Current jobs related to Financial Assistant - Cheltenham, Gloucestershire - Four Squared Recruitment Ltd


  • Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time

    Job Title: Financial Planning AdministratorHDA Chartered Financial Planners is seeking an experienced Financial Planning Administrator to join our team. As a key member of our administrative team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our financial...


  • Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time

    Job Title: Financial Planning AdministratorHDA Chartered Financial Planners is seeking an experienced Financial Planning Administrator to join our team. As a key member of our administrative team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our financial...


  • Cheltenham, Gloucestershire, United Kingdom de Lisle Financial Planning Full time

    Client and Operations CoordinatorDe Lisle Financial Planning is seeking a highly organized and tech-savvy Client and Operations Coordinator to join their small, busy team on a part-time basis. The ideal candidate will provide exceptional client service, manage daily operations, and support the Financial Planners in delivering excellent client experiences.Key...


  • Cheltenham, Gloucestershire, United Kingdom de Lisle Financial Planning Full time

    Client and Operations CoordinatorDe Lisle Financial Planning is seeking a highly organized and tech-savvy Client and Operations Coordinator to join their small, busy team on a part-time basis. The ideal candidate will provide exceptional client service, manage daily operations, and support the Financial Planners in delivering excellent client experiences.Key...


  • Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time

    Job Title: Financial Planning AdministratorHDA Chartered Financial Planners is seeking an experienced Financial Planning Administrator to join our team. As a key member of our administrative team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our financial...


  • Cheltenham, Gloucestershire, United Kingdom de Lisle Financial Planning Full time

    Client and Operations Co-OrdinatorWe are seeking a highly organized and client-focused individual to join our team as a Client and Operations Co-Ordinator. This role will be responsible for providing exceptional client service, managing daily operations, and supporting the smooth delivery of our services.Key Responsibilities:Provide a professional point of...


  • Cheltenham, Gloucestershire, United Kingdom de Lisle Financial Planning Full time

    Client and Operations Co-OrdinatorWe are seeking a highly organized and client-focused individual to join our team as a Client and Operations Co-Ordinator. This role will be responsible for providing exceptional client service, managing daily operations, and supporting the smooth delivery of our services.Key Responsibilities:Provide a professional point of...


  • Cheltenham, Gloucestershire, United Kingdom Reed Full time

    Finance Assistant Job DescriptionReed Accountancy is seeking a highly skilled and detail-oriented Finance Assistant to join their client's team. As a Finance Assistant, you will play a crucial role in the administration and efficient management of the company's finances.Key Responsibilities:Accurate Financial Task Management: Deliver financial tasks...


  • Cheltenham, Gloucestershire, United Kingdom Reed Full time

    Finance Assistant Job DescriptionReed Accountancy is seeking a highly skilled and detail-oriented Finance Assistant to join their client's team. As a Finance Assistant, you will play a crucial role in the administration and efficient management of the company's finances.Key Responsibilities:Accurate Financial Task Management: Deliver financial tasks...


  • Cheltenham, Gloucestershire, United Kingdom UCAS Full time

    About the RoleThe Assistant Finance Business Partner is a key role providing financial analysis and support for UCAS.This development role offers growth and opportunity, and is the first step in the finance business partner journey.Key Accountabilities:Business PartneringBuild professional and effective relationships across the business.Support the Finance...


  • Cheltenham, Gloucestershire, United Kingdom UCAS Full time

    About the roleThe Assistant Finance Business Partner is a key role providing financial analysis and support for UCAS.This development role offers growth and opportunity, making it an ideal position for those looking to advance their careers.Key responsibilities:Build professional and effective relationships across the business.Support the Finance Business...


  • Cheltenham, Gloucestershire, United Kingdom UCAS Full time

    About the RoleThe Assistant Finance Business Partner is a key role providing financial analysis and support for UCAS.This development role offers growth and opportunity, and is the first step in the finance business partner journey.Key Responsibilities:Build professional and effective relationships across the business.Support the Finance Business Partners in...


  • Cheltenham, Gloucestershire, United Kingdom CleverHR Full time

    About CleverHR:CleverHR is a forward-thinking Financial Services company committed to providing top-quality advice through a top-notch team. We pride ourselves on having the correct work ethos and culture needed to provide an excellent customer experience.The Role:To attend client meetings with the Financial Planner to take detailed notes of the...


  • Cheltenham, Gloucestershire, United Kingdom CleverHR Full time

    About CleverHR:CleverHR is a forward-thinking Financial Services company committed to providing top-quality advice through a top-notch team. We pride ourselves on having the correct work ethos and culture needed to provide an excellent customer experience.The Role:To attend client meetings with the Financial Planner to take detailed notes of the...


  • Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full time

    Job DescriptionAt IDEX Consulting Ltd, we are seeking a skilled IFA Administrator to join our team. This is an excellent opportunity to work in a dynamic and supportive environment, where you will be responsible for managing calendars, scheduling client meetings, and providing proactive assistance to our Financial Advisors.Key Responsibilities:Manage...


  • Cheltenham, Gloucestershire, United Kingdom GCB Recruitment Full time

    Paraplanner OpportunityGCB Recruitment is seeking a skilled Paraplanner to join our clients' award-winning firm in Cheltenham. As a Paraplanner, you will play a crucial role in supporting financial advisers in creating tailored financial plans.Key Responsibilities:Conduct analytical tasks and finance-related activitiesPrepare paperwork for advisers and...


  • Cheltenham, Gloucestershire, United Kingdom GCB Recruitment Full time

    Paraplanner OpportunityGCB Recruitment is seeking a skilled Paraplanner to join our clients' award-winning firm in Cheltenham. As a Paraplanner, you will play a crucial role in supporting financial advisers in creating tailored financial plans.Key Responsibilities:Conduct analytical tasks and finance-related activitiesPrepare paperwork for advisers and...

  • Financial Manager

    1 month ago


    Cheltenham, Gloucestershire, United Kingdom Zalando Full time

    Join Our Team as a Financial ManagerWe are seeking a highly skilled Financial Manager to join our team at Zalando. As a key member of our finance department, you will play a crucial role in shaping the financial future of our company.About the RoleThe Financial Manager will be responsible for managing debtor and creditor relationships, ensuring accurate...

  • Financial Manager

    1 month ago


    Cheltenham, Gloucestershire, United Kingdom Gloucestershire Hospitals NHS Foundation Trust Full time

    Job Title: Financial ManagerGloucestershire Hospitals NHS Foundation Trust is seeking a highly skilled Financial Manager to join our team. As a key member of our finance department, you will be responsible for providing financial guidance and support to our budget holders, ensuring the effective management of our financial resources.Main...

  • Financial Manager

    1 month ago


    Cheltenham, Gloucestershire, United Kingdom Gloucestershire Hospitals NHS Foundation Trust Full time

    Job Title: Financial ManagerGloucestershire Hospitals NHS Foundation Trust is seeking a highly skilled Financial Manager to join our team. As a key member of our finance department, you will be responsible for providing financial guidance and support to our budget holders, ensuring the effective management of our financial resources.Main...

Financial Assistant

2 months ago


Cheltenham, Gloucestershire, United Kingdom Four Squared Recruitment Ltd Full time

About the Role

Four Squared Recruitment Ltd is seeking a skilled Financial Assistant to join their busy Finance Department. As a key member of the team, you will be responsible for processing invoices, expenses, and ensuring accurate posting within the Practice Management System.

Key Responsibilities

  • Process invoices and expenses, including credit card payments
  • Ensure accurate posting within the Practice Management System
  • Support colleagues with payment queries
  • Promptly respond to email inquiries
  • Set up new suppliers
  • Check cash receipt allocations
  • Reconcile bank accounts
  • Handle supplier statement reconciliations and queries

Requirements

  • Previous experience in a similar role
  • Knowledge of multiple currencies
  • Experience working in a team environment with a shared inbox
  • Accuracy, speed, and ability to prioritize and meet strict reporting deadlines
  • Good level of numeracy and proficiency in Excel
  • Experience with expense management and finance systems such as Aderant and Chrome River

What We Offer

  • Great and friendly company culture
  • High-quality offices
  • Competitive pay and benefits
  • Free/reimbursed parking at the office
  • Private medical insurance from day one
  • Permanent health insurance
  • Onsite café
  • Picnic rooftop terrace
  • Sit/stand desks
  • 25+ days of holiday
  • Casual dress code
  • Social events