Senior Financial Services Specialist
3 weeks ago
We 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, specializing in Tax, Financial and Estate Planning services to both corporate and private clients.
Key Responsibilities- Administer new client pensions, investment, and risk contracts.
- Manage and coordinate annual client reviews.
- Process investments, fund switches and sales documentation within SLA.
- Check and complete investment transactions to ensure in line with original instructions.
- Ensure the back-office system is up to date.
- Keep up to date with FCA regulations and internal policies and procedures.
To be successful in this role, you will have prior experience of working within a Financial Planning Firm, strong Pensions and Investments product knowledge, and previous experience using financial planning CRM known as CURO.
You will also possess Financial Services Qualifications such as progress towards Certificate in Financial Services or the level 4 diploma in financial planning, as well as a good knowledge about the workings of the FCA.
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Senior Financial Director
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time**About the Role**We are seeking a highly skilled Senior Financial Director to support our client's finance functions in the service sector. This is an interim opportunity that will require you to oversee and manage day-to-day financial operations, ensuring accuracy, efficiency, and compliance.The ideal candidate will have proven experience as a Financial...
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Financial Services Specialist
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Ingeus Full timeJob 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...
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Chief Financial Strategist
1 month ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full timeHays Senior Finance is partnering with a rapidly growing 30 million pound turnover Technology Group based in Cheltenham.Their vision is to harness technology to achieve business objectives with confidence, delivering measurable outcomes and a return on investment. A clear roadmap, transparency on performance, and trust in the security of their technology...
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Financial Operations Director
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full timeHays Senior Finance is partnering with a high-growth Technology Group in Cheltenham to find a seasoned Financial Operations Director.Job DescriptionThe Group Financial Controller will oversee the daily operations of the central group finance function, ensuring financial accuracy, compliance, and efficiency across the group. This includes Accounts Receivable,...
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Senior Financial Services Manager
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom mbf Full timeJob 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...
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Interim Financial Lead
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time**Opportunity Overview**We are recruiting for an Interim Financial Lead to join our client's finance team in the service sector. This is a six-month contract opportunity that requires a highly skilled financial professional to support financial operations and help steer financial objectives.The ideal candidate will have proven experience as a Financial...
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Financial Operations Specialist
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Core 3 Ltd Full timeJob OverviewWe are seeking a skilled Financial Operations Specialist to join our team at Core 3 Ltd. In this role, you will oversee core financial operations, particularly focusing on revenue, cost of sales, and royalties.As a key member of the FP&A team, you will be responsible for ensuring the accuracy and reliability of monthly financial reports. This...
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Senior Administrative Lead
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom mbf Full timeA 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...
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Financial Planning Coordinator
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full timeJoin Our Team as a Senior Financial Services SpecialistWe are looking for a motivated and results-driven individual to join our team as a Senior Financial Services Specialist in Cheltenham.In this role, you will be responsible for administering new client pensions, investment, and risk contracts, managing and coordinating annual client reviews, and...
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Senior Financial Advisor
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Ingeus Full timeJob Title: Senior Financial Advisor">About the Role:We are seeking an experienced and skilled Senior Financial Advisor to join our team at Ingeus. The successful candidate will be responsible for providing a comprehensive community-based debt advisory service, assisting clients with financial management, and offering tailored solutions to improve their...
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Financial Services Coordinator
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Burgh Recruitment Full timeWe are seeking a highly skilled and experienced Senior Administrator to join our team at Burgh Recruitment. As a Senior Administrator, you will be responsible for providing technical and administrative support to our clients while maintaining an excellent level of customer service.The ideal candidate will have excellent IT and communication skills, be highly...
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Financial Services Leader
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Randall & Pa Full timeWe are looking for a Financial Services Leader to join our vibrant accounts team at Randall & Payne.The role offers a competitive salary of £58,000 - £68,000 per annum, with a comprehensive benefits package including life assurance, free on-site parking, and access to Perkbox benefits app.The successful candidate will have experience in reviewing financial...
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Financial Services Coordinator
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Attivo Group Full timeAbout 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...
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Financial Services Manager
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Michael Page Full timeThis 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,...
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Financial Controller
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking an experienced Financial Controller to lead our UK and Ireland finance team. As a key member of the leadership team, you will be responsible for delivering high-quality financial reports and driving process improvements across the business.Key ResponsibilitiesDevelop and implement financial strategies to drive business...
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Financial Services Professional
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Randall & Pa Full timeFinancial 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...
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Financial Director
2 weeks ago
Cheltenham, Gloucestershire, United Kingdom HL Services Full timeJob Title: Financial DirectorHL Services, Cheltenham, UKEstimated Salary: £50,000 per annumAbout the CompanyHL Services is a reputable provider of garden design and landscaping services, dedicated to delivering exceptional value to our clients.Job DescriptionWe are seeking a highly skilled Financial Director to lead our team and drive financial performance....
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Senior Financial Controller
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Hays Accountancy and Finance Full timeHays Accountancy and Finance is 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.Role OverviewThe Senior Financial Controller will take on responsibility for the delivery of financial...
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Financial Planning Analyst
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full timeAbout the RoleYour new company, a global engineering group based in Gloucestershire, is seeking a driven and dynamic FP&A Analyst to join their growing accounting team. Reporting directly to the Head Of FP&A, you will have control of core financial operational processes, including revenue, cost of sales, and royalties. This role offers a competitive salary...
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Salaried Financial Services Specialist
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom The Burford Recruitment Company Ltd Full timeWe 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...