Financial Services
Introduction
Yolk's Financial Services recruitment team work with market-leading, globally renowned employers across Wales and the UK in sectors such as FinTech, Insurance, Manufacturing, Banking, and Law Firms amongst others.
Our industry leading Financial Services recruitment division excel in helping skilled professionals make the perfect career move, and organisations place the right people in the right roles.
Whether you're looking for a Part or Fully qualified Accountant for your practice, an individual within a transactional role such as Payroll or Credit Control, or seeking out a skillset within Financial Crime, Governance, or Risk & Compliance, the team are experts in placing top talent into permanent and fixed term contracts.
Our team has strong relationships with high profile, respected employers. Here you’ll find jobs that represent the very best of what’s around – whatever your level.
While our expertise extends far beyond, here are just some of roles that we specialise in:
PQ & FQ Accountants across multi-sector
CFO/Financial Controller and Finance Managers
Payroll
Credit Control
Investment and Operations
Governance, Risk & Compliance
Financial Crime
FP&A
Analytics - Credit Risk & Data
Mortgage Managers, Underwriters, and Administrators
For a confidential conversation about your next career move, or if you’re looking for talented professionals to join your firm, speak to our Financial Services team.
Jessica Harmer
Manager, Financial Services
jessica.harmer@yolkrecruitment.com
02921 673 753
jharmer@yolkrecruitment.com 02921 673 753
"Yolk's Financial Services recruitment team strive to offer our clients and candidates an industry leading service across permanent, contract and temporary finance roles based in Wales and the South West of England. We pride ourselves on being able to find the perfect fit for every requirement, and make sure to put in the time after the placement to ensure everything runs smoothly for both sides."
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Get in touch with our Financial Services team by clicking below:
Latest Jobs in Financial Services
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Accounts Payable Coordinator
Cardiff
About Us: At Yolk Recruitment, Wales' largest independent recruitment agency, we pride ourselves on matching exceptional talent with outstanding opportunities. We are delighted to partner with our esteemed client in Cardiff to find a dedicated Accounts Payable Coordinator to join their dynamic team. The Role: As an Accounts Payable Coordinator, you will play a pivotal role in ensuring the efficient management of the company's financial obligations. You will be responsible for processing invoices, managing payments, and maintaining accurate records. Your attention to detail and organisational skills will be key to supporting the financial stability and integrity of the business. Key Responsibilities: Process and verify invoices for accuracy and completeness. Prepare and process payments in a timely manner. Reconcile supplier statements and resolve any discrepancies. Maintain accurate records of all transactions and ensure proper documentation. Assist with month-end and year-end closing activities. Liaise with internal departments and suppliers to address and resolve queries. Support the Finance team with various administrative tasks as required. What We're Looking For: Proven experience in an accounts payable or similar financial role. Strong understanding of accounting principles and practices. Proficiency in accounting software and Microsoft Office Suite. Excellent organisational skills with a keen eye for detail. Ability to work independently and as part of a team. Effective communication skills and a proactive approach to problem-solving. Benefits: Competitive salary Hybrid working model after successful completion of probation Opportunities for professional development Supportive and collaborative working environment Additional company benefits
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Credit Controller (Hybrid)
Cardiff
On behalf of our client, Yolk Recruitment is delighted to offer an exciting opportunity for an experienced Credit Controller in Cardiff. Enjoy the added benefit of working from home 2 days a week! Position: Credit Controller Location: Cardiff (Hybrid - 2 days remote) Salary: Dependent on Experience About the Role: As a Credit Controller, you will play a crucial role in managing and optimising our client's credit control processes. Your primary responsibilities will include: Overseeing and managing a portfolio of customer accounts Ensuring timely collection of outstanding invoices Resolving queries and disputes efficiently Maintaining accurate and up-to-date records Collaborating with internal teams to streamline credit management What We're Looking For: Proven experience in credit control or a similar financial role is preferred, but we also invite applicants with limited experience who are keen to learn and develop Excellent communication and negotiation skills Strong attention to detail and organisational abilities Proficiency in financial software and Microsoft Office Suite Ability to work independently and as part of a team Why Join Us? Hybrid Work Model: Enjoy the flexibility of working from home 2 days a week. Competitive Salary: Reflective of your experience and skills. Supportive Environment: Be part of a team that values growth, collaboration, and professional development. We are open to providing training for candidates seeking to progress and develop their careers.
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Branch Manager- Mortgages
Cowbridge
Are you a dedicated financial professional with a passion for excellence in customer service and a proven track record in mortgage lending? If so, we want to hear from you! About Us: Our client is a dynamic and innovative bank committed to providing exceptional service to our customers. We pride ourselves on our inclusive culture and supportive work environment, ensuring both our staff and customers thrive. Key Responsibilities: Lead and manage all branch operations to ensure excellent customer service. Drive the growth of our mortgage lending portfolio. Oversee daily branch activities, including staff supervision and development. Foster a positive and motivating work environment. Ensure compliance with all banking regulations and company policies. Develop and implement strategies to achieve branch targets and goals. Requirements: Proven experience as a specialist mortgage lender. CeMAP (Certificate in Mortgage Advice and Practice) qualified. Strong leadership and management skills. Excellent communication and customer service abilities. Ability to develop and implement effective strategies. Detail-oriented with strong organizational skills. Knowledge of banking regulations and compliance. What We Offer: Competitive salary and benefits package. Opportunities for professional development and career progression. A supportive and inclusive work environment. The chance to make a real impact in a dynamic and growing bank
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Finance Business Partner
Stone
Finance Business Partner Are you a driven finance professional with a knack for strategic analysis and a passion for optimising financial performance? Join our expanding team and play a crucial role in driving business strategy and decision-making within a highly innovative and regulated industry. About Us: We are leaders in advanced system integration, optimising efficiency, and delivering performance at scale across various industries, including energy, nuclear, renewables, and manufacturing. With continuous innovation at our core, we are committed to shaping the future and meeting the challenges of highly regulated industrial environments. Role Overview: As a Finance Business Partner, you will be integral to our growing finance team. You will provide vital financial information, analysis, and support to drive business strategy. Working closely with Directors, Business Unit (BU) leads, project managers, and the commercial team, you will ensure the optimization of financial performance and the development of robust reporting and analytics. Key Responsibilities: Business and Project Support Provide financial advice and ensure compliance with accounting standards and policies. Develop and implement financial models to support strategic initiatives and aid BU decision-making. Review, manage, and monitor overall staff utilisation against agreed targets. Review current processes and recommend improvements to drive efficiency and accuracy. Regularly monitor project retention balances. Assist with statutory and client audits. Provide general Power BI assistance for various reports, scenarios, and dashboards. Offer ad hoc support for Finance and Commercial teams. Month-End Project Reporting Collaborate with BU leads, project managers, and the commercial team to ensure accurate month-end project reporting. Track financial performance against annual budgets and forecasts. Conduct variance analysis against annual budgets and rolling forecasts. Monitor and review aged WIP balances. Prepare detailed business commentary for dashboard reporting. Create monthly Project RAG status reports for the Head of Commercial. Evaluate and finalize monthly submitted project forecasts with BU teams. Budgeting and Forecasting Work with BU management to prepare annual budgets and group forecasts. Support BU leads in presenting proposed BU Budgets and Quarterly Forecasts to the MD and FD. Conduct detailed forecast data and trend analysis to support decision-making. Review forecast correlations from top-down and bottom-up perspectives. Assist BU with resource management by comparing labour forecasts and headcount. Question forecasts and substantiate amendments. Review overall project margins and contingency management. Conduct detailed reviews of phased order backlog. Ideal Candidate: Confidently manages and prioritizes deadlines effectively, coping well with business demands. Self-motivated and proactive with a proven ability to achieve results and objectives. Proficient in financial modelling and forecasting. Strong analytical skills to interpret financial data and make recommendations. Experience in similar roles is advantageous. Proficient in Excel and accounting software. Experience or desire to train in Power BI. Excellent communication skills to present financial information. Desirable Qualifications: Qualified accountant. Extensive experience in an FBP role in a contracting business. Experience managing a portfolio of projects with varying contract terms. Commercially aware with experience in a commercial environment. Strong stakeholder management experience. Benefits: 25 days holiday plus bank holidays. Flexible working arrangements. Pension scheme. Life assurance policy. Private healthcare. Lifestyle screening. Salary sacrifice program. Mental health assistance program. Cycle to work scheme. Green car scheme. Opportunities for professional development and growth within the company. Coverage of professional membership fees and study support
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Mortgage Underwriter
Cardiff
Mortgage Underwriter (Hybrid Role) Salary: Up to £40,000 (depending on experience) Location: Hybrid (2-3 days in the office per week) Are you an experienced Mortgage Underwriter with a keen eye for detail and a passion for delivering exceptional service? Are you ready to take your career to the next level with a leading financial services business? If so, we have the perfect opportunity for you! About Us: We are a major player in the financial services industry, known for our commitment to excellence and innovation. Our team is dedicated to providing top-notch mortgage solutions, and we are looking for a talented Mortgage Underwriter to join us on this journey. Key Responsibilities: Assess and evaluate mortgage applications with precision and efficiency. Ensure compliance with all relevant regulations and company policies. Provide expert guidance on second charge loans (experience in this area is a bonus, but not compulsory). Collaborate closely with internal teams to streamline the underwriting process. Maintain up-to-date knowledge of industry trends and best practices. Qualifications and Experience: Proven experience in mortgage underwriting, preferably within second charge loans. CeMAP qualification is highly desirable. Strong analytical skills and attention to detail. Excellent communication and interpersonal skills. Ability to work independently and as part of a dynamic team. What We Offer: Competitive salary up to £40,000 for the right candidate. Hybrid working model with 2-3 days in the office per week. Opportunities for professional growth and development. Supportive and collaborative work environment. Comprehensive benefits package.
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Payroll Coordinator
Cardiff
Location: Cardiff (free parking available) Salary: £30,000 per annum Start Date: Immediate About the Company: A global powerhouse seeking to bolster their finance team with a Payroll Coordinator. This role will see you responsible for the end-to-end payroll of up to 1000 employees across the United Kingdom. This role requires you to have experience with Workday or a similar scale operating system. In return this employer offers career progression and fully funded CIPP study support. This global business is known for their employee wellbeing programmes and offers one of the most attractive benefits packages I've seen in the SW job mark Role Overview: Our client is seeking an experienced and meticulous Payroll Administrator to join their team immediately. The successful candidate will be responsible for managing all aspects of the payroll process, ensuring employees are paid accurately and on time. Key Responsibilities: Process end-to-end payroll for all employees. Maintain and update payroll records, including new hires, terminations, and changes to salaries. Ensure compliance with relevant laws and regulations, including tax and pension contributions. Respond to payroll-related inquiries from employees and management. Prepare and distribute payslips. Reconcile payroll accounts and resolve any discrepancies. Collaborate with HR and finance departments to ensure accurate and timely payroll processing. Requirements: Proven experience as a Payroll Administrator or similar role. Comprehensive knowledge of payroll procedures and regulations. Proficiency in payroll software (XERO, SAGE, Workday) Excellent numerical and analytical skills. Strong attention to detail and accuracy. Ability to handle confidential information with discretion. Good organisational and time-management skills. What Our Client Offers: Competitive salary of £30,000 per annum. Life assurance Study support 24 days annual leave + bank holidays opportunity to buy and sell annual leave Immediate start, offering an exciting opportunity to join a supportive and friendly team. Opportunities for professional development and career progression. A positive and collaborative working environment.
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Finance Assistant
Newport
Finance Assistant - 5 months - Hybrid - Newport - Immediate Start Yolk Recruitment are working with an established financial organisation to help recruit a Finance Assistant on a temporary basis to join their team. What you will be doing as the Finance Assistant Delivery of daily payout activity for origination, undertaking checks on accuracy and quality of information Raise sales invoices as requested by Funding and other teams Liaise with Sales Support teams to resolve queries around origination What you will need as the Finance Assistant Ideally working towards AAT but this may be mitigated by practical experience in a similar role High attention to detail and strong organisational skills Excellent communication skills with the ability to liaise effectively with other team members and departments Work as part of a team, demonstrating co-operation and flexibility What you will get in return as the Assistant Accountant £12.63 per hour Hybrid working environment once an initial settling in period has occurred No weekends or evenings This is a brilliant role for someone who is has a background in accountancy or who is seeking to progress in that area, if you fulfil the above I would like to hear from you!
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Assistant Accountant
Newport
Assistant Accountant - 5 months - Hybrid - Newport - Immediate Start Yolk Recruitment are working with an established financial organisation to help recruit an Assistant Accountant on a temporary basis to join their team. What you will be doing as the Assistant Accountant Work with Finance Assistants to deliver daily payout activity for origination Undertake daily bank reconciliations and processing of transactions through Sage Carry out activities to support with completion of customer, supplier and balance sheet reconciliation Assist wider team with management of the Finance in-box, investigating and resolving queries as required What you will need as the Assistant Accountant Experience of operating strong financial controls Ideally AAT qualified/progressing towards accounting qualifications, or with significant relevant experience in a similar role/environment Good Microsoft Excel skills - able to undertake look ups and pivot tables as a minimum Ability to work to tight deadlines and remain calm under pressure What you will get in return as the Assistant Accountant £13.73 per hour Hybrid working environment once an initial settling in period has occurred No weekends or evenings This is a brilliant role for someone who is has a background in accountancy or who is seeking to progress in that area, if you fulfil the above I would like to hear from you!
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SARS Investigator
Cardiff
Are you an experienced investigator with a proven track record in handling Suspicious Activity Reports (SARS) and Unusual Activity Reports (UARS)? Do you have the expertise to dive straight into complex cases and contribute to national security efforts? If so, we have an exciting opportunity for you. Position: Investigator for SARS/UARS Contract: Fixed-Term (12-14 months) About the Role: We are seeking a dedicated and skilled investigator to join our team on a 12-14 month fixed-term contract. In this role, you will focus solely on investigating SARS and UARS, with a critical responsibility to report findings directly to the National Crime Agency (NCA). Your expertise will play a vital role in identifying and mitigating financial crimes, ensuring compliance with regulatory standards, and enhancing national security. Key Responsibilities: Conduct thorough investigations into SARS and UARS, ensuring accuracy and compliance with relevant laws and regulations. Analyze complex financial data, identify suspicious activities, and develop comprehensive reports for submission to the NCA. Collaborate with internal and external stakeholders, including law enforcement agencies, to gather and share information pertinent to investigations. Maintain detailed records of all investigative activities, ensuring confidentiality and data protection at all times. Stay abreast of current trends, methodologies, and best practices in financial crime investigation. Requirements: Demonstrated experience in investigating SARS/UARS, with a strong understanding of financial crime regulations and compliance. Ability to hit the ground running, with minimal training or onboarding required. Exceptional analytical skills, with the capability to interpret and analyse complex data sets. Strong written and verbal communication skills, with the ability to produce clear, concise, and comprehensive reports. Experience working with law enforcement or regulatory bodies, particularly the NCA, is highly desirable. High level of integrity, attention to detail, and commitment to maintaining confidentiality. Why Join Us? Opportunity to make a significant impact on national security and financial crime prevention. Collaborative and supportive work environment. Competitive salary and benefits package. Professional development opportunities and the chance to work with leading experts in the field. If you have the experience and drive to contribute to our mission, we want to hear from you. Apply now and be part of a dedicated team committed to safeguarding financial systems and ensuring compliance with the highest standards.
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Financial Controller
Llandysul
Our client is recruiting a seasoned Financial Controller to join their Operations team. This role is pivotal in ensuring our financial stability and propelling our growth. If you have a robust background in finance and accounting, exceptional analytical and communication skills, and a proven track record in financial management, we want to hear from you! Role Overview: As their Financial Controller, you will: Oversee all financial operations and ensure compliance with UK financial regulations. Develop and implement financial budgets, strategic forecasts, and financial models. Monitor cash flow and financial performance, forecasting future trends. Provide financial analysis and strategic recommendations to senior management. Partner with department heads to ensure financial control and efficiency. Oversee financial audits, tax filings, VAT returns, and daily financial operations. Develop and implement financial policies and procedures for accurate and timely reporting. Prepare and present financial reports including P&Ls and Balance Sheets for UK & US entities. Manage Group consolidation and multi-currency financial accounts. Optimize tax and foreign exchange strategies to minimise financial risk. Lead a team of finance professionals, providing leadership and guidance. About our client! Our client is revolutionising research by bringing brands closer to the truth, bridging the gap between consumer behaviours and business decisions. Their cutting-edge platform is trusted by major global brands, and we are poised for accelerated growth. They believe in working hard, having fun, and learning from their mistakes. Ideal Candidate Profile: Bachelor's degree in accounting, finance, or related field. Fully qualified accountant with at least 2 years' post-qualification experience (ACCA, CIMA, ICAEW, ACA preferred). Proven experience as a Financial Controller or similar role. Strong knowledge of accounting principles and financial analysis. Proficient in financial management software, ideally Xero. Advanced Microsoft Excel skills. Excellent communication, presentation, analytical, and problem-solving abilities. Ability to work independently and meet tight deadlines. Personal Attributes: Consultative approach to work. Resilience and strong collaboration skills. Excellent communication and stakeholder management. Determination, tenacity, and a creative problem-solving mindset. Good listening and comprehension skills. Working Arrangement: This role is primarily office-based in Llandysul, with a requirement to attend the office three days per week. There is some flexibility for remote work.
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Accounts Payable Assistant - Part-time
Monmouthshire
Are you detail-oriented and passionate about numbers? Yolk Recruitment is excited to present a fantastic opportunity for a Accounts Payanle Assostamt to join a thriving team in Monmouthshire on a part-time basis. Role Overview: Join a medium-sized finance team within a business that has achieved year-on-year growth and is now expanding across the UK at a rapid rate. As a accounts receivable assistant, you will play a crucial role in maintaining the financial health of the company. Key Responsibilities: Manage and maintain the sales ledger Process and post sales invoices accurately and promptly Handle customer queries and resolve discrepancies efficiently Assist with monthly reconciliations and prepare financial reports Monitor and chase outstanding debts, ensuring timely payments Collaborate with the finance team to improve processes and procedures Support the finance team with ad-hoc administrative tasks as required What We're Looking For: Previous experience in a similar role Strong numerical and organisational skills Proficiency with accounting software and MS Office Excellent communication and interpersonal abilities High attention to detail and accuracy Benefits: Competitive salary Flexible working hours Opportunity to grow within a rapidly expanding business Supportive and friendly work environment Ready to take the next step in your career? Apply today and become a key player in a dynamic and growing team!
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Reporting Accountant
Cardiff
Join Our Team as a Reporting Accountant on a 12-Month Fixed-Term Contract! Are you a fully qualified or nearly qualified accountant eager to advance your career in the dynamic world of financial services? Do you have a passion for delivering accurate and insightful financial reports? If so, we have an exciting opportunity for you! Position: Reporting Accountant Contract: 12-Month Fixed-Term Salary: Competitive, based on experience About Us: We are a leading financial services organisation committed to excellence and innovation. Our team provides top-tier financial solutions and support to our clients. We pride ourselves on our collaborative and forward-thinking work environment, where your skills and ambitions can thrive. Key Responsibilities: Prepare and deliver accurate financial reports and statements in accordance with regulatory requirements and internal policies. Assist in the preparation of annual budgets, forecasts, and variance analyses. Support month-end and year-end close processes, ensuring timely and precise completion. Collaborate with various departments to gather and analyse financial data. Maintain and improve internal controls over financial reporting. Contribute to ad-hoc financial projects and initiatives as required. Requirements: Fully qualified accountant (ACA, ACCA, CIMA) or nearly qualified with significant progress towards certification. Strong understanding of financial reporting standards and regulations. Proficiency in financial software and Microsoft Excel. Excellent analytical and problem-solving skills. Strong attention to detail and commitment to accuracy. Ability to work independently and as part of a team. Effective communication skills, both written and verbal. Why Join Us? Career Development: This role offers a unique opportunity to gain valuable experience and develop your career within a reputable organisation. Supportive Environment: Work in a collaborative and supportive team that values your contributions and fosters professional growth. Diverse Experience: Engage with various aspects of financial reporting, gaining a broad perspective of the financial services sector. Competitive Compensation: Enjoy a competitive salary and benefits package.
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Management Accountant
Cardiff
Are you a skilled Accountant looking for an exciting opportunity to support stakeholders across a dynamic organisation with their cost budgets and financial decisions? We have an opening for a 12-month fixed term contract that offers you exposure to various departments with diverse requirements. If you have excellent stakeholder management and communication skills, are self-motivated, and comfortable taking ownership of investigating problems and solutions, we want to hear from you! What You'll Be Doing: Financial Support: Provide financial assistance to various business areas to help them manage their budgets and forecasts effectively, and offer financial input/support where required. Variance Analysis: Conduct variance analysis and explain the reasons for changes in anticipated spend. Proactive Problem-Solving: Take ownership and be proactive in investigating problems and developing solutions. Responsibilities You'll Have: Budget and Forecast Management: Support business areas with their budgets, forecasts, and cost management. Reporting: Perform variance analysis and reporting. Decision-Making Support: Provide financial support and guidance to enable informed decision-making across the organization. Team Support: Support and coach junior members of the team. Stakeholder Communication: Communicate with a variety of stakeholders at all levels, including senior management and executives. Collaborative Work: Work collaboratively with and support other team members. Experience You'll Bring: Qualified Accountant: ACA, CA, ACCA, CIMA, or equivalent qualification. Cost Reporting Expertise: Experience in cost reporting, budgeting, and variance analysis. Stakeholder Management: Excellent skills in managing stakeholders at various levels, including senior management and executives. Financial Knowledge: Understanding of balance sheet and margin mechanics. Industry Experience: Experience in financial services is preferred. If you are ready to take on a challenging and rewarding role within our company, apply now and join our team for this exciting opportunity!
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Finance Business Partner
Cardiff
What You'll Be Responsible For: As a Finance Business Partner, you'll provide essential services to our Operational Business, fostering strong working relationships with budget holders and ensuring a consistent finance presence in the relevant business areas. Your key responsibilities will include: Effective Communication: Engage and communicate effectively with budget holders and managers. Challenging Expenditure: Develop the confidence and skills to challenge spends, categorisations, and processes within your area. Active Presence: Maintain an active presence in all business partner areas. Meeting Participation: Attend and participate in Budget Holder meetings as needed. Variance Analysis: Prepare variance analysis commentaries on monthly reports. Report Management: Run monthly finance reports in SAP, exporting to Excel and Word. Budget Preparation: Assist in preparing zero-based budgets. Month-End Journals: Prepare and post month-end journals and accruals via SAP. Accruals Preparation: Run blocked and parked reports in SAP and prepare accruals. Balance Sheet Reconciliation: Analyse and reconcile balance sheet codes on SAP ledgers. Audit Assistance: Support internal or external audits by retrieving necessary information. Payment Runs: Cover weekly payment runs, payroll audits, one bill payments, and balance sheet reconciliations. TOTEX Reports: Prepare and distribute monthly TOTEX reports to budget holders. Forecasts and Business Plans: Prepare forecasts and Business Plans for relevant business areas. Financial Transactions: Accurately record and process financial transactions, ensuring management accounting reporting requirements are met. Professional Approach: Deliver financial information enthusiastically to non-financial budget holders and managers at all levels. Other Duties: Undertake any other duties as required to meet business needs. Who You'll Work With: Internal: Reporting to the Finance Manager Close collaboration with the Management Accounts Team Monthly contact with operational staff Internal audit External: Suppliers External Audit About You: Qualifications: Studying towards a recognized accountancy qualification or holding a recognized accounting technician qualification (AAT or similar) (Essential) Experience: Demonstrable experience of working in a finance environment (Essential) Knowledge & Skills: Enthusiastic about putting customers first (Essential) Robust systems and processes knowledge to produce accurate data (Essential) Proficiency in SAP financial modules (FI/CO) (Essential) Strong IT skills, especially in Microsoft Excel and Word (Essential) Effective communication skills with finance team members and budget holders (Essential) Ability to analyse and interpret financial information (Essential) Professional engagement with key budget holders (Essential) Ability to communicate in Welsh (Desirable) Benefits: In addition to a competitive salary and 33 days of annual leave (pro rata, including public holidays), we offer a range of employee benefits and rewards, including: Variable pay schemes with potential yearly bonuses Enhanced employer pension contributions up to 11% Family-friendly policies Progression opportunities with funded training, coaching, and mentoring programs Discounts on gym memberships and high street shopping Cycle to work scheme Car-leasing scheme Health CashBack scheme Employee assistance program for employees and immediate family Join a not-for-profit company that values customer trust and cares about our beautiful environment every day. Apply now to become a part of our dedicated team!
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Financial Crime Operations
Cardiff
We are a dynamic and innovative company at the forefront of our industry. Our team is passionate about delivering exceptional products and services, and we are looking for a dedicated Financial Crime Operations Manager to join our team. This role will support the management and development of the 1st Line Financial Crime Operations Team, which serves all divisions across our group. Purpose of the Role: To support the management and development of the 1st Line Financial Crime Operations Team, which supports all divisions across the group. The team comprises two main sub-teams: Central Screening Function: Reviews screening alerts to identify high-risk business relationships. Central Enhanced Due Diligence Operations Function: Performs Enhanced Due Diligence in line with policy and regulatory requirements. Principal Accountabilities: Manage and oversee both Screening and Enhanced Due Diligence teams to ensure they operate within defined processes and service level agreements, consistent with Group Standards. Provide clear guidance and direction for the operation of both teams, including workload prioritization and expertise in monitoring, controlling, reporting, and managing risk. Ensure the team's systems and functionality are maintained and tested to retain operational capability, escalating concerns to the Head of Financial Crime. Coordinate between central operations sub-functions, 1st Line Divisional Business Teams, Divisional 2nd Line Financial Crime Teams, and Group Financial Crime to address arising issues. Produce concise management information for monthly and annual Board and MLRO reports, and represent the Financial Crime Operations team at various groups, oversight committees, and team meetings. Provide advice, guidance, and challenge, exercising influence over business management to identify, manage, and mitigate risk and ensure compliance with regulatory and legislative requirements. Lead in the management of employees, ensuring consistent application of management discretion and adherence to the Group's policies and procedures to maximize business performance. Ensure all statutory and regulatory reporting aligns with Consumer Duty accountability, taking appropriate action and escalating to senior management and divisional risk teams when necessary. Qualifications, Knowledge, and Skills: Qualifications: ICA Diploma in Financial Crime (or equivalent qualification) or equivalent industry experience. Knowledge: Sufficient commercial perspective and overall knowledge of the business sectors in which we operate. Awareness of regulatory requirements related to supplier management. Subject Matter Expert in customer screening of Sanction and PEP requirements for UK entities. Subject Matter Expert in Customer Due Diligence and Enhanced Due Diligence processes. Understanding and experience of UK criminal law and its application to Financial Crime. Experience: Demonstrated ability to maintain effective relationships with management and external parties, enabling the delivery of practical solutions or the implementation of improved systems, processes, or controls. Proactive approach in overseeing the development and implementation of a comprehensive screening framework and Enhanced Due Diligence procedure. Ability to analyse data, interrogate systems, and extract data for report compilation. Strong written and verbal communication skills for delivering high-quality management information and presentations. Capability to engage with and influence internal and external stakeholders and peers. Leadership: Excellent leadership and communication skills. Benefits: Competitive salary and benefits package Opportunities for professional development and growth Collaborative and supportive work environment Flexible working arrangements
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Finance Asssitant
Merthyr Tydfil
Job Title: Finance Assistant Location: Merthyr Tydfil, South Wales Salary: Up to £26,000 per annum Yolk Recruitment is thrilled to be partnering with a dynamic and forward-thinking organisation in Merthyr Tydfil, currently seeking a meticulous and detail-oriented Finance Assistant. If you have a passion for numbers, a strong understanding of financial principles, and a knack for problem-solving, this could be the perfect opportunity for you! About the Role: As a Finance Assistant, you will play a crucial role in supporting the finance team, ensuring the accuracy and efficiency of financial operations. This role offers an exciting chance to contribute to a growing business and work within a supportive and collaborative environment. Key Responsibilities: Assist with the preparation of financial statements and reports. Process invoices, payments, and receipts accurately and in a timely manner. Reconcile bank statements and resolve discrepancies. Maintain accurate and organised financial records. Support the month-end and year-end close processes. Assist with budgeting and forecasting activities. Collaborate with other departments to ensure financial accuracy. Perform general administrative tasks as required. Requirements: Minimum of 1-2 years' experience in a similar finance or accounting role. Strong proficiency in Microsoft Office, particularly Excel. Experience with accounting software (e.g., Sage, QuickBooks) is advantageous. Excellent organisational and time-management skills. High level of accuracy and attention to detail. Strong communication and interpersonal skills. Proactive and positive approach to problem-solving. Ability to work independently as well as part of a team. Qualifications: AAT qualification or working towards a recognised accounting qualification is desirable. GCSEs in Maths and English (A*-C) or equivalent. What's On Offer: Competitive salary up to £26,000 per annum. Comprehensive training and development opportunities. A supportive and friendly working environment. Opportunities for career progression. Company pension scheme. 25 days holiday plus bank holidays.
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Recoveries Advisor - Financial Services (Hybrid)
Newport
Collections Advisor - Newport | Up to £26,000 Location: Newport (Hybrid - 2 days in the office) Are you a skilled Collections Advisor looking for your next challenge? Do you thrive in a dynamic environment and enjoy providing excellent customer service? If so, we have an exciting opportunity for you! Yolk Recruitment is delighted to be working on behalf of our esteemed client to find a dedicated and professional Collections Advisor to join their team in Newport. This is a fantastic opportunity to join a forward-thinking company that values its employees and offers a supportive and flexible working environment. Key Responsibilities: Manage and resolve customer accounts in arrears, ensuring a fair and empathetic approach. Conduct outbound and inbound calls to customers to arrange payment plans and discuss account status. Maintain accurate records of customer interactions and payment agreements. Work closely with the collections team to meet targets and deliver exceptional service. Provide advice and support to customers facing financial difficulties. What We're Looking For: Previous experience in a collections role or a similar customer service position. Excellent communication and negotiation skills. Ability to handle difficult conversations with professionalism and empathy. Strong organisational skills and attention to detail. Proficiency in Microsoft Office and familiarity with collections software is a plus. Benefits: Competitive salary up to £26,000. Hybrid working arrangement - only 2 days in the office per week. Comprehensive training and ongoing professional development. Supportive and inclusive work environment. Opportunities for career progression within the company. Join a company that truly values its people and offers a platform for growth and development. If you are passionate about customer service and have the experience required, we would love to hear from you. Yolk Recruitment - Finding the right fit for our clients and candidate
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Risk Manager - Senior Project Controls Engineer
Bristol
**Job Alert: Project Planner - Project Controls Engineer - South West - Career Growth - £40,000 - £60,000** We are thrilled to be working with a global consultancy, within there Transport and Utilities business we are looking for a Senior Project Controls Engineer with expertise in Risk Management. As a leading player in the field, our client offers exceptional career growth prospects and a Flexible work environment that prioritizes people. Responsibilities: Tailor and implement risk management strategies. Promote risk management benefits within teams. Act as a risk specialist for projects. Maintain risk registers and information. Lead risk management activities for efficiency. Collaborate with the supply chain on risks. Train and coach clients on risk processes. Ensure risk information is accurate and robust. Facilitate risk workshops and manage issues. Produce timely risk reports. Support contingency budget development. Implement contingency drawdown processes. Align risk information with other project controls. Skills and Behaviors: Embrace challenges and drive positive change. Communicate effectively and collaborate well. Foster teamwork and help others reach their potential. Take responsibility for personal development and skill-building. Qualifications: Essential: Experience managing risk in multiple projects. Familiarity with risk tools (ARM, Predict!, Risk Hive, Xactium). Knowledge of risk standards (ISO31000, APM, Orange Book, IPA). Awareness of Quantitative Risk Assessment (Monte-Carlo). Ability to travel to client sites across the Southwest. Desirable: Experience in transportation and utilities. Understanding of Project Controls (Scheduling, Cost Control, Change Control). APM Risk Certificate Level 2 or MoR Practitioner qualification. Familiarity with NEC contracts.
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Payroll Advisor
Broughton
Payroll Advisor - £14.50 per hour PAYE - 6 Months - Broughton, Flintshire - SINGLE STAGE PROCESS Yolk Recruitment are recruiting for a Payroll Advisor to work on a 6 month contract in Broughton for our client that specialises within the engineering sphere. Responsibilities: Process Payroll related transactions from internal stakeholders, such as: Detached Duty, Standby, On Call One time payment submissions Memberships, Loans, PASS scheme Working Party Subsistence P45 / New Starter Declarations Settlement Agreements Court Orders Process Time related transactions from internal stakeholders, such as: Overtime Shift Changes Sickness Phased Return To Work Time Savings Accounts, Salary Offset Process HR Administration related activities: Complete transactions in relation to all HR administration activities, for example references and solicitors letters Provide first level support to all clients on the flexible benefits platform Maintain e-pay tool and provide first line of support when dealing with stakeholder queries. Produce documents through mail merge for internal mail shots and divisional correspondence Manage all aspects of the relationship with the external e-payslip provider. E-mail Archiving. o Maintain and improve processes utilised within the team. Support and deliver all other HR administration requests, as required. Key Qualities: Customer focused and results orientated, with a logical approach to completing tasks. Be able to work using own initiative and develop effective solutions to problems. Must be a team player and proactively assist other team members when needed. Have a strong ‘personal branding’ and demonstrate a ‘can-do’ attitude in all areas. Ability to work under pressure to agreed deadlines. Work with minimum supervision, self-motivated. Excellent interpersonal skills, be well organised and have a flexible approach. Committed to support continuous improvements. Organisational and planning skills are essential to this role.
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Finance Business Partner
United Kingdom
Finance Business Partner - Procurement & CRE - INSIDE IR35 - Up to £450 per day - Teesdale, Chilton, Cambridge or Farringdon - 6 Months - SINGLE STAGE VIRTUAL INTERVIEW Yolk Recruitment are recruiting for a Finance Business Partner to join our client on a 6 month contract based in either Teesdale, Chilton, Cambridge or Farringdon for an initial period of 6 months. The purpose of th role is to provide finance support to the Global Chief Procurement Officer, and the wider Procurement and Corporate Real Estate teams. You will be reporting consolidated spend and savings, defining saving targets, peerforming analysis and taking actions to deliver procurement saving and wider goals. Responsibilities: Support the CPO in the monthly reporting and cost management of the global procurement & CRE budgets. Produce budget procurement savings targets at an appropriate level of granularity to ensure ownership of the category and sector savings exist at the operational level within the business. Own the definition of “procurement savings” and ensure it is applied consistently and effectively across the Group. Carry out a fit for purpose review of the current savings procedure and refresh based on agreed feedback from key stakeholders. Co-ordinate the collation and consolidation of savings reported to each of the sectors monthly. Track savings against budget targets and forecasts. Support and undertake procurement forecasting & modelling to help analyse the impact of scenarios on future savings, cash flow and other key procurement metrics, to inform strategic sourcing decisions. Ensure that Sector finance teams can show the level of savings delivered and how the savings have been utilised against budget assumptions. Assist the CRE team to build a full group real estate database including full occupancy costs of each building. Provide key inputs into the refresh of the CRE controls procedure working alongside the group controls and CRE teams. Support the CPO and procurement leadership team in the production of the procurement strategic plan. Lead appropriate savings performance review meetings with Sector finance and/or procurement teams. Understand and challenge any variance to plan. Identify and report on latest estimate versus plan; risks and opportunities. Assist the CPO in tracking delivery of the procurement initiatives across the Group and recommend opportunities to accelerate or refocus to deliver the targets. Identify project costs associated with the delivery of the saving objectives. Perform ‘make (or lease) vs buy analyses’ and ‘total cost of ownership analyses’; develop this capability within the wider procurement team. Provide financial leadership and support to the CPO and Global procurement & CRE teams. Assist in the definition, implementation, and monitoring of key performance indicators (KPI’s) outside of savings. Support group and sector working capital objectives alongside delivering procurement savings. Bring new ideas and metrics related to future forecasting and mitigation of future inflation risk. Partner with the CPO and Global procurement team to provide proactive insightful financial recommendations. Make formal and informal presentations to senior leaders on monthly results, forecasts, sourcing strategies and programs as required. Support business reporting processes as required. Experience: Experience of managing a team Extensive experience of working to numerous tight deadlines ACA/CIMA/ACCA qualified with first time passes (or equivalent or qualified by experience) Experience of consolidations Experience of management reporting and budgeting Sound working knowledge of Procurement IT literate with a good knowledge of Excel Experience of driving improvements in processes and reporting Personal Skills: Excellent management of people skills including the ability to question and work with senior management as well as to delegate and review work Approachable and diplomatic, whilst being assertive and confident Able to work as part of a team Able to work to multiple tight deadlines Good communication skills Well organised and able to multi-task Accurate Analytical Attention to detail
Testimonials
Here's what some clients and candidates have had to say
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Jess has been a massive help to the BBC’s finance function over the past year, supporting various recruitment needs for our large central finance team based in Cardiff. We have had a large number of success stories through Jess, and this can largely be put down to her ability to effectively consult with the management team across the BBC, carefully ensuring the candidates she put forwards match our specific technical needs, as well as s...
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I would like to recommend a wonderful recruiter for the financial services industry - Jessica Harmer of Yolk Recruitment. I have heard disappointing stories from colleagues not getting feedback following interviews or not hearing back from recruiters but Jess is another level and has first class communication and is so determined to support you in your search for employment!
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Sharp, considerate and efficient to boot. They only called with relevant and personable jobs for me, guiding me through each process. I have been on the temporary circuit for a while and I've been blown away by just how fantastic they are, credit where credit's due. I'm now perfectly happy in the position Yolk handpicked for me. Thank you so much, exceeded my expectations by a long shot.
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"After struggling to find the right candidate elsewhere, we fell upon the angel that is Yolk Recruitment. They listened to our needs and provided us with some excellent choices, so excellent in fact that we struggled to just choose one candidate! Having small offices, we were delighted when Yolk offered their beautiful space to conduct the interviews. They are a cut above the rest in our opinion."
Key Contacts
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Alex Connelly
Senior Consultant | Financial Services
Alex recruits across the Accountancy and Finance market in South Wales with a wide range of specialisms.
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Jessica Harmer
Manager | Financial Services
Jess specialises in finance recruitment, with a particular focus on hiring Financial Analysts and Management Accountants, as well as all aspects of financial crime.
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David Jenkins
Sales Director
David identifies opportunities for Yolk to partner with clients who are undergoing growth, discovering how we can take them to the next level.
Case Studies
Here are some case studies that demonstrate our expertise in the area of Financial Services recruitment.
What We've Been Up To
Wales Finance Awards 2023
The Yolk Financial Services recruitment team was thrilled to announce its attendance at the 2023 Wales Finance Awards to provide support to our valued clients and candidates. The team were honoured to be present at this event and we look forward to celebrating the outstanding achievements of the finance industry.
Yolk's Financial Services recruitment division
Yolk's Financial Services recruitment division, led by Manager Jessica Harmer, is committed to providing expert guidance to help candidates secure their dream role within the financial services industry, and sourcing top talent for businesses with open roles. Jessica and her team are focused on devising innovative strategies to enhance Yolk's offerings in the rapidly expanding finance sector of South Wales.
Financial Services Salary Survey 2024
Yolk's Financial Services team have compiled a Salary Guide for roles throughout Wales and the South West of England. Our team boasts some of the regions' most experienced and well connected professionals, and strives to offer both clients and candidates an industry leading service across permanent, temporary, and contract finance roles.
Get in touch with our Financial Services team by clicking below: