Financial Services Specialist
3 weeks ago
Meraki Talent Ltd is seeking a highly skilled Financial Services Specialist to join their team. As a Client Relationship Manager, you will be responsible for managing client relationships and overseeing client accounts. This role requires excellent communication skills, with the ability to build trust and clearly explain complex financial information to a diverse client base.
Key Responsibilities:
- Client Relationship Management: Managing portfolio of clients
- Collaboration: Build strong client relationships internally & externally
- Advisory duties: offering tailored financial advice and solutions)
- Overseeing compliance and work review: year-end accounting, tax returns, developing and mentoring juniors
Requirements:
- Experience: prior experience in a similar role within an accountancy practice, with a solid understanding of accounting principles.
- Qualifications: The role is suited to individuals who are fully or part-qualified in a relevant professional accountancy qualification or QBE. Support for completing qualifications is available if required.
- Communication Skills: The successful candidate will have excellent communication skills, with the ability to build trust and clearly explain complex financial information to a diverse client base.
- Team Player: The ideal candidate will thrive in a collaborative environment, working closely with colleagues to meet deadlines and share knowledge.
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Financial Services Transfer Specialist
4 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeWe're seeking a skilled Client Solutions Transfer Analyst to join our user Client Solutions Operations teams. This role requires exceptional customer service skills, with a focus on maintaining a healthy balance between delivering on customer needs and expectations, while managing a dynamic and varied workload.As a Client Solutions Transfer Analyst, you'll...
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Glasgow, Glasgow City, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeExciting Opportunity: Senior AdministratorAbout Us:We are a leading Partner Practice of St. James's Place Plc, a highly regarded FTSE 250 Wealth Management company that distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.Key Details:Location: GlasgowSalary: Up to £28,000 per annum (dependent on...
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Senior Financial Services Specialist
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeFinancial Services OpportunityWe are seeking a highly skilled Senior Financial Services Specialist to join our team at Eden Scott. As a key member of our financial services team, you will be responsible for providing exceptional client service and advice to our clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand...
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Financial Services Specialist
4 days ago
Glasgow, Glasgow City, United Kingdom HSBC Global Services Limited Full timeMortgage Advisor Career PathYour journey as a Mortgage Advisor at HSBC Global Services Limited begins with a comprehensive induction program designed to equip you with the knowledge and skills necessary to excel in this role. With a competitive salary of £35,000 - £55,000 per annum, you will be empowered to establish yourself as a trusted advisor and build...
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Expert Financial Services Recruiter
4 days ago
Glasgow, Glasgow City, United Kingdom 02 Reed Specialist Recruitment Ltd Full timeAt Reed Specialist Recruitment Ltd, we're seeking a highly skilled Recruitment Consultant to join our team in Glasgow. This is an exciting opportunity to specialise in Financial Services recruitment and build relationships with clients across the region.About the RoleWe're looking for someone who can cultivate strong relationships with new clients through...
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Chief Financial Strategist
1 week ago
Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full timeAs a leader in financial services, Reed Specialist Recruitment Ltd is seeking an experienced Chief Financial Strategist to join their team. This newly created position offers the opportunity to drive growth and success through strategic financial leadership.Main Responsibilities:Team Leadership: Directly manage a team of three finance professionals,...
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Remediation Specialist
4 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeAbout the RoleWe're seeking a skilled Remediation Specialist to join our team at Nucleus Financial. As a Remediation Specialist, you'll play a crucial role in resolving issues and achieving great customer outcomes.Key ResponsibilitiesInvestigate issues to establish what went wrongIdentify the impact of the issue and determine the necessary calculation...
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Financial Operations Director
4 days ago
Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full timeJob Description: We are seeking an experienced Financial Operations Director to join our team at Reed Specialist Recruitment Ltd in Glasgow City Centre. The successful candidate will play a key role in ensuring the provision of a strategic finance service is delivered and aligns to the achievement of the company's strategy. The role involves providing...
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Financial Payments Specialist
4 days ago
Glasgow, Glasgow City, United Kingdom NHS National Services Scotland Full timeAbout NHS National Services ScotlandNational Services Scotland is a national NHS Board operating at the heart of NHSScotland, providing invaluable support and advice at a strategic and operational level. Our priority is always the same – to improve the health and well-being of the people of Scotland by working in partnership with colleagues across Health...
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Financial Services Disputes Specialist
4 weeks ago
Glasgow, Glasgow City, United Kingdom TLT LLP Full timeWe are seeking a highly skilled Financial Services Disputes Specialist to join our team in Glasgow. Our Financial Services Disputes and Investigations (FSDI) team is one of the largest providers of legal services to the financial services sector in the UK, with over 300 dedicated financial services lawyers across our UK network of offices.Your RoleAs a...
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Chief Financial Strategist
4 days ago
Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full timeJob Title: Chief Financial StrategistA newly created position has arisen at Reed Specialist Recruitment Ltd due to the growth of the company, reporting directly to the Finance Director. As a senior manager, you will ensure the provision of a strategic finance service is delivered and aligns to the achievement of the company's strategy. You will provide...
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Client Solutions Transfer Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeWe are seeking a Client Solutions Transfer Specialist to join our Client Solutions Operations teams at Nucleus Financial Platforms. This role is integral to our customer service strategy, requiring a professional with excellent communication skills to maintain a balance between delivering on customer needs and managing a dynamic workload.Responsibilities...
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Transfer Operations Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeWe're seeking a Transfer Operations Specialist to join our Client Solutions Operations teams. This role is integral to delivering exceptional customer service, balancing competing priorities while meeting deadlines. You'll be responsible for managing multiple queries, ensuring timely resolutions and a positive customer experience.As a key member of the team,...
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Financial Services Specialist
1 month ago
Glasgow, Glasgow City, United Kingdom Dentons Canada Full timeJob SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Dentons Canada. As a key member of our corporate banking group, you will be responsible for providing expert advice and support to our clients across a wide range of finance work.Key ResponsibilitiesProvide high-quality advice and support to clients on corporate...
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Chief Financial Officer
6 days ago
Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full timeAbout the RoleReed Specialist Recruitment Ltd is working with a key client based in Glasgow City Centre to recruit a Chief Financial Officer. This is a newly created position due to the growth of the company, reporting directly to the Finance Director.This senior management role ensures the provision of a strategic, professional, effective and...
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Financial Platform Specialist
4 days ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeWe are Nucleus Financial Platforms, a company dedicated to making retirement more rewarding. We offer a generous salary package of £80,000 - £95,000 per annum for our Senior Manager role, depending on experience.As a Senior Manager, you will contribute to and deliver the second-line outcomes assurance plan, ensuring confidence in customer experiences...
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Paralegal Specialist in Financial Services
1 week ago
Glasgow, Glasgow City, United Kingdom TLT LLP Full timeAbout the RoleWe are seeking an experienced Paralegal Specialist to join our Financial Services Disputes and Investigations team in Glasgow. Our team provides legal services to the financial services sector, working with leading banks, international institutions, and fintech companies.As a key member of our team, you will be responsible for investigating and...
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Mortgage Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Envoy Financial Ltd Full timeWe are seeking a Mortgage Specialist to join our team at Envoy Financial Ltd, a premier Independent Mortgage Broker based in Glasgow's South Side. Our company is on the rise, and we are looking for a seasoned professional with a minimum of 2 years' experience in the New Build Mortgage sector.Your expertise will shine in the dynamic environment of new build...
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Financial Operations Specialist
4 days ago
Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full timeJob OverviewWe are seeking a highly skilled Financial Operations Specialist to join our team in Glasgow City Centre. This is an excellent opportunity for a motivated individual to take on a key role in driving financial performance and supporting business growth.About the RoleThe successful candidate will work closely with the Head of Finance to provide...
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Financial Services Risk Specialist
1 week ago
Glasgow, Glasgow City, United Kingdom CAPCO Full timeJob Title: Financial Services Risk SpecialistAbout the Role:Capco is seeking a skilled Financial Services Risk Specialist to join our team in Glasgow. As a key member of our risk management team, you will play a critical role in identifying and mitigating operational risks across our financial services clients.Responsibilities:Review and analyze operational...