Entry Level Financial Services Professional

15 hours ago


Sheffield, Sheffield, United Kingdom Exchange Street Executive Search Full time

The role of Client Liaison Administrator is an exciting opportunity for someone looking to kickstart their career in the financial services industry. This position offers a unique blend of client-facing and administrative responsibilities, allowing you to develop a deep understanding of the sector while providing exceptional support to our financial planning and paraplanning teams.

A key aspect of this role is working directly with clients, building strong relationships, and ensuring seamless communication. Additionally, you'll have the chance to gain hands-on experience in diary management, supporting our financial planners and paraplanners to deliver outstanding results for our clients.

We're looking for a candidate with a keen interest in finance and excellent communication skills. If you're eager to learn and take on new challenges, this could be the perfect stepping stone for your career.

Based on market rates, we estimate the salary for this role to be around £25,000 - £30,000 per annum, depending on experience.



  • Sheffield, Sheffield, United Kingdom Agility Resoucing Full time

    About the RoleWe are seeking a Financial Analyst Entry Level to join our team at Agility Resourcing. As a Junior Accountant, you will be responsible for preparing financial statements, business plans, and budgets for management and client reports.Prepare financial statements, business plans, and budgets for management and client reports.Undertake audits,...


  • Sheffield, Sheffield, United Kingdom Coburg Banks Technical Full time

    About Coburg Banks TechnicalWe are one of the UK's largest and foremost law firms, renowned for our exceptional service and expertise.Job SummaryThis entry-level Conveyancing Administrator role is an excellent opportunity to join our Residential Conveyancing team and embark on a rewarding career in conveyancing.Key Responsibilities:Provide administrative...


  • Sheffield, Sheffield, United Kingdom Agility Resoucing Full time

    We are seeking a motivated and detail-oriented Entry-Level Accountant to join our team in Sheffield. As an Entry-Level Accountant, you will have the opportunity to gain hands-on experience in financial planning, analysis, and reporting.Job DescriptionPrepare financial statements, business plans, commentaries, and budgets for management or client...


  • Sheffield, Sheffield, United Kingdom Penguin Recruitment Full time

    Competitive Salary: £35,000 - £45,000 per annumAbout the Role:We are seeking a talented Entry Level Geotechnical Professional to join our Harrogate team. This is an excellent opportunity for a recent geology graduate looking to start their career as a geotechnical engineer.Key Responsibilities:Work on a variety of geotechnical projects with a dynamic team...


  • Sheffield, Sheffield, United Kingdom Blusource Professional Services Ltd Full time

    Exciting Opportunity for Career Growth and DevelopmentWe are partnering with Blusource Professional Services Ltd, a large business in the financial sector, to find a dynamic individual to join their global head office as an Assistant Management Accountant. This role presents a fantastic opportunity for an ambitious individual seeking a supportive work...


  • Sheffield, Sheffield, United Kingdom Agility Resoucing Full time

    This exciting Graduate Accounting career opportunity has arisen in our Sheffield office. As an Entry-Level Accountant, you will be responsible for supporting our experienced accountants in delivering high-quality financial services to our clients.About the RoleGain valuable experience in financial planning, analysis, and reportingDevelop your skills in...


  • Sheffield, Sheffield, United Kingdom ITonlinelearning Full time

    Cyber Security Trainee Placement Programme Please note that this is a training course and fees apply. We are looking for individuals who wish to pursue a new career in IT and cybersecurity. Due to skills shortages in the IT sector, there is a high demand for qualified, entry-level career seekers and changers. This programme provides fully accredited...


  • Sheffield, Sheffield, United Kingdom ITonlinelearning Full time

    **Unlock Your Potential with Our Entry-Level Coding Placement ProgrammeWe are seeking talented individuals to join our comprehensive training programme, designed to equip you with the skills and knowledge required to succeed in the dynamic field of web development. This programme offers a unique blend of theoretical foundations and practical experience,...


  • Sheffield, Sheffield, United Kingdom CV-Library Full time

    About the RoleThis full-time position offers an excellent salary of approximately $60,000 per annum, commensurate with experience. As a Financial Services Professional, you will be responsible for preparing financial statements, managing tax returns, and offering tax advice to clients.The ideal candidate will have at least 3 years accountancy practice...

  • Financial Data Clerk

    16 hours ago


    Sheffield, Sheffield, United Kingdom Cherry Professional Full time

    Cherry Professional is seeking an experienced Accounts Assistant for immediate opportunity in the UK.About the RoleMaintain accurate and up-to-date financial records, ensuring timely access to relevant data.Prepare and disseminate information for external payroll services, fostering effective communication.Respond to inquiries regarding financial...


  • Sheffield, Sheffield, United Kingdom St. James's Place Full time

    Discover a Rewarding Career as a Financial AdviserWe are seeking ambitious individuals to join our team at St. James's Place, the UK's largest Wealth Management company. As a Financial Adviser, you will build relationships with clients, offering guidance to meet their financial goals.About the RoleThis is an ideal opportunity for driven, customer-focused...


  • Sheffield, Sheffield, United Kingdom Aimee Willow Connex Ltd Full time

    Are you a motivated and ambitious Financial Services Professional looking for a new challenge? We are seeking a highly skilled Commercial Finance Broker to join our team at Aimee Willow Connex Ltd.The successful candidate will be responsible for sourcing and managing lending opportunities for our SME clients, working closely with our accountancy group, and...


  • Sheffield, Sheffield, United Kingdom Quilter Financial Advisers Full time

    Role Overview: We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers, a leading UK advisory business dedicated to helping individuals achieve their financial goals.Key Responsibilities:Financial Planning: Develop and implement personalized financial plans to help clients achieve their objectives.Client Relationships:...


  • Sheffield, Sheffield, United Kingdom Sewell Wallis Ltd Full time

    Sewell Wallis Ltd is recruiting an experienced Financial Services Professional to join their team.The role involves working closely with a unique investment business based in the UK, supporting their economic regeneration objectives.The ideal candidate will possess ACA, ACCA, or CIMA qualifications and have significant experience in delivering financial...


  • Sheffield, Sheffield, United Kingdom Capio Recruitment Full time

    Financial Planning RoleA dynamic financial planning firm in Sheffield is seeking a talented financial planning professional to join its team. The ideal candidate will be studying towards a Level 4 Diploma qualification, preferably through the CII or equivalent. The successful candidate will have experience in report writing and technical roles. Strong...


  • Sheffield, Sheffield, United Kingdom Countrywide Mortgage Services Full time

    Opportunity Summary:Countrywide Mortgage Services is currently seeking a skilled and ambitious Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing expert financial advice to our customers, building relationships with estate agency teams, and generating new business opportunities.Key...


  • Sheffield, Sheffield, United Kingdom Cherry Professional Full time

    Cherry Professional seeks a skilled Accounts Assistant to fill an urgent position in the finance sector.About the PositionEnsure the integrity and accuracy of financial records, facilitating informed decision-making.Collaborate with external agencies to process payroll information, promoting operational efficiency.Provide clear responses to employee...


  • Sheffield, Sheffield, United Kingdom Cherry Professional Full time

    Grow Your Career as a Business Development Expert in E-CommerceAt Cherry Professional, we are searching for a highly skilled Business Development Expert in E-commerce to join our team in Leicestershire or Nottinghamshire. In this role, you will be responsible for driving sales growth by developing strong relationships with local businesses and presenting...


  • Sheffield, Sheffield, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job DescriptionArtemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services roles. We are currently seeking a skilled Private Client Adviser to join our team in Sheffield. This is an exciting opportunity for a motivated individual to develop their skills and contribute to the growth of our business.About the RoleThe...


  • Sheffield, Sheffield, United Kingdom Cherry Professional Full time

    Finance Manager | North Nottingham | £70-80,000 + Benefits |Hybrid working This role offers a real breadth of experience, as part of the company's succession planning to Head of Finance. As an integral team member, you will play a key role in delivering best-in-class reporting, performance, control and governance frameworks. You will drive the budgeting &...