Financial Services Professional

Job Description: Administration Professional - Financial ServicesWe are seeking an experienced and organised Administration Professional - Financial Services to join our team in Cheltenham. As an Administration Professional, you will be responsible for providing administrative support to our independent financial advisers.Your key responsibilities will...

Seeking a skilled finance professional to join the team at Glos as a part-time Finance Assistant. The ideal candidate will have previous experience in financial roles and proficiency in Sage and Microsoft Office.The successful applicant will be responsible for managing financial tasks, ensuring the smooth operation of our finance department, and overseeing...

**Become a Valued Member of Our Finance Team**Gi Group is a leading recruitment agency seeking a highly skilled Management Accountant to join our team in Cheltenham. This challenging role offers a salary of £30,000 - £35,000 per annum, plus the opportunity to work with a diverse range of clients and develop your expertise in financial management.As a...

**About the Company**Hays Senior Finance are partnering with a leading and successful group to recruit a dynamic and hands-on Accountant for their Cheltenham, Gloucestershire site. A unique opportunity for a finance professional to take ownership of two entities within the group, supporting senior management in understanding their financial performance; This...

We are seeking an experienced IFA Administrator to join our dynamic team at IDEX Consulting, a highly respected financial advisory group with offices in Cheltenham and Bath. Our company has built a solid reputation for not only its expertise in financial planning but also its commitment to employee growth and satisfaction.This is an excellent opportunity to...

Job OpportunityWe are looking for a skilled Financial Reporting Professional to assist our Financial Reporting Manager in day-to-day activities. This role involves supporting in Treasury and Regulatory reporting functions, preparing documents in various software applications, and contributing to team reports. The successful candidate will have experience in...

An exciting opportunity has arisen for a Salaried Financial Services Specialist to join a thriving, independent financial planning business in Gloucestershire.About the RoleAs a key member of the team, you will be responsible for building and nurturing relationships with allocated clients, ensuring they receive exceptional service and support.Key...

Company Overview:Autograph Recruitment is a prominent recruitment agency specializing in accountancy practices. Our aim is to connect talented professionals with reputable firms, driving growth and success.Salary: up to £50,000 per annum, commensurate with experience.Job Description:The successful candidate will be responsible for managing their own...

Client Servicing Role in CheltenhamWe are seeking a skilled Client Servicing Professional to join our esteemed Wealth Management outfit in Cheltenham. This exciting opportunity offers a competitive salary of £30,000 - £37,000 + Bonus & Benefits, a comprehensive training package, and flexible working arrangements.As a key member of the Client Servicing...

In this role, you will be part of a dynamic team providing Financial Advice to valued clients in Cheltenham. As a Client Servicing Professional, you will be responsible for managing client relationships, administering new client pensions, investments and risk contracts, and processing investments, fund switches and sales documentation within SLA.Your strong...

Career Opportunities: Join Clark Wood's dynamic team of accounting professionals in Cheltenham and take your career to the next level.About the Role:Job Title: Accounts ManagerDescription: As a senior member of our team, you will be responsible for preparing client work, reviewing junior files, developing workflows using various software, and building strong...

Job DescriptionWe are seeking a highly skilled Senior Financial Services Manager to lead our administrative operations and support our financial planners, paraplanners, and clients.Main Responsibilities:Lead and manage a team of administrators to ensure seamless support for financial planners and paraplanners.Oversee daily administrative operations to...

We are delighted to be working with a respected, independent financial planning business based in Gloucestershire, who are seeking a skilled Financial Advisor to join their team.About the BusinessThis forward-thinking company prioritizes exceptional service delivery and is committed to fostering strong relationships with its clients.Job SummaryYou will be...

Job SummaryWe are seeking a skilled Financial Services Specialist to join our team at Ingeus. This role involves providing comprehensive community-based debt advisory services to clients, assisting with financial management, and offering tailored solutions to improve their financial health.The successful candidate will be responsible for conducting...

A leading financial planning organisation is seeking an experienced Head of Administration to join their dynamic team. This senior leadership role is responsible for overseeing administrative operations that support the firm's Financial Planners, Paraplanners, and clients.Key Responsibilities:Manage a team of IFA Administrators to ensure efficient operations...

Why Join Our Team?As a Trainee Mortgage and Protection Advisor, you will have the opportunity to work with a leading estate agency and property services provider, offering a comprehensive range of services to our clients. We pride ourselves on providing exceptional customer service, and we are looking for individuals who share our commitment to...

The clientJob OverviewHays Senior Finance are partnering with a multi-award-winning service sector organisation based on the outskirts of Cheltenham.This PE backed business was founded in 2009 and has grown significantly through acquisitions as well as organic growth.Estimated Salary: £65,000 - £80,000 per annumJob DescriptionThe role involves several...

Company Overviewi2i Recruitment is a dynamic and growing organization that offers exciting opportunities for finance professionals. Our team is dedicated to providing exceptional services to our clients, and we are seeking a talented Finance Assistant to join our ranks.We offer a comprehensive benefits package, including onsite parking, company pension, 25...

About the RoleThis is an excellent opportunity for a proactive financial professional to make a tangible impact on a reputable company in the service sector.The ideal candidate will have strong financial management, analytical, and problem-solving skills, with proven experience as a Financial Controller in the service sector.Key Responsibilities:Manage...

Are you a skilled accountant looking for a challenging role in the UK? We have an exciting opportunity for a Senior Accountant to join our team at Crowe, a leading national audit, tax, advisory and consulting firm.About the RoleWe are seeking a highly motivated and experienced Senior Accountant to assist in the preparation of more complex statutory accounts...