
Financial Services
Introduction
Yolk's Financial Services recruitment team work with market-leading, globally renowned employers across Wales and the UK in sectors such as FinTech, Insurance, Manufacturing, Banking, and Law Firms amongst others.
Our industry leading Financial Services recruitment division excel in helping skilled professionals make the perfect career move, and organisations place the right people in the right roles.
Whether you're looking for a Part or Fully qualified Accountant for your practice, an individual within a transactional role such as Payroll or Credit Control, or seeking out a skillset within Financial Crime, Governance, or Risk & Compliance, the team are experts in placing top talent into permanent and fixed term contracts.
Our team has strong relationships with high profile, respected employers. Here you’ll find jobs that represent the very best of what’s around – whatever your level.
While our expertise extends far beyond, here are just some of roles that we specialise in:
PQ & FQ Accountants across multi-sector
CFO/Financial Controller and Finance Managers
Payroll
Credit Control
Investment and Operations
Governance, Risk & Compliance
Financial Crime
FP&A
Analytics - Credit Risk & Data
Mortgage Managers, Underwriters, and Administrators
For a confidential conversation about your next career move, or if you’re looking for talented professionals to join your firm, speak to our Financial Services team.

Jessica Harmer
Senior Manager | Financial Services
jessica.harmer@yolkrecruitment.com
02921 673 753
jharmer@yolkrecruitment.com 02921 673 753
"Yolk's Financial Services recruitment team strive to offer our clients and candidates an industry leading service across permanent, contract and temporary finance roles based in Wales and the South West of England. We pride ourselves on being able to find the perfect fit for every requirement, and make sure to put in the time after the placement to ensure everything runs smoothly for both sides."

Get in touch with our Financial Services team by clicking below:

Latest Jobs in Financial Services
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Finance Manager
Cardiff
Are you a proactive and experienced Finance Manager looking for your next challenge? We're looking for a hands-on leader to join our Cardiff-based team on a hybrid basis, playing a key role in the day-to-day finance operations and supporting our continued growth. 🔍 About the Role: This is a fantastic opportunity for a fully qualified Finance Manager (ACA / ACCA / CIMA) who thrives in a dynamic environment and enjoys leading by example. You'll be responsible for overseeing the finance function, managing a small team, and ensuring accurate financial reporting and control. 💼 Key Responsibilities: Lead and develop the finance team to deliver timely and accurate reporting Take ownership of monthly management accounts, budgeting, and forecasting Oversee cash flow management, reconciliations, and financial controls Provide insight and analysis to support strategic decision-making Ensure compliance with regulatory and statutory requirements Oversee or support payroll processing (experience in this area is beneficial) ✅ What We're Looking For: Fully qualified accountant (ACA, ACCA, or CIMA) Proven experience managing and developing finance teams Strong technical accounting skills with a hands-on approach Excellent communication and leadership abilities Previous payroll experience is advantageous but not essential 🌍 What We Offer: Competitive salary and benefits package Flexible hybrid working model (Cardiff-based office) Supportive and collaborative team environment Opportunities for growth and progression If you're ready to roll up your sleeves and make a real impact in a fast-paced, supportive environment, we'd love to hear from you.
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Transactional Finance Manager
Cardiff
Job Title: Transactional Finance Manager Salary: £36,000 Location: Cardiff (with hybrid working flexibility) Hours: 35 per week, Monday to Friday (typically 9am-5pm) The Role We are looking for a highly skilled and proactive finance professional to lead a Transactional Services function within a dynamic finance team. This role focuses on the efficient and accurate processing of invoices, expenses, and ledger entries, while supervising a small team of Accounts Assistants and supporting credit control. The ideal candidate will have strong leadership skills, excellent attention to detail, and the ability to drive operational excellence while ensuring compliance with financial controls. Key Responsibilities: Lead and manage day-to-day transactional finance operations. Supervise, coordinate, and support Accounts Assistants, providing guidance and training. Oversee supplier invoices, staff expense processing, and timely resolution of discrepancies. Reconcile supplier statements and ensure accuracy in payment runs. Support credit control and debt collection processes. Monitor purchase and sales ledgers to maintain accuracy and completeness. Ensure KPIs are achieved, including supplier payment terms and efficient inbox management. Maintain robust financial controls and compliance. The Person Knowledge, Skills & Experience: Previous experience in purchase and/or sales ledger roles with supervisory responsibilities. Proven ability to maintain high standards and meet performance targets. Strong IT skills, particularly in Microsoft Office and finance/accounting software. Excellent written and verbal communication skills. Ability to build and manage relationships with internal and external stakeholders. Sound understanding of regulatory compliance. Experience in process improvement and change management. Valid UK driver's licence (desirable). Perks & Benefits Competitive pension scheme with employer contribution. Life assurance scheme. Employee assistance programme. Free parking Hybrid working arrangements.
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Assistant Management Accountant
Wiltshire
Assistant Management Accountant Are you a finance professional with management accounts experience looking for a role where you can make a real impact? Join a friendly and supportive finance team in a varied, hands-on role that offers real opportunities to develop your career. What You'll Do Working alongside the Finance Manager, you'll help keep the accounts running smoothly by: Reconciling P&L and balance sheets to trial balance Supporting month-end processes and resolving discrepancies Assisting with bank reconciliations, journals, and cost centre allocations Helping prepare for the annual audit Supporting ad-hoc reporting and covering for the wider finance team when needed About You You are organised, reliable, and confident working to deadlines. You will have: Qualified accountant (ACCA, CIMA, or ACA) with management accounts experience. Experience in management accounts Strong numeracy and literacy skills Excellent IT skills, particularly Excel (including formulas and logical equations) Good communication skills and a cooperative approach A flexible, proactive attitude and willingness to support the team Why This Role? This role offers exposure to the full accounting cycle, working closely with senior colleagues, and real opportunities to grow. If you enjoy variety, take pride in your work, and like being part of a supportive team. Apply Today.
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Finance Assistant
Wiltshire
Finance Assistant Location: Wiltshire Are you an organised and conscientious finance professional looking to join a supportive and flexible team? We are recruiting a Finance Assistant on behalf of a well-established organisation. This is an excellent opportunity for someone who enjoys a hands-on role in day-to-day finance operations and wants to grow their career in a cooperative environment. Key Responsibilities: Post daily bank and cash receipts accurately. Reconcile bank accounts and process credit card/cheque transactions. Match receipts to invoices within customer ledgers and raise invoices/recharges across departments. Act as first point of contact for departmental finance queries. Set up new customer accounts and process returned DD payments. Raise credit notes as required. Support the team with ad-hoc duties during busy periods or staff absences. Assist Purchase Ledger Administrator and Credit Controller when needed. Prepare bank payments for authorisation. Skills and Attributes: Methodical approach with excellent attention to detail. Strong numeracy and literacy skills. Proficient in MS Office, particularly Excel, including the use of logical formulas. Confident communicator with strong interpersonal skills. Flexible, reliable, and a relationship builder with a positive, "can do" attitude. Why This Role? This is a fantastic opportunity to join a professional and supportive finance team where your contribution will be valued. You'll have the chance to develop your skills further while working in a varied role with exposure to multiple areas of finance. To Apply: If you're ready to take the next step in your finance career, please submit your CV.
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Payroll Administrator
Wiltshire
Are you an experienced Payroll Administrator looking for your next challenge? We're looking for someone to join a busy payroll function, managing weekly and monthly payroll for a growing team. You'll play a key role in ensuring everyone is paid accurately and on time, while providing support and guidance on payroll and benefits. What you'll be doing: Processing weekly payroll for around 230 employees and monthly payroll for 23 employees from manual timesheets. Uploading payroll to an external portal and handling post-payroll reporting, including statutory and bonus reports. Administering pensions, including enrolment and AE correspondence. Acting as first point of contact for staff payroll queries, explaining payslips and statutory payments clearly. Supporting employee benefit schemes and deductions (e.g., C2W, Rent, Car Repair Scheme). Assisting the Payroll Manager with tax, year-end, and annual review processes. Maintaining accurate records and handling sensitive information with discretion. What we're looking for: Experience in payroll or HR administration, confident handling confidential data. Solid understanding of payroll legislation, statutory entitlements, and payroll processes. Strong Excel skills and excellent attention to detail. Good communication skills, able to explain complex payroll information clearly. Flexible and organised, able to work accurately under deadlines. This is a hands-on role in a supportive team where your attention to detail and problem-solving skills will really make a difference. If this sounds like you, we'd like to hear from you, apply now.
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Finance Lead
Cardiff
This is a rare and exciting opportunity to take a leading finance role in the public sector, supporting the introduction of two nationally significant programmes. As the Finance Lead, you will work directly with the Chief Finance Officer (CFO) and play a central role in ensuring these programmes are underpinned by robust financial systems, processes, and controls. You'll act as the key point of contact for all finance-related matters across the programme and ensure effective communication with the wider finance function. You will also sit on the Programme Board, providing strategic financial oversight, and contribute to senior-level decision-making that will shape the future of how revenue and registration systems are managed within the public sector. Key Responsibilities Lead on the financial design and implementation of the programmes. Ensure that financial policies, systems, and controls are fit for purpose and compliant with all relevant regulations and governance standards. Support the development of new financial systems, with a focus on automation, efficiency, and future-readiness. Manage programme budgets, forecasts, and financial risk reporting, ensuring accurate and timely information for the CFO and senior stakeholders. Act as finance lead with internal and external partners, helping shape solutions that meet both financial and operational needs. Represent the Deputy CFO and CFO on senior boards and committees when required. Lead the review and continuous improvement of finance processes to align with organisational priorities. What We're Looking For We're looking for a technically strong, fully qualified finance professional with a proactive, solution-focused mindset. The ideal candidate will bring experience in: System implementation and finance transformation projects. Identifying and delivering process improvements and automation within finance functions. Working across complex programmes, ideally in a public sector or regulatory environment. Providing strategic financial leadership at programme board or senior management level. Collaborating with a wide range of stakeholders to deliver practical, robust financial solutions. You'll need to be flexible, highly organised, and capable of working at both a strategic and operational level in a fast-moving environment. Why Join Us? This is a unique opportunity to be directly involved in the establishment of two major national programmes, with responsibility for ensuring their financial design and delivery is robust, efficient, and future-proof. You'll be joining a small, specialist finance team that values continuous improvement and professional development, with a culture that supports innovation, collaboration, and shared success. Essential Criteria Full professional qualification (e.g. ACA, ACCA, CIMA or equivalent). Demonstrated experience of system implementation, automation, or finance process redesign. Excellent communication and stakeholder management skills. Strong understanding of public sector financial governance and compliance.
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Group Accountant
Cornwall
Group Accountant Salary: £50,000 Location: Cornwall, hybrid working Contract: Full-time, permanent. Mon - Fri 37 hours per week Start date: November Join a values-driven social housing provider in the heart of Cornwall as a Group Accountant. In this key role, you will support the Group Finance Reporting Manager in delivering accurate, timely financial reporting, managing core accounting processes, and helping to drive continuous improvement across the finance function. It's an exciting opportunity to make a real impact in an organisation committed to providing safe, affordable homes and strong communities. Key Responsibilities Produce monthly management accounts for the Group Prepare and submit VAT returns Manage month-end and year-end close processes Oversee sales the ledger and manage production of key financial reconciliations Draft statutory accounts and support external audits Lead budgeting and forecasting processes Enhance financial policies and procedures to improve efficiency Contribute to data-driven financial planning Assist in ad-hoc finance projects Person Profile Qualified or part-qualified accountant (ACCA, CIMA, CPFA, ICA; AAT L4 with strong experience considered) Strong financial accounting knowledge and Excel skills Experienced in accounting software Team management and stakeholder engagement skills Analytical, detail-oriented Values Put customers first Be open, honest, and accountable Value each other Strive for excellence Benefits: Highstreet and online discounts and cashback app Salary sacrifice schemes for electric cars and Cycle to Work Blue Light Card Agile Working Bradfords Building Supplies and B&Q discounts Ethical loans and savings options through credit union partners Fundraising opportunities, charity and social events Free car parking, tea and coffee For further information about this opportunity, please contact Branwen Johns on 07458163873 and email a copy of your CV
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Finance Executive
Cardiff
Finance Executive - Corporate Finance Team (M&A Focus) Are you currently working in a practice accountancy firm and looking to make your move into the fast-paced world of M&A? This is your opportunity to join a dynamic and growing Corporate Finance team where your technical foundation will be valued - and your ambition, rewarded. 🔍 About the Role We're seeking a Finance Executive to support the execution of a wide range of corporate finance transactions, including acquisitions, disposals, management buy-outs, fundraising, and strategic advisory projects. You'll work closely with senior team members on live deals from day one, gaining hands-on experience and exposure to clients across a broad range of sectors. 🧠 Who We're Looking For We're particularly interested in candidates who: Have trained within a practice accountancy firm, ideally with audit or transaction experience. Are looking to transition into Corporate Finance/M&A and ready to build a long-term career in dealmaking. Possess strong financial analysis, report writing, and Excel modelling skills. Are confident communicators with the ability to liaise directly with clients and stakeholders. This role is ideal for someone with a solid grounding in finance who is hungry to move into a more commercial, deal-focused environment. 🎯 Key Responsibilities Assist in the preparation of business valuations and financial models. Conduct financial due diligence and industry research. Support deal origination and execution activities. Prepare pitch decks, IMs (Information Memoranda), and client presentations. Liaise with clients, investors, and other professional advisers throughout the deal process. 🤝 What We Offer A clear pathway for progression within a growing Corporate Finance team. The chance to work on live deals from the outset. Supportive environment with on-the-job training and mentoring from experienced professionals. A collaborative team culture that values curiosity, integrity, and drive. Competitive salary and benefits package.
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Expenses Analyst
Cardiff
Expenses Assistant 📍 Cardiff 💷 £24,000 - £28,000 per annum We are seeking a detail-oriented and organised Expenses Assistant to join the finance team of a household name in Cardiff. This is a fantastic opportunity for someone looking to further their finance career within a supportive and collaborative environment. Key Responsibilities: Processing employee expense claims accurately and in line with company policy. Ensuring compliance with HMRC regulations and internal procedures. Investigating and resolving any queries relating to expenses. Maintaining accurate records and supporting month-end processes. Assisting the wider finance team as required. Skills & Experience: Previous experience within expenses or purchase ledger is highly desirable. Strong attention to detail and accuracy. Good working knowledge of Microsoft Excel and finance systems. Excellent communication and organisational skills. A proactive approach and the ability to work to deadlines. What's on Offer: Competitive salary of £24,000 - £28,000 depending on experience. Opportunities for training and career progression. Friendly and supportive team environment. Free parking on site. Cardiff city centre location with excellent transport links.
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Finance Assistant
Exeter
Finance Assistant Full-time | Office-based in Exeter | £28,000+ DOE I am supporting a well-established organisation in Exeter to recruit a Finance Assistant to join their small, close-knit accounts team. The role As Finance Assistant, you'll take ownership of accounts payable processes, ensuring invoices and payments are processed accurately and on time. You'll work closely with suppliers and colleagues across the business, playing a key role in maintaining strong working relationships and supporting wider finance functions. Key responsibilities Processing and verifying supplier invoices, ensuring authorisation and accuracy Managing supplier payments in multiple currencies (GBP, USD, EUR & SEK) Reconciling supplier statements and resolving any discrepancies Assisting with cash flow forecasting for accounts payable Building effective relationships with suppliers and handling invoice queries Maintaining accurate records of all accounts payable transactions Supporting month-end and year-end close processes Assisting with internal and external audits Supporting the wider finance team with additional tasks as needed What we're looking for 2-3 year's experience in accounts payable, ideally with international transactions Strong Excel skills; knowledge of Sage is desirable (training provided) Excellent attention to detail and accuracy Strong communication skills, with the ability to work well with suppliers and colleagues Problem-solving skills with a proactive approach Adaptability to manage multiple tasks in a busy environment Additional information Due to industry requirements, all successful candidates must undergo security vetting. Offers are subject to satisfactory checks. Benefits Company pension Staff discount 28 days holiday (including public holidays) Hours: Monday-Friday, 8:30am - 5:30pm (half an hour lunch)
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Purchase Ledger Clerk
Merthyr Tydfil
Purchase Ledger Clerk - Merthyr Tydfil Full-time | Permanent | £28,000 + Benefits On behalf of our client, a fast-paced, global organisation with operations in Merthyr Tydfil, we are recruiting for a Purchase Ledger Clerk. This is an excellent opportunity for candidates with at least two years' experience in finance or accounting, or those currently studying towards their AAT qualification, to take the next step in their career. You will be joining a dynamic finance function within a global business, gaining valuable exposure to high-volume transactional work and international supplier accounts, while developing your professional skills. Our client offers stability, career progression and a supportive environment for ambitious individuals looking to grow in the field of finance. Key Responsibilities Processing high volumes of supplier invoices and credit notes accurately Reconciling supplier statements and resolving discrepancies promptly Assisting with weekly and monthly payment runs Liaising with UK and international suppliers to resolve queries Supporting the finance team with month-end and year-end close About You Minimum 2 years' experience in finance, accounting or purchase ledger Studying towards AAT (desirable) or keen to progress professional qualifications Strong attention to detail with excellent organisational skills Confident communicator with the ability to build relationships with suppliers globally Proficient in Microsoft Excel and familiar with finance systems What Our Client Offers Salary of £28,000 per annum Benefits package and career development opportunities Full training and support towards professional qualifications The chance to work within a fast-paced global organisation A collaborative and supportive finance team environment If you have the relevant experience or are working towards your AAT qualification and are looking to join a global organisation with excellent prospects, we would love to hear from you. How to Apply: Please forward your CV, along with a short covering letter detailing your suitability for the role.
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Management Accountant
Tredegar
Are you a driven and detail-oriented Management Accountant, either part-qualified or fully qualified (ACCA/CIMA), looking to take the next step in your career? Join our dynamic client where your skills will make a real impact. We're looking for a proactive and commercially minded individual to take ownership of key financial processes, support strategic decision-making, and drive performance across the business - all from our clients on-site office. Key Responsibilities Prepare and analyse monthly management accounts with accurate variance analysis. Assist with budgeting, forecasting, and financial planning. Business partnering with operational teams to provide financial insight and cost analysis. Maintain and improve internal controls and financial reporting systems. Support with audits, compliance, and year-end processes. Identify and drive process improvements across the finance function. About You Part-qualified or fully qualified (CIMA, ACCA, or equivalent). Minimum 2 years' experience in a management accounting or financial analysis role. Strong Excel skills and experience working with ERP systems (e.g., SAP, Oracle, Sage, etc.). Excellent analytical and problem-solving skills. Confident communicator with the ability to build strong relationships across the business. Comfortable working independently in a fast-paced on-site environment.
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Accounts Payable Asssitant
Cardiff
Accounts Payable Assistant - 6-Month FTC | Immediate Start Are you ready to take the next step in your finance career with a global leader? This is a fantastic opportunity to join an industry-leading consultancy in their modern Cardiff city centre offices, supporting a busy EMEA finance function. With an immediate start available, this role offers a competitive salary and strong potential to move into a permanent position. Key Responsibilities: Accurately process supplier invoices and employee expenses in line with company policy. Support the month-end close process, ensuring all payables are correctly recorded and deadlines are met. Maintain and update records within the ERP system. Reconcile vendor accounts and investigate any discrepancies. Act as a key point of contact for suppliers and stakeholders across EMEA, managing queries efficiently and maintaining strong working relationships. Ensure adherence to financial controls and compliance standards. Skills & Experience Required: Demonstrable experience within an Accounts Payable function. Strong ERP system experience is essential. Experience managing employee expenses is highly desirable. Excellent communication skills, with confidence in liaising with clients and colleagues across EMEA. Strong attention to detail and problem-solving skills. Ability to manage priorities and meet deadlines within a fast-paced environment. What's on Offer: Competitive salary package. The opportunity to join a global, industry-leading organisation with a collaborative and professional culture. A modern office location in Cardiff city centre. Exposure to international finance operations across EMEA. A genuine opportunity for the role to transition to permanent employment. Hybrid working to be introduced in 2026, following a system migration project. Immediate start available. This is an excellent opportunity for a motivated Accounts Payable professional to gain valuable exposure and grow their career within a global consultancy. Please apply below and I, Alex, will call you in full confidence to discuss if successful.
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Finance Business Partner
Cardiff
Are you a commercially minded finance professional looking to make a real impact? Do you thrive in a fast-paced environment where your insights drive strategic decisions? A leading Cardiff-based business is seeking a dynamic Finance Business Partner to join their growing team. This is an exciting opportunity to work in a highly respected organisation. The Role: As a Finance Business Partner, you'll play a pivotal role in providing insightful financial analysis, robust costings, and clear reporting to senior stakeholders. You'll act as a key link between finance and operations, helping to drive performance and inform critical business decisions. Key Responsibilities: Partner with operational and commercial teams to provide financial insight and support Deliver cost analysis and margin reporting to aid pricing and profitability decisions Analyse manufacturing and production data to identify trends and opportunities Prepare and present reports to senior stakeholders and budget holders Assist in budgeting, forecasting and variance analysis Drive continuous improvement in reporting processes and financial modelling About You: Fully qualified (ACA/ACCA/CIMA) or actively studying towards qualification Experience in a manufacturing or product-based environment highly desirable Strong understanding of cost accounting and operational finance Excellent analytical and Excel skills, with a keen eye for detail Confident communicator, capable of challenging and influencing stakeholders Commercially aware with a proactive approach to problem-solving What's in It for You? Competitive salary and benefits package Flexible/hybrid working model Opportunity to work with a market-leading brand Supportive and collaborative finance team Ongoing professional development and career progression
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Accounts Payable Administrator
Exeter
Accounts Payable Administrator - Exeter (Office-Based, No Hybrid) £28,000+ DOE | Full-Time | Permanent I'm working with a client in Exeter who's looking for an experienced Accounts Payable Administrator to join their finance team. This is a fully office-based role, so you'll need to be happy commuting to Exeter each day. The team needs someone with strong AP experience who can be ready to make an immediate impact and manage the function confidently. What you'll be doing: Processing and checking invoices Making supplier payments (GBP, USD, EUR, SEK) Reconciling supplier accounts and resolving issues quickly Supporting cash flow forecasting Helping with month-end and audits Building good relationships with suppliers and colleagues What we need from you: At least 2 years' experience in accounts payable Strong Excel skills (Sage knowledge a bonus but not essential) Great attention to detail and accuracy Reliable, hard-working and confident handling high volumes Able to work well in a small, supportive team What's on offer: Salary from £28,000 depending on experience Monday to Friday, 8:30am - 5:30pm 28 days holiday (including bank holidays) Pension scheme Staff discount Cycle to work scheme Free on-site parking Keen to join the team? Hit Apply and let's get started. Important: You'll need to pass security vetting before starting.
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Finance Business Partner
Cardiff
Are you a strategic, detail-oriented finance professional ready to take the lead in a dynamic, growing organisation? We're seeking an experienced Management Accountant or Finance Business Partner to step into a Finance Manager role to drive financial planning, reporting, and analysis across our group and subsidiaries. This is a critical leadership role that combines hands-on financial management with strategic insight. 🔍 About the Role As our Finance Manager, you'll be the financial backbone of the organisation, working closely with the senior leadership team to shape the Group's financial future. You'll be responsible for financial reporting, forecasting, cash flow management, and budget planning, while also playing a key advisory role in strategic decision-making. You will lead a small team and manage the relationship with our outsourced finance providers, ensuring high-quality reporting and compliance across the board. 🧾 Key Responsibilities Prepare and present monthly and annual financial reports to senior management Deliver weekly cash flow dashboards and in-month flash reporting Lead annual budgeting and forecasting processes with department heads Monitor financial performance and implement corrective actions as needed Review and manage outputs from our outsourced finance team Oversee AP, AR, payroll, and nominal ledger functions Ensure compliance with GAAP/IFRS, tax laws, and regulatory standards Manage external audits and liaise with auditors/accountants Conduct financial analysis to support cost control and revenue forecasting Identify efficiency improvements and cost-saving opportunities Lead, mentor, and develop the finance team ✅ What We're Looking For Proven experience in a senior finance role, ideally within a group or multi-entity organisation Strong technical accounting knowledge and hands-on financial reporting experience Commercially minded with the ability to align finance with business strategy Experience managing or mentoring a small team Highly analytical with excellent attention to detail Confident communicator and proactive problem solver Familiarity with outsourced finance team structures is a plus 🌟 Why Join Us? This is a fantastic opportunity to shape the financial direction of a growing group. You'll join a collaborative leadership team and have a real impact on the business's strategic development and day-to-day financial health.
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Accounts Assistant
Bristol
Accounts Assistant Location: Bristol Salary: £28,000 per annum Hours: Full time An exciting opportunity has arisen for an Accounts Assistant to join a well-established business in the manufacturing and distribution sector. With operations in the UK and overseas, the company supplies a range of specialist products to both trade and retail customers. This position has been created to strengthen the finance team and will provide support across the accounts function, alongside responsibility for managing day-to-day credit control. The role is well suited to someone with a 2 years' experience in finance who is looking to broaden their knowledge, gain exposure to international operations, and progress their career within a growing and supportive business. Key Responsibilities You will play an active role in the finance function, including: Proactive credit control: contacting customers by telephone and email to chase overdue payments, resolving queries, and keeping accurate records. Supporting supplier and expense payment processing. Reconciling multi-currency bank accounts (Sterling, Euro). Uploading invoices to customer EDI systems and ensuring accuracy. Preparing and reporting the daily cash position. Assisting with monthly management accounts and audit preparation. Supporting intercompany reconciliations across global operations. Providing cover for purchase ledger and other finance team tasks. Assisting in the development of processes, controls, and system improvements. Candidate Profile We're looking for someone who is: Experienced (2 years) in a finance or accounts role. Skilled in credit control and customer account management. Highly organised with excellent attention to detail. Proficient in Microsoft Excel (VLOOKUPs and pivot tables desirable). Confident and professional in communication, both internally and externally. Positive, proactive, and keen to learn. Desirable: AAT qualified or studying towards a finance qualification. Exposure to international operations and multiple currencies. Familiarity with accounting systems such as Sage or SAP. Apply now to be considered for this opportunity.
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Assistant Management Accountant
Cardiff
Assistant Management Accountant Location: Cardiff Salary: £28,000 - £30,000 + Full Study Support (AAT/ACCA/CIMA) Are you an ambitious finance professional looking to accelerate your career? Do you want to learn daily, take on variety, and grow in a supportive finance team? If so, this could be the role for you. We are looking for an Assistant Management Accountant to join our small to mid-sized finance team in Cardiff. This is a fantastic opportunity for someone who is studying AAT/ACCA/CIMA, is committed to building a career in finance, and thrives in a role that offers both structure and variety. What You'll Be Doing Our monthly cycle is designed to give you exposure across all aspects of management accounting: First Week of the Month Posting journals, accruals & prepayments Stock reconciliation & valuation Second Week of the Month Assisting with management accounts Variance analysis, commentary & reporting to stakeholders Second Half of the Month Ad hoc tasks and process improvements Investigations and analysis Month-end preparation and setup for the following month About You We want someone who's not only technically capable, but also: Currently studying or committed to AAT/ACCA/CIMA Ambitious, proactive, and eager to learn every day Strong communicator who isn't afraid to be vocal and contribute ideas Experienced in manufacturing finance (desirable) - but candidates from other industries will also be considered if they meet the other requirements Detail-oriented with strong analytical skills What's on Offer? £28,000 - £32,000 salary (depending on experience) Full study support (exam fees, materials, and study leave) for AAT/ACCA/CIMA Development and progression opportunities within a supportive finance team Broad, hands-on exposure across management accounting - no pigeonholing A collaborative environment where your input will be valued and you'll have the chance to make an impact If you're looking for a role where you'll develop, progress, and gain exposure across all areas of management accounting within a close-knit finance team, we'd love to hear from you.
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Assistant Accountant
Cardiff
📌 Job Title: Assistant Accountant 💰 Salary: up to £30,000 📍 Location: Cardiff I'm working with a successful manufacturing business in Cardiff that is going through an exciting period of growth. Following their transition to employee ownership, they're now looking to add an Assistant Accountant to the team. This is a great opportunity for someone looking to take the next step in their finance career within a supportive and forward-thinking environment. The Role As Assistant Accountant, you'll report directly to the CFO and take ownership of a wide range of accounting responsibilities. You'll be involved in month-end, management accounts, reconciliations, and supporting wider financial operations, giving you valuable exposure and development opportunities. Key responsibilities include: Supporting the CFO with day-to-day finance tasks and analysis Taking ownership of the month-end close process Preparing management accounts and reports Completing stock reconciliations and valuations Managing prepayments, accruals, and maintaining accurate records Maintaining the fixed asset register and calculating depreciation Posting journals and processing payments Assisting with ad hoc finance tasks as required 👤 About You Part-qualified ACCA/CIMA/AAT, or actively studying Previous experience in an accounting role (manufacturing sector experience is beneficial but not essential) Good understanding of accounting principles Strong Excel skills and experience with accounting software Organised, accurate, and detail-focused Eager to develop and progress within finance ⭐ What's on Offer Support with ongoing professional development Great Benefits package The opportunity to join a growing and employee-owned business with a cooperative culture The chance to be part of a growing and innovative company in the manufacturing sector. To apply, please submit your CV.
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Management Accountant
Newport
Are you a detail-oriented and commercially minded accountant looking for your next challenge? We're seeking an experienced Management Accountant to join our dynamic on-site finance team, playing a key role in driving financial insight and supporting strategic decision-making. Key Responsibilities: Prepare and present accurate monthly management accounts Analyse financial performance, variances, and key cost drivers Support budgeting and forecasting processes Collaborate with operational teams to improve financial performance Maintain robust financial controls and ensure compliance with company policies Assist in year-end reporting and liaise with external auditors What We're Looking For: Part-qualified (nearly there!) or fully qualified (ACCA/CIMA/ACA) accountant Proven experience in a management accounting role (ideally within a fast-paced environment) Strong analytical and Excel skills, with the ability to turn data into actionable insight Excellent communication and stakeholder management skills A hands-on approach and willingness to work closely with operational teams on-site Why Join Us? Be part of a growing business where finance is at the heart of decision-making Great on-site culture with collaborative and supportive teams Career progression opportunities and ongoing professional development Competitive salary, benefits, and holiday package 📨 Ready to take the next step? Apply now with your CV and a brief cover letter explaining why you're the right fit for the role.
Financial Services Salary Surveys
Testimonials
Here's what some clients and candidates have had to say
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Jess has been a massive help to the BBC’s finance function over the past year, supporting various recruitment needs for our large central finance team based in Cardiff. We have had a large number of success stories through Jess, and this can largely be put down to her ability to effectively consult with the management team across the BBC, carefully ensuring the candidates she put forwards match our specific technical needs, as well as s...
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I would like to recommend a wonderful recruiter for the financial services industry - Jessica Harmer of Yolk Recruitment. I have heard disappointing stories from colleagues not getting feedback following interviews or not hearing back from recruiters but Jess is another level and has first class communication and is so determined to support you in your search for employment!
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Sharp, considerate and efficient to boot. They only called with relevant and personable jobs for me, guiding me through each process. I have been on the temporary circuit for a while and I've been blown away by just how fantastic they are, credit where credit's due. I'm now perfectly happy in the position Yolk handpicked for me. Thank you so much, exceeded my expectations by a long shot.
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After struggling to find the right candidate elsewhere, we fell upon the angel that is Yolk Recruitment. They listened to our needs and provided us with some excellent choices, so excellent in fact that we struggled to just choose one candidate! Having small offices, we were delighted when Yolk offered their beautiful space to conduct the interviews. They are a cut above the rest in our opinion.
Key Finance Service Team Contacts
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Rhys McCarthy
Senior Consultant | Financial Services
Rhys brings strategic insight and a client-focused mindset to every project, helping businesses attract top talent effectively.
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Alex Connelly
Senior Consultant | Financial Services
Alex recruits across the Accountancy and Finance market in South Wales with a wide range of specialisms.
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Jessica Harmer
Senior Manager | Financial Services
Jess specialises in finance recruitment, with a particular focus on hiring Financial Analysts and Management Accountants, as well as all aspects of financial crime.
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David Jenkins
Sales Director
David identifies opportunities for Yolk to partner with clients who are undergoing growth, discovering how we can take them to the next level.
Financial Services Case Studies
Here are some case studies that demonstrate our expertise in the area of Financial Services recruitment.

What We've Been Up To
Request your Talent Report
Yolk Recruitment’s bespoke Financial Services Talent Report gives you a data-led view of what’s really happening in your industry, from the most in-demand roles to salary benchmarks and market trends that matter.
Yolk's Financial Services recruitment division
Yolk's Financial Services recruitment division, led by Manager Jessica Harmer, is committed to providing expert guidance to help candidates secure their dream role within the financial services industry, and sourcing top talent for businesses with open roles. Jessica and her team are focused on devising innovative strategies to enhance Yolk's offerings in the rapidly expanding finance sector of South Wales.
Financial Services Hiring in 2025: Risk, Regulation and Retention
As many employers continue to invest in talent despite economic conditions, Yolk's Financial Services recruitment team highlight the hiring trends and insights that are shaping the Financial Services industry across 2025/26.
Get in touch with our Financial Services team by clicking below: