252 Financial Consultant jobs in the United Kingdom

Financial Consultant, 1 or 2 days per month (Travel Industry Experience Only)
We are looking for an accomplished ex-CFO/ Finance Director who has enjoyed success heading up finance functions within SME tour operation businesses and who now splits their time on a consultancy basis to share their experience and expertise with this ambitious Luxury Tour Operator. Daily Rate. London Office.

Financial Consultant tasked with:

• Meeting with the Founder and Senior Leadership Team monthly/bi-monthly in their London office.
• Micro and Macro financial strategy creation.
• Analysis of financial processes, systems and controls to seek and identify where improvements can be implemented.
• Forensic inquiry into areas such as the maintenance of financial records, budget preparation and monthly reporting.
• Granular observation into transactional functions, sales ledger, purchase ledger, payroll, cash posting and all general ledger entries, handling of VAT, PAYE and Tax duties, including corporation tax, liaison with auditors and preparation of audit packs

Financial Consultant Experience and Skills required:

• Senior Financial Experience from the Travel industry is crucial, ideally will have spent time as part of a young entrepreneurial business and have played a key part in its exponential growth.
• ACA, ACCA, CIMA or equivalent
• Good understanding of tax
• Must be a highly strategic thinker
• Strong staff management background

If you are interested in the above Finance Consultancy role and your CV fits the essential specified criteria please send your cv to (url removed) quoting MS60098 or call Mark on (phone number removed)
 

Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth clients.

The Premier Financial Consultant serves as the primary point of contact for a portfolio of Premier Clients. This role is a telephony based role that will require remote client engagement from the Reading office, responsible for building and maintaining strong relationship with their portfolio of clients & are also responsible for growing their customer portfolios and securing new business. The Premier Financial Consultants are tasked with proactive client contact, identifying wealth needs, referring to appropriate specialists and business areas to grow new client opportunities.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role you will:

• Ensure world class client service and performance while serving as the primary point of contact for personal banking and wealth needs for your portfolio of clients.
• Build and nurture strong, long-lasting relationships with your portfolio of clients, understanding their financial goals and providing tailored solutions to meet their needs.
• Develop and implement strategies to increase the value of existing client portfolios, proactively identifying wealth needs and services to maximize client satisfaction and retention, as well as business performance.
• Forge strong relationship with key stakeholders such as Wealth Managers, Branch, Mortgage and Commercial Banking colleagues
• Encourage personal development and continuous improvement among team members.

To be successful in this role you should meet the following requirements:

• Experience working in relevant environments - retail banking, relationship management, front office.
• Deliver outstanding customer service while proactively seeking innovative ways to improve this service.
• Strong organisational skills are vital - able to effectively make outbound contact from a portfolio of clients whilst handling inbound queries
• Strong understanding of the regulatory frameworks and compliance requirements associated with financial services, including consumer duty.
• Excellent interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth individuals and institutional clients.

This is a Hybrid working role with the base location as Reading. Candidates must have the ability to commute to this location. Working Pattern - core hours Monday-Friday 8am-8pm, with Saturdays 9am-5pm. This will be on a rotating shift pattern

Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

A well-established and ambitious financial services organisation based in Wolverhampton is seeking an experienced Interim Financial Consultant to support its finance function on a 3-6 month contract basis, during a period of strategic development and change. This role offers the opportunity to work closely with the executive team, lead a high-performing finance team, and support key business and regulatory initiatives.

• Provide leadership to the finance function, promoting a culture of high performance and continuous improvement.

• Oversee accurate and compliant financial and regulatory reporting, hedge accounting, and financial control processes.

• Support capital and liquidity management activities in collaboration with the Treasury team.

• Deliver financial planning, budgeting, forecasting, and modelling to support strategic decision-making.

• Challenge existing processes to drive financial transformation and operational efficiency.

• Engage with senior stakeholders and act as a trusted advisor to the executive leadership team.

• Support finance systems optimisation projects (experience with systems like Whistlebrook and Almis is advantageous).

• Step in as required to support or deputise for senior finance leadership.

• Qualified accountant (ACA, ACCA, CIMA) with significant post-qualified experience in financial services.

• Strong knowledge of regulatory requirements (PRA/FCA).

• Must have extensive Financial Services experience

• Proven leadership skills and ability to develop and lead teams.

• Experience in capital and liquidity management, hedge accounting, and financial planning.

• Confident communicator and stakeholder manager, with experience working with Boards and regulators.

• Analytical mindset with strong attention to detail and advanced Excel skills.

Please note my client is looking for someone who can start within the next 2 weeks - if you are interested and live commutable to the west midlands please click apply.

At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.

By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.

Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth clients.

The Premier Financial Consultant serves as the primary point of contact for a portfolio of Premier Clients. This role is a telephony based role that will require remote client engagement from the Reading office, responsible for building and maintaining strong relationship with their portfolio of clients & are also responsible for growing their customer portfolios and securing new business. The Premier Financial Consultants are tasked with proactive client contact, identifying wealth needs, referring to appropriate specialists and business areas to grow new client opportunities.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role you will:

• Ensure world class client service and performance while serving as the primary point of contact for personal banking and wealth needs for your portfolio of clients.
• Build and nurture strong, long-lasting relationships with your portfolio of clients, understanding their financial goals and providing tailored solutions to meet their needs.
• Develop and implement strategies to increase the value of existing client portfolios, proactively identifying wealth needs and services to maximize client satisfaction and retention, as well as business performance.
• Forge strong relationship with key stakeholders such as Wealth Managers, Branch, Mortgage and Commercial Banking colleagues
• Encourage personal development and continuous improvement among team members.

To be successful in this role you should meet the following requirements:

• Experience working in relevant environments - retail banking, relationship management, front office.
• Deliver outstanding customer service while proactively seeking innovative ways to improve this service.
• Strong organisational skills are vital - able to effectively make outbound contact from a portfolio of clients whilst handling inbound queries
• Strong understanding of the regulatory frameworks and compliance requirements associated with financial services, including consumer duty.
• Excellent interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth individuals and institutional clients.

This is a Hybrid working role with the base location as Reading. Candidates must have the ability to commute to this location. Working Pattern - core hours Monday-Friday 8am-8pm, with Saturdays 9am-5pm. This will be on a rotating shift pattern

Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

A well-established and ambitious financial services organisation based in Wolverhampton is seeking an experienced Interim Financial Consultant to support its finance function on a 3-6 month contract basis, during a period of strategic development and change. This role offers the opportunity to work closely with the executive team, lead a high-performing finance team, and support key business and regulatory initiatives.

• Provide leadership to the finance function, promoting a culture of high performance and continuous improvement.

• Oversee accurate and compliant financial and regulatory reporting, hedge accounting, and financial control processes.

• Support capital and liquidity management activities in collaboration with the Treasury team.

• Deliver financial planning, budgeting, forecasting, and modelling to support strategic decision-making.

• Challenge existing processes to drive financial transformation and operational efficiency.

• Engage with senior stakeholders and act as a trusted advisor to the executive leadership team.

• Support finance systems optimisation projects (experience with systems like Whistlebrook and Almis is advantageous).

• Step in as required to support or deputise for senior finance leadership.

• Qualified accountant (ACA, ACCA, CIMA) with significant post-qualified experience in financial services.

• Strong knowledge of regulatory requirements (PRA/FCA).

• Must have extensive Financial Services experience

• Proven leadership skills and ability to develop and lead teams.

• Experience in capital and liquidity management, hedge accounting, and financial planning.

• Confident communicator and stakeholder manager, with experience working with Boards and regulators.

• Analytical mindset with strong attention to detail and advanced Excel skills.

Please note my client is looking for someone who can start within the next 2 weeks - if you are interested and live commutable to the west midlands please click apply.

At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.

By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.

Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke req.

WHJS1_UKTJ

Interim Financial Consultant South Wales onsite working £400 per day

Our client is seeking an experienced financial accountant to provide support with FY25 audit management.

• Completion of audit fieldwork query responses
• Point of contact for all auditor communications audit, tax and valuations
• Post group stack journals
• Creation of TBs for group entities
• Consolidated accounts
• Writing of notes and
• Provide i.

Senior Investment Advisor – London, UK (Flexible/Remote)

The Role

Are you a senior financial services professional with at least 5 years of experience? If so, Vinco Wealth Management is looking for an entrepreneurially minded Senior Private Client Investment Advisor.

The successful candidate will be qualified to an RDR compliant standard, with a transferable book of Execution Only, Advisory and Discr.

WHJS1_UKTJ

Your new company
A global leader in professional information, software solutions, and services. This opportunity sits within a high-performing audit and assurance brand, supporting international clients through a critical budgeting cycle. The team is collaborative, fast-paced, and focused on delivering excellence across finance operations.


Your new role
As an Interim FP&A Consultant, you'll provide essential support to the EMEA Finance Director during the peak budgeting period. Key responsibilities include:

• Leading and supporting budgeting and forecasting cycles
• Delivering accurate and timely financial reports
• Preparing executive-level financial slide decks
• Collaborating with international teams across APAC and the US
• Managing full P&L responsibilities, including revenue, cost of sales, and internal allocations
• Handling ad-hoc FP&A tasks in a dynamic environment
  
  
  

What you'll need to succeed

• Proven FP&A experience, ideally as a seasoned contractor
• Strong grasp of international business operations
• Proficiency in SAP, Tagetik, and Excel
• Ability to work independently and flexibly across time zones
• Excellent communication and stakeholder engagement skills
  
  
  
  

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)