Financial Services
Introduction
Yolk's Financial Services recruitment team work with market-leading, globally renowned employers across Wales and the UK in sectors such as FinTech, Insurance, Manufacturing, Banking, and Law Firms amongst others.
Our industry leading Financial Services recruitment division excel in helping skilled professionals make the perfect career move, and organisations place the right people in the right roles.
Whether you're looking for a Part or Fully qualified Accountant for your practice, an individual within a transactional role such as Payroll or Credit Control, or seeking out a skillset within Financial Crime, Governance, or Risk & Compliance, the team are experts in placing top talent into permanent and fixed term contracts.
Our team has strong relationships with high profile, respected employers. Here you’ll find jobs that represent the very best of what’s around – whatever your level.
While our expertise extends far beyond, here are just some of roles that we specialise in:
PQ & FQ Accountants across multi-sector
CFO/Financial Controller and Finance Managers
Payroll
Credit Control
Investment and Operations
Governance, Risk & Compliance
Financial Crime
FP&A
Analytics - Credit Risk & Data
Mortgage Managers, Underwriters, and Administrators
For a confidential conversation about your next career move, or if you’re looking for talented professionals to join your firm, speak to our Financial Services team.
Jessica Harmer
Manager, Financial Services
jessica.harmer@yolkrecruitment.com
02921 673 753
jharmer@yolkrecruitment.com 02921 673 753
"Yolk's Financial Services recruitment team strive to offer our clients and candidates an industry leading service across permanent, contract and temporary finance roles based in Wales and the South West of England. We pride ourselves on being able to find the perfect fit for every requirement, and make sure to put in the time after the placement to ensure everything runs smoothly for both sides."
Get in touch with our Financial Services team by clicking below:
Latest Jobs in Financial Services
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Finance Manager
Newport
Job Advert: Finance Manager - Up to £33,000 Location: Newport, Wales Salary: Up to £33,000 per annum We are delighted to be recruiting on behalf of our client for a Finance Manager to join their growing team in Newport. This is an excellent opportunity for a finance professional who thrives on detail, enjoys variety, and wants to contribute to a dynamic and supportive organisation. About the Role As a Finance Assistant, you will play a key role in the day-to-day financial operations of the business. Your responsibilities will include: Supporting the preparation of monthly management accounts, including posting general ledger journals, reconciling Accounts Receivable, Accounts Payable, Accruals, and Prepayments, and submitting returns within required deadlines. Managing the purchase ledger and sales ledger, ensuring accurate processing of invoices and payments. Overseeing credit control processes, monitoring customer credit limits, and ensuring debts are collected promptly and in line with agreed terms. Processing monthly payroll, including adjustments for holiday, sickness, absence, overtime, and bonuses, as well as preparing a monthly absence report for HR. Providing support to the Management Accountant with budgeting, reporting, and other financial tasks as required. About You The successful candidate will have: Experience in a finance or accounts-related role, including purchase and sales ledger management and credit control. Strong numerical and analytical skills, with excellent attention to detail. Proficiency in accounting software (e.g., Sage, Xero) and Microsoft Excel. A proactive, organised, and collaborative approach, with the ability to meet deadlines effectively. Qualifications AAT qualification (or working towards) What Our Client Offers Competitive salary of up to £33,000 per annum. Opportunities for professional development and training. A supportive and inclusive work environment. 1pm finish on a Friday Life assurance Medical GP app Progression
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Accounts Receivable Manager
Swansea
Job Vacancy: Accounts Receivable Manager Location: Swansea Salary: Competitive, depending on experience but realistically c£36,000 Job Type: Full-time, Permanent On Behalf of Our Client, We Are Seeking an Accounts Receivable Manager! Our client, a leading nationwide business, is looking for an experienced Accounts Receivable Manager to join their team in Swansea. This is a fantastic opportunity for an ambitious individual with strong leadership skills to manage a team of two direct reports and contribute to the smooth and efficient running of the accounts receivable function. Key Responsibilities: Manage and oversee the day-to-day activities of the accounts receivable team (2 direct reports). Ensure the timely and accurate processing of customer invoices and receipts. Monitor and manage the company's aged debt and take appropriate actions to resolve outstanding payments. Develop and maintain strong relationships with key customers, resolving any billing issues or disputes. Prepare and review regular reports on accounts receivable performance and ageing analysis. Work closely with the finance team to ensure accurate and efficient financial reporting. Assist with month-end and year-end procedures. Implement and improve processes and systems to enhance the efficiency of the accounts receivable function. The Ideal Candidate: Proven experience in an accounts receivable or credit control role, with previous management or supervisory experience. Strong leadership and team management skills. Excellent communication and interpersonal skills. High level of attention to detail and accuracy. Ability to analyse data and prepare clear, concise reports. Proficient in using accounting software (experience with Sage or similar is preferred). Ability to work to deadlines and manage a varied workload effectively. What Our Client Offers: Competitive salary based on experience. A dynamic and supportive working environment within a nationwide business. Opportunity to lead and develop a small team, with excellent career progression prospects. A varied and rewarding role with the chance to make a real impact. Flexible working options and a good work-life balance.
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Accounts Assistant
Chepstow
Job Vacancy: Accounts Assistant Location: Chepstow Salary: Up to £27,500 per annum Job Type: Full-time, Permanent On Behalf of Our Client, We Are Looking for an Accounts Assistant! Our client, a well-established family-run business based in Chepstow, is seeking a motivated and detail-oriented Accounts Assistant to join their friendly finance team. This is an excellent opportunity to contribute to a growing company that offers a supportive work environment and encourages career development. Key Responsibilities: Assist with day-to-day accounting duties, including processing invoices and payments. Reconcile bank accounts and supplier statements. Maintain the purchase ledger and sales ledger. Assist in the preparation of monthly management accounts. Prepare VAT returns and ensure compliance with relevant regulations. Handle payroll and general administrative tasks as required. Provide support for queries from suppliers and customers. The Ideal Candidate: Previous experience in an accounts assistant or similar role. Strong understanding of accounting principles and practices. Exceptional attention to detail and accuracy. Excellent organisational and time-management skills. Proficient in using accounting software (experience with Sage or similar preferred). Ability to work independently and as part of a team. A proactive, problem-solving approach to tasks. What Our Client Offers: Competitive salary of up to £27,500 per annum. A friendly, family-oriented working environment. Opportunities for career progression and personal development. A varied and rewarding role within a stable and growing business. Flexible working hours and a good work-life balance. If you're looking for a rewarding role within a family-run business where you can grow your skills and make a real impact, our client would love to hear from you.
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Purchase Ledger Assistant
Margam
Job Vacancy: Purchase Ledger Assistant Location: Margam, Port Talbot Salary: Competitive, dependent on experience Job Type: Full-time, Permanent Join an Award-Winning Production Business in Wales! We are an award-winning, dynamic Welsh-based production company looking to expand our finance team. We are seeking a dedicated and organised Purchase Ledger Clerk to join our finance department and work closely with a team of four. This is a fantastic opportunity to contribute to a well-established, forward-thinking company, and to play a key role in maintaining our financial accuracy and efficiency. Key Responsibilities: Process and manage purchase invoices, ensuring they are accurately recorded and paid in a timely manner. Reconcile supplier statements and resolve any discrepancies. Maintain and update supplier accounts. Assist with month-end and year-end procedures. Handle enquiries from suppliers and internal stakeholders. Support the finance team with general administrative tasks. The Ideal Candidate: Previous experience in a purchase ledger or accounts payable role. Strong attention to detail and high level of accuracy. Excellent organisational and time-management skills. Ability to work as part of a small, close-knit team. Knowledge of accounting software (experience with Sage or similar is advantageous). A proactive approach with the ability to work under pressure and meet deadlines. What We Offer: Competitive salary based on experience. A supportive and collaborative working environment. Opportunities for career development and progression. Flexible working arrangements. Be part of an award-winning, rapidly growing company with a strong reputation in the industry. If you are a motivated, detail-oriented individual who is looking for an exciting new challenge with an established Welsh production business, we want to hear from you!
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Finance Manager
Cardiff
📢 Job Opportunity: Finance Manager - Dynamic Manufacturing Business, South Wales Are you a forward-thinking, conscientious, and switched-on finance professional ready to take the next step in your career? A dynamic manufacturing business in South Wales is seeking a Finance Manager to support our finance operations with a primary focus on financial reporting and analysis. As we embark on an exciting scale-up journey in 2025, you will play a pivotal role in shaping our financial strategy and driving the company forward. About the Role Lead financial reporting and analysis to provide insights that inform strategic decisions. Collaborate with senior management to develop budgets, forecasts, and financial models. Support month-end and year-end close processes, ensuring accurate and timely reporting. Oversee cost analysis, margin reviews, and variance reporting to support operational excellence. Provide mentorship to junior team members and work cross-functionally to enhance processes. What We're Looking For Fully qualified finance professional (ACA, ACCA, CIMA or equivalent). Proven experience in FP&A, Assistant Finance Manager, or Controller roles. Manufacturing industry experience is highly desirable. Strong analytical skills with the ability to interpret complex financial data. A proactive mindset and a desire to contribute to a fast-paced, growing organisation. Why Join Us? Work in a collaborative, innovative, and supportive environment. Competitive salary and benefits package. Opportunities for professional development and career progression. If you're ready to make a significant impact and grow with an ambitious organisation, we'd love to hear from you
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Finance Manager
Bargoed
📢 Job Opportunity: Finance Manager - Dynamic Manufacturing Business, South Wales Are you a forward-thinking, conscientious, and switched-on finance professional ready to take the next step in your career? A dynamic manufacturing business in South Wales is seeking a Finance Manager to support our finance operations with a primary focus on financial reporting and analysis. As we embark on an exciting scale-up journey in 2025, you will play a pivotal role in shaping our financial strategy and driving the company forward. About the Role Lead financial reporting and analysis to provide insights that inform strategic decisions. Collaborate with senior management to develop budgets, forecasts, and financial models. Support month-end and year-end close processes, ensuring accurate and timely reporting. Oversee cost analysis, margin reviews, and variance reporting to support operational excellence. Provide mentorship to junior team members and work cross-functionally to enhance processes. What We're Looking For Fully qualified finance professional (ACA, ACCA, CIMA or equivalent). Proven experience in FP&A, Assistant Finance Manager, or Controller roles. Manufacturing industry experience is highly desirable. Strong analytical skills with the ability to interpret complex financial data. A proactive mindset and a desire to contribute to a fast-paced, growing organisation. Why Join Us? Work in a collaborative, innovative, and supportive environment. Competitive salary and benefits package. Opportunities for professional development and career progression. If you're ready to make a significant impact and grow with an ambitious organisation, we'd love to hear from you!
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Financial Controller
Cardiff
Are you a qualified financial professional with a passion for driving business growth through strategic insight and operational excellence? Join a dynamic and ambitious team, working to shape the future of a thriving company. Our client is a leading supplier in the FMCG industry, helping clients deliver the finest products across diverse venues and outlets. Their success is built on exceptional product, first-class customer service, hard work, and a collaborative team culture. As they expand across the UK, they are looking for a Commercially Focused Financial Controller to elevate their financial performance through precise forecasting, scenario planning, and continuous improvement of margins and processes. About the Role In this pivotal role, you will be responsible for financial decision-making at both strategic and operational levels. Leveraging your expertise in forecasting, reporting, and analysis, you will work closely with senior management to identify opportunities, mitigate risks, and optimise profitability. This is a hands-on position where your commercial acumen and leadership will directly impact the growth and efficiency of the business. Key Responsibilities Forecasting & Scenario Planning Develop and lead weekly, monthly, and annual financial forecasts to provide actionable insights. Conduct scenario planning to evaluate potential business outcomes and drive strategic decisions. Partner with department heads to align forecasts with business objectives. Continuously refine forecasting models to improve accuracy and reliability. Financial Reporting & Analysis Prepare and present accurate financial statements and management reports, ensuring compliance with standards. Deliver in-depth financial analysis to highlight trends, risks, and opportunities. Enhance reporting processes to improve clarity and timeliness. Strategic Decision Support Collaborate with senior management to inform pricing, product costing, and investment decisions. Evaluate business opportunities with financial recommendations based on robust analysis. Budgeting & Performance Monitoring Oversee annual budget preparation and monitor performance against forecasts. Provide variance analysis and actionable recommendations to address deviations. Process Improvement & Profitability Streamline internal processes to boost efficiency and profitability. Implement and maintain robust internal controls to safeguard company assets. Identify and execute cost-saving initiatives in collaboration with operational teams. Cash Flow & Treasury Management Manage cash flow forecasting and oversee accounts payable and receivable. Maintain strong relationships with banking partners to support treasury activities. Team Leadership & Development Lead and mentor the finance team, fostering a culture of accuracy and accountability. Conduct performance reviews and provide opportunities for training and professional growth. About You To succeed in this role, you'll need: A professional accounting qualification (ACCA, CIMA, or equivalent). Proven experience in financial management within manufacturing, field service, or distribution sectors. Ambition to contribute commercially and drive growth and profitability. Expertise in forecasting, scenario planning, and financial analysis. A track record of improving internal processes and profitability. Proficiency in financial software and ERP systems (e.g., SAP or similar). Strong analytical skills, problem-solving abilities, and a strategic mindset. Excellent communication skills to convey financial insights to non-financial stakeholders. What We Offer A competitive salary and benefits package. The opportunity to play a key role in an ambitious, growing business. A collaborative and innovative workplace culture. Opportunities for professional development and career progression.
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Customer Care Leader
Swansea
Customer Care Leader Yolk Recruitment are working with a well known and well-established financial services organisation with a strong presence in the UK. This organisation is looking for a Customer Care Leader to join their Swansea Branch, if you are a driven individual looking for a step up in your career this may be a great opportunity for you. Your role as a Customer Care Leader will involve you managing the Branch on a permanent basis, this is an exciting opportunity to lead one of their key branches in Swansea, shaping its success and driving meaningful engagement within the local area. If you share their passion for delivering outstanding results and exceptional customer service, we would love to hear from you. Key Responsibilities As a Customer Care Leader you will lead the branch operations, drive delivery of retail strategy and oversee regulatory, operational and conduct risk management. Responsibilities Lead the branch team to provide outstanding customer service and meet both financial and operational objectives. Oversee compliance with regulatory, operational, and conduct risk standards, ensuring alignment with the organisation's policies. Foster strong customer relationships by prioritising their needs in all aspects of branch operations. Establish and maintain productive partnerships with third-party providers to ensure effective collaboration and mutual benefits. Monitor and evaluate branch performance data to inform strategic planning and decision-making. Ensure compliance with health, safety, and welfare standards in accordance with organisational guidelines. Work closely with senior leaders to refine and implement the retail distribution strategy. About you Strong customer focus with the ability to lead by example and inspire teams to deliver excellence. Exceptional interpersonal and communication skills, fostering collaboration and building strong connections with colleagues and customers. Proactive problem-solver who remains calm under pressure and excels in managing multiple priorities. Eagerness to adapt to evolving industry trends and embrace change with enthusiasm. Creative and analytical mindset, enabling data-driven decision-making. Genuine passion for creating a positive social impact, aligning with the organisation's mission and values. Qualifications At least five years of experience in a senior position within retail financial services. Demonstrated leadership abilities with a proven history of delivering significant results. In-depth understanding Regulatory Standards and Consumer Duty requirements. Proficiency in creating and presenting detailed reports and presentations in a clear and engaging manner. Benefits Discretionary bonus scheme Private medical, dental Critical illness Health cash plan Additional purchase leave Birthday day off If this role is of interest, please get in touch to find out more. Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. *Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
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Purchasing & Pricing Coordinator
Cardiff
Are you an organised, detail-oriented professional with a passion for procurement, cost pricing, and continuous improvement? Do you have strong cost analysis and advanced Excel skills? If so, we have an exciting opportunity for you! We are seeking a Pricing Coordinator to join a dynamic team within a leading manufacturing environment. In this role, you will be responsible for managing procurement activities to ensure timely delivery aligned with production schedules. You will uphold strict purchasing policies while driving process improvements and maintaining a strong focus on cost pricing and margin optimisation. Salary: Up to £28,000 per annum. Key Responsibilities As a Pricing Coordinator, your responsibilities will include: Raising and managing purchase orders for stock and non-stock items. Conducting detailed cost analysis to ensure optimal pricing and margins. Collaborating with suppliers to ensure timely and accurate delivery of materials. Resolving purchase invoice and credit note queries promptly. Addressing supplier complaints and ensuring corrective actions are implemented. Participating in stock counts and maintaining accurate inventory data. Supporting contract reviews, including liaising with scheduling teams to address material delays. Providing holiday and sickness cover for the Procurement Officer when required. What We're Looking For To succeed in this role, you will need: Experience: At least three years' experience in a similar role is preferred. Skills: Strong cost analysis and advanced Excel skills are crucial. Excellent negotiation and communication abilities are also essential. Attributes: A proactive, problem-solving attitude with excellent time management and organisational skills. Knowledge: A solid understanding of cost pricing and margins. Education: A minimum of five GCSEs, including Mathematics and English. Why This Role? This position offers an opportunity to: Work in a collaborative environment that values customer service, accountability, and mutual respect. Play a key role in continuous improvement and waste elimination initiatives. Be part of a team that takes pride in delivering high-quality products and services. Performance Measures Success in this role will be measured by: Timely resolution of supplier complaints and invoice queries. Reduction of purchase order issues and assembly stoppages due to material availability. If you are ready to take the next step in your career and thrive in a fast-paced, ever-changing environment, apply now to become a vital part of this dedicated team.
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Management Accountant
Bridgend
Are you a driven and experienced Management Accountant looking to make a significant impact in a dynamic organisation? Join us as a Management Accountant, where you'll play a pivotal role in shaping financial insights and supporting strategic decision-making across departments. Key Responsibilities: Prepare and review accurate monthly management accounts and performance reports for senior leadership. Develop and maintain budget and forecast models; lead budget and forecast processes to align with business objectives. Act as a trusted business partner to HR, IT, and Facilities & Admin teams, providing valuable financial insights. Coordinate statutory audit and accounts processes, working closely with external auditors. Communicate and apply technical (accounting) changes to the firm's accounts. Collaborate with the Finance Director on partnership tax and accounting transactions. Continuously improve financial processes and systems to enhance efficiency and reporting accuracy. Qualifications: Minimum of 5 years' experience in management accounting. Professional qualification (CIMA, ACCA, ACA, or equivalent). Strong analytical skills and keen attention to detail. Excellent communication skills and ability to present financial data clearly. Experience in business partnering and stakeholder engagement. Proficiency in accounting software and Microsoft Office; advanced Excel skills required. This role offers a chance to collaborate closely with senior leadership and contribute to the financial success of the organization. If you're an accomplished Management Accountant looking to elevate your career, apply today!
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Management Accountant
Blackwood
Are you a dynamic and motivated finance professional seeking an opportunity to influence business success? Join our team as a Management Accountant, where you'll play a pivotal role in providing business partnering and management accounting support to our sales and operational teams. Key Responsibilities: Collaborate with the Senior Finance Business Partner to deliver strategic initiatives and drive change. Provide daily turnover reporting and in-depth monthly sales analysis for the Sales Team. Conduct rebate analysis, address rebate queries, and calculate/reconcile royalty payments. Track non-product costs and recharges, ensuring accuracy and transparency. Perform transport and freight cost analysis and complete ONS surveys. Provide cover for the Management Accountant - Operations when required. Qualifications & Skills: Essential: Qualified or part-qualified in AAT, ACA, ACCA, or CIMA, or equivalent relevant experience. Previous experience working in a finance role, preferably within a manufacturing environment. Proficiency with Excel (e.g., lookups, pivot tables). Experience working in an integrated MRP environment. Desirable Attributes: Collaborative and flexible approach. Self-motivated and driven to achieve goals. Confident and credible communicator. Strong analytical and problem-solving skills.
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Relationship Manager
Cowbridge
Are you ready to lead and inspire? We are seeking an experienced and dynamic Branch Manager to lead our clients branch. In this key role, you'll oversee all aspects of branch operations, ensuring exceptional service delivery, team performance, and alignment with their strategic goals. This is an exciting opportunity to make a meaningful impact in the community while driving retail success. What will you be doing? As Branch Manager, you will: Lead and motivate the team to deliver outstanding service and meet financial and non-financial targets. Manage regulatory, operational, and conduct risks within the branch in line with organisational policies. Foster strong member engagement, ensuring their needs are at the heart of everything you do. Build and maintain effective relationships with third-party providers for seamless collaboration. Track and analyse branch performance metrics to inform strategic decisions. Ensure health, safety, and welfare requirements are met in accordance with policy. Collaborate with senior stakeholders to shape and enhance retail distribution strategies. Who are we looking for? We're seeking someone who is: Passionate about delivering excellent customer experiences and leading by example. A strong communicator with exceptional interpersonal skills, fostering collaboration and engagement. Proactive and solutions-oriented, thriving under pressure and adept at managing multiple priorities. Analytical and creative, with the ability to make informed, data-driven decisions. Motivated by a desire to create social impact and align with our community-focused mission. Essential qualifications and experience: Proven leadership skills with a track record of achieving impactful results. In-depth knowledge of the regulatory requirements and Consumer Duty implications. Experience in delivering clear and engaging reports and presentations.
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Legal Finance Assistant (Hybrid/Remote/Wales)
Cardiff
To avoid disappointment, my client will only consider candidates who meet the below: Based in South Wales / Southwest England Experience within a Legal organisation Salary: Up to £26,000 per annum, depending on experience Hours: Full-time About the Role Yolk Recruitment is delighted to be working with our client, a well-established and forward-thinking organisation to recruit an Accounts Assistant - Purchase/Sales Ledger Clerk. This is a fantastic opportunity to join a collaborative and supportive team, where your financial skills and attention to detail will play a key role in the company's success. Key Responsibilities In this role, you will be responsible for: Purchase Ledger: Maintaining supplier accounts and ensuring payments and records are accurate. Daily Transactions: Processing receipts and payments. Card Payments: Taking card payments from clients over the telephone. Bank Reconciliations: Ensuring accounts are balanced and discrepancies are resolved. Expense Processing: Managing staff expense claims. Financial Administration: Performing general financial housekeeping duties. Credit Control Support: Assisting in monitoring and recovering outstanding payments as required. Responding to Enquiries: Addressing and investigating queries from staff, customers, and suppliers. About You To succeed in this role, you will need: Proven experience in a similar role, with knowledge of purchase/sales ledger processes. Proficiency with accounting software and strong IT skills, particularly in Microsoft Excel. Excellent numerical and organisational skills. A keen eye for detail and a methodical approach to tasks. Strong communication skills, both verbal and written. The ability to manage multiple priorities and meet deadlines in a busy environment. What's on Offer A competitive salary of up to £26,000 per annum, dependent on experience. The chance to work in a friendly and supportive team environment. Opportunities for personal and professional development.
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Management Accountant
Carmarthen
Are you a driven and experienced Management Accountant looking to make a significant impact in a dynamic organisation? Join us as a Management Accountant, where you'll play a pivotal role in shaping financial insights and supporting strategic decision-making across departments. Key Responsibilities: Prepare and review accurate monthly management accounts and performance reports for senior leadership. Develop and maintain budget and forecast models; lead budget and forecast processes to align with business objectives. Act as a trusted business partner to HR, IT, and Facilities & Admin teams, providing valuable financial insights. Coordinate statutory audit and accounts processes, working closely with external auditors. Communicate and apply technical (accounting) changes to the firm's accounts. Collaborate with the Finance Director on partnership tax and accounting transactions. Continuously improve financial processes and systems to enhance efficiency and reporting accuracy. Qualifications: Minimum of 5 years' experience in management accounting. Professional qualification (CIMA, ACCA, ACA, or equivalent). Strong analytical skills and keen attention to detail. Excellent communication skills and ability to present financial data clearly. Experience in business partnering and stakeholder engagement. Proficiency in accounting software and Microsoft Office; advanced Excel skills required. This role offers a chance to collaborate closely with senior leadership and contribute to the financial success of the organisation. If you're an accomplished Management Accountant looking to elevate your career, apply today!
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Management Accountant
Swansea
Are you a driven and experienced Management Accountant looking to make a significant impact in a dynamic organisation? Join us as a Management Accountant, where you'll play a pivotal role in shaping financial insights and supporting strategic decision-making across departments. Key Responsibilities: Prepare and review accurate monthly management accounts and performance reports for senior leadership. Develop and maintain budget and forecast models; lead budget and forecast processes to align with business objectives. Act as a trusted business partner to HR, IT, and Facilities & Admin teams, providing valuable financial insights. Coordinate statutory audit and accounts processes, working closely with external auditors. Communicate and apply technical (accounting) changes to the firm's accounts. Collaborate with the Finance Director on partnership tax and accounting transactions. Continuously improve financial processes and systems to enhance efficiency and reporting accuracy. Qualifications: Minimum of 5 years' experience in management accounting. Professional qualification (CIMA, ACCA, ACA, or equivalent). Strong analytical skills and keen attention to detail. Excellent communication skills and ability to present financial data clearly. Experience in business partnering and stakeholder engagement. Proficiency in accounting software and Microsoft Office; advanced Excel skills required. This role offers a chance to collaborate closely with senior leadership and contribute to the financial success of the organisation. If you're an accomplished Management Accountant looking to elevate your career, apply today!
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Compliance Officer
Caerphilly
Are you a dedicated Quality Analyst or Compliance Executive eager to transition into a rewarding career as a Compliance Monitoring Officer? Look no further! With the prestigious ICA Certificate in your arsenal, you are already one step ahead. Let us help you leverage your skills and experience to take on this dynamic and impactful role. Why Transition into Compliance Monitoring? Growing Demand: As regulatory landscapes evolve, the need for skilled Compliance Monitoring Officers is on the rise. Career Advancement: Transitioning into compliance offers significant opportunities for professional growth and advancement. Make a Difference: Ensure organisations adhere to regulations, mitigate risks, and uphold ethical standards. Your Ideal Next Step As a Quality Analyst or Compliance Officer you possess a keen eye for detail, strong analytical skills, and a commitment to excellence. These qualities are crucial in a Compliance Monitoring Officer role, where you will: Conduct comprehensive reviews and audits to ensure regulatory compliance. Develop and implement effective compliance monitoring programs. Collaborate with various departments to ensure adherence to policies and procedures. Stay ahead of industry changes and updates to maintain organisational compliance. Why Your ICA Certificate Matters The ICA Certificate in Compliance is a testament to your knowledge and dedication to the field. It equips you with: In-depth understanding of compliance frameworks and regulations. Practical skills for managing compliance risks and implementing robust monitoring systems. Enhanced credibility and recognition in the compliance profession. Join a Thriving Community Transitioning into a Compliance Monitoring Officer role means becoming part of a community committed to upholding the highest standards of integrity and accountability. You'll find support, mentorship, and continuous learning opportunities to excel in your new role. Ready to Make the Leap? Don't let this opportunity pass you by! Your background as a Quality Analyst or Administrator, combined with your ICA Certificate, makes you an ideal candidate for a successful transition into compliance. Embrace the challenge, and let us guide you every step of the way.
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Payroll Advisor
Broughton
Payroll Advisor - £14.50 per hour PAYE - 6 Months - Broughton, Flintshire - SINGLE STAGE PROCESS Yolk Recruitment are recruiting for a Payroll Advisor to work on a 6 month contract in Broughton for our client that specialises within the engineering sphere. Responsibilities: Process Payroll related transactions from internal stakeholders, such as: Detached Duty, Standby, On Call One time payment submissions Memberships, Loans, PASS scheme Working Party Subsistence P45 / New Starter Declarations Settlement Agreements Court Orders Process Time related transactions from internal stakeholders, such as: Overtime Shift Changes Sickness Phased Return To Work Time Savings Accounts, Salary Offset Process HR Administration related activities: Complete transactions in relation to all HR administration activities, for example references and solicitors letters Provide first level support to all clients on the flexible benefits platform Maintain e-pay tool and provide first line of support when dealing with stakeholder queries. Produce documents through mail merge for internal mail shots and divisional correspondence Manage all aspects of the relationship with the external e-payslip provider. E-mail Archiving. o Maintain and improve processes utilised within the team. Support and deliver all other HR administration requests, as required. Key Qualities: Customer focused and results orientated, with a logical approach to completing tasks. Be able to work using own initiative and develop effective solutions to problems. Must be a team player and proactively assist other team members when needed. Have a strong ‘personal branding’ and demonstrate a ‘can-do’ attitude in all areas. Ability to work under pressure to agreed deadlines. Work with minimum supervision, self-motivated. Excellent interpersonal skills, be well organised and have a flexible approach. Committed to support continuous improvements. Organisational and planning skills are essential to this role.
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Finance Business Partner
United Kingdom
Finance Business Partner - Procurement & CRE - INSIDE IR35 - Up to £450 per day - Teesdale, Chilton, Cambridge or Farringdon - 6 Months - SINGLE STAGE VIRTUAL INTERVIEW Yolk Recruitment are recruiting for a Finance Business Partner to join our client on a 6 month contract based in either Teesdale, Chilton, Cambridge or Farringdon for an initial period of 6 months. The purpose of th role is to provide finance support to the Global Chief Procurement Officer, and the wider Procurement and Corporate Real Estate teams. You will be reporting consolidated spend and savings, defining saving targets, peerforming analysis and taking actions to deliver procurement saving and wider goals. Responsibilities: Support the CPO in the monthly reporting and cost management of the global procurement & CRE budgets. Produce budget procurement savings targets at an appropriate level of granularity to ensure ownership of the category and sector savings exist at the operational level within the business. Own the definition of “procurement savings” and ensure it is applied consistently and effectively across the Group. Carry out a fit for purpose review of the current savings procedure and refresh based on agreed feedback from key stakeholders. Co-ordinate the collation and consolidation of savings reported to each of the sectors monthly. Track savings against budget targets and forecasts. Support and undertake procurement forecasting & modelling to help analyse the impact of scenarios on future savings, cash flow and other key procurement metrics, to inform strategic sourcing decisions. Ensure that Sector finance teams can show the level of savings delivered and how the savings have been utilised against budget assumptions. Assist the CRE team to build a full group real estate database including full occupancy costs of each building. Provide key inputs into the refresh of the CRE controls procedure working alongside the group controls and CRE teams. Support the CPO and procurement leadership team in the production of the procurement strategic plan. Lead appropriate savings performance review meetings with Sector finance and/or procurement teams. Understand and challenge any variance to plan. Identify and report on latest estimate versus plan; risks and opportunities. Assist the CPO in tracking delivery of the procurement initiatives across the Group and recommend opportunities to accelerate or refocus to deliver the targets. Identify project costs associated with the delivery of the saving objectives. Perform ‘make (or lease) vs buy analyses’ and ‘total cost of ownership analyses’; develop this capability within the wider procurement team. Provide financial leadership and support to the CPO and Global procurement & CRE teams. Assist in the definition, implementation, and monitoring of key performance indicators (KPI’s) outside of savings. Support group and sector working capital objectives alongside delivering procurement savings. Bring new ideas and metrics related to future forecasting and mitigation of future inflation risk. Partner with the CPO and Global procurement team to provide proactive insightful financial recommendations. Make formal and informal presentations to senior leaders on monthly results, forecasts, sourcing strategies and programs as required. Support business reporting processes as required. Experience: Experience of managing a team Extensive experience of working to numerous tight deadlines ACA/CIMA/ACCA qualified with first time passes (or equivalent or qualified by experience) Experience of consolidations Experience of management reporting and budgeting Sound working knowledge of Procurement IT literate with a good knowledge of Excel Experience of driving improvements in processes and reporting Personal Skills: Excellent management of people skills including the ability to question and work with senior management as well as to delegate and review work Approachable and diplomatic, whilst being assertive and confident Able to work as part of a team Able to work to multiple tight deadlines Good communication skills Well organised and able to multi-task Accurate Analytical Attention to detail
Testimonials
Here's what some clients and candidates have had to say
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Jess has been a massive help to the BBC’s finance function over the past year, supporting various recruitment needs for our large central finance team based in Cardiff. We have had a large number of success stories through Jess, and this can largely be put down to her ability to effectively consult with the management team across the BBC, carefully ensuring the candidates she put forwards match our specific technical needs, as well as s...
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I would like to recommend a wonderful recruiter for the financial services industry - Jessica Harmer of Yolk Recruitment. I have heard disappointing stories from colleagues not getting feedback following interviews or not hearing back from recruiters but Jess is another level and has first class communication and is so determined to support you in your search for employment!
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Sharp, considerate and efficient to boot. They only called with relevant and personable jobs for me, guiding me through each process. I have been on the temporary circuit for a while and I've been blown away by just how fantastic they are, credit where credit's due. I'm now perfectly happy in the position Yolk handpicked for me. Thank you so much, exceeded my expectations by a long shot.
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"After struggling to find the right candidate elsewhere, we fell upon the angel that is Yolk Recruitment. They listened to our needs and provided us with some excellent choices, so excellent in fact that we struggled to just choose one candidate! Having small offices, we were delighted when Yolk offered their beautiful space to conduct the interviews. They are a cut above the rest in our opinion."
Key Contacts
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Alex Connelly
Senior Consultant | Financial Services
Alex recruits across the Accountancy and Finance market in South Wales with a wide range of specialisms.
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Jessica Harmer
Manager | Financial Services
Jess specialises in finance recruitment, with a particular focus on hiring Financial Analysts and Management Accountants, as well as all aspects of financial crime.
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David Jenkins
Sales Director
David identifies opportunities for Yolk to partner with clients who are undergoing growth, discovering how we can take them to the next level.
Case Studies
Here are some case studies that demonstrate our expertise in the area of Financial Services recruitment.
What We've Been Up To
Wales Finance Awards 2023
The Yolk Financial Services recruitment team was thrilled to announce its attendance at the 2023 Wales Finance Awards to provide support to our valued clients and candidates. The team were honoured to be present at this event and we look forward to celebrating the outstanding achievements of the finance industry.
Yolk's Financial Services recruitment division
Yolk's Financial Services recruitment division, led by Manager Jessica Harmer, is committed to providing expert guidance to help candidates secure their dream role within the financial services industry, and sourcing top talent for businesses with open roles. Jessica and her team are focused on devising innovative strategies to enhance Yolk's offerings in the rapidly expanding finance sector of South Wales.
Financial Services Salary Survey 2024
Yolk's Financial Services team have compiled a Salary Guide for roles throughout Wales and the South West of England. Our team boasts some of the regions' most experienced and well connected professionals, and strives to offer both clients and candidates an industry leading service across permanent, temporary, and contract finance roles.
Get in touch with our Financial Services team by clicking below: