
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
Senior 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 Assistant
Bridgend
Job Title: Finance Assistant 📍 Location: Bridgend Industrial Estate, Bridgend 💰 Salary: £23,800 - £27,000 (dependent on experience) 🕒 Full-Time | Permanent About the Role: We're looking for a motivated and detail-oriented Finance Assistant to join our busy finance team at our fast-paced industrial site in Bridgend Industrial Estate. Working across the sales ledger, purchase ledger, and carrying out bank reconciliations, this is a hands-on role ideal for someone who thrives in a dynamic and practical environment. This is a great opportunity for a candidate currently studying AAT who wants to gain practical experience, or an experienced finance professional seeking a secure role with a well-established employer. Key Responsibilities: Maintain and process sales and purchase ledger transactions Carry out accurate and timely bank reconciliations Support credit control and resolve invoice queries Assist with month-end processes and reporting Communicate effectively with internal departments and suppliers What We're Looking For: Previous experience in a finance or accounts assistant role AAT studiers or part-qualified candidates welcomed Strong working knowledge of accounting software and Excel Excellent attention to detail and time management skills Comfortable working independently in a busy, industrial setting What We Offer: Competitive salary of £23,800 - £27,000 (depending on experience) Long-term stability with a secure and reputable employer Supportive team and opportunities to learn and grow On-site parking and convenient location Apply Now If you're ready to take the next step in your finance career, we'd love to hear from you. Please submit your CV and a short cover letter highlighting your experience and interest in the role.
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Legal Cashier
Taunton
🌟 Legal Cashier - Office Based 🌟 📍 Location: Taunton 💼 Salary: Dependent on experience Are you a detail-driven Legal Cashier looking to take the next step in your career? We're working with a respected legal practice based in Taunton who are on the lookout for an experienced professional to join their finance team. This is a fully office-based role, perfect for someone who thrives in a busy cooperative environment. 🔍 Key Responsibilities: Maintain accurate office and client ledgers Perform bank reconciliations to ensure alignment with internal records Process incoming and outgoing transactions via multiple financial platforms Generate daily, weekly, and monthly financial reports Raise invoices and follow up on outstanding payments Audit bookkeeping for accuracy and resolve discrepancies Report suspicious transactions or breaches in accordance with procedures Submit VAT returns quarterly and annually via the government portal Ensure team operations comply with legal and regulatory standards Liaise with clients, auditors, banks, suppliers, and regulatory bodies Provide administrative support as required ✅ What We're Looking For: Proven experience working as a Legal Cashier (essential) Strong understanding of Solicitors Accounts Rules High attention to detail and excellent organisational skills Confident working independently and within a team Excellent communication skills and professionalism when dealing with clients and third parties 🎁 What's on Offer: A competitive salary based on your experience A chance to join a respected and supportive legal practice Opportunities for growth and professional development A friendly, team-focused working culture If you're a dedicated Legal Cashier with a passion for financial accuracy and regulatory compliance, apply today with your CV.🌟
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Finance Analyst
Cardiff
Are you a naturally curious problem-solver with a passion for numbers and data-driven decision-making? Do you thrive on turning insights into influence? Join us as a Finance Analyst and help shape the financial direction of our business. We're looking for an ambitious and analytical individual ready to step into a Finance Analyst role. This is an ideal opportunity for someone eager to grow their career in finance, work with complex data, and play a key role in supporting strategic decisions across the organisation. What You'll Do: Dive deep into financial data to uncover trends, insights, and opportunities Support forecasting, budgeting, and financial planning processes Collaborate across departments to understand business drivers and performance Present findings in a clear, concise, and compelling way to both finance and non-finance stakeholders Build relationships with key stakeholders and influence decisions with data-backed recommendations What We're Looking For: A curious mindset with a passion for understanding the "why" behind the numbers Strong analytical skills and attention to detail Confident communicator with the ability to influence and challenge stakeholders Proficiency in Excel and familiarity with financial reporting tools (experience with Power BI, Tableau, or similar is a plus) A degree in Finance, Accounting, Economics, or a related field (or equivalent experience) Why Join Us? Be part of a supportive team that values growth, curiosity, and collaboration Gain hands-on experience and exposure to senior decision-makers Work in a dynamic environment where your insights truly make a difference Opportunities for professional development and career progression Ready to take the next step in your finance career? Apply now and bring your analytical mindset to a role where data drives decisions.
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Payroll Assistant
Bristol
🌟 Payroll Assistant Opportunity - Grow Your Career in a Supportive Team 🌟 📍 Based in Bristol | 🕘 Monday-Friday | 💷 Up to £26,000 Are you early in your payroll career and looking to develop your skills in a nurturing environment? We're looking for a motivated Payroll Assistant to join our busy and friendly Payroll Team, supporting the smooth delivery of payroll services to a diverse client base. This is a fantastic opportunity for someone with some payroll experience who's eager to learn, grow, and build a long-term future within the business. What you'll be doing: 🧾 Supporting accurate monthly payroll processing 📅 Assisting with year-end tasks (e.g. P60s, P11Ds) 📞 Helping to resolve client queries and provide excellent service 🗂️ Keeping payroll records and reports up to date ⚙️ Supporting the setup of new payrolls and pensions What we're looking for: 🕒 Around 1-2 years of payroll experience (in-house or bureau) 💻 Confident using Microsoft Office & payroll software (Sage, BrightPay, Paycircle etc.) 📈 A proactive, can-do attitude with a willingness to learn 🗣️ Strong communication and organisational skills 🌟 Ambitious, reliable, and looking to grow with us What you'll get in return: 💷 Salary up to £26,000 🚗 Free on-site parking 🏦 Company pension scheme 🤝 Supportive team culture with opportunities for training & career development 📍 Office-based role in a great Bristol location 📨 If you're ready to take the next step and grow your payroll career with us, apply today with your CV and start your journey with a team that supports your growth.✨
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Cost Engineer
Stevenage
Are you a detail-oriented finance professional with a passion for supporting large-scale projects? We're looking for an experienced Project Controller to join a dynamic and innovative team driving complex satellite production programmes. This is a pivotal role ensuring financial accuracy, compliance, and strategic insight across key project workstreams. Key Responsibilities Manage and oversee the financial performance of satellite production projects. Deliver accurate monthly reporting to Primes, Project Managers, and Work Package Managers. Review all financially relevant contractual documentation, including Supply Contracts, Works Orders, and Change Notices. Collaborate with Project Managers to support the financial aspects of contract changes. Allocate costs to work packages and provide detailed variance analysis. Produce and present monthly project financial reports, highlighting key performance indicators (KPIs) versus budget and forecast. Lead regular cost reviews with Work Package Managers, tracking Cost to Complete (CTC) across labour, materials, and equipment. Ensure timely financial milestone achievement in line with project plans. Identify and correct mis bookings within actual project costs. Forecast resourcing and manpower requirements by work package. Monitor subcontractor financial milestones and major non-quality events. Support program-wide financial consolidation efforts in collaboration with the Finance team. Respond to ad hoc requests and contribute to ongoing process improvements. Skills & Experience Required Intermediate to advanced Excel skills. SAP proficiency. Strong team player with excellent communication skills, especially when working with non-finance stakeholders. Previous experience in a project-based environment. Highly numerate and confident in using various financial systems. Desirable Background in management accounting within a large, multi-national organisation. Experience dealing with multiple currencies. Fluency in a second European language (e.g., French or German) is a plus. Interested? This role is ideal for someone who enjoys the challenge of working in a fast-paced, highly technical environment where accuracy and insight are valued. If you're ready to play a key role in the financial success of cutting-edge satellite programmes, apply today.
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Finance Business Partner
Filton
We're seeking a Finance Business Partner for a 12-month contract to join our dynamic team within the manufacturing sector. This is a key role focused on budgeting, forecasting, variance analysis, and providing actionable insights to drive performance. What you'll do: Partner with business leaders to deliver financial insight and strategic support Lead budgeting and forecasting cycles Conduct detailed variance analysis and financial performance reviews Support decision-making with clear, data-driven recommendations Add value through a deep understanding of controlling, planning, and forecasting fundamentals What we're looking for: Proven experience as a Finance Business Partner, ideally within manufacturing Strong analytical skills and commercial acumen Excellent stakeholder engagement and communication skills Ability to challenge and influence to drive business performance Ready to make an impact? Apply now and help shape smarter financial decisions.
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Purchase Ledger Clerk
Llantrisant
Purchase Ledger Clerk - Llantrisant Location: Llantrisant Contract: Full-Time, Permanent Salary: Competitive Holiday: 26 Days Annual Leave + Bank Holidays Benefits: Employee Assistance Programme, Training & Development, Career Progression Yolk Recruitment are exclusively recruiting on behalf of a large, well-established company employing over 500 people for a detail-oriented Accounts Payable Assistant. This is a fantastic opportunity to join a reputable and growing organisation with a strong focus on staff development and internal progression. Key Responsibilities: Accurately process high volumes of supplier invoices and credit notes Maintain and reconcile the purchase ledger Liaise with suppliers to resolve queries and discrepancies Assist with weekly and monthly payment runs Support the finance team with month-end duties and general accounts payable tasks Requirements: Previous experience in a purchase ledger or accounts payable role Confident using Microsoft Excel (including formulas and basic reporting) High level of accuracy and attention to detail Strong communication and organisational skills A team player with a proactive, can-do attitude What's on Offer: 26 days annual leave plus bank holidays Competitive salary Employee Assistance Programme Ongoing training and professional development Clear progression pathways within a large, supportive finance team This opportunity is with a major employer of over 500 staff, offering job stability, growth potential, and a collaborative working environment. All applications are handled exclusively by Yolk Recruitment, and all recruitment will be treated in the strictest of confidence.
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Mortgage Underwriter
Manchester
📢 We're Hiring: Manual Mortgage Underwriter Are you an experienced mortgage underwriter with a passion for delivering excellent customer service and upholding the highest standards of compliance? We're looking for a skilled professional to join our team and help us continue providing industry-leading mortgage solutions. 🔍 About the Role As a Manual Mortgage Underwriter, you'll work to agreed objectives, service standards, and deliverables while ensuring all documentation complies with relevant policies and criteria. You'll handle queries professionally and accurately, deliver prompt written responses, and foster strong working relationships across the business. ✨ Key Responsibilities Assess and verify documentation against policy and criteria Resolve enquiries with initiative and professionalism Deliver first-class customer service and promote Treating the Customer Fairly (TCF) principles Suggest improvements to enhance service and efficiency Maintain compliance with internal and external credit, audit, and regulatory standards Mentor and support new team members Take ownership of personal learning and development Perform additional tasks as required by management 🔑 Key Skills & Experience Previous experience as a manual mortgage underwriter Currently holds a mortgage lending mandate Strong commercial and professional judgement Excellent written and verbal communication skills Confident in Microsoft Office (Word, Excel, PowerPoint, Outlook) Please note - the successful candidate must have manual mortgage underwriting experience and also be holding a current mortgage lending mandate. For the first 3 months of employment (probationary period) it's 100% office-based (Fleet, Cardiff or Manchester - depending on the successful candidates' location), but our hybrid working policy kicks in following successful completion of probation, allowing up to 2 days WFH each week. If you're ready to take the next step in your underwriting career and be part of a supportive, forward-thinking team, apply now and help us shape the future of mortgage services.
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Mortgage Underwriter
Fleet
📢 We're Hiring: Manual Mortgage Underwriter Are you an experienced mortgage underwriter with a passion for delivering excellent customer service and upholding the highest standards of compliance? We're looking for a skilled professional to join our team and help us continue providing industry-leading mortgage solutions. 🔍 About the Role As a Manual Mortgage Underwriter, you'll work to agreed objectives, service standards, and deliverables while ensuring all documentation complies with relevant policies and criteria. You'll handle queries professionally and accurately, deliver prompt written responses, and foster strong working relationships across the business. ✨ Key Responsibilities Assess and verify documentation against policy and criteria Resolve enquiries with initiative and professionalism Deliver first-class customer service and promote Treating the Customer Fairly (TCF) principles Suggest improvements to enhance service and efficiency Maintain compliance with internal and external credit, audit, and regulatory standards Mentor and support new team members Take ownership of personal learning and development Perform additional tasks as required by management 🔑 Key Skills & Experience Previous experience as a manual mortgage underwriter Currently holds a mortgage lending mandate Strong commercial and professional judgement Excellent written and verbal communication skills Confident in Microsoft Office (Word, Excel, PowerPoint, Outlook) Please note - the successful candidate must have manual mortgage underwriting experience and also be holding a current mortgage lending mandate. For the first 3 months of employment (probationary period) it's 100% office-based (Fleet, Cardiff or Manchester - depending on the successful candidates' location), but our hybrid working policy kicks in following successful completion of probation, allowing up to 2 days WFH each week. If you're ready to take the next step in your underwriting career and be part of a supportive, forward-thinking team, apply now and help us shape the future of mortgage services.
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Bookkeeper
Chippenham
📌 Job Title: Bookkeeper 📍 Location: Chippenham 📄 Job Type: Permanent 💰 Salary: Competitive, depending on experience I'm recruiting on behalf of a leading and well-established accountancy and tax firm based in a thriving market town in Chippenham, who are looking to welcome an experienced Bookkeeper to their growing 📈 Management Accounts and Bookkeeping team. This is a fantastic opportunity for someone looking to take the next step in their career within a supportive and flexible environment 💼. 🔍 The Role: 🧾 Preparation and submission of VAT returns (including flat rate, standard rate and cash accounting) 🧮 General bookkeeping tasks - bank reconciliations, control accounts, prepayments, accruals, and CIS 📊 Production of management accounts and supporting reports on a weekly, monthly, or quarterly basis 📁 Preparation of year-end files for the internal accounts team 💬 Liaising with clients to resolve queries 🚗 Occasional travel to client premises to carry out bookkeeping work ✅ The Ideal Candidate: 🎓 AAT qualified 📚 Previous experience in a bookkeeping role - ideally within an accountancy practice 💻 Confident in Xero, Sage Line 50, Sage 200, and Excel 🔍 Organised, detail-focused, and proactive 🤝 A great communicator who enjoys working as part of a close-knit team 🌟 What's On Offer: 🏢 A warm, welcoming workplace with a cooperative culture 📈 The chance to develop your management accounts and bookkeeping skills 📂 A varied and engaging role with trusted long-term clients 💷 A salary reflective of your experience and value to the team
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Finance Assistant (Hybrid) German Speaker*
Newport
Finance Assistant - Hybrid Location: Newport, Wales Type: Hybrid (2 days in office following training period) *German speaker* On behalf of our client, a leading organisation with a European Shared Service Centre based in Newport, Yolk Recruitment is searching for a proactive and detail-oriented German Speaking Finance Assistant to join their dynamic finance team. This hybrid role is ideal for someone looking to grow their career in a fast-paced, international environment while putting their German language skills to use in daily operations. The Role: As a Finance Assistant, you will be responsible for supporting a variety of financial processes across multiple European entities. Accuracy, organisation, and effective communication in both English and German are key to success in this position. Key Responsibilities: M3Work cross-functionally with departments across Europe to support smooth financial operations Contribute to the development and improvement of financial procedures What We're Looking For: Fluent German speaker (written and verbal) Previous experience in a finance or accounting role, ideally in a shared services setting Strong Microsoft Excel skills and familiarity with accounting software Excellent attention to detail and data accuracy Strong organisational and communication skills Ability to work both independently and as part of a wider team A good understanding of accounting principles and best practices Benefits Include: Salary up to £28k 25 days annual leave plus bank holidays Contributory pension scheme Cash health plan and cycle to work scheme Global bonus and share schemes Life assurance and a comprehensive employee rewards programme This is a great opportunity to join a reputable and forward-thinking company where your language skills and finance expertise will be truly valued. Interested? Apply now via Yolk Recruitment to find out more or to be considered for this exciting opportunity.
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Management Accountant
Bridgend
🌟 Management Accountant - Manufacturing | Bridgend | Full or Part Qualified | Study Support Available 🌟 Are you an ambitious, driven finance professional with a background in manufacturing? Ready to take the next step in your career with a forward-thinking, high-performing business? We're working exclusively with a leading manufacturing firm based in Bridgend, who are looking to appoint a Management Accountant to join their dynamic on-site finance team. This is a fantastic opportunity to be part of a business that's experiencing strong growth, investing in its people, and offering real career progression. What's on offer: Competitive salary depending on experience Full study support (if part-qualified) Opportunity to work in a fast-paced, commercially focused environment Genuine career progression in a growing business Supportive and ambitious team culture The role: As Management Accountant, you'll play a key role in providing accurate financial reporting, supporting strategic decisions, and driving operational performance. Your responsibilities will include: Preparation of monthly management accounts Variance analysis and commentary Budgeting and forecasting Supporting cost control and margin analysis Partnering with operations and other departments across the site About you: Experience working within the manufacturing sector is essential You'll be part-qualified or fully qualified (ACCA/CIMA/ACA) - study support is provided for those still progressing Proactive, commercially-minded and confident communicating across the business Eager to learn, grow, and make a real impact This is more than just a number-crunching role - it's a chance to be part of a business that values your input, encourages fresh ideas, and supports your career development. 📍 Location: On-site in Bridgend Ready to take the next step in your career? Apply now or get in touch for a confidential chat.
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Assistant Accountant
Stone
📢 We're Hiring: Financial Accountant - Full Time | Staffordshire | Hybrid (3 days office / 2 days WFH) Are you a detail-driven, organised finance professional ready to step into a dynamic and supportive team? We're looking for a Financial Accountant to join our client on a permanent basis, playing a key role in ensuring our finance operations run smoothly and efficiently. Reporting to the Financial Controller, you'll support the wider senior finance team (FD, FC, FM, FBP) with strategic projects and provide crucial cover across purchase and sales ledger functions. This is a fantastic opportunity for someone who enjoys variety, values accuracy, and thrives in a collaborative environment. 🔍 What You'll Be Doing Cashflow Management - Daily reconciliations, weekly forecasting, and liaising with ledger teams for accuracy. Month-End Close - Preparing journals for accruals, prepayments, and project transfers. Balance Sheet Recs - Monthly reconciliations and quarterly cut-off testing. Reporting & Analysis - Cost reports, variance analysis, and regular meetings with key stakeholders. Utilisation Reporting - Weekly reports to support business forecasting and performance tracking. Fixed Assets - Maintain the fixed asset register, produce capex reports, and attend committee meetings. Audit Support - Assist with year-end and half-year audits, prepare statutory accounts. Team Collaboration - Offer cover for sales and purchase ledger functions, support the team during busy periods. ✅ What We're Looking For Experience in project or professional services accounting (especially with time & expenses) Part-qualified accountant (ACCA/CIMA/ACA) - and working toward full qualification Strong Excel skills and familiarity with accounting software Great attention to detail and self-checking mindset Top-notch communication and organisational skills Confident with reconciliations and financial controls 🎁 What You'll Get in Return 28 days holiday + bank holidays Flexible working (hybrid model - office-based with some flexibility) Competitive pension scheme Life assurance Private health care Salary sacrifice programmes Mental health support Cycle to work & green car schemes Full study support for professional qualifications + fees paid
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Accounts Payable Analyst
Port Talbot
Accounts Payable Analyst - Port Talbot £25,000 per annum | Full-Time | On-site Industry: Manufacturing | Fast-paced environment Advertised on behalf of our client Are you looking to kickstart your finance career in a supportive, fast-paced environment? Our client, a well-established manufacturer based in Port Talbot, is looking for an Accounts Payable Anaalyst to join their busy finance team. This role is perfect for someone at the early stages of their finance journey - whether you've gained some experience in accounts or have worked in administration and are now studying (or planning to start) AAT. You'll receive hands-on experience and valuable exposure to the finance function of a thriving industrial business. 🔧 Key Responsibilities Processing high volumes of purchase invoices accurately and efficiently Matching, batching, and coding invoices Reconciling supplier statements and resolving queries promptly Assisting with payment runs and maintaining supplier records Supporting the finance team with month-end tasks Liaising with other departments to ensure timely invoice approval and smooth workflow ✅ Who This Role Suits A candidate starting their finance career with some exposure to finance or administration Someone who is currently studying or looking to begin AAT qualifications A detail-oriented and organised individual, eager to learn and grow Someone with good communication skills and a willingness to work as part of a team Previous experience in a manufacturing environment is desirable, but not essential 🎁 What's on Offer £26,000 salary Excellent opportunity to grow your finance skills in a supportive, on-site team Exposure to a busy, high-volume transactional finance function Modern offices with free on-site parking Long-term progression opportunities within a well-established business Employee support initiatives and internal development potential If you're ready to take the next step in your finance career or transition from administration into accounts, this is a brilliant opportunity to build a strong foundation. 📩 Apply now or contact us for more information.
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Finance Assistant (Sales & Purchase Ledger)
Monmouthshire
Finance Assistant (Sales & Purchase Ledger) Fixed-Term Contract (Until July 2026) 📍 Location: Monmoutshire 🕒 Contract: Fixed Term until July 2026 💼 Department: Finance 📢 Reporting To: Site Management Accountant I'm delighted to be recruiting on behalf of my client for a Finance Assistant to join their friendly and collaborative team based at their site in Monmouthshire, South Wales. This is a fantastic opportunity for an enthusiastic finance professional to gain experience across a broad range of duties, supporting a busy accounts function within a thriving business. The Role The successful candidate will work closely with the Site Management Accountant and wider finance team, supporting daily finance operations with a focus on accuracy, timeliness and attention to detail. This is a varied and hands-on role, covering key areas of the finance function: Purchase Ledger: Processing high volumes of supplier invoices, reconciling statements, and assisting with weekly and monthly payment runs. Sales Ledger: Raising invoices, allocating receipts, and supporting with credit control activities. Month-End Support: Assisting with reconciliations, journals, and reporting tasks. Data Entry & Admin: Maintaining accurate financial records and supporting the wider team with ad hoc administrative duties. Team Support: Acting as a key player within the finance team, contributing to a positive and productive working environment. The Ideal Candidate This role would suit someone with experience in a finance or accounts assistant position, who thrives in a fast-paced and collaborative environment. The successful candidate will ideally have: Experience in purchase and/or sales ledger functions Strong IT skills, particularly in Excel and finance systems Excellent attention to detail and time management skills A proactive, can-do attitude and willingness to support across the team AAT qualification (or studying towards) would be advantageous, though not essential What's on Offer A supportive, close-knit team environment The opportunity to work closely with the Site Management Accountant and gain valuable experience On-site parking Standard weekday working hours Fixed-term contract until July 2026 - with potential for future opportunities If you're looking to further your finance experience in a role where you can really make an impact, this could be a brilliant next step. To find out more or apply, please get in touch - I'd love to hear from you.
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Corporate Finance Manager
Cardiff
Are you an experienced Corporate Finance professional with a strong background in transaction and project delivery? Do you have the leadership skills to drive a team while managing a high volume of M&A transactions? This is an exciting opportunity for someone who aspires to step into a senior leadership role. About the Role: As a Senior Manager / Manager within our Corporate Finance team, you will be at the forefront of delivering high-quality M&A transactions, working across multiple mandates at once. This role offers the unique opportunity to manage relationships with clients, lead projects, and drive the performance of a team while maintaining a hands-on approach to transaction execution. You will be part of the busiest M&A advisory team in Wales, which handles more transactions than any other team in the region. We pride ourselves on working with high-quality clients, delivering a significant volume of transactions, and ensuring the highest standards of service. This role is ideal for someone who enjoys working in a fast-paced, dynamic environment while having a clear pathway to senior leadership. Key Responsibilities: Lead M&A transactions across the full cycle, including selling, acquiring, or raising investment. Manage client relationships, ensuring excellent service and effective project delivery. Work closely with team members to provide ongoing support during the onboarding phase and throughout the project lifecycle. Drive team performance, ensuring smooth project delivery across multiple transactions. Oversee transaction execution, coordinating with clients, stakeholders, and internal teams. Contribute to business development activities, though the business generates its own leads (additional portfolio is a plus but not a requirement). Be a hands-on leader, actively involved in all aspects of transaction delivery. What We're Looking For: A Manager or Senior Manager from a Corporate Finance background with proven experience in transaction delivery and M&A. Experience managing and delivering complex M&A projects and transactions. Strong client relationship management and communication skills. A proactive, driven, and solution-oriented approach with the ability to lead teams and manage multiple priorities. Aspiration to grow into a senior leadership position and take on more responsibility within the firm. Ability to handle a high volume of work and maintain exceptional attention to detail. What's in it for You: Join the leading M&A advisory team in Wales, known for delivering high-quality and high-volume transactions. Work in a collaborative, supportive environment with a team that offers guidance and mentorship. A clear career progression path leading to senior leadership. Opportunity to work across a wide range of mandates, including mergers, acquisitions, and investment raising. Competitive salary and benefits package. If you're ready to take the next step in your Corporate Finance career and want to play a pivotal role in shaping the future of the business, apply today.
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E-Commerce Accountant
Bridgend
Ecommerce Accountant - On-Site Role | Bridgend | Dynamic Scale-Up Business Are you an experienced accountant with a passion for Ecommerce? Do you thrive in a fast-paced, dynamic environment? If so, we want to hear from you! Our client are an ambitious and rapidly growing ecommerce business looking for a talented Ecommerce Accountant to join their team based in Bridgend. As they scale up, they need an individual who can bring their expertise and passion for numbers to support their continued and very exciting growth. What You'll Do: Oversee daily accounting operations for our ecommerce platforms, including managing financial transactions, reconciliations, and reporting. Provide detailed insights into our financial performance, helping the business make data-driven decisions. Collaborate with cross-functional teams to ensure smooth operations between finance, inventory, and sales. Support with monthly management accounts, budgeting, and forecasting, ensuring timely and accurate financial reporting. Monitor cash flow, manage accounts payable/receivable, and ensure compliance with all relevant financial regulations. Assist in the preparation of year-end accounts and liaise with external auditors. What We're Looking For: Qualified accountant (ACA, ACCA, CIMA, or equivalent) or qualified by experience. Experience working within an ecommerce business or retail industry. Strong understanding of ecommerce platforms, accounting software, and financial systems. Excellent analytical skills with a keen eye for detail. A proactive approach to problem-solving and the ability to work independently. A strong communicator who is comfortable liaising with various departments and external stakeholders. Why Join Us? Be part of a growing, dynamic, and innovative business that's scaling quickly. Competitive salary with opportunities for career growth. A supportive and collaborative team environment. On-site role based in Bridgend with flexibility where needed. If you're looking to make a real impact and grow with a forward-thinking business, apply now and help us take our ecommerce business to the next level!
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Finance Assistant (Part-time)
Cardiff
Finance Assistant, Full-Time, Permanent, role open to part and full time applicants. Salary: Up to £27,000 per annum Location: Cardiff city centre (with free on-site parking) Working hours: Monday to Friday | Flexible, including support for childcare hours Yolk Recruitment is proud to be supporting our client, an established yet growing technology SME, in their search for a dedicated Finance Assistant to join their friendly, close-knit team in the heart of Cardiff. With 25 employees, this innovative company offers the best of both worlds: the stability of a well-established business and the exciting opportunities that come with growth. You'll be working in a welcoming and collaborative office environment where your contribution will be truly valued. The Role This is a hands-on and varied position, ideal for someone who enjoys being involved in all aspects of the finance function. Responsibilities include: Processing purchase and sales ledger entries Entering and reconciling bank transactions Reconciling payment gateways Preparing VAT returns Preparing final balances and processing refunds Managing credit control within the sales ledger Supporting the Finance Manager with ad hoc accounting duties Maintaining accurate customer financial records within a bespoke database The Experience You'll Bring Experience in a similar finance or accounts role Solid understanding of basic accounting principles High attention to detail and a proactive approach to problem-solving Strong communication and interpersonal skills Proficiency in Microsoft Office, particularly Excel What You'll Receive Salary from £22k - £27k depending on days and hours worked 20 days holiday plus bank holidays, increasing annually with service Half a day off for your birthday Flexible working hours, including accommodation for childcare needs Free on-site parking in central Cardiff Casual dress code and early Friday finishes Progression opportunities and personal development support Regular recognition and reward through internal initiatives This is a fantastic opportunity to join a people-first organisation with a great team culture and a genuine passion for what they do. If you're looking for a bookkeeping role where you can make a real impact in a supportive and growing company, we'd love to hear from you. All applications are handled in the strictest confidence by Yolk Recruitment.
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Finance Business Partner
Bridgend
Are you an experienced FP&A professional looking to join a dynamic, fast-paced environment? Do you thrive in periods of change and enjoy shaping business processes? If so, we have the perfect opportunity for you! We're currently seeking a FP&A Analyst to join our growing team. This role will focus on commercial sales, reporting, budgeting, and supporting a period of transformation within the business. You will play a key part in standardising processes and providing insightful financial analysis to help drive business growth. Key Responsibilities: Monthly Sales Analysis & Reporting: Create and distribute standard reports to the commercial departments, providing insights into trends, customers, and products. ERP System Transition: Assist with the standardisation of processes for the new ERP system they had implemented in October. Collaborate closely with the team to ensure smooth integration and functionality. Stakeholder Management: Build strong relationships with key stakeholders, providing them with relevant financial data and insights. BI Reporting Development: Work alongside our Data Architect to improve and develop BI reporting, ensuring actionable insights are delivered. Sales Initiative Tracker: Track key sales initiatives, focusing on business growth, and provide regular updates on progress. Cost Savings & Collaboration: Collaborate with the Cost Accountant to identify and implement cost-saving measures across the business. P&L & Fixed Asset Management: Manage the top section of the P&L, review capital expenditure requests, and track project spends, ensuring assets are accurately recorded and maintained. Ideal Candidate: Qualifications: A qualified finance professional (CIMA, ACCA, ACA or equivalent). While there is currently no qualified individual in the team, we would ideally like someone who holds a relevant qualification. Experience: Manufacturing experience is preferred. You should be comfortable with fast-paced, changing environments and have a strong grasp of Excel for data manipulation and reporting. Skills: Advanced Excel skills, strong attention to detail, and the ability to manage multiple tasks simultaneously. Personality: A proactive individual who enjoys problem-solving and working collaboratively with different departments. Salary & Benefits: Competitive salary range plus bonus earning potential. Full-time, office-based role with potential flexible hours (Monday to Thursday 8:30am-5pm, Friday 8:30am-3pm). Opportunity to grow in a supportive environment with a focus on business transformation. If you are ready to take on a challenging and rewarding role where you can make a real impact, apply now and join us on this exciting journey!
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Commercial Analyst
Bridgend
Are you an experienced FP&A professional looking to join a dynamic, fast-paced environment? Do you thrive in periods of change and enjoy shaping business processes? If so, we have the perfect opportunity for you! We're currently seeking a FP&A Analyst to join our growing team. This role will focus on commercial sales, reporting, budgeting, and supporting a period of transformation within the business. You will play a key part in standardising processes and providing insightful financial analysis to help drive business growth. Key Responsibilities: Monthly Sales Analysis & Reporting: Create and distribute standard reports to the commercial departments, providing insights into trends, customers, and products. ERP System Transition: Assist with the standardisation of processes for the new ERP system they had implemented in October. Collaborate closely with the team to ensure smooth integration and functionality. Stakeholder Management: Build strong relationships with key stakeholders, providing them with relevant financial data and insights. BI Reporting Development: Work alongside our Data Architect to improve and develop BI reporting, ensuring actionable insights are delivered. Sales Initiative Tracker: Track key sales initiatives, focusing on business growth, and provide regular updates on progress. Cost Savings & Collaboration: Collaborate with the Cost Accountant to identify and implement cost-saving measures across the business. P&L & Fixed Asset Management: Manage the top section of the P&L, review capital expenditure requests, and track project spends, ensuring assets are accurately recorded and maintained. Ideal Candidate: Qualifications: A qualified finance professional (CIMA, ACCA, ACA or equivalent). While there is currently no qualified individual in the team, we would ideally like someone who holds a relevant qualification. Experience: Manufacturing experience is preferred. You should be comfortable with fast-paced, changing environments and have a strong grasp of Excel for data manipulation and reporting. Skills: Advanced Excel skills, strong attention to detail, and the ability to manage multiple tasks simultaneously. Personality: A proactive individual who enjoys problem-solving and working collaboratively with different departments. Salary & Benefits: Competitive salary range plus bonus earning potential. Full-time, office-based role with potential flexible hours (Monday to Thursday 8:30am-5pm, Friday 8:30am-3pm). Opportunity to grow in a supportive environment with a focus on business transformation. If you are ready to take on a challenging and rewarding role where you can make a real impact, apply now and join us on this exciting journey!
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 Finance Service Team Contacts
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Rhys McCarthy
Senior Consultant | Financial Services
Rhys brings strategic insight and a client-focused mindset to every project, helping businesses attract top talent effectively.
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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.
Financial Services 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 2025
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: