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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Ledger Clerk
Port Talbot
Purchase to Pay (P2P) / Accounts Payable Specialist Salary: £25,000 - £27,000 | Early Finish Fridays We are recruiting on behalf of our client, a growing international business, for a motivated and detail-oriented Finance Professional to join their team. This role is responsible for managing end-to-end Purchase to Pay (P2P) processes, maintaining supplier relationships, and supporting month-end accounting and reconciliations. This position is open to both junior and experienced candidates, offering valuable exposure to transactional finance. A can-do attitude, strong organisation, and punctuality are essential for success. Key Responsibilities: Manage Purchase Ledgers across multiple entities, including monthly revaluations, control account reconciliations, and ledger closings. Oversee Accounts Payable inbox and respond promptly to supplier queries. Post, allocate, and reconcile payments and receipts in SAGE 200; monitor bank balances for timely payments. Process supplier and customer invoices, auditing for accuracy and implementing process improvements. Match Purchase Order invoices to POs and GRNs; resolve discrepancies with suppliers or internal teams. Reconcile purchase ledger accounts to supplier statements, including international supplier accounts and high-value transactions. Conduct regular payment runs in multiple currencies and handle ad hoc payments or inter-account transfers. Maintain SAGE 200 system administration, including PO authorisation groups, service item creation, and user support. Manage GRNI process to ensure timely closure of purchase orders. Process and allocate customer receipts, including handling invoice deductions. Skills & Experience: Open to candidates with varying levels of P2P / Accounts Payable experience. Proficient in SAGE 200 or similar accounting systems. Strong attention to detail and accuracy in financial processing and reconciliations. Excellent communication skills for liaising with suppliers and internal teams. Punctual, reliable, and able to manage multiple priorities in a fast-paced environment. Motivated to gain exposure to transactional finance and broader finance processes. Benefits: Competitive salary: £25,000 - £27,000 Early finish Fridays Opportunity to work in a global, fast-growing business with international exposure
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Bookkeeper
Vale of Glamorgan
📌 Job Advert: Bookkeeper - Specialist Accountancy Practice (NFP & Charities) Location: Just outside Cardiff (with potential hybrid working if required) Employment Type: [Full-time / Part-time] About the Firm Our client is a long-established and highly respected accountancy practice dedicated exclusively to supporting Not-for-Profit organisations and charities. With a reputation for integrity, accuracy and exceptional service, they provide specialist financial expertise that helps mission-driven organisations thrive. Due to continued growth, they are seeking an experienced Bookkeeper to join their friendly, values-led team based just outside Cardiff. The Role As a Bookkeeper, you will play a key part in delivering high-quality bookkeeping and financial support to a portfolio of NFP and charity clients. This is a rewarding position for someone who enjoys meaningful work and wants to support organisations making a real social impact. Key Responsibilities: Processing day-to-day bookkeeping tasks for multiple clients Managing accounts payable and receivable Reconciling bank and control accounts Preparing monthly and quarterly financial reports Supporting client queries and maintaining excellent relationships Assisting with year-end preparation and audit support Ensuring compliance with charity accounting standards and best practice About You Essential: Proven bookkeeping experience (practice experience advantageous) Strong understanding of double-entry bookkeeping Good working knowledge of cloud accounting software (e.g., Xero, Sage, QuickBooks) Excellent attention to detail and strong organisational skills Ability to manage multiple clients and deadlines Genuine interest in the Non-Profit/Charity sector Desirable: Experience working with charity clients or fund-based accounting AAT qualification (or equivalent), or working towards it Work Pattern & Benefits Our client offers a supportive and people-focused environment with excellent work-life balance. Benefits include: 25 days holiday + bank holidays Dependants leave: Up to 2 weeks contractually for unwell children (direct bloodline) Sick pay: Up to 1-2 months Maternity & paternity leave in line with policy Pension: Up to 6% matched Supportive, friendly culture with long-standing team members Opportunity to work with purpose-driven organisations making a positive impact
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Assistant Management Accountant
Cardiff
🌟 Assistant Management Accountant Cardiff | Full-Time | Excellent Progression Opportunity 🌟 Are you a switched-on, hands-on and dynamic finance professional looking to fast-track your career? Do you thrive in a busy environment where no two days are the same? If you're driven, ambitious and keen to make an impact, we want to hear from you. Our Cardiff-based organisation is growing rapidly, and we're looking for an Assistant Management Accountant who is eager to step up, take responsibility and progress quickly. This is an exciting opportunity for someone who wants true exposure across both management accounting and transactional finance, with the support and development to move upwards at pace. What you'll be doing: Assisting with the preparation of monthly management accounts Supporting budgeting, forecasting and variance analysis Balance sheet reconciliations and month-end duties Providing insightful financial reporting to support decision-making Working closely with operational teams to understand financial performance Taking ownership of key transactional processes including AP/AR as required Identifying process improvements and driving efficiencies across the finance function Ad-hoc financial analysis and project support for senior finance staff What we're looking for: A proactive, energetic and forward-thinking individual Part-qualified or studying (AAT/ACCA/CIMA) OR qualified by experience Strong attention to detail with the ability to work at pace Excellent communication skills and a collaborative approach Someone who is ready to take initiative, learn quickly and grow with the business A positive attitude and a genuine ambition to progress into a full management accounting role What's on offer: Clear and rapid progression opportunities Study support and professional development Exposure to a full spectrum of accounting tasks A supportive and high-performing finance team Competitive salary and benefits package If you're ambitious, hands-on and ready to accelerate your career in a thriving Cardiff organisation, apply now and take the next step in your finance journey.
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Senior Credit Risk Analyst
Cardiff
🌟 Senior Credit Risk Analyst - Scorecard Development Specialist 🌟 Are you an analytical thinker with a passion for building high-performing credit risk solutions? We're looking for a Senior Credit Risk Analyst with strong scorecard development expertise to join our forward-thinking Risk team. This is a fantastic opportunity to take ownership of high-impact modelling projects and influence credit strategies across the business. 🔍 What You'll Do Lead the development, enhancement, and monitoring of credit risk scorecards - this is the core challenge and focus of the role. Generate insightful PD models and analytics to support informed and effective credit decisions. Play a key role across the full credit risk lifecycle, ensuring models and processes drive robust and sustainable lending decisions. Collaborate with stakeholders across Risk, Data, and Finance to shape and optimise credit policies. 💼 What We're Looking For Proven experience in scorecard development (application, behavioural, or collections). Background in Credit Risk-ideally within B2B lending or asset finance, though consumer/retail banking experience is also welcome. Strong technical skills in SAS and SQL (essential). Experience with Tableau and/or Python is advantageous but not mandatory. Solid understanding of PD modelling concepts and risk analytics. Broad knowledge of the credit risk cycle and how analytics support each stage. ✨ Why Join Us? You'll be part of a collaborative team working on innovative analytics and risk strategy, with the autonomy to drive meaningful improvements and the support to grow your technical and strategic skillset. If you're ready to take the next step in your credit risk career and thrive in a role where your expertise truly counts, we'd love to hear from you.
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Accounts Assistant
Barry
🔹 Accounts Assistant / All-Round Bookkeeper Location: Barry Salary: £26,250 - £31,250 Hours: Full-time, predominantly office-based Are you an enthusiastic, proactive finance professional with experience in the charity or not-for-profit sector? We're looking for an All-Round Bookkeeper / Accounts Assistant to join our growing team in Barry. This is an excellent opportunity for someone who loves variety, enjoys being part of a supportive close-knit team, and thrives in a busy, purpose-driven environment. ✨ What You'll Be Doing You'll play a key role within our finance function, working alongside multiple team members and reporting to several senior staff. Your day-to-day will involve a mix of bookkeeping and finance support duties while working closely with clients and internal stakeholders. 🔍 What We're Looking For We'd love to hear from you if you have: Experience working in a finance team within a charity or not-for-profit organisation (essential) Xero experience (ideal) Strong client-facing and communication skills A proactive, "get-up-and-go" approach Bookkeeping experience (Level 2/3/4 equivalent) The ability to work confidently in a small but growing team environment Please note: This is not a training contract and does not offer ACA/ACCA study progression. 🏢 About the Team & Work Environment Office size: ~4 people (with 2 working remotely) Open-plan, collaborative setup Possibility of expanding the team with 1-2 new hires next year Many staff are young parents, and flexible working is supported when needed ⏰ Work Pattern & Benefits 25 days' holiday + bank holidays Dependants leave: Up to 2 weeks contractually for unwell children (direct bloodline) Sick leave: Up to 1 month (possibly 2 months) Enhanced maternity and paternity within policy Pension: Up to 6% employer matched Supportive, friendly, and family-oriented culture 📩 How to Apply If this sounds like the perfect next step in your career, we'd love to hear from you. Apply today and join a warm, growing team making a real difference in the charity sector.
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Corporate Finance Director
Bristol
Corporate Finance Director Location: Bristol Salary: Competitive executive package Employment Type: Full-time, permanent Are you an experienced Corporate Finance leader ready to step into a high-impact, senior role? We are exclusively partnered with a highly respected and fast-growing Corporate Finance firm that has recently expanded to achieve national presence following a major acquisition. With strong momentum across the South West, this is an exceptional opportunity to join at Director level and shape the firm's continued growth across the Bristol market. The Opportunity As a Corporate Finance Director, you will play a strategic and influential role, leading transactions, driving business development, and acting as a senior advisor to clients across a diverse portfolio. You will be central to expanding the firm's footprint in Bristol while working alongside a talented national team. Key Responsibilities: Lead, originate, and manage the full lifecycle of Corporate Finance transactions Act as a strategic advisor to clients, providing high-quality commercial and financial guidance Drive business development initiatives to expand the firm's presence across the Bristol and wider South West markets Build, lead, and mentor a high-performing team Collaborate closely with the firm's leadership to shape strategy and support national growth What We're Looking For: Senior-level Corporate Finance expertise with a strong track record in M&A, fundraising, or advisory Demonstrable experience originating deals and managing key client relationships Commercially driven, with strong leadership skills and a passion for developing teams Ambitious, entrepreneurial mindset with the confidence to drive market growth Established network across Bristol or broader South West markets (preferred) Why Join? Play a pivotal role in a high-growth firm with national backing Lead strategic initiatives and influence the future of the Bristol office Attractive executive compensation and clear partnership progression Supportive and ambitious culture that rewards high performance The opportunity to shape your own mandate and contribute to genuine market expansion If you're ready to explore this opportunity and would like to find out more, we would love to hear from you. Apply today or get in touch for a confidential conversation.
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Associate Director- Corporate Finance
Cardiff
Associate Director - Corporate Finance Location: Cardiff Salary: Competitive, with excellent progression opportunities Employment Type: Full-time, permanent Are you an ambitious Corporate Finance professional ready to take the next step in your career? We are proud to be exclusively partnered with a highly respected and rapidly growing Corporate Finance team in Cardiff-an established firm that has recently expanded to achieve national presence following a significant acquisition. This is an exceptional time to join a business experiencing accelerated growth and a clear upward trajectory. The Opportunity As an Associate Director, you will play a pivotal role within the Cardiff office, acting as a trusted advisor to clients and leading transactions from inception through to completion. You will be client-facing, commercially focused, and central to driving the success of the team. Key Responsibilities: Lead and manage the full lifecycle of Corporate Finance projects Serve as the primary point of contact for clients, providing high-level strategic advice Supervise, support, and mentor a small and capable team Drive business development opportunities and contribute to the firm's continued growth Work closely with senior leadership to deliver high-quality M&A, fundraising, and advisory mandates What We're Looking For: Ambitious, motivated and passionate about Corporate Finance Strong client-facing skills and the ability to build lasting relationships Proven experience within Corporate Finance, Transaction Services, Deals, or a related field A proactive mindset with the desire to progress within a dynamic, expanding environment Why Join? Be part of a thriving team during a high-growth period Genuine progression opportunities within a national organisation A supportive culture that values ambition and high performance The chance to take ownership of significant projects and shape your career trajectory If you're ready to explore a new challenge and want to find out more, we would love to hear from you. Apply today or reach out for a confidential conversation.
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Payroll Manager
Chippenham
Payroll Manager Salary £40,000 Job type: Full-time, Permanent A fantastic opportunity has arisen for an experienced Payroll Manager to lead a busy payroll function within a respected accountancy practice. This role requires strong Payroll Bureau experience, as you'll manage a varied portfolio of external clients with different pay cycles and technical requirements. The position is ideal for someone who enjoys taking full ownership of payroll operations, improving processes, and supporting both clients and team members with clear guidance. Key Responsibilities Team leadership: Lead, support and develop the payroll team, maintaining high standards and encouraging ongoing learning. Payroll operations: Deliver accurate, compliant end-to-end payrolls across weekly, fortnightly and monthly cycles. CIS management: Oversee all aspects of CIS compliance, including submissions and client reporting. Pension compliance: Manage auto-enrolment responsibilities, including assessments, provider communication and regulatory reporting. Client support: Provide strategic advice on payroll matters, workforce planning and legislative changes. Complex calculations: Handle advanced payroll tasks such as statutory payments, terminations, bonuses and incentive schemes. Stakeholder liaison: Act as the main contact for HMRC, pension providers and other external bodies. Qualifications and Experience Three to five years' experience in a senior payroll role, ideally within a bureau or multi-client environment. CIPP qualification or equivalent practical experience. Strong understanding of UK payroll legislation, tax compliance and employment law. Confident with payroll systems; IRIS experience would be a benefit. Proven ability to lead and mentor a team. Skills and Attributes Clear and confident communication skills. A client-focused approach and the ability to build strong working relationships. Strong attention to detail and problem-solving ability. Comfortable managing multiple priorities.
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Finance Assistant (Accounts Payable)
Ebbw Vale
Accounts Payable Assistant - Ebbw Vale Salary: Up to £30,000 Our client, a well-established industrial business based in Ebbw Vale, is seeking a reliable and organised Accounts Payable Assistant to join their finance team. This is a fantastic opportunity to work in a supportive environment with a growing business. Key Responsibilities: Accurately process supplier invoices and expense claims Reconcile statements and resolve discrepancies Assist with purchase orders and month-end processes Maintain accurate financial records and documentation Support the wider finance team as required Skills & Experience: Previous experience in accounts payable or a similar finance role Strong numerical and IT skills (Excel essential) Excellent attention to detail and organisational skills Effective communication and teamworking abilities Experience in an industrial or manufacturing environment is advantageous What Our Client Offers: Competitive salary up to £30,000 Supportive and friendly working environment Opportunities for career development within the business Application Process: Apply with your CV. Alex Connelly will call you in confidence to discuss the role. One-stage interview with the client. Successful candidates will receive an offer. If you are proactive, accurate, and ready to contribute to a busy finance team, please apply now
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Head of Finance Business Partnering & Value-
Wrexham
Head of Finance Business Partnering & Values Shape strategy. Drive value. Lead change. Are you a visionary finance leader ready to make a real impact across the NHS in Wales? We're seeking an exceptional Head of Finance Business Partnering & Values - a forward-thinking, people-focused finance professional who can turn complex numbers into clear strategic insight and inspire teams to deliver excellence. In this pivotal senior role, you'll: 💼 Lead and inspire a talented team of finance business partners to deliver outstanding financial management and strategic support across the organisation. 📊 Drive performance and value, ensuring resources are used efficiently, effectively, and in line with our mission to improve healthcare outcomes for citizens across Wales. 🤝 Be a trusted advisor to divisional directors, senior managers, and key partners, shaping decisions that influence the future of digital and healthcare delivery. 🚀 Champion innovation - harnessing tools like Power BI, Oracle, and Dataverse to transform financial insight into action and embed a culture of continuous improvement. 🌍 Live our values, embedding integrity, inclusion, and collaboration at the heart of everything you do. You'll bring: ✔ CCAB accountancy qualification (and significant post-qualification experience). ✔ A proven track record in senior financial leadership and business partnering. ✔ The confidence to influence, challenge, and shape strategic decisions at the highest levels. ✔ The passion to mentor, motivate and build a high-performing, values-led team. This is more than a finance role - it's an opportunity to lead change at the intersection of strategy, innovation, and public value. If you're ready to take your expertise to a national stage and help shape the future of NHS Wales, we want to hear from you.
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Head of Finance Business Partnering & Value
Cardiff
Head of Finance Business Partnering & Values Shape strategy. Drive value. Lead change. Are you a visionary finance leader ready to make a real impact across the NHS in Wales? We're seeking an exceptional Head of Finance Business Partnering & Values - a forward-thinking, people-focused finance professional who can turn complex numbers into clear strategic insight and inspire teams to deliver excellence. In this pivotal senior role, you'll: 💼 Lead and inspire a talented team of finance business partners to deliver outstanding financial management and strategic support across the organisation. 📊 Drive performance and value, ensuring resources are used efficiently, effectively, and in line with our mission to improve healthcare outcomes for citizens across Wales. 🤝 Be a trusted advisor to divisional directors, senior managers, and key partners, shaping decisions that influence the future of digital and healthcare delivery. 🚀 Champion innovation - harnessing tools like Power BI, Oracle, and Dataverse to transform financial insight into action and embed a culture of continuous improvement. 🌍 Live our values, embedding integrity, inclusion, and collaboration at the heart of everything you do. You'll bring: ✔ CCAB accountancy qualification (and significant post-qualification experience). ✔ A proven track record in senior financial leadership and business partnering. ✔ The confidence to influence, challenge, and shape strategic decisions at the highest levels. ✔ The passion to mentor, motivate and build a high-performing, values-led team. This is more than a finance role - it's an opportunity to lead change at the intersection of strategy, innovation, and public value. If you're ready to take your expertise to a national stage and help shape the future of NHS Wales, we want to hear from you.
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Finance Assistant
Swansea
Job Title: Finance Assistant Location: Swansea Salary: £25,000 - £30,000 per year Contract: Full-time / Part-time About Us: We are a well-established legal firm in Swansea, known for providing expert legal advice with a personal touch. Our team is committed to excellence, integrity, and supporting our clients every step of the way. We are now seeking a motivated and detail-oriented Finance Assistant to join our accounts team. Role Overview: The Finance Assistant will support the accounts team with a variety of financial tasks, helping to ensure smooth day-to-day operations. This role is ideal for someone with strong numerical skills, attention to detail, and an interest in working within the legal sector. Legal experience and knowledge of SRA regulations are highly desirable. Key Responsibilities: Processing invoices, payments, and receipts accurately and efficiently. Posting entries to the accounts system. Liaising with clients to take payments for invoices. Reconciling supplier statements. Supporting month-end and year-end financial reporting. Working collaboratively with the accounts team and providing cover during periods of absence. General administrative duties related to the finance function. Requirements: Previous experience in a finance or accounting role is preferred. Legal experience and SRA knowledge highly desirable. Strong numerical and analytical skills. Proficiency in Microsoft Office, particularly Excel; experience with accounting software (e.g., Sage, Xero) is a plus. Excellent attention to detail and organisational skills. Ability to work independently and as part of a team. High level of integrity and confidentiality. What We Offer: Salary £25,000 - £30,000 per year, depending on experience. Friendly and supportive working environment. Opportunities for professional development and training. Convenient Swansea location with good transport links.
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Sales Ledger Assistant
Abergavenny
Sales Ledger Assistant - £28,000 per annum 📍 Based just outside Abergavenny (between Abergavenny and Pontypool) | Full-time, Permanent Are you an organised and detail-focused individual with a passion for numbers? We're looking for a Sales Ledger Assistant to join our friendly finance team at our offices just outside of Abergavenny. About the Role As a Sales Ledger Assistant, you'll play a key role in maintaining accurate financial records and supporting the wider finance function. You'll take ownership of the sales ledger while also assisting with credit control and purchase ledger duties. Key Responsibilities Maintain and update the sales ledger, ensuring all transactions are accurately recorded Process customer invoices, credit notes, and payments Reconcile customer accounts and assist with month-end reporting Support credit control by monitoring outstanding payments and following up with customers when necessary Assist with purchase ledger tasks, including processing supplier invoices and reconciling statements Provide general administrative and financial support to the finance team About You We're looking for someone who is: Confident working with numbers and has excellent attention to detail Organised, methodical, and able to prioritise tasks effectively A good communicator with a positive, proactive approach Desirable Skills Experience with any of the following would be beneficial (but not essential, as full training will be provided): Microsoft Excel Sage Xero What We Offer Competitive salary of £28,000 per annum Supportive and collaborative working environment Opportunities for development and training Free on-site parking and a pleasant rural office location 💼 Interested? If this sounds like the role for you, we'd love to hear from you!
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Assistant Accountant
Gloucestershire
Assistant Accountant - Full-time | Office Based | Permanent | £32,000 - £35,000 An excellent opportunity has arisen for an Assistant Accountant to join a well-established and growing business. Working closely with the Finance Manager and wider team, you'll support the smooth day-to-day running of the accounts function and play a key part in ensuring accurate financial reporting. Key Responsibilities Assist in the preparation of monthly management accounts and financial reports Process invoices, payments, and journal entries Maintain accurate and up-to-date financial records and documentation Verify ledgers, accounts, and financial statements Support month-end tasks including accruals, prepayments, and stock adjustments Provide general administrative and accounting support to the finance team About You We're looking for a proactive, conscientious individual with a solid understanding of accounting principles and a positive approach to teamwork. Studying towards (or keen to start) an accounting qualification (AAT/ACCA/CIMA) Experience in a similar Assistant Accountant or Accounts Assistant role Strong Excel skills and experience using accounting software (Keyloop experience desirable but not essential) Excellent organisational and time management skills Benefits 30 days annual leave (including bank holidays) Additional leave with length of service An extra day off to celebrate your birthday Contributory pension scheme and life assurance Access to an employee assistance programme Employee discounts and incentives Ongoing training, professional development, and career progression opportunities How to Apply If you're looking to take the next step in your accounting career and join a supportive, forward-thinking business, Apply today to find out more.
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Management Accountant
Cardiff
Are you a switched-on, ambitious Management Accountant looking to make a real impact in a fast-growing, progressive business? Do you thrive in a role where you can take ownership, influence change, and shape the financial future of a company? If so, we'd love to hear from you. About the Role We're looking for a proactive and forward-thinking Management Accountant to join our dynamic team in Cardiff. You'll play a key role in managing the company's financial operations, reporting, and strategic planning - ensuring our leadership team has the insight needed to make confident business decisions. This is a hands-on, varied role suited to someone who enjoys end-to-end ownership, continuous improvement, and working closely with senior leaders in a collaborative, fast-paced environment. Key Responsibilities Financial Operations Oversee daily accounting and operational finance activities. Manage the finance inbox and respond to internal/external queries. Handle accounts payable and receivable, including invoice entry and processing. Lead credit control and payment chasing, ensuring timely client payments. Manage bank feeds, reconciliations, and accurate transaction posting. Administer payroll, expenses, and VAT returns in compliance with HMRC. Maintain organised, auditable financial records and liaise with external accountants and tax advisors. Financial Reporting Prepare monthly management accounts and supporting schedules. Produce cash flow statements, balance sheet reconciliations, and ad hoc financial analyses. Support the preparation of annual statutory accounts and liaise with auditors. Deliver timely financial insights to the CEO and senior leadership team. Help design and implement new reporting and accounting systems to support growth. Budgeting & Forecasting Assist in preparing the annual budget and ongoing rolling forecasts. Track performance against budget and highlight key variances. Maintain and update cash flow forecasts to support planning and decision-making. Systems, Processes & Controls Maintain and enhance Xero accounting systems for efficiency and accuracy. Strengthen internal controls and document financial procedures. Review and improve processes, introducing automation where practical. Operational & Business Support Partner with operational and event teams to support project costing and P&L tracking. Provide financial data and insight to help deliver profitable outcomes. Support HR and operations with payroll and benefits administration. Ensure the company is audit-ready and compliant across all financial functions. About You You'll be: FQ or PQ (ACCA/CIMA/ACA) with strong management accounting experience. Detail-oriented, yet commercially minded - comfortable translating numbers into actionable insights. Confident working autonomously in a growing, fast-paced environment. Experienced in using Xero (or similar cloud-based systems). A proactive problem-solver who embraces process improvement and innovation. Strong communicator with the ability to partner effectively across teams. Why Join Us? Be part of a growing, ambitious company where your ideas are valued. Work alongside a supportive and entrepreneurial leadership team. Opportunity to develop your career and shape the finance function as we scale. Competitive salary and benefits package. Hybrid working environment based in the heart of Cardiff. Ready to take the next step? If you're an energetic, forward-thinking Management Accountant looking to make an impact, we'd love to hear from you. 👉 Apply now and be part of our exciting growth journey.
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Transactional Finance Lead
Blackwood
Job Title: Transactional Finance Manager - Manufacturing (AP & AR) Location: Near Blackwood (Site-Based Only) Employment Type: Full-time Salary: Up to £40,000 per year Benefits: Pension, 25 days annual leave plus bank holidays About the Client: Our client is a leading manufacturing company known for delivering high-quality products and innovative solutions. They are currently seeking a proactive and detail-oriented Transactional Finance Manager to join their finance team, overseeing Accounts Payable (AP) and Accounts Receivable (AR) functions. This is a site-based role, requiring the successful candidate to work from the company's Blackwood facility. Role Overview: The Transactional Finance Manager will be responsible for ensuring the efficient and accurate processing of financial transactions. This role is key to supporting the company's operational and financial goals through strong control of AP and AR processes. Key Responsibilities: Manage and oversee the full AP and AR cycles, ensuring timely processing of invoices, payments, and collections. Reconcile accounts and resolve discrepancies, maintaining strong internal controls. Monitor cash flow and provide actionable insights to support financial planning. Develop and implement efficient transactional finance processes and best practices. Collaborate with internal teams (procurement, operations, sales) to streamline financial operations. Prepare reports and analysis to support management and audit requirements. Lead, mentor, and develop finance team members. Requirements: Bachelor's degree in Finance, Accounting, or related field; professional qualifications (ACCA, CIMA, CPA) preferred. Proven experience managing AP and AR within a manufacturing environment. Strong knowledge of accounting principles and transactional finance processes. Proficiency in ERP systems and MS Office (Excel in particular). Excellent analytical, organizational, and communication skills. Ability to lead a team and work collaboratively across departments. What the Client Offers: Salary up to £40,000 per year Pension scheme 25 days annual leave plus bank holidays Opportunity to work in a dynamic and growing manufacturing company Professional development and career progression opportunities Supportive and collaborative work environment
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Finance Assistant
Llantrisant
Finance Assistant Salary: £27,000 - £29,000 per annum Location: Llantrisant (free on-site parking) Hours: Full-time, permanent Benefits: 25 days annual leave + bank holidays, pension (5% employee / 3% employer), study support available after probation Our client, a reputable and well-established organisation based in Llantrisant, is seeking a motivated and detail-oriented Finance Assistant to join their finance team. This is a varied role within a small to mid-sized team, offering exposure to key finance functions including sales ledger, purchase ledger, credit control, as well as management accounts, VAT, and other accounting processes. There is excellent potential for professional growth, with opportunities to progress within the finance team. Key Responsibilities Accurately process and reconcile sales and purchase invoices Manage credit control, including chasing outstanding payments and maintaining strong customer relationships Assist with month-end processes, reconciliations, and reporting Maintain accurate financial records in line with company procedures Support the wider finance team with ad hoc finance duties Candidate Requirements Previous experience in a finance role covering sales ledger, purchase ledger, or credit control Exposure to management accounts, VAT, or other accounting processes is desirable Strong attention to detail and accuracy Excellent communication and organisational skills Confident user of Microsoft Excel and accounting software Positive attitude with a willingness to learn and develop professionally What the Client Offers Competitive salary of £27,000 - £29,000 25 days holiday plus bank holidays Pension scheme: 5% employee / 3% employer contributions Study support available after successful completion of probation Free on-site parking Opportunity to work for a reputable and well-established organisation within a small to mid-sized team, with a supportive environment and opportunities for career progression Please reach out in full confidence and apply below!
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Payroll Assistant
Cwmbran
Job Title: Payroll Assistant Location: Cwmbran, South Wales Employment Type: Permanent, Full-Time Industry: Manufacturing Salary: £30,000 - £34,000 per annum Reports to: Payroll Manager / HR Manager About the Company Based in Cwmbran, our client is a leading manufacturer renowned for high-quality products, operational excellence, and a strong commitment to employee development. They are seeking a reliable and detail-oriented Payroll Assistant to join their growing team and support HR and Finance functions. Role Overview The Payroll Assistant will support day-to-day payroll operations, ensuring employees are paid accurately and on time. The role includes maintaining employee records, verifying payroll data, and ensuring compliance with UK payroll legislation. Key Responsibilities Assist with the preparation and processing of weekly and monthly payrolls for all employees. Maintain accurate payroll records, including starters, leavers, and contract changes. Verify timesheets, overtime, shift premiums, and deductions. Ensure compliance with HMRC regulations, PAYE, NI, and pension auto-enrolment. Reconcile payroll reports and resolve discrepancies efficiently. Support year-end reporting, including P60s, P11Ds, and audits. Respond to payroll queries from employees promptly and professionally. Liaise with HR, Finance, and Operations teams to ensure payroll data accuracy. Assist with continuous improvement initiatives within payroll processes. Skills and Experience Required Previous payroll or finance administration experience, ideally in manufacturing. Strong understanding of UK payroll legislation and statutory requirements. Experience with payroll software (e.g., Sage, ADP, or similar). High level of accuracy and attention to detail. Excellent organisational and communication skills. Proficiency in Microsoft Excel and data management. Ability to work under deadlines while maintaining confidentiality. Desirable CIPP qualification (or working towards it). Experience with time and attendance systems such as Kronos or Mitrefinch. Knowledge of unionised workforces and complex shift patterns. Benefits Competitive salary: £30,000 - £34,000 per annum Permanent, full-time role in Cwmbran Company pension scheme Opportunities for professional development and training Supportive team environment in a well-established manufacturing business 25 days' leave plus bank holidays Quarterly/annual bonuses
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Finance Assistant
Port Talbot
Finance Assistant - Port Talbot Salary: Up to £30,000 + Study Support Hours: Full-time, Site-Based Industry: Manufacturing Are you a Purchase Ledger / Sales Ledger Assistant looking for your next step - or currently studying AAT and ready to build a career in finance? If so, we'd love to hear from you! Our client, a successful and growing manufacturing organisation based in Port Talbot, is looking for a motivated Finance Assistant to join their on-site finance team. You'll gain exposure to all aspects of transactional finance and month-end reporting, with full support and training provided. What You'll Be Doing: Managing the Purchase Ledger and Sales Ledger processes Assisting with Credit Control (training given - a small part of the role) Completing accurate Bank Reconciliations and maintaining cashbook records Supporting the Site Management Accountant with month-end tasks and management accounts preparation Assisting with ad hoc finance duties and projects as needed What We're Looking For: Experience in an accounts role (Purchase Ledger or Sales Ledger ideal) or currently studying AAT Strong attention to detail and excellent organisational skills Confident using Excel and accounting systems A positive, proactive attitude and a willingness to learn Team player who enjoys working in a busy finance environment What's on Offer: Salary up to £30,000 (depending on experience) Study support for AAT Ongoing training and development Supportive finance team in a well-established manufacturing business If you're looking to grow your finance career and gain hands-on experience in a supportive, friendly environment - apply today!
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Management Accountant
Hengoed
Are you a qualified or nearly qualified Management Accountant looking for your next big move? We're working with a well-established and rapidly growing manufacturing business based within 10 miles of your location - and they're looking for someone just like you! This is a site-based role, perfect for someone who thrives on being close to the action and making a real impact in a hands-on environment. 💼 The Role: As Management Accountant, you'll play a key role in supporting financial decision-making during an exciting period of growth. You'll be producing monthly management accounts, analysing key variances, working closely with operations, and helping to drive performance across the site. ✅ What We're Looking For: Fully qualified (ACCA/CIMA/ACA) or close to qualifying Previous experience in manufacturing or similar industry is highly desirable A confident communicator with strong analytical skills Proactive, detail-oriented, and commercially minded 💰 What's in it for you? Salary circa £45,000 (depending on experience) The chance to join a business on an exciting journey of transformation and expansion Real visibility across the site and opportunity to add genuine value A supportive team and leadership that truly value finance as a business partner 📅 Interviews are happening now! If you're ready to take the next step in your career and join a business where your skills will be valued from day one - get in touch today for a confidential chat.
Financial Services Salary Surveys
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
Request your Talent Report
Yolk Recruitment’s bespoke Financial Services Talent Report gives you a data-led view of what’s really happening in your industry, from the most in-demand roles to salary benchmarks and market trends that matter.
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 Hiring in 2025: Risk, Regulation and Retention
As many employers continue to invest in talent despite economic conditions, Yolk's Financial Services recruitment team highlight the hiring trends and insights that are shaping the Financial Services industry across 2025/26.
Get in touch with our Financial Services team by clicking below: