessary paperwork is completed. You will also be involved in the Letter of Authority process within network migration.
We offer a competitive salary of up to £33,000, flexible remote working options, and opportunities for growth and development within our company.
Our ideal candidate will possess excellent communication and organizational skills, as well as experience in novation's within Financial Services and IFA Administration.
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Financial Operations Specialist
3 weeks ago
Cardiff, Cardiff, United Kingdom BBC Group and Public Services Full timeFinancial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team in Cardiff.This role will provide you with the opportunity to develop your skills in financial operations, including expertise and advice in accounting for capital assets and leases.You will work closely with the Financial Operations Team to...
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Financial Services Specialist
3 days ago
Cardiff, Cardiff, United Kingdom Clark Wood Full timeWe are currently recruiting for a Senior Accountant to join our team at Clark Wood. As a leading Chartered Accounts firm in Llanishen, we offer a unique opportunity for a skilled professional to advance their career in a dynamic and supportive environment.About the Company:Clark Wood is a specialist recruitment agency that connects talented professionals...
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Financial Services Specialist
15 hours ago
Cardiff, Cardiff, United Kingdom V12 Retail Finance Full timeAt V12 Retail Finance, we're a fast-growing company seeking customer-focused individuals to help customers in early arrears achieve financial recovery. Our goal is to provide an exceptional experience for our customers, and we're looking for like-minded professionals who can excel at this role.About the RoleThis position involves working closely with...
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Financial Services Specialist
3 weeks ago
Cardiff, Cardiff, United Kingdom Spicerhaart Full timeCompany Overview">About SpicerhaartWe are a leading mortgage advisor company looking for an experienced individual to join our team. Our mission is to provide exceptional customer service and support, helping individuals achieve their financial goals.">Your RoleAs a Financial Services Specialist, you will be responsible for generating and maintaining client...
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Financial Services Support Specialist
3 weeks ago
Cardiff, Cardiff, United Kingdom Hoop Recruitment LTD Full timeHoop Recruitment LTD is seeking a skilled Financial Services Support Specialist to join their team in Cardiff city centre.Job Description:In this exciting role, you will be responsible for providing administrative support to the team, including bank reconciliations, valuations, regulatory returns, and fee invoicing. This is a fantastic opportunity to develop...
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Senior Financial Services Specialist
17 hours ago
Cardiff, Cardiff, United Kingdom CV-Library Full timeJob OverviewWe are seeking an experienced Financial Services Specialist to join our team in Cardiff. As a key member of our financial advisory team, you will be responsible for providing expert advice to high net worth individuals.About the RoleThis is a full-time position with a competitive base salary of £39,000 plus bonus. You will have the opportunity...
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Admin Support Specialist
7 days ago
Cardiff, Cardiff, United Kingdom Recruit UK Ltd. Full timeAre you looking for a challenging role in the financial services sector? We are currently seeking an Admin Support Specialist - Financial Services to join our team at Recruit UK Ltd. in Cardiff. This position offers a competitive salary of up to £32,000 per annum, with opportunities for professional growth.As an Admin Support Specialist, you will be...
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Financial Services Director
15 hours ago
Cardiff, Cardiff, United Kingdom Smartsourcing Full timeHead of Finance We are seeking a highly skilled CCAB professionally qualified accountant to lead in managing provider activity and agreements as well as financial commissioning activity, including Long Term Agreements (LTAs), high-cost exclusions, and non-contracted activity.The ideal candidate will have significant relevant professional experience in the...
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Financial Planning Expert
3 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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Head of Financial Services
16 hours ago
Cardiff, Cardiff, United Kingdom SmartSourcing Ltd Full timeJob DescriptionWe are seeking a highly skilled finance professional to join our team as a Head of Financial Services. In this role, you will be responsible for leading the management of provider activity and agreements as well as financial commissioning activity. This will include developing and implementing financial strategies to achieve business...
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UK Financial Advisor
3 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 Tax Specialist
3 weeks ago
Cardiff, Cardiff, United Kingdom Hays Accountancy and Finance Full timeYour new companyWorking with a leading independent Accountancy Practice based in Cardiff, you'll be part of an excellent local team that prides itself on flexibility and staff development.Role OverviewPreparing and submitting tax returns by the deadline to ensure timely compliance.Liaising and negotiating with HM Revenue & Customs (HMRC) on behalf of clients...
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Financial Recovery Specialist
1 week ago
Cardiff, Cardiff, United Kingdom Tussell Limited Full timeWe are looking for a talented Financial Recovery Specialist to join our Business Recovery team at Tussell Limited. The successful candidate will work towards the ACCA qualification and gain experience in client work as part of a supportive team.As a key member of our team, you will be responsible for assisting clients in achieving financial stability and...
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Financial Services Business Development Expert
3 weeks ago
Cardiff, Cardiff, United Kingdom 02 Reed Specialist Recruitment Ltd Full timeAbout Us02 Reed Specialist Recruitment Ltd is a leading recruitment brand with a rich history and reputation for improving lives through work. We are committed to ensuring that people are at the heart of everything we do to fulfill our purpose: improving lives through work.About the RoleThis Senior Recruitment Consultant - Financial Sector role offers a...
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Financial Services Specialist
16 hours ago
Cardiff, Cardiff, United Kingdom Brook Street Full timeWe are seeking a skilled Paraplanner to join our IFA team at Brook Street, working closely with a large organisation in the financial services industry.The role is full-time, Monday - Friday, 9-5. This is an exciting opportunity for a motivated individual to contribute to the success of our clients and grow their career in a dynamic environment.Key...
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Financial Planning Specialist
4 weeks ago
Cardiff, Cardiff, United Kingdom Care & Repair Full timeAbout the RoleWe are seeking a Financial Planning Specialist to provide exceptional financial support and business planning services to Care & Repair.The ideal candidate will have relevant experience in finance and accounting, with expertise in preparing management accounts, budgets, and financial business plans.This is an exciting opportunity for a highly...
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Financial Advisory Specialist
1 week ago
Cardiff, Cardiff, United Kingdom CURRIE & BROWN UK LIMITED Full timeAbout CURRIE & BROWN UK LIMITED">As a leading international consultancy, we provide expert advice and services to clients worldwide. Our expertise spans multiple sectors and services, with a strong focus on innovation and collaboration.">At CURRIE & BROWN UK LIMITED, we value diversity and inclusion, fostering an environment where everyone can thrive and...
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Financial Services Specialist
2 weeks ago
Cardiff, Cardiff, United Kingdom Brackenberry Full timeJob OverviewWe are seeking a skilled Finance Manager to join our team at Brackenberry. As a key member of our finance department, you will play a crucial role in providing financial information and reports to enable effective service delivery and planning.
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Financial Services Specialist
3 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 Commissioning Specialist
14 hours ago
Cardiff, Cardiff, United Kingdom Bristol Industrial Full timeFinance Leadership OpportunityWe are seeking an experienced Financial Commissioning Specialist to join our team at Bristol Industrial. The role involves leading key financial commissioning processes for our NHS client based in Cardiff.Manage provider activity agreements for out-of-area patients and resident commissioning activities.Lead financial aspects of...