Experienced Financial Services Specialist

**Location**: Cheltenham office based, hybrid post 3-month probation **Full time**: 35 hours however 28 hours per week may be considered **Salary**: Highly competitive plus the potential of 10% annual bonus and employee benefits. Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for...

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...

We are seeking an experienced Financial Guidance Specialist to join our team in Cheltenham or Gloucester.As a Financial Guidance Specialist, you will play a crucial role in providing expert guidance and support to individuals facing financial difficulties.The ideal candidate will have a proven track record of providing high-quality debt advice and will be...

About Attivo:We are a Lifestyle Financial Planners firm committed to transparency, openness, and honesty in our approach.Our experienced financial specialists and support teams work together to deliver bespoke financial plans tailored to our clients' lifestyle needs.The successful candidate will work closely with our Financial Planners to integrate new...

About the RoleWe are seeking a highly skilled and experienced Financial Planning Coordinator to join our Client Servicing team in Cheltenham.This is an excellent opportunity to work with a highly regarded Wealth Management outfit, providing financial advice to valued clients and contributing to the provision of comprehensive range of advice services,...

Job Title: Financial Planning Specialist**Salary:**£45,000 - £65,000 per annum, depending on experience.Job Description:We are seeking an experienced Paraplanner to join our team in Cheltenham or Hereford. As a key member of our team, you will be responsible for preparing pre-approval documentation, utilizing technology to produce accurate solutions, and...

Financial Operations Manager (AP & AR Manager)-Remote/Office Working - Cheltenham, Gloucestershire-Permanent Your new company Hays Accountancy & Finance are partnering with a leading and growing Financial Services Group to recruit for a dynamic and experienced Financial Operations Manager, based in Cheltenham, Gloucestershire with remote/office working. A...

Financial Support SpecialistOverview:Hazlewoods Business Solutions provides comprehensive accounting services to businesses across the UK. As a Financial Support Specialist, you will play a key role in supporting our clients' financial needs, working closely with our team of experts.Key Responsibilities:Sales and purchase ledger processingBookkeeping...

Financial Accountant-Progressive Role-PE Backed Group-Remote/Office Hybrid Work -Cheltenham, Gloucestershire Your new company Hays Accountancy & Finance are partnering with a leading health care group to recruit for a driven and dynamic Financial Accountant based in their Cheltenham, Gloucestershire office. A great opportunity joining an PE backed Group that...

Discover a rewarding career with Levy UK & Ireland, a vibrant sector of Compass Group, the world's largest catering company.About the RoleWe are seeking an experienced Financial Operations Specialist to join our team at Exeter & Wincanton Racecourses. As a key member of our finance team, you will be responsible for supporting the venue management team in...

Client-Focused Career OpportunityThe Burford Recruitment Company Ltd is proud to present a rewarding career opportunity for an ambitious Financial Services Specialist to join a successful independent financial planning business in Gloucestershire/Cheltenham. As a key member of the team, you will play a vital role in delivering exceptional client experiences...

We are a global talent management company, PSI Services LLC, seeking an experienced Accounts Payable Specialist to join our team. The estimated salary for this role is around $55,000 - $65,000 per annum.This position involves preparing and issuing sales invoices to customers, updating the CRM with invoicing information, collating information and raising...

**Head of Marketing** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust...

This exceptional opportunity exists for an accomplished Accountant to join our team as a Senior Financial Manager. The successful candidate will be offered a competitive salary of £55,000 - £65,000 per annum.About the PositionYou will be responsible for managing and coordinating the preparation of financial statements for multiple client portfolios,...

We are looking for a talented Finance Support Specialist to assist our team in managing accounts payable and receivable at PSI Services LLC. As a Finance Support Specialist, you will play a vital role in maintaining accurate and up-to-date financial records, ensuring timely payment processing, and resolving any discrepancies that may arise.Key...

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...

Financial Services PositionWe are looking for a talented Financial Services Professional to join our team. In this role, you will be responsible for providing high-quality accounting services to our clients.About the Role:The ideal candidate will have ACA or ACCA qualification, with expertise in reviewing accounts, VAT returns, and supporting senior staff...

Job Title: Financial Record SpecialistAbout the Role:We are seeking a detail-oriented and organised individual to maintain accurate financial records for a diverse portfolio of clients. Your role will include managing accounts payable and receivable, reconciling bank statements, and ensuring compliance with financial regulations.About the Company:Flexicruit...

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...

Job SummaryWe are seeking a skilled and motivated individual to join our team as a Financial Services Administrator. As a Trust and Tax Assistant, you will play a critical role in supporting trust administration, investment reporting, accounting, and tax compliance.Key Responsibilities:Prepare trust accounts and tax returns, ensuring accuracy and adherence...