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Job Results

  • Compliance Advisory Manager

    • cardiff, wales, United Kingdom

    • JR United Kingdom

    • £60.000 - £80.000

    • Posted 9 days ago

    Compliance Advisory Manager – Mortgages (MCOB Specialist)Contract: 12 months / possibly 18 months. Client is a long established mortgage lender committed to delivering great customer outcomes and maintaining the highest regulatory standards. With a focus on innovation and responsible lending, we’re looking for a Compliance Advisory Manager with strong mortgage and MCOB expertise.

    • Top Match
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  • Financial Planning Administrator

    • Cardiff

    • Recruit Wealth Ltd

    • £32000 - £36000/annum

    • Posted 1 day ago

    Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK. The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date.

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  • Head of Financial Management & Reporting

    • Wales

    • Real

    • £250 - £500/day

    • Posted 13 days ago

    Head of Financial Management & Reporting - Higher Education. Role offers a unique opportunity to lead and shape the financial strategy of a forward-thinking institution. You will play a crucial role in driving financial planning and reporting excellence. Key aspects include:Strategic Financial Guidance, Budgeting and External Representation.

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  • Client Services Administrator

    • Cardiff

    • IDEX Consulting Ltd

    • Posted 30+ days ago

    Client Administrator - £32K DOE – Cardiff - Hybrid role. Manage calendars and schedule client meetings.Collaborate closely with Financial Advisors to provide proactive assistance. Perks: 30 days annual leave + bank holidays + 10% bonus.

    • Ending Soon
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  • Client Services Administrator

    • Cardiff

    • IDEX Consulting Ltd

    • Posted 30+ days ago

    Client Administrator - £32K DOE – Cardiff - Hybrid working. Responsibilities: Manage calendars and schedule client meetings. Work with affluent and high-net-worth clients. 30 days annual leave + bank holidays. 10% bonus. 5% employer pension contribution.

    • Ending Soon
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  • Compliance Analyst (Insurance)

    • cardiff, wales, United Kingdom

    • JR United Kingdom

    • £60.000 - £80.000

    • Posted 9 days ago

    This is a fully remote role. You can work from home every day. You’ll support the Head of Compliance with Compliance Advice, Monitoring, Conduct Risk oversight, Data Protection and SMCR. The role is in a niche dual-regulated (FCA & PRA) insurer.

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  • Private Client Manager

    • Cardiff

    • Hays

    • Posted 13 days ago

    Fantastic new role Your new company I am partnered with a top 30 Accountancy Practice seeking a Private Client Manager to join the team. This firm is looking to grow its offering in the South Wales with around 40 staff currently.  They have won nu...

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  • KYC (Know Your Customer) Analyst - Financial Services Consultancy

    • cardiff, wales, United Kingdom

    • Projective Group

    • £60.000 - £80.000

    • Posted 30+ days ago

    KYC Analyst - Financial Services Consultancy - £28,000 - Hybrid - Cardiff office. Join the dynamic team at Projective Group and explore exciting opportunities as a KYC (Know Your Customer) Compliance Analyst. These positions are based in our Cardiff office, and we welcome applicants from Cardiff, Bristol, and the surrounding areas of South Wales.

    • Ending Soon
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  • Tax Manager (Private Client)

    • Cardiff

    • Bowen Eldridge Recruitment Careers

    • £75,000

    • Posted 30+ days ago

    An established Cardiff based accountancy practice is looking to appoint a Private Client Manager/ Senior Manager to join their established private client services team. This is a key role with scope to influence client relationships, develop team members, and contribute to the wider strategic goals of the firm. You will work closely with HNWIs, entrepreneurs, family offices, and trusts.

    • Ending Soon
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  • Client Manager

    • Cardiff

    • Hays

    • Posted 13 days ago

    An Accountancy & Advisory firm looking for a New Client Manager to join the team Your new company A successful independent Accountancy & Advisory firm looking to add a Client Manager to the team. This business provides Audit, Taxation, Corporate F...

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  • Tax Manager (Private Client)

    • Cardiff

    • Bowen Eldridge Recruitment

    • Posted 25 days ago

    An established Cardiff based accountancy practice is looking to appoint a Private Client Manager/ Senior Manager to join their established private client services team. This is a key role with scope to influence client relationships, develop team members, and contribute to the wider...

    • Ending Soon
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  • Private Client Tax Manager

    • Cardiff / Caerdydd

    • Bowen Eldridge Recruitment

    • Posted 30+ days ago

    An established Cardiff based accountancy practice is looking to appoint a Private Client Manager/ Senior Manager. This is a key role with scope to influence client relationships, develop team members, and contribute to the wider strategic picture.Apply (by clicking the relevant button) after checking through all the related job information.

    • Ending Soon
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  • Tax | Private Business - Senior Associate

    • cardiff, wales, United Kingdom

    • PwC UK

    • £80.000 - £100.000

    • Posted 19 days ago

    Tax | Private Business - Senior Associate at PwC UK. Join to apply for the Tax | Privatebusiness - Senior associate role. Be among the first 25 applicants to apply to the role. The role involves advising privately owned businesses, wealthy individuals, families and their businesses.

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  • IFA Administrator

    • Cardiff

    • Premier Jobs UK

    • £28000 - £30000/annum plus hybrid working, benefits & bon

    • Posted 16 days ago

    This hybrid-based IFA Administrator job in Cardiff is suitable for an individual experienced within financial planning. Your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include managing the Financial Advisor’s diary and arranging client meetings.

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  • Senior Paraplanner

    • Cardiff

    • Focus Resourcing Group

    • £55,000

    • Posted 26 days ago

    A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager. You will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You'll also provide technical and research support to Financial Planners in the delivery of their advice.

    • Ending Soon
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  • Finance Assistant

    • Cardiff

    • Yolk Recruitment Careers

    • £30,000

    • Posted 6 days ago

    Finance Assistant - Immediate Start | Study Support | Career Progression. We are seeking a dynamic and motivated Finance Assistant to join our growing team immediately. This is a fantastic opportunity for someone who is currently studying AAT and has 1-2 years of experience in a similar role.

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  • Technical Paraplanning Manager

    • Cardiff

    • Focus Resourcing Group

    • £55,000

    • Posted 30+ days ago

    A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager. You will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You'll also provide technical and research support to Financial Planners in the delivery of their advice.

    • Ending Soon
    View Job or Apply

  • IFA Administrator

    • Cardiff

    • Premier Jobs UK

    • £30,000

    • Posted 16 days ago

    The hybrid-based IFA Administrator job in Cardiff is suitable for an individual experienced within financial planning, keen to join a growing company. Your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include: Providing proactive support to their Financial Advisers and arranging client meetings.

    View Job or Apply

  • Finance Assistant

    • Cardiff

    • Yolk Recruitment

    • £30,000

    • Posted 6 days ago

    Finance Assistant - Immediate Start | Study Support | Career Progression. We are seeking a dynamic and motivated Finance Assistant. We want you to join our growing team immediately. This is a fantastic opportunity for someone who is currently studying AAT and has 1-2 years' experience.

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  • IFA Administrator

    • Cardiff

    • Premier Jobs UK Limited

    • £30,000

    • Posted 17 days ago

    This hybrid-based IFA Administrator job in Cardiff is suitable for an individual experienced within financial planning. You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey. Your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing...

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  • Compliance Associate

    • cardiff, wales, United Kingdom

    • JR United Kingdom

    • £60.000 - £80.000

    • Posted 9 days ago

    Propel is partnering with a publicly traded, high-growth FinTech that’s redefining the world of trading. They’re looking for a motivated Compliance Associate to support their expanding compliance function. If you have 1-2 years experience in compliance or a regulated environment, and a keen interest in financial markets and regulation, this is an exciting opportunity to grow your career in...

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