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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Accountant (Part Qualified)
Tredegar
An exciting opportunity has arisen for an experienced Accountant to join a dynamic Finance team based in Tredegar. This role offers a great opportunity for an individual looking to build on their accounting experience and grow within a supportive environment. You will play an integral part in supporting the UK business finance function, working closely with senior team members, including the Director of Finance. Manage UK Accounts Payable, including checking and processing supplier invoices, maintaining the AP ledger, preparing supplier payment runs. Assist in the preparation of management accounts, including calculating and posting customer rebates, reviewing cost centre overheads, posting accruals and prepayments, and preparing balance sheet reconciliations. Maintain intangible assets, including trademarks and patents. Collaborate with external partners to ensure tax compliance, including preparing VAT reports and providing data for timely submission of external returns. Prepare daily/monthly sales reporting for the sales teams. Analyse financial performance, including reviewing sales, gross margins, and overheads, and reporting on variances. Support the coordination of the half-yearly stock take process. Provide general support to the Finance team, including processing out-of-pocket expenses and assisting with other ad-hoc tasks. Who is this role ideal for? This role is ideal for someone with 2-3 years of experience in a finance team, who has a solid understanding of the monthly accounting cycle and experience in Accounts Payable. The successful candidate will likely be either part-qualified or qualified by experience and eager to continue their professional development in a collaborative and growth-oriented environment. The role would suit individuals who thrive in a fast-paced, hands-on environment, and are looking for opportunities to take on new challenges. It is particularly well-suited for those who have gained experience in an SME setting, ideally within a manufacturing environment (although this is not essential). Strong organisational and process management skills are key, as is the ability to create and refine systems where necessary. If you enjoy a role where you can take ownership of key tasks, improve processes, and contribute to the overall success of the business, this is an excellent opportunity to further your career in finance. Required Experience and Skills: 2-3 years' experience in a finance role with direct involvement in the monthly accounting cycle and Accounts Payable. Either part-qualified or qualified by experience, with a desire to continue professional development. Experience in an SME environment, with a preference for manufacturing backgrounds (though not essential). Strong process orientation, with the ability to create simple processes where needed. Proficient in Microsoft Excel (or Google Sheets) and experience using ERP systems.
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Legal Cashier (Hybrid)
Blackwood
Position: Legal Cashier Location: Blackwood (initially site-based, with potential for hybrid working) Salary: £30,000 - £33,000 (rising to up to £35,000 upon successful completion of probation) Are you a meticulous and experienced Legal Cashier seeking an exciting opportunity to join a thriving team in Blackwood? Our client, a highly respected legal practice, is looking for a skilled professional to take on this pivotal role within their finance team. Key Responsibilities: Managing day-to-day financial operations in accordance with Solicitors Regulation Authority (SRA) Accounts Rules. Processing client and office account payments, receipts, and transfers. Conducting daily bank reconciliations and monitoring financial transactions. Preparing VAT returns and assisting with month-end and year-end accounts. Ensuring compliance with legal and regulatory requirements. Liaising with internal teams, clients, and external stakeholders to resolve queries. Supporting the financial management of the firm through accurate and timely reporting. Requirements: Proven experience as a Legal Cashier, ideally within a law firm. Strong knowledge of SRA Accounts Rules and legal accounting processes. Proficiency in legal accounting software and Microsoft Office applications. Excellent attention to detail, organisation, and problem-solving skills. A proactive and adaptable approach to work, with the ability to meet deadlines. What We Offer: A competitive starting salary of £30,000 - £33,000, with the potential to rise up to £35,000 after probation. Opportunity for career development and progression within the firm. Initial site-based role with the potential for hybrid working arrangements. A supportive and collaborative working environment. If you're a dedicated and professional Legal Cashier with a passion for excellence, we'd love to hear from you!
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Financial Controller
Cardiff
Are you a commercially driven finance professional looking for your next big opportunity? Join an ambitious and fast-growing business with exciting scale-up plans! We're on the hunt for a Financial Controller who thrives in dynamic environments and has a passion for driving financial success. The Role As Financial Controller, you'll play a pivotal role in shaping the financial strategy of our business. Working closely with the leadership team, you'll be responsible for: Leading and optimizing all financial operations, including forecasting, budgeting, and financial analysis. Driving insights to support decision-making in a software subscription or recurring revenue model environment. Partnering across the business to ensure alignment between financial goals and operational strategy. Leading financial reporting and ensuring compliance with relevant regulations. Identifying opportunities to improve processes and implement best practices in line with our scale-up ambitions. About You Fully qualified accountant (ACA, ACCA, CIMA) with a strong track record of success in commercial finance roles. Previous experience in a software subscription model or recurring revenue model is essential. Strategic thinker with the ability to influence and work collaboratively with senior stakeholders. Exceptional analytical skills and the ability to turn data into actionable insights. A proactive, ambitious mindset with a desire to contribute to a growing, forward-thinking organisation. What's on Offer Location: Central Cardiff-based with only one day on-site per month required. Be part of a dynamic leadership team, driving innovation and growth. A huge opportunity for professional development and progression as the business scales. This is your chance to join a vibrant and supportive team, where your ideas will help shape the future of the business.
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Recruitment Consultant- Finance
Cardiff
🚀 Join Our Growing Finance Recruitment Team! 🚀 Are you a skilled recruiter with experience in the finance market or a strong background in business development and B2B sales? Do you thrive in a fast-paced environment, have an entrepreneurial mindset, and a natural drive to succeed? If so, we want to hear from you! What We're Looking For: Proven experience in recruitment, business development, or B2B sales. A driven, ambitious, and entrepreneurial character. Excellent relationship-building skills and a results-oriented mindset. What We Offer: A hybrid working model, offering flexibility on start and finish times. A supportive and dynamic team environment. Opportunities to grow and shape your career with a leading finance recruitment team. Take your career to the next level-apply now and become a key part of our success story! 🌟
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FP&A Analyst
Blackwood
FP&A Analyst Opportunity Are you ready to play a pivotal role in providing financial insights to both finance and operational leadership teams? This is your chance to contribute to forecasting, measuring, and explaining financial performance while supporting process improvements and cost-saving initiatives. Key Responsibilities Cost Control Develop detailed budgets across various functions and spending categories. Collaborate with functional leaders to plan, review commitments, and analyse incurred costs. Ensure accurate cost allocation to relevant cost centres. Forecasting & Reporting Establish forecasts by department and cost categories. Perform variance analysis versus forecasted figures. Support the monthly closing process, including journal postings. Handle financial reporting using a Corporate Consolidation Tool (OneStream). Coordinate the preparation of monthly reporting packs for the business. Hourly Rate & Recoveries Assist functional leaders in tracking hours booked by teams. Forecast hours and financial recoveries, providing explanations for variances. Calculate hourly labor rates by function and communicate on variances. Product Cost Analysis Provide cross-functional reporting on product costs, including raw material and standard labour costs. The Ideal Candidate Qualifications CIMA, ACA, ACCA (or equivalent) qualification preferred. Skills Strong analytical mindset with advanced Excel and modeling skills. Process-driven with a focus on continuous improvement. Experience Proficiency in ERP systems such as SAP, Oracle, or Sage. This role is a fantastic opportunity for someone with a passion for financial analysis, process improvement, and collaboration with functional leaders to drive meaningful change.
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Finance Assistant
Cardiff
Location: Cardiff Salary: £27,000 per annum Yolk Recruitment is excited to partner with our client to find a talented Finance Assistant to join their dynamic team. This is a fantastic opportunity for someone looking to enhance their career in finance, with clear progression paths mapped out from day one. About the Role As a Finance Assistant, you'll play a vital role in the financial operations of the business. This is a full-time, site-based position (Monday to Friday, 9am-5pm), offering a hands-on role with opportunities to develop your skillset. Key Responsibilities Manage the Sales Ledger and Purchase Ledger, ensuring accuracy and efficiency. Assist with Payroll for 200 employees, offering the chance to expand your payroll expertise. Collaborate with the finance team to support smooth and compliant financial processes. Utilise SAGE software; experience with this is highly advantageous. About You We're looking for a detail-oriented and proactive individual who is eager to take the next step in their finance career. You'll bring: Experience in managing sales and purchase ledgers. A working knowledge of SAGE (preferred). Enthusiasm for learning and growing within a supportive team environment. Strong numerical and organisational skills. What's in it for You? A salary of £27,000 per annum. 5.6 weeks of annual leave per annum, ensuring a healthy work-life balance. A supportive environment with a clear progression pathway. Hands-on experience in a growing and collaborative team. The opportunity to develop payroll skills and enhance your finance expertise.
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Finance Assistant (Credit Control & Purchase Ledger) - Hybrid
Cardiff
Job Advert: Finance Assistant (Sales Ledger, Purchase Ledger & Credit Control) Location: Cardiff (Hybrid Working Available) Salary: Up to £30,000 Yolk Recruitment is delighted to be supporting our client, a well-established organisation in Cardiff, in their search for a Finance Assistant. This hybrid role offers the opportunity to work across Sales Ledger, Purchase Ledger, and Credit Control, playing a key role in the company's financial operations. Key Responsibilities: Credit Control: Assist in collecting client debt via telephone, email, and letter. Address and resolve client account issues or disputes promptly and professionally. Take appropriate actions for defaulting accounts, following company procedures. Maintain and update client account records, clearly documenting all actions. Purchase Ledger: Accurately record invoices to the purchase ledger. Reconcile supplier statements and resolve any discrepancies. Prepare and manage weekly supplier payment runs to meet deadlines. Liaise with suppliers regarding invoice queries and payment confirmations. Support month-end processes by completing purchase ledger tasks. General Administration: Send account statements to clients via email. Process card payments for client invoices and account balances. Handle general invoice enquiries and monitor client accounts for inbound payments. Post disbursements to the system and assist with month-end billing activities. What We're Looking For: Strong communication and negotiation skills. Experience in credit control, purchase ledger, or general finance administration. Proficiency in Microsoft Office, particularly Excel, and familiarity with accounting software. Excellent attention to detail and ability to work independently. A proactive and adaptable problem-solver. What's on Offer: Salary: £27,500 - £30,000 DOE Hybrid Working: Flexibility to work from home and the office. A supportive and collaborative team environment. Opportunities for professional development and career progression. If you're ready to bring your finance expertise to an organisation that values flexibility, teamwork, and growth, this is the opportunity for you.
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Payroll Assistant
Newport
Job Description: Payroll Administrator Position Overview: Position Title: Payroll Administrator Salary: Up to £32,000 per year Contract Type: Permanent Location: Full-time, site-based across in Newport Working Hours: 37.5 hours per week Holiday Entitlement: 20 days annual leave + bank holidays Pension: Auto-enrolment Key Responsibilities: 1. Payroll Processing Prepare and process weekly and monthly payroll for 220+ employees. Ensure timely and accurate payroll, using systems such as SAGE 50 and Excel. Address payroll discrepancies promptly and professionally. 2. System Management Maintain and manage the company's rostering system to ensure accuracy and efficiency. Oversee shift scheduling, ensuring compliance with operational needs. Collaborate with internal teams to resolve any rostering issues or changes. 3. Data Management & Analysis Extract and manage payroll and roster data for reporting and decision-making. Ensure the accuracy and integrity of all data. Proactively identify and rectify gaps or inconsistencies in payroll or scheduling data. Candidate Requirements: Knowledge & Skills Strong understanding of end-to-end payroll processes, including UK compliance and statutory requirements. Proficiency in payroll calculations, tax deductions, and related regulatory aspects. Competence in managing rostering systems and ensuring efficiency. Experience Demonstrable experience in payroll data collation, extraction, and analysis. Familiarity with SAGE 50 payroll software is highly desirable but not essential. Willingness to adapt and learn new systems quickly if needed. Personal Attributes High attention to detail and excellent organisational skills. Ability to work both independently and collaboratively across multiple sites. Strong communication skills for liaising with colleagues and employees effectively. Benefits: Competitive salary up to £32,000. Opportunity to work in a dynamic, environment. Professional growth opportunities with access to training on relevant systems.
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Accounts Payable Assistant
Penarth
Accounts Payable Assistant - Ongoing - Penarth (Office based)- Immediate Start The Opportunity Yolk has partnered with a with a Penarth organisation to recruit an Accounts Payable Assistant to join their team. You'll be joining a hardworking, supportive, and inclusive team and will be performing an essential function to ensure the organisation thrives. This is an office based role, Monday - Friday, 37.5 hours a week What the Accounts Payable Assistant will be doing The ideal Accounts Payable Assistant will be responsible for * Reviewing expense lines to ensure in accordance with company policy * Expense reporting * Reviewing billable expenses * Accounting accurately for VAT * Reconciling and resolving invoicing discrepancies and all associated revisions to previously received invoices. What the successful Accounts Payable Assistant will bring to the team This role is suitable for someone who has * Experience of Concur Expenses as a processor is preferred * Good Microsoft Office Skills * Self motivated and process driven * Ability to multi-task and work efficiently What you will get in return A Penarth based office £12.82 per hour Office hours with no evenings or weekends A supportive environment Think this one's for you If you are a proficient Accounts Payable with an understanding of the Concur package and immediately available I would love to hear from you, please show your interest. This is a great opportunity to contribute to a growing organisation through an exciting period on an ongoing basis
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Management Accountant (Part-time)
Cardiff
Part-Time Finance Administrator - Cardiff City Centre £40,000 pro rata + Excellent Benefits I'm currently recruiting for a part-time management accountant for a PE backed business seeking to bring their accounting in house. This role offers a salary of up to £40k pro rata. This role is for 24 hours and can be done over 5 days or 3 days. The ideal candidate will have experience with management accounts, accruals and prepayments, managing both the sales/purchase ledgers, and exposure to basic credit control. The role requires NO formal qualifications however, AAT/CIMA/ACCA PQ is advantageous. This organisation uses XERO and experience with this is also advantageous. INTERVIEWS: This week via teams START DATE: ASAP This is a fantastic opportunity for someone seeking 20-30 hours per week (with flexibility to suit your schedule) to join a supportive team and play a vital role in the smooth running of the finance function. Why Join This Business? Attractive Benefits: 25 days annual leave (pro rata) plus bank holidays. Christmas shutdown (no need to save annual leave for this!). Competitive pension scheme. Room to Grow: Opportunities for professional development and progression within the company. Flexibility & Autonomy: Shape the role to suit your style and preferences. Work within a business that values independence and innovation. What You'll Be Doing: As the Finance Administrator, you'll be responsible for: Managing the purchase and sales ledgers. Management accounts accruals & prepayments Completing bank reconciliations. Processing and paying employee expenses. Providing administrative support to the CFO. Overseeing day-to-day finance and office administration tasks. What We're Looking For: We're seeking a finance professional with: Previous experience in a similar finance or accounts administration role. Strong organisational skills and attention to detail. A proactive attitude, able to work independently and take ownership of responsibilities. Knowledge of finance systems and Microsoft Office (Excel experience is particularly desirable).
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Finance Business Partner
Cardiff
Are you a qualified or nearly qualified finance professional eager to elevate your career? Do you thrive in dynamic, fast-paced environments and excel at building relationships across diverse departments? If so, we have an exciting opportunity for you! We are a highly dynamic and fast-growing business on the outskirts of Cardiff, seeking a Finance Business Partner to join our team. This role offers the chance to make a real impact by partnering with key stakeholders, driving financial insights, and supporting strategic decision-making. The Role As a Finance Business Partner, you will: Collaborate with multiple departments to provide financial guidance and insight. Develop and maintain strong relationships with stakeholders to influence and drive business performance. Deliver financial planning, forecasting, and analysis to support business objectives. Provide robust financial reporting to identify trends, risks, and opportunities. Assist with budgeting processes and ensure alignment with strategic goals. Drive process improvements and contribute to the growth and success of the business. About You We are looking for someone who is: Qualified (ACA, ACCA, or CIMA) or close to qualification. Currently in a Finance Business Partnering or Accountant role. Ambitious, with a strong desire to progress to the next level in their career. Skilled at building and maintaining relationships across diverse teams. A confident communicator, able to convey complex financial information clearly and concisely. Analytical, detail-oriented, and proactive in problem-solving. What We Offer A challenging and rewarding role in a fast-growing company. Opportunities for career progression and professional development. A supportive and collaborative work environment. Competitive salary and benefits package. If you're ready to take the next step in your career and want to join a business where you can truly make a difference, we'd love to hear from you.
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Costing Assistant
Cardiff
Costing Assistant - Cardiff - Up to £28,000 Yolk Recruitment is excited to be working with our client to find an exceptional Costing Assistant to join their team in Cardiff. Offering a salary of up to £28,000, this is an opportunity to be part of a dynamic and forward-thinking company. The Role As a Costing Assistant, you'll play a vital role in ensuring operational efficiency by: Liaising with suppliers to manage costing and ensure timely delivery of goods. Acting as the bridge between consumers and the purchasing department, facilitating smooth communication and resolution of queries. Supporting the finance team with costing analysis, budgeting, and reporting. Coordinating with scheduling and logistics teams to optimise work flows and reduce costs. About You The ideal candidate will bring: Strong communication and interpersonal skills, with the ability to build and maintain relationships. A keen eye for detail and the ability to manage multiple priorities. Proficiency in Microsoft Excel and familiarity with financial or SAP software (experience is advantageous). A proactive, team-oriented attitude and a passion for problem-solving. Benefits Joining this team comes with a fantastic range of benefits, including: 25 days of annual leave plus bank holidays. Christmas shutdown, so you can enjoy the festive season. Life assurance, providing peace of mind for you and your loved ones. Regular company events to foster team spirit and engagement.
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Finance Assistant (Part-time)
Cardiff
Finance Assistant (Part-time) Salary: £40k pro rata Location: Cardiff Hours: Part-Time (flexible days to suit you) Join a Thriving Team! Yolk Recruitment is delighted to offer an exceptional opportunity for an organised and versatile Office Administrator/Finance Assistant. If you're looking for a dynamic and rewarding role in a supportive, professional environment, this could be the perfect fit. About the Role As a key member of the team, you'll ensure the smooth running of day-to-day operations with responsibilities including: Finance Administration: Managing and maintaining accurate financial records in Xero. Overseeing purchase/sales ledgers, expenses, cash books, and nominal ledger up to Trial Balance. Handling bank account management and payment preparation. Supporting credit control to ensure timely payments from clients. About You We're looking for a proactive and detail-oriented individual who can hit the ground running. The ideal candidate will have: Strong experience in administration and financial processes. Proficiency in Xero (highly desirable). Exceptional multitasking abilities and a positive, can-do attitude. Why Apply? Be part of a collaborative and professional team. Enjoy a varied role with the flexibility to choose your working days. Competitive salary of £40k pro rata.
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Senior Finance Assistant
Newport
Job Advert: Senior Finance Assistant - 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 Senior Finance Assistant 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 Senior 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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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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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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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.
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
Senior 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: