Financial Services Specialist

1 month ago


Bath, Bath and North East Somerset, United Kingdom Pearson May Full time

Pearson 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 develop your skills in a dynamic environment with a competitive salary based on skills and experience. Our comprehensive benefits package includes career progression opportunities, making this a fulfilling and challenging role for an ambitious professional.

The position involves working full-time in an office setting, where you will collaborate with an experienced team of qualified professionals. You will contribute to a broad range of tasks, from financial reporting to tax advisory services, and enjoy a stimulating work environment that promotes growth and learning.

Key responsibilities include:

  • Preparing and reviewing financial statements and reports
  • Providing tax advice and support to clients
  • Conducting audits and ensuring compliance with relevant regulations
  • Assisting with business development and marketing initiatives

We offer a competitive salary of £45,000 - £55,000 per annum, commensurate with skills and experience. This figure may vary depending on individual circumstances.



  • Bath, Bath and North East Somerset, United Kingdom Novia Financial Full time

    Key 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...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    Wealthtime, 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...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    About 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...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial Full time

    About the RoleThe Client Service Coordinator will provide exceptional customer service to Financial Adviser firms, responding to queries and requests in a timely and efficient manner.You will work closely with our operational teams to ensure seamless processing of high volumes of instructions, using your attention to detail and commitment to accuracy to meet...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    We are seeking a highly skilled and motivated Client Services Administrator to join our operational teams at Novia Financial plc.About UsWealthtime, a division of Novia Financial plc, is a leading provider of wealth management services. Our team delivers exceptional customer service while processing high volumes of instructions with accuracy and attention to...


  • Bath, Bath and North East Somerset, United Kingdom Chase De Vere Full time

    Job 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...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    Job 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...


  • Bath, Bath and North East Somerset, United Kingdom HCRG Care Group Full time

    Job 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...


  • Bath, Bath and North East Somerset, United Kingdom beBee Professionals Full time £35,000 - £50,000

    beBee 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...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    About UsWe are Novia Financial plc, a leading financial services company dedicated to providing high-quality administration services. Our team is committed to delivering exceptional customer experiences and exceeding industry standards.Job Description:This Senior Administrative Service Manager role is a key position within our organization, responsible for...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    Wealthtime, 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...


  • Bath, Bath and North East Somerset, United Kingdom Merje Full time

    About the RoleMerje, a leading Wealth Management firm, is seeking an experienced Financial Planning Specialist to join their team on a permanent basis.


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time

    About the RoleThe successful candidate will oversee 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 Responsibilities:Investigate and resolve complaints, breaches, and escalated queries, in addition to other areas of the...


  • Bath, Bath and North East Somerset, United Kingdom Signature Recruitment Full time

    Job DescriptionWe 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...


  • Bath, Bath and North East Somerset, United Kingdom IDEX Consulting Full time

    Located in the picturesque towns of Cheltenham and Bath, this esteemed financial advisory group is seeking a diligent IFA Administrator to join their dynamic team.This reputable organization prides itself on fostering a supportive culture that prioritizes employee growth and satisfaction. They take great pleasure in recognizing and rewarding their staff,...


  • Bath, Bath and North East Somerset, United Kingdom Marks Sattin (UK) Ltd Full time

    About 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...


  • Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis 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...


  • Bath, Bath and North East Somerset, United Kingdom REACH INTERNATIONAL INC Full time

    About the Opportunity">Reach International invites applications from skilled professionals looking to make a meaningful impact in the field of corporate insolvency and restructuring. This exciting opportunity allows candidates to contribute their expertise to a variety of complex cases, working closely with senior team members and developing essential skills...


  • Bath, Bath and North East Somerset, United Kingdom London & Country Mortgages Full time

    Financial Services TraineeLondon & Country Mortgages is seeking a highly motivated individual to join our team as a financial services trainee. This role provides an excellent opportunity to develop your skills and knowledge in providing protection advice to customers, working closely with experienced colleagues who will guide and support you every step of...


  • Bath, Bath and North East Somerset, United Kingdom Additional Resources Ltd. Full time

    We are seeking a seasoned and accomplished Financial Services Audit Director to join Additional Resources Ltd., a prestigious firm based in South Wales. This senior role offers an exceptional benefits package and a salary range of £70,000 - £75,000.Job DescriptionThe ideal candidate will have a minimum of 5 years' experience working in financial services...