Financial Services Officer

5 days ago


Leatherhead, Surrey, United Kingdom Transform Housing & Support Full time

About Us:

Transform Housing & Support is a leading provider of housing and support services for socially excluded and vulnerable individuals across Surrey, Berkshire, West Sussex, and South-West London.

Our Mission:

We strive to empower our clients to achieve their full potential by providing a range of services that address their unique needs and circumstances.

Job Summary:

We are seeking a highly skilled and motivated Financial Services Officer to join our team. As a key member of our finance department, you will be responsible for managing our financial operations, ensuring compliance with regulatory requirements, and providing excellent customer service to our clients.

Key Responsibilities:

  • Manage financial transactions, including invoicing, payments, and reconciliations
  • Prepare and analyze financial reports, including balance sheets, income statements, and cash flow statements
  • Develop and implement financial policies and procedures to ensure compliance with regulatory requirements
  • Provide financial guidance and support to staff members
  • Collaborate with other departments to ensure effective financial management

Requirements:

  • Relevant qualifications in finance or a related field
  • Proven experience in financial management, preferably in a non-profit or public sector organization
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

We offer a competitive salary, excellent benefits package, and opportunities for professional growth and development.



  • Leatherhead, Surrey, United Kingdom Transform Housing & Support Full time

    About the RoleWe are seeking a highly skilled Financial Services Officer to join our team at Transform Housing & Support. As a key member of our finance department, you will be responsible for managing our financial operations, ensuring the smooth execution of our business activities.Key ResponsibilitiesManage financial transactions, including invoicing,...


  • Leatherhead, Surrey, United Kingdom Transform Housing & Support Full time

    About the RoleWe are seeking a highly skilled Financial Services Officer to join our team at Transform Housing & Support. As a key member of our finance department, you will be responsible for managing our financial operations, ensuring the smooth execution of our business activities.Key ResponsibilitiesManage financial transactions, including invoicing,...


  • Leatherhead, Surrey, United Kingdom Transform Housing & Support Full time £33,000

    We are seeking a highly skilled Financial Services Officer to join our team at Transform Housing & Support. As a key member of our finance department, you will play a crucial role in ensuring the smooth operation of our financial processes.Key Responsibilities:Manage and maintain accurate financial records and reportsProcess and reconcile financial...


  • Leatherhead, Surrey, United Kingdom Transform Housing & Support Full time

    About the RoleWe are seeking a highly skilled Financial Services Officer to join our team at Transform Housing & Support. As a key member of our finance department, you will be responsible for managing our financial operations, ensuring the smooth running of our business.Key ResponsibilitiesManage financial transactions, including invoicing, payments, and...


  • Leatherhead, Surrey, United Kingdom Financial Divisions Full time

    Job DescriptionJob Title: Senior Financial PlannerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Summary:We are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing a portfolio...


  • Leatherhead, Surrey, United Kingdom Financial Divisions Full time

    Job DescriptionJob Title: Senior Financial PlannerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Summary:We are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing a portfolio...


  • Leatherhead, Surrey, United Kingdom Financial Divisions Full time

    Job DescriptionJob Title: Senior Financial PlannerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Summary:We are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing a portfolio...


  • Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Job Title: Senior Financial PlannerJob Type: Full-timeCompany: Financial DivisionsLocation: Remote (office based to begin with)Job Description:We are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing a portion of our CEO's existing book of business,...


  • Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Job Title: Senior Financial PlannerJob Type: Full-timeCompany: Financial DivisionsLocation: Remote (office based to begin with)Job Description:We are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing a portion of our CEO's existing book of business,...

  • Financial Planner

    6 days ago


    Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Job DescriptionFinancial Planner - HNW Client ManagerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Description:We are seeking an experienced Financial Planner to join our team as a HNW Client Manager. As a key member of our wealth planning team, you will be responsible for...


  • Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Job DescriptionFinancial Planner - HNW Client ManagerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Description:We are seeking an experienced Financial Planner to join our team as a HNW Client Manager. As a key member of our wealth planning team, you will be responsible for...

  • Financial Planner

    5 days ago


    Leatherhead, Surrey, United Kingdom Financial Divisions Full time

    Job Title: Financial Planner - HNW Client ManagerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Description:Job Summary:We are seeking an experienced Financial Planner to join our team as a HNW Client Manager. As a key member of our Financial Divisions team, you will be...

  • Financial Planner

    7 days ago


    Leatherhead, Surrey, United Kingdom Financial Divisions Full time

    Job Title: Financial Planner - HNW Client ManagerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Description:Job Summary:We are seeking an experienced Financial Planner to join our team as a HNW Client Manager. As a key member of our Financial Divisions team, you will be...

  • Financial Planner

    4 days ago


    Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Job DescriptionFinancial Planner - HNW Client ManagerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Description:We are seeking an experienced Financial Planner to join our team as a HNW Client Manager. As a key member of our wealth planning team, you will be responsible for...

  • Financial Planner

    3 days ago


    Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Job DescriptionFinancial Planner - HNW Client ManagerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Description:We are seeking an experienced Financial Planner to join our team as a HNW Client Manager. As a key member of our wealth planning team, you will be responsible for...


  • Leatherhead, Surrey, United Kingdom Financial Divisions Full time

    Senior Wealth Advisor – Oversee a portfolio of high net worth clientsCompensation: £70k - £90k base salary with performance bonuses (25% bonus on new business generated)Location: Office-based role with initial training and supportOur client is a Chartered independent wealth management firm that specializes in providing comprehensive financial advice to...


  • Leatherhead, Surrey, United Kingdom Financial Divisions Full time

    Position: Wealth Management Consultant – Oversee a portfolio of High Net Worth clientsCompensation: £70,000 - £90,000 base salary with performance bonuses (25% bonus on new business generated)Location: Office-based role initiallyOur client is a Chartered independent financial advisory firm with a strong reputation in the wealth management sector. They...

  • Financial Planner

    5 days ago


    Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Job Title: Financial Planner - HNW Client ManagerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Description:Job Summary:We are seeking an experienced Financial Planner to join our team as a HNW Client Manager. As a key member of our wealth planning team, you will be responsible...

  • Financial Planner

    5 days ago


    Leatherhead, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000

    Job Title: Financial Planner - HNW Client ManagerJob Type: Full-timeIndustry: Financial ServicesCompany: Financial DivisionsLocation: Remote (with occasional office visits)Job Description:Job Summary:We are seeking an experienced Financial Planner to join our team as a HNW Client Manager. As a key member of our wealth planning team, you will be responsible...


  • Leatherhead, Surrey, United Kingdom Financial Divisions Full time

    Job DescriptionCompany OverviewFinancial Divisions is a leading independent wealth planning firm with a strong presence in Surrey and beyond. We pride ourselves on providing exceptional customer service and have built a reputation for delivering tailored financial solutions to high net worth individuals and families.Job SummaryWe are seeking an experienced...