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Financial Services Administrator

Financial Services Administrator

Financial Services Administrator Cardiff 27,000 to 30,000 p.a. benefits Opportunity for ISA Transfer Specialist to join multi-award-winning online saving and investment service. Hybrid role - working from the Penarth based office at least 1 day per w...

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Compliance Manager

Compliance Manager

Are you passionate about ensuring compliance and delivering top-notch assurance in the financial services sector? Do you excel in stakeholder engagement and have a knack for thematic reviews? If so, we have an exciting opportunity for you Position: C...

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Customer Service Advisor

Customer Service Advisor

24 June by Searchability

Customer Service Advisor Exceptional opportunity to join a leading financial organisation as a Customer Service Advisor Basic salary 22,800 attractive benefits package including generous holiday allowance, pension and more Caerphilly - Office based P...

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Reporting Accountant

Reporting Accountant

Join Our Team as a Reporting Accountant on a 12-Month Fixed-Term Contract Are you a fully qualified or nearly qualified accountant eager to advance your career in the dynamic world of financial services? Do you have a passion for delivering accurate ...

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Compliance Officer

Compliance Officer

Compliance Officer The role: A successful financial services business focused on supporting customers for the past 30 years with excellent customer service is now seeking to appoint a Compliance Officer. The role of Compliance Officer reports to Head...

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Senior Internal Auditor

Senior Internal Auditor

1 week ago by Jefferson Tiley

My client is a blue chip organisation with hubs across the South West. We are seeking a Senior internal auditor to join our Cardiff based team (hybrid working with 2 days in the office). Reporting into an Internal Audit Manager, you will be responsib...

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Technical Manager Paraplanning

Technical Manager Paraplanning

14 June by Ortus PSR

If you are a Paraplanner looking to work for a dynamic and forward-thinking financial services firm we are working with an independent firm in Cardiff. With a commitment to excellence, the team takes pride in developing their employee's expertise and...

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Mortgage Advisor

Mortgage Advisor

1 July by BDM Recruitment

Own Your Success as a Mortgage Advisor or Mortgage Broker in Rumney, South Wales BDM Recruitment is searching for a driven and ambitious Mortgage Advisor or Mortgage Broker to join our thriving client firm in Rumney, South Wales Are you passionate ab...

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Mortgage Underwriter

Mortgage Underwriter

Mortgage Underwriter (Hybrid Role) Salary: Up to 40,000 (depending on experience) Location: Hybrid (2-3 days in the office per week) Are you an experienced Mortgage Underwriter with a keen eye for detail and a passion for delivering exceptional servi...

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Assistant Accountant

Assistant Accountant

The role of an Assistant Accountant in the Financial Services industry in Cardiff is both challenging and rewarding, requiring a keen eye for detail, a passion for numbers and a desire to be part of a collaborative and dedicated team. Client Details ...

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Financial Adviser

Financial Adviser

13 June by Ortus PSR

Our client is looking for an experienced Financial Planner to join their Independent Financial Adviser company in Cardiff You will be joining multi-office IFA firm that is client-centric and also offers a 4 day working week. Salary for a Financial Pl...

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Finance Change Analyst

Finance Change Analyst

12 July by Robert Walters

Job Title: Finance Operations Change Analyst Location: Remote (required to travel to Cardiff twice a month) Contract Length: 6 months Role Objective: Supporting the delivery of Sonata Finance change within Finance Operations to help achieve business ...

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File checker

File checker

6 June by Finlink Ltd

File Checker / compliance Up to 50,000 Remote working available Are you an experienced Financial Services Professional who holds the Level 4 Diploma in Financial planning? If so, this opportunity to join a dynamic and growing Cardiff based financial ...

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Sales Support

Sales Support

13 July by Fintelligent

Are you experienced in the property finance world? Our client is an award-winning property business and due to business growth they are expanding their Sales Support team in Nantgarw. You will receive a fantastic salary of 22,500 along with excellent...

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Senior Paraplanner

Senior Paraplanner

10 June by Ortus PSR

Are you passionate about supporting financial planning and delivering exceptional service to clients? If so, we have an exciting opportunity for you to join our team as a Paraplanner. Working closely alongside the Financial Planners, you will play a ...

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Financial Advisor

Financial Advisor

26 Feburary by Vision-FS Recruitment

Financial Advisor | Independent Financial Advisor 100,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financi...

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IFA Administrator

IFA Administrator

8 July by Finlink Ltd

Member Support Co-ordinator Cardiff Office based Up to 35k This role is best suited to those with 1 years’ administration experience within a Financial advisory firm and ideally have X-plan experience (Not essential). Within this role, you will be ex...

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IFA Administrator

IFA Administrator

25 June by Finlink Ltd

IFA Administrator Remote working Salary 38k This role is best suited to an experienced IFA Administrator who is proficient in using X-Plan. The company are offering remote working as well as a salary up to 38,000, dependent on experience. The Company...

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Management Accountant

Management Accountant

Are you a skilled Accountant looking for an exciting opportunity to support stakeholders across a dynamic organisation with their cost budgets and financial decisions? We have an opening for a 12-month fixed term contract that offers you exposure to ...

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Senior Marketing Manager

Senior Marketing Manager

1 week ago by Reed

Join a dynamic and forward-thinking financial services company committed to delivering exceptional customer experiences and innovative financial solutions. We are seeking a talented and passionate Senior Marketing Manager to lead our marketing effort...

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