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 Finance Services team.
Jessica Harmer
Manager, Financial Services
jessica.harmer@yolkrecruitment.com
02921 673 753
jharmer@yolkrecruitment.com 02921 673 753
"Yolk's Financial Services recruitment team strive to offer our clients and candidates an industry leading service across permanent, contract and temporary finance roles based in Wales and the South West of England. We pride ourselves on being able to find the perfect fit for every requirement, and make sure to put in the time after the placement to ensure everything runs smoothly for both sides."
Get in touch with our Financial Services team by clicking below:
Testimonials
Here's what some clients and candidates have had to say
Add the discipline tag to the testimonial to display it here
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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 Josh 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. Both Merle & Josh 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."
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 2023
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.
Latest Jobs in Financial Services
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Assistant Accountant
Bridgend
🌟 Join my clients team as an Assistant Accountant in Bridgend! 🌟 Are you a meticulous number-cruncher seeking a fulfilling career opportunity? Yolk Recruitment is thrilled to present an exciting role for an Assistant Accountant at our esteemed client's office in Bridgend. Why Join them? ✨ Hybrid Working: Strike the perfect balance between office collaboration and remote flexibility. Enjoy the freedom to work where you're most productive, whether it's from the comfort of your home or our vibrant office environment. ✨ Free Parking: Bid farewell to the hassle of hunting for parking spots and the burden of parking fees. Our client provides convenient and complimentary parking facilities for all employees. Key Responsibilities: 📊 Support in the preparation of financial statements, reports, and budgets. 📊 Manage accounts payable and accounts receivable functions. 📊 Perform bank statement and account reconciliations to ensure accuracy. 📊 Assist in month-end and year-end closing processes. 📊 Contribute to financial analysis and forecasting activities. What We're Looking For: 🔍 Detail-oriented individual with a passion for precision. 🔍 Proficient in accounting software and MS Excel. 🔍 Strong organisational and time management skills. 🔍 Excellent communication and teamwork abilities. Perks and Benefits: 🎉 Competitive salary and performance-based bonuses. 🎉 Opportunities for career advancement and professional growth. 🎉 Comprehensive health insurance and retirement savings plans. 🎉 Supportive and collaborative work environment. How to Apply: If you're ready to seize this exciting opportunity and join our client's dynamic team, please apply and I can give you a call to discuss the role in more detail.
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Data Protection Officer
Cardiff
🔒 Job Opportunity: Data Protection Officer with Compliance Line 2 Expertise 🔒 Are you passionate about safeguarding data integrity and compliance within the dynamic realm of financial technology? Join our innovative fintech business as a Data Protection Officer (DPO) and play a pivotal role in ensuring the security and integrity of our data assets. About Us: My client are revolutionising the way financial services are delivered. With cutting-edge technology and a commitment to excellence, they empower individuals and businesses to thrive in the digital economy. As they continue to grow, we recognise the paramount importance of data protection and compliance, which is why they are seeking a dedicated professional to join our team. Role Overview: As a Data Protection Officer, you'll be responsible for overseeing all aspects of data protection and privacy compliance within their organisation. Your expertise in Compliance Line 2 will be instrumental in designing and implementing robust policies and procedures to ensure regulatory adherence and mitigate risks effectively. Key Responsibilities: Develop and maintain comprehensive data protection policies, protocols, and procedures in alignment with relevant regulations such as GDPR, CCPA, etc. Conduct regular audits and assessments to evaluate the effectiveness of existing data protection measures and identify areas for improvement. Provide guidance and support to internal stakeholders on data protection best practices and compliance requirements. Serve as the primary point of contact for data protection authorities, ensuring timely and transparent communication regarding data incidents and regulatory inquiries. Collaborate closely with cross-functional teams, including Legal, IT, and Compliance, to address data protection issues and drive continuous improvement initiatives. Stay abreast of emerging regulatory trends and industry developments to proactively adapt our data protection strategies and policies. Qualifications: Bachelor's degree in Law, Information Security, or related field; advanced certifications such as CIPP/E, CIPM, CIPT are highly desirable. Extensive experience (X+ years) in a similar role within the financial services industry, with a focus on Compliance Line 2 functions. In-depth knowledge of data protection laws and regulations, particularly GDPR and other relevant frameworks. Strong analytical skills and attention to detail, with the ability to interpret complex regulatory requirements and translate them into actionable strategies. Excellent communication and interpersonal skills, with the ability to effectively engage with stakeholders at all levels of the organization. Proven track record of driving compliance initiatives and implementing effective risk management practices.
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Underwriter
Cardiff
Mortgage Underwriter Are you a professional currently working within the mortgage industry looking to widen your skills? Are you looking for a business to provide the opportunity to explore a new avenue? Are you looking to join a business that is growing rapidly and can offer clear progression routes? Then, this could be the perfect role for you! I am working with a highly dynamic Mortgage Specialist business based in Cardiff who are expanding their Mortgage Underwriting team and looking for candidates of all levels to join the family! This is what you'll be doing: Liaising with brokers to process mortgage applications from initial receipt through to mortgage offer Ensure relevant information has been received about the borrower and the property ensuring all information is accurate and compliant Chasing brokers by phone email and mail, using those excellent communication skills you possess Dealing with 'Buy to Let' mortgages, and their entire lifecycle! The experience you'll bring to the team: Mortgage Industry background is essential, although this doesn't have to be in an underwriting capacity! Previous Mortgage Underwriting experience is desirable but not essential! Buy to Let mortgage experience is beneficial, but not compulsory! CeMap (desirable) or the desire to study The desire to learn a new skill You will have a friendly, approachable, and understanding nature. Attention to detail and a high level of accuracy Excellent verbal and written communication skills And this is what you'll get in return A salary of £30k-£35k A hybrid working model (with training on site for the first few months) City Centre location Discounted parking Public transport links nearby 11% non-contributory pension contribution 25 days holiday plus bank holidays Opportunities for travel Private health care 35 hour week 9-5 Mon - Fri Are you up to the challenge? If you believe that you have the skills and experience for an Underwriter- then please get in touch. We also offer a referral scheme for any candidates whose details are passed to us that we successfully place. Yolk Recruitment Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Yolk Recruitment Limited is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and experience can apply. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at YolkRecruitment.com'
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Pricing Analyst
Caerphilly
🚀 Join Our Team: Pricing Analyst Are you ready to drive the profitability and competitiveness of a dynamic business forward? We're seeking a talented Pricing Analyst to join our Product Management team. In this role, you'll play a pivotal part in shaping our pricing strategies across our focused category areas. About Us: Our Product Management function is dedicated to continuously improving our portfolio across five key category areas. We work closely with our sales and innovation teams to develop innovative category and product strategies that meet and exceed our customers' needs. Key Responsibilities: Develop and deliver ongoing pricing/commercial requests Perform key pricing processes, including floating updates for pass-through customers and pricing change analysis Establish relationships with cost counterparts to understand material changes Generate standard and ad hoc reports for sales, customer, and product insights Assist in setting pricing strategies that balance margin and volume expansion Requirements: Bachelor's degree in business or a related field Related pricing experience is beneficial Proficiency in business analytics, financial modelling, and data visualisation Ability to travel up to 10%, including international travel within Europe and the USA Advanced proficiency in Microsoft Excel; SAP experience preferred Competencies: Analytical mindset with a focus on fact-based decisions Strong business acumen and problem-solving skills Excellent verbal and written communication skills Ability to collaborate effectively across all levels of the organization Enthusiastic team player with a proactive attitude High attention to detail and accuracy Eagerness to learn and grow within our organisation
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Pricing Analyst
Lydney
🚀 Join Our Team: Pricing Analyst Are you ready to drive the profitability and competitiveness of a dynamic business forward? We're seeking a talented Pricing Analyst to join our Product Management team. In this role, you'll play a pivotal part in shaping our pricing strategies across our focused category areas. About Us: Our Product Management function is dedicated to continuously improving our portfolio across five key category areas. We work closely with our sales and innovation teams to develop innovative category and product strategies that meet and exceed our customers' needs. Key Responsibilities: Develop and deliver ongoing pricing/commercial requests Perform key pricing processes, including floating updates for pass-through customers and pricing change analysis Establish relationships with cost counterparts to understand material changes Generate standard and ad hoc reports for sales, customer, and product insights Assist in setting pricing strategies that balance margin and volume expansion Requirements: Bachelor's degree in business or a related field Related pricing experience is beneficial Proficiency in business analytics, financial modelling, and data visualisation Ability to travel up to 10%, including international travel within Europe and the USA Advanced proficiency in Microsoft Excel; SAP experience preferred Competencies: Analytical mindset with a focus on fact-based decisions Strong business acumen and problem-solving skills Excellent verbal and written communication skills Ability to collaborate effectively across all levels of the organization Enthusiastic team player with a proactive attitude High attention to detail and accuracy Eagerness to learn and grow within our organisation
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Ledger Assistant (Sales & Purchase)
Bridgend
🌟 Join my clients Finance Team as a Purchase Ledger Clerk! 🌟 Are you a detail-oriented individual with a passion for financial management and supplier relations? Are you seeking a new role in Bridgend that offers a up to £27,000 per annum in salary? Do you want to work for a well-known established business? My client is seeking a new Purchase Ledger/Sales Ledger assistant to join their finance team, the purpose of this role is to take responsibility for the payable's ledger. This is a very busy and challenging role, essential within the finance function. Key Responsibilities: * Ensure all deadlines are met * Ensure invoice-related queries are managed efficiently and effectively. * Monthly supplier statement reconciliations and ledger management. * Raising weekly and ad-hoc supplier payments. * Checking customer debit notes are correct and agreed. * Managing accounts * Ensuring valid deductions are claimed back from suppliers. Skills and Qualifications: * Experience working in a payable's ledger environment preferred but not essential. * Solid Excel experience essential. * Previous experience of working in an account's environment. Day to Day Duties: * Verify the information on a high volume of invoices are correct before processing. * Allocating cost centres and expense codes accordingly. * Correctly processing Vat on invoices. * Entering Stock/Non-Stock invoices into database for payment. * Chasing invoice approvals within the business. * Reconciling supplier statements and raising queries as necessary. * Handling supplier queries and disputes via telephone, e-mail, and post. * Prepare weekly / monthly payment runs. * Ad-hoc duties to support the business. Please apply below with your CV and I can give you a call.
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Accounts Assistant
Bridgend
Accounts Assistant - Bridgend - Manufacturing This advertisement is on behalf of our client, a leading manufacturing business based in Bridgend. At Yolk Recruitment Agency, we take pride in connecting talented individuals with exciting career opportunities. Role Overview: We are currently representing a reputable manufacturing company seeking a dedicated Accounts Assistant to join their finance team. This is an excellent opportunity to contribute to a thriving business and grow your career in finance. Location: Bridgend, South Wales - Site Based Salary: Up to £27,000 per annum, depending on experience Benefits: Pension Scheme Study Support for relevant qualifications Responsibilities: Handling accounts payable and receivable tasks Accurate processing of invoices, payments, and expenses Bank statement reconciliation and preparation of financial reports Assistance in month-end and year-end close processes Supporting payroll processing and other ad-hoc financial duties as needed Requirements: Previous experience in a similar role within manufacturing or related industries Proficiency in accounting software and Microsoft Office Strong attention to detail and organisational skills Proactive and collaborative approach to work Studying towards AAT qualification or equivalent (desirable)
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Finance Assistant
Bridgend
🌟 Join my clients team as a Finance Assistant! 🌟 Are you a meticulous individual with a keen eye for numbers and a passion for finance? Are you on the lookout for an opportunity to demonstrate your skills in a vibrant and collaborative setting? Your search ends here! We are currently seeking a talented Finance Administrator to join my clients team and play an integral role in their financial operations. Key Responsibilities: Efficiently manage accounts payable and receivable processes. Process invoices, expense reports, and financial transactions promptly and accurately. Conduct reconciliations of financial statements and ensure adherence to company policies and regulations. Assist in budgeting, forecasting, and financial reporting activities. Work closely with cross-functional teams to support financial initiatives and projects. Provide administrative assistance to the finance department as required. Qualifications: Bachelor's degree in Finance, Accounting, or a related field. Demonstrable experience as a Finance Administrator or in a similar role. Proficiency in financial software and MS Office Suite, particularly Excel. Exceptional attention to detail and organisational abilities. Ability to prioritise tasks and meet deadlines in a fast-paced environment. Strong communication and interpersonal skills. Why Choose Us: Opportunity for professional development and advancement within a nurturing work environment. Competitive salary and comprehensive benefits package. A collaborative team ethos that values diversity and encourages innovation. A chance to make a significant impact on our organisation's financial performance. If you're ready to take the next step in your finance career and contribute to a dynamic team, we want to hear from you! Apply now with your CV !
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Finance Officer
Cardiff
🚀 Exciting Opportunity Alert! Join Our Fintech Revolution! 🚀 Are you ready to dive into the heart of financial innovation? Do you thrive in a dynamic environment where your skills make a tangible impact? Look no further - our cutting-edge fintech startup is seeking a talented Assistant Accountant/Finance Officer to join us on a 6-month fixed-term contract, starting immediately. Who are we? We're not just another fintech company - we're trailblazers in revolutionizing the way financial services are delivered. Our team is passionate about leveraging technology to empower individuals and businesses, making finance more accessible, transparent, and efficient for everyone. What will you do? As our Assistant Accountant/Finance Officer, you'll play a crucial role in ensuring the financial health and compliance of our rapidly growing business. You'll dive into a variety of tasks, including: Assisting with day-to-day accounting operations, such as accounts payable/receivable, invoicing, and expense tracking. Supporting month-end and year-end financial close processes, including reconciliations and financial reporting. Collaborating with cross-functional teams to streamline financial processes and optimise efficiency. Contributing to the development and implementation of internal controls and procedures. Assisting with audit preparations and responding to audit inquiries. What do you need? We're looking for someone who's not just skilled with numbers, but who's also driven, adaptable, and eager to learn. Here's what we're looking for: Bachelor's degree in Accounting, Finance, or a related field. Prior experience in accounting or finance roles, preferably within a fintech or startup environment. Proficiency in accounting software and Microsoft Excel. Strong attention to detail and accuracy. Excellent communication and interpersonal skills. Ability to thrive in a fast-paced, dynamic startup environment. What's in it for you? Besides the opportunity to work with a passionate team at the forefront of fintech innovation, you'll also enjoy: Competitive compensation package. Hands-on experience in a rapidly growing startup environment. Opportunity for growth and development. Flexible work arrangements. The chance to make a real impact and shape the future of finance. Ready to join the revolution? If you're ready to roll up your sleeves and be part of something big, we want to hear from you! Don't miss out on this exciting opportunity to kick-start your career in fintech. Apply now and let's build the future of finance together!
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Compliance Officer
Cardiff
Compliance Officer Do you have a background within financial services? Are you currently working within a compliance, risk and regulatory role? If so this could be the perfect venture for you so get in touch with me today! This is what you'll be doing You will be working with a highly dynamic, innovative and forward-thinking business that put their staff at the forefront of all they do! You will work within a small team and assist the Head of Compliance to ensure the business is within the industries regulatory framework. Conduct second line of defence reviews in line with the Compliance Monitoring Plan Draft compliance reports for senior managers and risk owners Review compliance and risk policies to ensure they are up to date and test adherence as required. Provide technical compliance advice to the business units for product development and business growth. Monitor and evaluate regulatory, legislative, and industry-wide developments. Assist with wider regulatory needs, including data protection, and risk management. The experience you'll bring to the team Previous experience within the financial services industry Experience working within a compliance related role, ideally within second line. Excellent communication skills Ability to multi-task and work to deadlines A 'get on with it' attitude! And this is what you'll get in return Flexible working hours Monday to Friday- hybrid working model with 3 days expected in their Central Cardiff office £30k-£35k dependant on skills and experience Excellent benefits Are you up to the challenge? Contact Jessica Harmer, in branch today! Please apply with a CV and a cover letter outlining why you're perfect for the role. We also have a referral scheme so if you know of someone who would be great for the role please get in touch. *Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities
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Senior Complaints Handler
Cardiff
Senior Complaints Handler A Senior Complaints Handler position has just opened up within an growing award winning fintech company based in South Wales. This exciting fintech company are on a mission to empower and help individuals secure their future by sorting their financials and offering solutions to help with this. You will be joining a very inclusive team who are eager to develop and inspire individuals to build a wealthy future. This is what you'll be doing As a Senior Complaints handler you will be an integral part of the team whilst doing the following: Execute formal complaint management procedures across the organisation and its array of products, ensuring the implementation of suitable resolution strategies leading to timely and satisfactory outcomes. Conduct thorough investigations into complaints, collating relevant information and engaging with pertinent internal stakeholders and external associates. Undertake root cause analyses and devise improvement plans aimed at achieving robust customer satisfaction and risk mitigation. Serve as a customer advocate within the organisation, collaborating with various departments to rectify systemic issues, ensuring customer concerns are duly addressed, and overall customer experience is enhanced. Ensure compliance with regulatory mandates, internal policies, and customer service benchmarks relating to complaint management. What you'll bring to the team Demonstrated experience of at least 2 years in a complaint handling capacity. Profound understanding of complaint management best practices, regulatory frameworks, and industry norms. Proficiency in relevant software applications and tools essential for complaint tracking and reporting. What you will get in return Enjoy 24 days of annual leave, alongside bank holidays (with the opportunity to accrue an additional day per year, up to 28 days). Flexibility in working hours, aligned with business requirements. Access to a complimentary office gym. Nearby free parking. Benefits: Annual bonus ranging between 0-20% of your annual salary, contingent upon both company performance and individual contribution. Comprehensive private medical insurance. Death in service cover equivalent to three times your annual salary. Income protection insurance. Option to buy or sell up to 5 days of holiday per year. If this role interests you or you would like to have more information and see the full job description in full, please apply and we can arrange a call. Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. *Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
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Accounts Assistant
Swansea
Are you starting your career and looking for your first role in finance? Maybe you have years of finance experience and are looking for a role where you can utilise your skills in Swansea? Either way, we'd love to hear from you... The Company: Our esteemed client, a leading professional services firm based in Swansea, is dedicated to delivering exceptional accounting and financial services. With a commitment to excellence and client satisfaction, they are seeking a dynamic and diligent Accounts Assistant to join their team. Job Description: As an Accounts Assistant, you will play a pivotal role in supporting the accounting team in various financial activities. Responsibilities include assisting with day-to-day accounting tasks, ensuring accuracy, and compliance with relevant regulations. This role presents an excellent opportunity for a motivated individual keen on advancing their career in accounting within a supportive and collaborative environment. Key Responsibilities: Managing purchase ledgers and processing invoices Recording and reconciling financial transactions Assisting with payroll and VAT returns Effectively communicating with internal and external stakeholders Providing administrative support to the accounting team Contributing to month-end and year-end processes Assisting with financial reporting and analysis Maintaining accurate and up-to-date financial records Requirements: Previous experience in a similar role or relevant accounting qualification (e.g., AAT) Proficiency in accounting software (e.g., Sage, Xero, QuickBooks) Strong attention to detail and accuracy Excellent communication and interpersonal skills Ability to thrive in a fast-paced environment Good organisational and time-management skills A proactive and collaborative approach to work Benefits: Competitive salary based on experience Opportunities for career advancement and professional development Supportive and inclusive work environment Flexible working hours Pension scheme Health and wellness initiatives Employee discounts and perks How to Apply: If you are a motivated and enthusiastic individual with a passion for accounting and finance, our client would love to hear from you. Please submit your CV and a cover letter outlining your relevant experience and why you are the ideal candidate for this position to [email address].
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Management Accountant
Cardiff
🌟 Exciting Opportunity for a Talented Management Accountant! 🌟 Are you a driven and skilled Management Accountant seeking a thrilling new challenge? Look no further! Join our innovative fintech team and be at the forefront of revolutionising financial technology! Our client are not just disrupting the financial landscape; they're shaping its future. Their dynamic team of experts is committed to pushing boundaries, embracing creativity, and driving innovation in everything they do. As a trailblazer in the fintech industry, they pride themselves on fostering a collaborative environment where your ideas are valued, and your talents are recognised. Your Role: We are seeking a fully qualified or nearly qualified Management Accountant to play a pivotal role in our finance team. As a key member, you'll be responsible for providing crucial insights, analysis, and strategic financial guidance to support our business objectives. Your day-to-day activities will include: Developing and maintaining accurate financial records and reports. Conducting variance analysis and providing recommendations for improvement. Assisting in budgeting, forecasting, and financial planning processes. Collaborating cross-functionally to ensure financial integrity and compliance. Contributing to the continuous improvement of financial processes and systems. What You Bring: We're looking for a proactive and detail-oriented individual with a passion for finance and technology. The ideal candidate will possess: A recognised accounting qualification (CIMA, ACCA, CPA, or equivalent) or be nearing completion. Strong analytical skills with the ability to interpret complex financial data. Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse teams. A proactive approach to problem-solving and a drive for continuous improvement. Previous experience in a fintech or tech-driven environment is a plus but not essential. What We Offer: In return for your hard work and dedication, we offer: Competitive salary and benefits package. Opportunities for professional development and career advancement. A dynamic and inclusive work environment where your voice is heard and valued. The chance to be part of a cutting-edge fintech company that's shaping the future of finance.
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Management Accountant
Neath Port Talbot
Join a dynamic and rapidly growing health and wellbeing business dedicated to enhancing lives through innovative products and services. As a Management Accountant, you will play a crucial role in driving financial strategies and ensuring the company's financial health aligns with its mission of promoting wellness. Position Overview: We are seeking a talented Management Accountant with expertise in finance business partnering, budgeting & forecasting, stakeholder management, and audit preparation to join our team. The ideal candidate will be proficient in monthly management accounts and possess excellent communication skills to collaborate effectively with various stakeholders. Key Responsibilities: Collaborate with key stakeholders to provide financial insights and support decision-making processes. Lead budgeting and forecasting processes to optimise resource allocation and drive financial performance. Prepare monthly management accounts, including variance analysis and performance reporting. Assist in audit preparation and provide support during audits. Conduct financial analysis to identify areas for improvement and cost-saving opportunities. Utilise Xero for financial transactions and reporting, with the openness to adapt to other systems as needed (training provided). Qualifications and Skills: Bachelor's degree in Accounting, Finance, or related field. Professional accounting qualification (e.g., ACCA, CIMA) preferred. Proven experience in finance business partnering and stakeholder management. Strong proficiency in budgeting, forecasting, and financial analysis. Previous experience with Xero is advantageous; however, training will be provided for candidates with other system experience. Excellent communication and interpersonal skills. Ability to thrive in a fast-paced, collaborative environment. Benefits: Up to £50k DOE plus a fabulous bonus! Hybrid working model Comprehensive benefits package including health insurance and retirement plans. Opportunities for professional development and career advancement. Dynamic and inclusive work culture focused on wellness and personal growth. If you are a dedicated and driven individual with a passion for finance and a desire to contribute to the health and wellbeing industry, we encourage you to apply for this exciting opportunity. Join us in making a positive impact on people's lives while advancing your career in finance.
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Sales Ledger Officer/ Credit Controller
Swansea
Yolk Recruitment Public Sector and Not-for-Profit is proud to be working exclusively to support the recruitment campaign for an exciting opportunity as a Sales Ledger Officer/ Credit Controller for a reputable Housing Association in South West Wales. The Organisation: This Organisation are a team in the truest sense of the word. They value relationships highly, so they invest in them daily. As a result, their workplace culture is open, trusting and respectful. It's also safe, which is pretty critical to encouraging new ideas and approaches. This Housing Association offers hybrid working, 2 days in the office and 3 days from home or office. This is a full-time (35 hours) opportunity on a 24 month fixed-term contract. Job Summary: This roles involves looking at how to maximise the Group's total income through the effective management of the organisation's sales ledgers and credit management policy. The role requires excellent Microsoft Excel skills, an AAT or equivalent qualification, experience in Sales Ledger and of working in a finance department. Purpose of Role: To maximise the Association's total income through the effective management of the organisation's sales ledgers and credit management policy, including the timely and accurate raising of invoices, posting of receipts and efficient management of queries to maximise cash balances. To promote the efficient assessment of all arrears cases through the provision of management information to the relevant internal teams and relevant customers/tenants as appropriate. To utilise a full range of effective recovery procedures in accordance with the Groups Arrears Policy and Procedures, from voluntary arrangements through to court proceedings. The Ideal Candidate: You will have experience in working in a financial environment and knowledge of the purchase ledger function. You will be AAT qualified or equivalent qualification, or working towards. Able to work collaboratively with stakeholders. Be a problem solver and critical thinker, and demonstrate analytical and Excel modeling skills. If you think this one's for you: Please contact Hannah Welfoot at Yolk Recruitment on 07458 143 279 Yolk Public Sector & Not-for-Profit team works with organisations across the UK to fulfil their recruitment needs and to achieve their D&I objectives. We recruit temporary, contract and permanent hires for 1 off specialist needs or for volume campaigns. We support our applicants to navigate the public sector recruitment processes and secure their dream jobs. Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work.
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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
Key Contacts
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Alex Connelly
Senior Talent Consultant | Financial Services
+ 44 (0) 2921 673 731
alex.connelly@yolkrecruitment.com
Senior Talent Consultant | Financial Services
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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. Jess and her team are dedicated to connecting talented professionals with top-tier financial institutions.
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David Jenkins
Sales Director | Private Sector
I identify new opportunities across the business, allowing Yolk to partner with clients who are undergoing growth and discovering how Yolk can take this to the next level.
Get in touch with our Financial Services team by clicking below: