
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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Accounts Assistant (Immediate start available)
Newbridge
🧾 Accounts Assistant - Global Manufacturing Brand | Crumlin Location: Crumlin Hours: Full-time, Permanent Working Pattern: 9-day fortnight (every other Friday off) Salary: £26,000 - £28,000 (dependent on experience) About Us We are a global manufacturing brand based in Crumlin, recognised for our innovation, quality, and commitment to excellence. As we continue to expand, we're seeking a skilled and motivated Accounts Assistant to join our dynamic finance team and contribute to the ongoing success of our operations. The Role This is an excellent opportunity for an organised and detail-oriented finance professional to gain hands-on experience within a busy manufacturing environment. You'll support the Finance Manager across all aspects of day-to-day accounting, ensuring accuracy and efficiency in financial reporting. Key Responsibilities: Managing sales ledger and purchase ledger processes Processing purchase and sales invoices Reconciling supplier statements and resolving invoice queries Preparing and processing supplier payments and customer receipts Performing regular bank reconciliations Assisting with the preparation of monthly management accounts Supporting payroll preparation and staff expense processing Assisting with year-end audits and ad-hoc finance projects About You: Previous experience in a similar accounts or finance support role (manufacturing experience desirable) Strong knowledge of sales and purchase ledger processes Excellent attention to detail and organisational skills Confident using accounting software (e.g. Sage, Xero, or similar) and Microsoft Excel Ability to prioritise workload and meet deadlines Team player with a positive attitude AAT qualification (or working towards) preferred What We Offer: £26,000 - £28,000 per annum (dependent on experience) 9-day fortnight - enjoy every other Friday off! Opportunity to work with a leading global manufacturing brand Support for professional development and training Friendly and collaborative work environment
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Accountant QBE
Cardiff
Job Title: Accountant Location: Cardiff, Wales Salary: Up to £40,000, depending on experience and qualifications Hours: Full-time or part-time (flexible to suit your schedule) Working Model: Office-based, hybrid, or flexible hours About the Role This opportunity is being advertised on behalf of our client, a well-established accountancy firm based in Cardiff. They provide expert accounting and tax services to a diverse range of clients and pride themselves on a calm, professional, and supportive working environment. This role is ideal for full- or part-time working parents or anyone looking for flexibility and autonomy. You will have a high level of independence, with the freedom to manage your own workload and work in a quiet, professional space. Key Responsibilities Preparation of year-end accounts for limited companies, partnerships, and sole traders Handling bookkeeping, VAT returns, and corporation tax computations Preparing management accounts and client reports Managing your workload independently to meet deadlines About You AAT fully qualified, ACCA part-qualified/qualified, or QBE (qualified by experience) Experience in an accountancy practice preparing year-end accounts Knowledge of accounting software (Xero, QuickBooks, etc.) Excellent attention to detail, organisation, and time management Professional, discreet, and reliable This role is perfect for accountants who value flexible working, autonomy, and a calm, supportive environment. What's on Offer Salary up to £40,000 (depending on experience) Flexible full- or part-time hours to suit your lifestyle Private office or quiet workspace Option for hybrid working Friendly, supportive team and professional development opportunities How to Apply To apply, send your CV to the email below. Alex Connelly will call you in confidence to discuss the opportunity.
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FP&A Analyst
Cardiff
Are you a qualified or part-qualified finance professional with experience navigating the complexities of global or multi-region finance? We're looking for an FP&A Analyst to join our team on a 6-month contract, providing key financial insights across diverse international markets. About the Role As our FP&A Analyst, you'll play a critical role in supporting financial planning and analysis across multiple regions. You'll help deliver accurate forecasts, performance analysis, and financial reporting to drive strategic decision-making. Key Responsibilities Support budgeting, forecasting, and variance analysis across multiple regions Consolidate financial data and deliver insights to senior stakeholders Navigate financial complexities across different international markets Collaborate with global teams to align financial strategies Assist in improving financial processes and reporting standards What We're Looking For Part Qualified/ or Qualified (ACA, ACCA, CIMA or equivalent) Proven experience in a global or multi-region finance role Strong understanding of international financial regulations and market differences Excellent analytical and Excel skills Ability to work independently and communicate complex data clearly Why Join Us? This is a great opportunity to bring your global finance expertise to a fast-paced, collaborative environment where your insights will make a real impact. If you're looking to expand your international finance experience in a dynamic role, we'd love to hear from you.
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Finance Assistant
Blackwood
Finance Assistant - Blackwood Salary: £28,000 per annum | Annual Leave: 25 days plus bank holidays | Flexible Working: 4.5-day week Our client, a well-established and forward-thinking organisation based in Blackwood, is seeking a Finance Assistant to join their growing finance team. Known for their collaborative and supportive working culture, they are committed to providing opportunities for development and progression within a large, professional finance function. This is a recently created role, giving the successful candidate the chance to make a real impact. With responsibility for managing the sales and purchase ledgers, you'll play a key role in maintaining accurate financial records and supporting smooth day-to-day operations. The position also offers scope to grow the team over time, making it perfect for someone ambitious and eager to take the next step in their finance career. Benefits: Competitive salary of £28,000 per annum 25 days annual leave plus bank holidays Flexible working hours with a 4.5-day week Career progression opportunities within a large finance team Key Responsibilities: Manage and maintain sales and purchase ledgers Process invoices, payments, and reconciliations accurately and on time Support month-end and year-end financial processes Assist with reporting and analysis Contribute ideas to improve processes and team efficiency Candidate Requirements: Previous experience in a finance role, ideally with ledger experience Strong attention to detail and accuracy Ability to work independently and collaboratively Ambition to develop a finance career and help grow a team This is an exciting opportunity for a proactive finance professional to join a supportive, forward-thinking team and make their mark in a growing finance function. 📩 To Apply: Please submit your CV, and Alex Connelly will be in touch to discuss the role in confidence. 🗓️ Interview Process: A straightforward one-stage interview, ensuring a quick and efficient process for the right candidate.
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Senior Finance Assistant
Hereford
Senior Finance Assistant An exciting opportunity has arisen for a finance professional looking to take the next step in their career as a Senior Finance Assistant within a professional services organisation. This role is ideal for someone who is experienced in finance or accounts and wants to gain exposure to broader financial management responsibilities while developing their skills. You will play a key role in supporting the finance team with day-to-day operations, including payroll, management accounts, budgeting, cash-flow monitoring, and ensuring compliance with financial regulations and the Solicitors' Accounts Rules. Key Responsibilities Support the preparation of management accounts, including profit and loss forecasts, balance sheet reconciliations, and cash-flow reporting. Assist with payroll processing and ensure accuracy of records. Prepare client accounts, file confirmation statements, and provide financial support to colleagues. Help monitor day-to-day financial operations, including invoicing, payments, and banking transactions. Conduct financial analysis to support decision-making. Maintain and improve financial procedures and systems in line with best practice. Ensure compliance with financial regulations and the Solicitors' Accounts Rules. Assist colleagues and fee earners with financial queries and reporting. Support HR, training, and compliance processes, including SRA guidance, Lexcel, and insurance. Act as a First Aider and uphold best practice in confidentiality and data handling. Person Specification Qualifications & Training Recognised accounting or finance qualification (e.g. AAT, ACCA, CIMA part-qualified or equivalent). Experience Experience in a finance or accounts role, ideally with exposure to payroll, management accounts, or reporting. Experience within a legal or professional services environment is desirable but not essential. Skills & Attributes Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Proficiency in accounting software and MS Office. Meticulous attention to detail and a methodical approach. Able to manage multiple priorities and work effectively under pressure. Knowledge Broad understanding of accounting principles and financial reporting. Working knowledge of the Solicitors' Accounts Rules (essential).
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Assistant Management Accountant
Yate
Are you a driven and detail-focused finance professional looking to take the next step in your career? We're currently seeking a Assistant Management Accountant/ Management Accountant to join our clients finance team at their North Bristol site. This is a fantastic opportunity to join a well-established and growing business, offering hands-on involvement across a wide range of finance functions. This role offers very clear and exciting progression and development into a more senior capacity. The Role: Reporting to the Financial Controller, you'll play a key role in maintaining the integrity of financial data and supporting strategic decision-making across the business. Your core responsibilities will include: Preparing periodic financial statements, including forecasts, budgets, and variance analysis Inventory reconciliations: raw materials, finished goods & WIP Standard cost reviews and intercompany reconciliations Supporting capital expenditure requests (Capex) and monitoring operational spend (Opex) Providing financial insight to departmental managers to support planning and performance Ensuring compliance with internal controls, SOX regulations, and audit requirements Performing monthly balance sheet reconciliations via Blackline Assisting across other finance functions including AP, AR, payroll and bank processes as required About You: We're looking for someone who is: Part-Qualified or Newly Qualified (CIMA/ACCA) - or QBE with relevant experience A confident communicator with excellent Excel and financial systems skills Highly organised, analytical and proactive in resolving issues and meeting deadlines Familiar with SOX compliance (beneficial but not essential) Flexible, reliable, and capable of working both independently and as part of a wider team What We Offer: Onsite working at our North Bristol facility A collaborative and supportive working environment Opportunity to work across a variety of finance areas, adding depth to your experience Free onsite parking Competitive salary (based on experience) Company benefits including pension scheme and holiday allowance
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Accounts Payable Assistant - Portuguese speaking
Cardiff
Portuguese Speaking Accounts Payable Assistant - FTC 📍 Location: Cardiff 💰 Salary: £27,000 - £28,000 per annum 🕒 Hours: 36 hours per week 📅 Contract: Fixed-Term Contract About the Role Our client, a leading international organisation based in Cardiff, is seeking a Portuguese-speaking Accounts Payable Assistant to join their finance team on a fixed-term contract. This is an excellent opportunity for a detail-oriented finance professional who thrives in a fast-paced, collaborative environment. You'll play a key role in managing purchase ledger, staff expenses, and credit card transactions, ensuring accuracy and compliance across all processes. Key Responsibilities Process and record supplier invoices and maintain the purchase ledger. Manage and verify staff and corporate credit card expenses. Reconcile supplier statements and resolve invoice or payment queries. Liaise with suppliers and internal departments in both Portuguese and English. Assist with month-end close, including accruals and reporting. Provide ad hoc support to the wider finance team as required. The Ideal Candidate Fluent in Portuguese and English (spoken and written). Experience in an Accounts Payable / Purchase Ledger role. Excellent accuracy, organisation, and attention to detail. Confident communicator with a proactive approach. Strong IT skills, including Excel and accounting software (SAP, Oracle, or similar). What's on Offer Salary: £27,000 - £28,000 per annum Hours: 36 hours per week Contract: Fixed-term Employee Assistance Programme (EAP) - confidential wellbeing and support service Life Assurance coverage Progression opportunities within a global organisation Supportive, friendly finance team and collaborative working culture 📩 How to Apply To be considered for this opportunity, please submit your CV, and Alex Connelly will call you in confidence to discuss the role in more detail.
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Accounts Payable Assistant - Mandarin Speaking
Cardiff
Mandarin Speaking Accounts Payable Assistant - FTC 📍 Location: Cardiff 💰 Salary: £27,000 - £28,000 per annum 🕒 Hours: 36 hours per week 📅 Contract: Fixed-Term Contract About the Role Our client, a leading international organisation based in Cardiff, is seeking a Mandarin-speaking Accounts Payable Assistant to join their finance team on a fixed-term contract. This is an excellent opportunity for a detail-oriented finance professional who thrives in a fast-paced, collaborative environment. You'll play a key role in managing purchase ledger, staff expenses, and credit card transactions, ensuring accuracy and compliance across all processes. Key Responsibilities Process and record supplier invoices and maintain the purchase ledger. Manage and verify staff and corporate credit card expenses. Reconcile supplier statements and resolve invoice or payment queries. Liaise with suppliers and internal departments in both Mandarin and English. Assist with month-end close, including accruals and reporting. Provide ad hoc support to the wider finance team as required. The Ideal Candidate Fluent in Mandarin and English (spoken and written). Experience in an Accounts Payable / Purchase Ledger role. Excellent accuracy, organisation, and attention to detail. Confident communicator with a proactive approach. Strong IT skills, including Excel and accounting software (SAP, Oracle, or similar). What's on Offer Salary: £27,000 - £28,000 per annum Hours: 36 hours per week Contract: Fixed-term Employee Assistance Programme (EAP) - confidential wellbeing and support service Life Assurance coverage Progression opportunities within a global organisation Supportive, friendly finance team and collaborative working culture 📩 How to Apply To be considered for this opportunity, please submit your CV, and Alex Connelly will call you in confidence to discuss the role in more detail.
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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 Business Partner
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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Corporate 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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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.
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: