Financial Services Specialist

4 weeks ago


Carmarthen, Carmarthenshire, United Kingdom Brook Street UK Full time
Job Overview

We are seeking a highly skilled Finance Assistant to join our team in Carmarthen. As a key member of the finance team, you will be responsible for preparing accounts and tax computations for a diverse range of clients, including companies, partnerships, and sole traders. This role offers excellent opportunities for professional growth and development in a supportive work environment.

About the Role

The successful candidate will have recent graduate-level qualifications in accounting or a related field, as well as experience with accounting software packages, particularly Sage 50 and Xero. Strong analytical skills, excellent communication skills, both written and verbal, and the ability to work independently as well as part of a team are essential requirements for this position. A competitive salary ranging from £23,000 to £24,500 per year, funding for AAT Level 2 and Level 3 qualifications, and full-time hours with a consistent schedule make this an attractive opportunity for ambitious professionals.

Key Responsibilities

This role involves:
1. Preparing accounts and tax computations for clients
2. Reporting directly to the director or client manager, ensuring clear communication and effective workflow
3. Preparing and submitting VAT returns accurately and on time
4. Providing ad hoc bookkeeping assistance using various accounting software packages
5. Attending client meetings to address queries directly and provide exceptional customer service
6. Supporting the development of junior staff by offering guidance and mentorship
7. Managing and developing client relationships to ensure high-quality service delivery
8. Consulting with clients to understand their financial needs and investment goals, tailoring solutions accordingly
9. Collaborating with internal teams to provide timely and accurate information regarding clients' portfolios
10. Conducting regular client meetings to review portfolio performance and address any concerns.

Benefits

This position offers a range of benefits, including a competitive salary, funding for professional qualifications, and a supportive work environment with opportunities for growth and development.

  • Carmarthen, Carmarthenshire, United Kingdom JOB SWITCH LTD Full time

    Company Overview:JOB SWITCH LTD is a dynamic organization dedicated to delivering exceptional financial services. We are seeking an experienced Financial Services Specialist to join our team and contribute to our mission of providing top-notch support to local authorities in the education sector.Job Description:This role involves working closely with the...


  • Carmarthen, Carmarthenshire, United Kingdom Job Switch Ltd Full time

    Job Description:">We are seeking a highly skilled and experienced Accountant to join our team at Job Switch Ltd.About the Role:This is an exciting opportunity for an ambitious accountant to take on a lead role in delivering a professional financial advice and support service to the Local Authority. You will be working under the direction of the Group...


  • Carmarthen, Carmarthenshire, United Kingdom PP Associates Full time

    **Company Overview:**PP Associates, a leading provider of waste management services, is seeking an experienced Financial Operations Specialist to join their team.The ideal candidate will have a strong background in financial systems, external/internal payments, and costing information related to the delivery of waste management services. This role requires...


  • Carmarthen, Carmarthenshire, United Kingdom Vibe Recruit Limited Full time

    Job OverviewThis is an exciting opportunity for a Financial Support Specialist to join our team in Carmarthen.You will be responsible for providing expert accounting and administrative support to our Finance Manager.Main Duties:Reconciling daily bank statements and credit card transactionsManaging invoices and payments efficientlyMaintaining accurate and...


  • Carmarthen, Carmarthenshire, United Kingdom Job Switch Ltd Full time

    Job SummaryAs a Financial Planning Specialist at Job Switch Ltd, you will play a vital role in supporting the Group Accountant in delivering expert financial guidance to senior stakeholders within the Local Authority.About the RoleThis is an exciting opportunity to join our team as a Financial Planning Specialist, where you will be responsible for creating...


  • Carmarthen, Carmarthenshire, United Kingdom Job Switch Ltd Full time

    Job Switch Ltd is seeking a skilled Financial Services Professional to provide expert financial guidance and support services to the Local Authority. As part of our team, you will work closely with the Group Accountant to deliver timely and relevant financial data to service managers within Education, Children & Family Services.Key responsibilities:To...


  • Carmarthen, Carmarthenshire, United Kingdom Job Switch Ltd Full time

    About the RoleWe are seeking a highly skilled and experienced Lead Financial Advisor to join our team at Job Switch Ltd. In this role, you will be responsible for delivering a professional financial advisory service to the Local Authority, ensuring that service managers within Education, Children & Family Services are provided with timely and relevant...


  • Carmarthen, Carmarthenshire, United Kingdom Job Switch Ltd Full time

    Job Title: Financial Services ProfessionalWe are seeking a skilled Financial Services Professional to join our team at Job Switch Ltd.About the Role:This is an excellent opportunity for someone who is passionate about providing high-quality financial services and support to clients.Key Responsibilities:Work closely with the Group Accountant to create...


  • Carmarthen, Carmarthenshire, United Kingdom Job Switch Ltd Full time

    Job DescriptionTo provide a lead in delivering professional financial advice and support services to the Local Authority, ensuring timely and relevant financial data for management decisions.Key Responsibilities:Support the Group Accountant in creating financial information and analysis for service managers within Education, Children & Family...


  • Carmarthen, Carmarthenshire, United Kingdom Job Switch Ltd Full time

    Job Summary:The Financial Services Manager role at Job Switch Ltd involves leading the delivery of professional financial advice and support to ensure timely and relevant financial data for management decisions. This includes budget preparation, bi-monthly budget monitoring, annual closure of accounts, and providing financial guidance to responsible officers...


  • Carmarthen, Carmarthenshire, United Kingdom Vibe Recruit Full time

    We are seeking a Financial Support Specialist to join our team in Carmarthen. The successful candidate will have experience in accounting administration and be proficient in Sage 50 Accounts and Payroll.The role involves daily reconciliation of the bank, processing supplier invoices, and monthly reconciliations against statements. You will also be...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    About the RoleThis exciting opportunity offers a unique blend of challenge and reward for a seasoned Financial Services Manager.As a key member of our team, you will be responsible for delivering top-notch financial services to clients, driving business growth, and developing strategic partnerships.Your success will be measured by your ability to build a...


  • Carmarthen, Carmarthenshire, United Kingdom Sunny Recruitment Full time

    About Sunny RecruitmentSunny Recruitment is seeking a skilled Financial Services Lead to join our team. As a key member of our accountancy practice, you will be responsible for managing accounts for Corporate and Charity clients.Key Responsibilities:* Prepare high-quality financial statements for review* Conduct statutory audits on Corporate and Charity...


  • Carmarthen, Carmarthenshire, United Kingdom Vibe Recruit Limited Full time £28,000

    Vibe Recruit Limited is seeking an Accounts Assistant to provide accounting and administrative support to the Finance Manager. As an ideal candidate, you will be responsible for ensuring customer and supplier accounts are accurate.The role involves providing comprehensive financial support, including data entry, invoicing, and reconciliations. The successful...


  • Carmarthen, Carmarthenshire, United Kingdom Hays Accountancy and Finance Full time

    About Our FirmHays Accountancy and Finance is a leading provider of professional services, striving for excellence in the accountancy and finance industry. Our team comprises experienced professionals, including Qualified Chartered Accountants, Chartered Certified Accountants, and Chartered Tax Advisers.We offer a dynamic working environment with various...


  • Carmarthen, Carmarthenshire, United Kingdom Carmarthenshire Association of Voluntary Services Full time

    About the Role:Carmarthenshire Association of Voluntary Services (CAVS) is a CIC providing meals and running a community growing space. We are looking for a skilled Treasurer to join our team.As a Treasurer, you will be responsible for managing our finances, including paying bills, monitoring grants, and maintaining accurate records.Key responsibilities...


  • Carmarthen, Carmarthenshire, United Kingdom PP Associates Ltd Full time

    Job Title: Waste Management Reporting SpecialistSalary:$50,000 - $65,000 per annumJob SummaryWe are seeking an experienced Waste Management Reporting Specialist to join our team. The successful candidate will provide timely, accurate, and up-to-date financial reporting in accordance with the Authority's Financial Regulations and Standing Orders.Key...


  • Carmarthen, Carmarthenshire, United Kingdom Hays Accountancy and Finance Full time

    About the RoleThis is an exciting opportunity to join a dynamic and growing team as an Audit Associate. You will be responsible for managing audits, preparing financial statements, and supervising junior staff. If you are a motivated and experienced accountant looking for a new challenge, we would love to hear from you.Key Duties:Oversee audit engagements...


  • Carmarthen, Carmarthenshire, United Kingdom Job Switch Ltd Full time

    Job Switch Ltd is seeking a Financial Operations Manager to lead our financial operations and provide strategic financial support to the Local Authority. This role will involve analyzing financial data, developing financial strategies, and providing professional advice to service managers.Key Responsibilities:Manage and analyze financial data to identify...


  • Carmarthen, Carmarthenshire, United Kingdom Job Switch Ltd Full time

    At Job Switch Ltd, we are seeking a highly skilled Financial Professional to join our team.The estimated salary for this role is around £45,000 - £55,000 per annum.Job Description:We are looking for someone to provide professional financial advice and support to our clients in the Education sector.The successful candidate will work under the direction of...