Financial Services Jobs   Found 715 Jobs, Page 2 of 29 Pages Sort by:

Financial Services Administration Apprentice

Client administration:- Client meeting confirmation.- Iris input / record keeping.- IO input / record keeping (includes risk profiler reports).- Creation of client files (electronic).- Obtaining information from providers.- Management of letter of authorities to completion.- Liaising with clients and providers. Stationary / post:- Management of all office stationary needs (incl printer/scanner).- Creation of new client packs for adviser meetings.- Management of post (delivery/collection/scannin ....Read more...

Business Analyst

Business Analyst – Wealth Management – London / Hybrid (Tech stack: Business Analyst, SaaS, Agile (Scrum), Wealth Management, Jira, Business Analysis) Founded in 1930, our client is a leading Wealth Management Firm with offices in Europe, Asia and North America. They manage over £120 billion across all asset classes and employ over 2000 people around the world. Working in tandem with their corporate clients they are developing revolutionary software applications that have a ....Read more...

Finance Business Partner

Purpose of the role To be responsible for implementing the business partnering function for the specified service area. The role is pivotal in providing strategic support in all aspects of financial advice for the service. They will act as a partner with the service leadership teams to develop, constructively challenge and support service plans and project delivery and take responsibility for managing and reporting on operational performance for the business partnering team. Assess situatio ....Read more...

Apprentice Paraplanner

Administrative support to the practice financial advisers and ensuring the efficient operation of investment processes This role involves various tasks related to portfolio management, client services, and record-keeping Drafting reports and paraplanning from basic annual review letters to portfolio fund switches, to more complex cases as training progresses Attention to detail is key Being able to work under pressure and to tight deadlines is key Teamwork with the acumen and mental matur ....Read more...

Administration Apprentice

You will be part of the team supporting the advisers with day to day admin including: Ensuring mortgage applications are administered accurately and in a timely manner, and in line with TR Financial's policies/procedures. Data inputting. Dealing with solicitors, estate agents and insurance providers. All activities must be delivered whilst offering exceptional levels of customer service.Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry ....Read more...

Credit Controller

Job Description: Do you have a background in Credit Control with an ability to quickly hit the ground running? Our client, a global financial services firm, have an exciting opportunity for an experienced Credit Controller to join their Edinburgh team on an initial 3-month contract. Essential Skills/Experience: Proficiency in financial systems and ERPs (e.g. Oracle). Minimum 3 years of experience in a similar credit control role ideally within investment management or a financial ser ....Read more...

Investment Dealer

Job Description: Our client, a leading financial services firm, is seeking an Investment Dealer to join their team on a permanent basis. The successful candidate will be responsible for implementing investment decisions made by investment managers, ensuring that transactions are carried out effectively and adhere to all regulatory standards. Essential Skills/Experience: Experience working in a trade support role within financial services. Understanding of investment instruments, e.g, e ....Read more...

Senior Financial Accountant

Job Description: Our client, a global financial investment firm, are seeking an experienced Senior Financial Accountant to join their team in Birmingham on an initial 12-month contract. Essential Skills/Experience: ACA Qualified or equivalent with vast industry experience. Excellent communication skills and the ability to present complex financial data in a clear and relevant way. Previous experience in a fast growing, international business. Resilient, and able to cope with high l ....Read more...

Practice Accountant

An opportunity has arisen for a Practice Accountant to join a well-established accounting firm. This on-site role offers excellent benefits and a salary range of £30,000 - £32,000. As a Practice Accountant, you will lead accounting operations, manage client relationships, and provide expert financial advice, ensuring compliance with industry standards. You will be responsible for: ? Managing a team of accountants and overseeing daily accounting operations. ? Handling client t ....Read more...

Head of Compliance

Job Description: Do you have relevant significant experience in compliance within an FCA regulated firm? Our client, a leading financial services firm, is seeking a Head of Regulatory Compliance to lead the regulatory team on a permanent basis. Strong people management and stakeholder management skills are essential for this role. Experience in IFoA is desirable. This role can be based in Edinburgh, Glasgow or London. Skills/Experience: Extensive compliance experience in an FCA regula ....Read more...

Accountancy Apprentice

What you'll be learning & doing: Assisting with financial data entry and basic bookkeeping Working with sales and purchase ledgers Supporting the team with routine accounting duties Learning to use industry-standard accounting software Helping with calculations and payment records Contributing to maintaining accurate financial records Developing client communication skills. Supporting various services including: Assistance with Regulatory Financial Requirements Assistance wit ....Read more...

CIMA Finance Apprentice

What You’ll Be Doing - You’ll begin your journey in our Commercial Finance Team, where you’ll develop essential finance skills before gaining exposure across our entire finance department. Processing system-generated financial transactions Monitoring & reconciling fund requests and facility balances Producing daily bank reconciliations for external stakeholders Liaising with funders to meet contractual requirements Posting financial transactions into the accounting s ....Read more...

Graphic Designer / Designer

The Company Our client is an industry leader in the private credit space, offering a range of listed and unlisted products providing investors with access to private markets. Due to growth are looking to add to their high performing marketing team in the form of a Graphic Designer / Designer to assist in the growth of the business. The Role The Graphic Designer / Designer is responsible for the design and production of marketing collateral for the business. This is a full time, permanent o ....Read more...

Accounting Apprenticeship

Processing sales and purchase invoices Bank transaction postings and analysis Analysis of financial performance VAT returns Other general bookkeeping and office duties Training:Accounting Level 3 Apprenticeship Standard: Bookkeeping transactions Bookkeeping controls Elements of costing Using accounting software Working effectively in finance Training Outcome:The candidate can choose to either progress into further training or full-time employment.Employer Description:At Yahya Acco ....Read more...

Accounts Senior

An exciting opportunity has arisen for a Accounts Senior / Senior Accountant with 3 years PQE to join a well-established firm of Chartered Accountants. This full-time role offers excellent benefits and a salary range of £55,000 - £100,000. As a Accounts Senior / Senior Accountant, you will oversee a portfolio of clients, including SMEs, corporations, and high-net-worth individuals, ensuring the provision of high-quality accountancy, tax, and advisory services. You will be respons ....Read more...

Accountant

An exciting opportunity has arisen for a Accountant / Senior Accountant with 3 years PQE to join a well-established firm of Chartered Accountants. This full-time role offers excellent benefits and a salary range of £55,000 - £100,000. As a Accountant / Senior Accountant, you will oversee a portfolio of clients, including SMEs, corporations, and high-net-worth individuals, ensuring the provision of high-quality accountancy, tax, and advisory services. You will be responsible for: ....Read more...

Practice Accountant

An opportunity has arisen for a Practice Accountant to join a well-established accounting firm. This on-site role offers excellent benefits and a salary range of £30,000 - £32,000. As a Practice Accountant, you will lead accounting operations, manage client relationships, and provide expert financial advice, ensuring compliance with industry standards. You will be responsible for: * Managing a team of accountants and overseeing daily accounting operations. * Handling cl ....Read more...

Administration Assistant

Job Description:. Our client, a financial services client in London, is recruiting for an Administration Assistant to join their Investment Management team on a 6-month fixed term contract basis. Skills/Experience: Previous experience in a similar role in Financial Services, the Investment or Wealth Management industry Understanding of the regulatory environment Strong communications skills and proactivity Core Responsibilities: Handle incoming telephone calls, take clear mes ....Read more...

Senior Internal Auditor - Financial Controls / SOX

My client is a rapidly expanding financial services and insurance client, and as part of their growth plan, they are seeking to appoint an Internal Audit Manager to focus on their Finance function. You will work with stakeholders within the finance function to ensure that all teams are working compliantly and efficiently as possible and so strong communication skills will be essential. Applicants will have ideally have prior experience of the Insurance Broking / MGA / Insurer world or proven e ....Read more...

Marketing Apprentice

Assist in creating and scheduling social media content across various platforms. Support the development and execution of marketing campaigns. Help design promotional materials, including social media assets and digital content. Engage with members online to promote brand awareness. Assist with website updates and content management when required. Monitor and report on marketing performance metrics. Provide general administrative support to the Marketing and Business Development team as ....Read more...

Regulatory Reporting Manager

As Regulatory Reporting Manager you will have primary responsibility for reporting to the FCA and PRA, alongside supporting the statistical reporting to the Bank of England. You will work closely with the CEO and Head of Finance on various projects and assist in maintaining controls and governance activities for Financial Controls including coordinate monthly meeting agendas and track and report on process control issues and remediation tasks to completion. Ensuring the business remains compl ....Read more...

Accounts Apprentice

Key Responsibilities: Bookkeeping: Assist with maintaining accurate financial records, including processing invoices, payments, and receipts. Data Entry & Reconciliation: Input financial data into accounting software, ensuring accuracy and up-to-date information. Support the reconciliation of bank statements, credit card transactions, and supplier accounts. Tax Compliance: Assist with VAT returns, personal tax calculations, and other statutory compliance tasks. Financial Analysis: Anal ....Read more...

Regulatory Reporting Manager

As Regulatory Reporting Manager you will have primary responsibility for reporting to the FCA and PRA, alongside supporting the statistical reporting to the Bank of England. You will work closely with the CEO and Head of Finance on various projects and assist in maintaining controls and governance activities for Financial Controls including coordinate monthly meeting agendas and track and report on process control issues and remediation tasks to completion. Ensuring the business remains compl ....Read more...

Level 3 Accountant Apprentice

As a Level 3 Assistant Account Apprentice, you’ll gain hands-on experience in finance and accounting within a rapidly growing FinTech. Key Responsibilities: Assist with processing invoices, reconciliations, and expense tracking          Support financial record-keeping and ensure accurate data entry    Help prepare management accounts and financial reports under supervision        Contribute to cash flow monitoring and budgeting ....Read more...

Change Manager

Job Description: We are working on an excellent opportunity for a Change Manager to join the team at a leading financial services firm. In this role, you will be responsible for planning and managing multiple projects from inception through to delivery. Skills/Experience: Experience working in a Change Delivery within Financial Services Strong knowledge of project management principles and practices PRINCE II qualification Excellent planning, tracking and reporting skills across mult ....Read more...

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