What Jobs are available for Financial Sector in the United Kingdom?

• Manage and oversee all accounting operations, including accounts payable, accounts receivable, general ledger, and payroll.
• Prepare monthly, quarterly, and annual financial statements in accordance with IFRS/GAAP.
• Develop and implement robust financial controls and policies to ensure accuracy and compliance.
• Lead the budgeting and forecasting processes, providing insightful analysis and variance reporting.
• Manage cash flow, optimize working capital, and ensure adequate liquidity.
• Liaise with external auditors and tax advisors, ensuring timely and accurate filings.
• Analyze financial data to identify trends, risks, and opportunities, providing recommendations to senior management.
• Oversee the preparation of management reports, highlighting key performance indicators (KPIs) and financial metrics relevant to the retail sector.
• Ensure compliance with all relevant financial regulations and statutory requirements.
• Drive process improvements within the finance department to enhance efficiency and accuracy.
• Mentor and manage the finance team, fostering a culture of continuous improvement.

• Fully qualified accountant (ACA, ACCA, CIMA, or equivalent).
• Minimum of 7 years of progressive experience in accounting and financial management roles, with at least 3 years in a senior finance position.
• Proven experience within the retail industry is highly desirable.
• Strong knowledge of accounting principles, financial reporting standards, and tax regulations.
• Proficiency in accounting software (e.g., SAP, Oracle, QuickBooks) and advanced Excel skills.
• Excellent analytical, problem-solving, and decision-making abilities.
• Strong leadership and team management skills.
• Exceptional communication and interpersonal skills, with the ability to present complex financial information clearly and concisely.
• Detail-oriented with a high level of accuracy and integrity.

• Oversee all accounting operations, including accounts payable, accounts receivable, general ledger, payroll, and cost accounting.
• Develop and manage the annual budgeting process, financial forecasting, and long-range planning.
• Prepare and analyze monthly, quarterly, and annual financial statements in accordance with UK GAAP/IFRS.
• Ensure compliance with all relevant tax regulations and statutory requirements.
• Implement and maintain internal controls to safeguard company assets and ensure the integrity of financial information.
• Manage cash flow, banking relationships, and investment activities.
• Provide financial analysis and reporting to senior management, highlighting key performance indicators, variances, and recommendations for improvement.
• Lead and develop the finance team, fostering a culture of excellence and continuous improvement.
• Oversee the implementation and optimization of financial systems and software.
• Manage external audits and liaise with auditors.
• Contribute to strategic business planning and provide financial support for new initiatives and investments.
• Develop and monitor key financial metrics to track performance against budget and strategic goals.

• Qualified Accountant (ACA, ACCA, CIMA or equivalent).
• Minimum of 7 years of progressive experience in accounting and finance roles, with at least 3 years in a senior management position.
• Significant experience within the manufacturing industry, with a strong understanding of cost accounting principles.
• Proficiency in financial management software (e.g., SAP, Oracle, Microsoft Dynamics) and advanced Excel skills.
• In-depth knowledge of UK GAAP/IFRS accounting standards and tax regulations.
• Proven ability to develop and manage budgets, forecasts, and financial models.
• Excellent analytical, problem-solving, and decision-making skills.
• Strong leadership and team management capabilities.
• Exceptional communication and interpersonal skills, with the ability to present complex financial information clearly.
• Ability to balance strategic thinking with hands-on operational execution.

• Oversee all aspects of the accounting department, including accounts payable, accounts receivable, general ledger, and payroll.
• Prepare and present monthly, quarterly, and annual financial statements in accordance with relevant accounting standards (e.g., GAAP, IFRS).
• Develop and manage the annual budgeting process, forecasts, and long-term financial plans.
• Ensure compliance with all relevant local, state, and federal financial regulations and tax requirements.
• Implement and maintain robust internal controls to safeguard company assets and ensure the accuracy of financial information.
• Conduct variance analysis and provide commentary on financial performance to senior management.
• Manage banking relationships and oversee cash flow operations.
• Lead and develop the finance team, providing guidance and mentorship.
• Drive process improvements within the finance function to enhance efficiency and effectiveness.
• Assist with financial aspects of mergers, acquisitions, and other strategic initiatives.

• Professional accounting qualification (e.g., ACCA, CIMA, ACA) or equivalent experience.
• Minimum of 7 years of progressive experience in accounting and financial management roles, preferably within the manufacturing industry.
• Strong understanding of UK financial regulations, tax laws, and accounting principles.
• Proficiency in accounting software (e.g., SAP, Oracle) and advanced Excel skills.
• Excellent analytical, problem-solving, and decision-making capabilities.
• Proven leadership and team management experience.
• Exceptional communication and interpersonal skills, with the ability to present complex financial information clearly.
• Bachelor's degree in Accounting, Finance, or a related field.

• Manage all aspects of the accounting department, including accounts payable, accounts receivable, payroll, and general ledger.
• Prepare and analyse monthly, quarterly, and annual financial statements and reports in compliance with IFRS/GAAP.
• Develop and implement financial strategies, forecasts, and budgets to support business objectives.
• Oversee cash flow management, treasury functions, and banking relationships.
• Ensure compliance with all relevant tax regulations and statutory reporting requirements.
• Lead and mentor the finance team, fostering a culture of high performance and continuous improvement.
• Implement and maintain internal controls to safeguard company assets and ensure the accuracy of financial information.
• Conduct variance analysis and provide insights into financial performance, identifying areas for cost savings and operational efficiencies.
• Liaise with external auditors and manage the annual audit process.
• Support senior management with financial planning, investment appraisal, and strategic decision-making.
• Drive process improvements within the finance function through the adoption of new technologies and best practices.

• Qualified Accountant (ACA, ACCA, CIMA or equivalent) with significant post-qualification experience.
• Proven experience as a Financial Controller or in a similar senior accounting role, preferably within the manufacturing industry.
• Strong knowledge of financial accounting principles, corporate finance, and management accounting.
• Expertise in financial modelling, budgeting, and forecasting.
• Excellent analytical, problem-solving, and decision-making skills.
• Proficiency in accounting software and ERP systems (e.g., SAP, Oracle, NetSuite).
• Advanced Excel skills.
• Strong leadership and team management capabilities.
• Excellent communication and presentation skills, with the ability to articulate complex financial information to non-financial stakeholders.
• Experience working in a hybrid office environment.

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis.

What you will be doing:

Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for :

• General correspondence with both clients and policy providers
• Submitting any new business on behalf of clients
• Facilitating the annual review process for clients
• Processing new client information in preparation for their first report meeting
• Preparation of client reports

What you will need in order to succeed:

• Previous experience working within financial services within pensions / investment or insurance essential
• A background supporting an IFA or technical experience within a financial services organisation
• First rate communication skills face to face, over the phone and email
• Excellent attention to detail and ability to work to deadlines and under pressure
• RO1, CF1, FA1 or equivalent would also be beneficial
• A good range of IT skills

What you will receive in return:

• To 31,000 per annum (DOE)
• Quarterly Bonus scheme (based on company and personal performance)
• Excellent benefits including health cover
• Monday to Friday - 37.5 hours per week *100% office based*
• Training and support within this successful and expanding firm

What you need to do next:

If you are interested in being considered for this position then please email (url removed)

Thrive Group are acting as an employment business in relationship to this vacancy.

If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.

PRmsth

Are you an experienced Financial Services Administrator looking to join a forward-thinking, client-focused financial planning firm? If you have a passion for providing exceptional support in pensions and investments, then Brook Street want to hear from you.

We are currently recruiting for a well-established financial planning who firm has built a strong reputation across Northern Ireland for delivering high-quality, tailored advice to personal and corporate clients. With a consistent track record of top-rated client feedback and industry recognition, they specialise in:

• Retirement Planning
• Cash Flow Modelling
• Investments & Protection
• Estate Planning
  

Their mission is simple: to help clients take control of their financial future through clear, proactive and expert guidance at every life stage.

The Role
As a Financial Services Administrator, you will play a vital role in supporting the advisory team by ensuring clients receive a seamless and efficient service.

Financial administrator (pensions and investments) duties as follows:

• Prepare Suitability Reports (new business)
• Prepare client review reports (pre and post)
• Prepare new business, including application forms and online provider systems
• Chase ongoing cases/outstanding LOAs and TOAs
• Place new plans on risk
• Liaise with policy providers and their systems to obtain data/research
• Ensure Compliance Procedures are adhered to at all times
• Ensure Data Protection and Confidentiality policy is adhered to at all times
• Ensure all compulsory, industry testing is completed within specified timescales
• Provide general support to the team and undertake any other duties as requested

Administrative Duties

To provide administrative support to team as follows:

• Provide general support to the team as a whole
• Preparation of client meeting folders/documentation
• Any other general administrative duties as required

Essential Criteria

• Minimum of 2 year's experience working in an administrative role within an Independent Financial Adviser (IFA) environment
• Solid understanding of pensions and investments
• High proficiency in Microsoft Office (Word, Excel, Outlook)
• Strong attention to detail, organisational and analytical skills
• Knowledge of data protection regulations
• Clear and professional communication - written and verbal
• Ability to follow processes and take initiative when needed

Desirable:

• Experience using Xplan (or similar CRM/platform)

Your Personal Attributes

• Proactive, organised, and detail-oriented
• Able to work independently and as part of a collaborative team
• Strong multitasking abilities and time management
• Excellent grammar, spelling, and written communication

Benefits

• Competitive salary: 26,000 - 35,000 (based on experience)
• 20 days annual leave plus statutory holidays
• Market-leading pension scheme
• Private medical insurance
• Income protection and life cover
• Free on-site parking at both locations
• Supportive, people-first working environment with a strong team culture

If you're ready to bring your financial services experience to a firm that truly values its team and clients, apply today - click on the link and send the CV to Colleen Farquharson

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Financial Services Administrator
Full Time & Permanent
Trowbridge - Office Based
Up to 31,000 + Bonuses + Benefits

Have you gained good administration experience within a Financial Services environment?
Perhaps you have provided administration support to IFAs?
Interested in joining a growing firm that like to develop their staff?

Our client is a growing financial services practice that specialise in giving expert financial planning advice to Business Owners and Private Clients.
They now seek a dedicated, full time Administrator to join their friendly, busy and vibrant Service Team. They are an established company with big ambitions, so it is normal practice to encourage individuals to develop ongoing 'value adding' projects alongside their everyday responsibilities.

Their programme trains and mentors the candidate for three months, where they will be expected to work in multiple roles within the department, to get a true feel for how the company operates and evolves. In this way, the candidate should be confident in their ability to be flexible and adaptable.

Day to day responsibilities include:

• Communicating with policy providers
• Submitting new business
• Facilitating the annual review process

The successful candidate will demonstrate high interpersonal and organisation attributes and be ready to support the rapid growth of this dynamic Financial Planning practice.

High level of experience in administration within a financial sector is required for this role.

For example:

• Has worked/working for an IFA
• Part of a technical team within a financial services company
• Administration role within pensions / investments / insurance
• Excellent IT skills in MS Word & Excel
• Professional telephone manner and superb customer service skills

Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.

Thrive Group are delighted to be working with our established Wiltshire based client who actively seek a Financial Services Administrator .

What you will be doing:

Supporting the team, you will be tasked with a range of administrative duties to include;

• Opening and preparing client files through to completion
• Client research, providing a range of information for the team
• Ensuring the CRM is updated
• Obtaining quotes from providers and other third parties
• Dealing with new and existing clients via phone and email

What you will need to succeed:

• Proven administrative experience gained within financial services is essential
• Excellent communication and customer service skills as you will be dealing with clients at all levels
• Effective time management and able to work in a deadline driven environment
• Excellent IT skills including MS Office (PowerPoint/word/outlook and excel) and CRM systems

What you will receive in return :

• A competitive salary and benefits package
• Full-time Monday to Friday - 100% office based
• The chance to develop your career with a successful and forward-thinking firm
• Full training and professional study support

What you need to do next:

If this position sounds of interest and you would like to be considered, please contact Sarah Collins : (url removed)

Thrive Group are acting as an employment agency in relationship to this vacancy.

If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.

INDTRO