Financial Services Specialist

Job OverviewWe are seeking a highly skilled Senior Service Charge Financial Specialist to join our team at Leaders Romans Group. As a key member of our financial department, you will be responsible for managing the day-to-day financial requirements of an allocated portfolio of clients.Your primary objective will be to ensure all industry-mandated deadlines...

**Job Overview:**This is a comprehensive role requiring an experienced paraplanner to support financial advisers in preparing recommendations and producing suitability reports.The ideal candidate will have a strong technical knowledge of financial services, excellent writing skills, and the ability to meet productivity targets.We are seeking a skilled...

We are seeking an experienced Administrative Support Specialist to join our client's firm in Wokingham. The ideal candidate will have excellent communication skills, with the ability to work independently and as part of a team.Job DescriptionThe role involves assisting Financial Advisers in preparing recommendations and producing suitability reports in line...

Job Title: Financial Planning SpecialistWe are seeking an experienced Accounts Senior to join our team at TPF Recruitment in Wokingham. As a key member of our accounting practice, you will provide tax, bookkeeping and VAT services to our clients.About the Role:Deliver high-quality accounting services to our clients, including financial planning and...

Sonderwell is seeking a highly skilled Financial Operations Specialist to join our team on a part-time, 6-month fixed-term contract. The ideal candidate will have full ownership of the month-end process for three entities, ensuring compliance with accounting standards and regulations while providing valuable insights to support strategic decision-making.The...

Job Title: Financial Paraplanner SpecialistCompany Overview: Artemis Recruitment Consultants Ltd is seeking an experienced paraplanning expert to join our team. As a leading recruitment agency, we are committed to providing exceptional services to our clients and candidates.Salary: £35,000 - £45,000 per annum, depending on experience.Job Description: We...

Job DescriptionWe are seeking a skilled Financial Administrator Specialist to join our client's firm in Wokingham. This is a full-time office-based role.This position involves working closely with Financial Advisers and colleagues to prepare recommendations, suitability reports, and client records. You will be responsible for data gathering, application form...

We are seeking an experienced Senior Financial Operations Specialist to join our team at Mulberry Recruitment. As a key member of our operations team, you will play a critical role in ensuring the smooth operation of our financial services. Your primary responsibility will be to provide administrative support to our financial advisors, focusing on pensions,...

About the Role:This Cloud Financials Lead Specialist position requires a dynamic and experienced leader who can drive the design, build, and implementation of modern SaaS-enabled services. You will work closely with programme teams and external partners to ensure seamless coordination across workstreams.Responsibilities:Lead system requirements analysis and...

Job Title: Financial Operations SpecialistLocation: Finchamstead, ReadingSalary: £25,000 - £30,000 per annumThis role is ideal for an organized and detail-oriented individual who can maintain accurate financial records and support the finance team in handling day-to-day operations.The successful candidate will be responsible for assisting with customer...

Job Overview:AWD online is seeking a highly skilled Financial Accountant Specialist to join our expanding small/SME business accounting team. As a dynamic and talented individual with sign-off capability, you will play a key role in preparing year-end financial statements for limited companies, charities, and partnerships.The ideal candidate will have proven...

Job SummaryWe are recruiting for an experienced Independent Financial Administrator to join our team based in the Wokingham area. As a key member of our team, you will be responsible for providing administrative support to our Financial Advisers, helping them to deliver exceptional financial advice services to clients.In this role, you will be working...

Finance Role at Wokingham Borough CouncilWe are seeking a highly skilled Financial Services Manager to join our team on a full-time, permanent basis. The successful candidate will play a key role in providing strategic support on all financial matters relating to Children's Services and Schools.This is an exciting opportunity for a motivated and experienced...

At Wokingham Borough Council, we are seeking a skilled Financial Services Coordinator to join our team. This exciting opportunity will have a Finance focus and requires a sound knowledge of Finance processes.The role involves being the first point of contact for internal customers, enabling them to access the right service at the right time to the right...

Job Title: Paraplanning Expert for Financial ServicesCompany Overview: Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are dedicated to providing exceptional services to our clients and candidates.Salary: £40,000 - £50,000 per annum, depending on experience.Job Description: We are seeking an...

Job OverviewWe are currently seeking a highly skilled Financial Services Professional to join our team in Wokingham, Berkshire. The ideal candidate will have 1-3 years of experience working within a practice environment and be studying AAT or AAT qualified, or studying towards ACA/ACCA.Key Responsibilities:Preparation of statutory accounts, corporate tax...

Job Opportunity: Senior Service Charge AccountantBased in Crowthorne House, Wokingham, we are seeking an experienced Senior Service Charge Accountant to join our team at Leaders Romans Group.We offer a competitive salary package of £45,000 - £60,000 per annum, depending on experience, as well as quarterly and yearly awards, a salary sacrifice pension...

Aylesbury is seeking a Financial Services Coordinator to join our team in High Wycombe, UK. This role offers an annual salary of £24,500 - £27,500.Job Responsibilities:Communicate effectively with customers via phone and email to resolve enquiries and provide solutions.Analyse customer complaints and respond professionally.Provide accurate and timely...

Artemis Recruitment Consultants Ltd is working with a well-established IFA firm near Wokingham, looking for an experienced Administration Team Leader to join their team.We are seeking a highly skilled and flexible candidate who can effectively communicate with their team. This will be an office-based position, working in Wokingham.The ideal candidate will...

Job Description:The successful candidate will have experience of working in a financial services environment and a strong understanding of the financial planning process. They will be able to communicate effectively with clients and colleagues, and possess excellent administrative skills.The estimated salary for this role is £28,000-£38,000 per annum,...