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Typical Job ad below for Southwest or nearby locations (shown as example for job requirements and responsibilities):

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Example vacancy only:
Insurance Executives

Insurance Executives required for an established, expanding company in Gloucestershire.
The role will be office-based discussing, negotiating and closing specialist, client-specific insurance packages with a variety of customers over the telephone in line with the company's internal standards and FSA regulations.
Please note this job for Insurance Executives was advertised some time ago and is now withdrawn.
1. Salary:
£16,000 to £20,000 per year + benefits Minimum qualifications or skills:
educated to A-level standard or equivalent; minimum 5 GCSEs grade C or above Work experience required:
experience in a targeted sales environment required; insurance brokering or commercial-lines experience an advantage; may consider candidates with extensive sales experience in addition to demonstrable interest to work in insurance This was a sensational opportunity to join a new division within our client's expanding Business team in Gloucestershire.
2. For this opportunity our client was seeking experienced sales individuals who are accustomed to working to targets, providing a quality customer service with an emphasis on ensuring longevity in working relationships with customers for future policy renewal. Many opportunities within the organisation. Ideal candidates will be dynamic and enthusiastic and possess proven sales skills.
(N.B. Insurance Executives is shown for research purposes only.)
The aim of the role was to secure new business by meeting and surpassing financial targets
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Financial Jobs in Southwest

 

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Financial jobs or similar/near:
Southwest
Updated: 22/09/17


13/09 - Financial Planning Administrator    Location: South West Sussex South East Gatwick Gloucestershire ... Jobs

Key points: The prospective employer is recognised as one of the most prolific and highly regarded financial planning businesses in near Gatwick they have won more financial planning awards than any other business and are seen as the pinnacle of high net worth advisory services in the UK. Their current requirement is for a Financial Planning Assistant who can move into a PA role to the Financial Planning Director. This role would suit an individual who has experience in financial planning admin and that has an interest in a PA role to an established and leading figure within the financial planning market. This business have some of the best paid staff within the financial planning industry and although they rarely recruit due to virtually no staff turnover they are currently in the market to recruit for a Financial Planning Assistant/PA. This is a very rare opportunity to attain a role within one of the leading advisory businesses within the UK. The package on this position will be to £26, 000. On top of a market leading salary the employee will be offered a 10% bonus + benefits package. ..........

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13/09 - Information Domain Architect Financial and Banking ...    Location: South West Gloucester Gloucestershire ... Jobs

Key points: Job Details:
The prospective employer is UK's largest Retail and Commercial bank and has a footprint that touches nearly every community and household in the UK. Its aim is to be the best bank for its customers and the organisation feels that they have a big responsibility to help the UK economy and help it prosper.
Role
This is a sensational opportunity to be part of the team that drives Big Data, Machine Learning and Cognitive architecture for a large financial company, this role is to give an Information strategy and architecture for the Big Data domain and to deliver design blueprints/artefacts that drive the bank's successful adoption of Big Data.

This is a key role, driving the Big Data architecture agenda for the bank and understanding the needs of the Big Data domain. You'll lead thinking in the way that those needs should be satisfied by IT and be the principal advisor for the domain technology architecture and strategy.

You'll document domain blueprints and gain approval for their inclusion in the reference architecture, deliver domain blueprints to help solution designs, which in turn can be successfully built and operated by Delivery and Infrastructure teams and leverage the capabilities of technology vendors and sourcing suppliers to define architecture and deliver blueprints.

Day to day you'll promote the value of IT architecture governance and design deliverables across the organisation present design artefacts to the relevant architectural governance committees, to obtain timely approval avoiding delay or project risk and participate in managing and maintaining vendor relationships, evaluating usefulness and cost of products and making appropriate recommendations.

We'll also need you to keepan awareness of external trends for the domain and support the HoF to build lead develop, appraise and motivate a team of architects that it is capable of satisfying the accountabilities described above.

Key Accountabilities
skillto keepa sufficiently deep knowledge of business areas and Big Data technologies to give architectural leadership and direction for the domain.
skillto win the trust, confidence and commitment of senior business and IT stakeholders and to lead their thinking.
able to discuss and communicate resource demand to meet the delivery commitments of the domain.
skillto pragmatically balance the demands of delivery projects with the need to keepthe integrity of the target architecture.
skillto use considered judgement to make clear decisions in complex situations.
skillto delegate key architectural decisions and delivery responsibilities while retaining oversight and accountability.
skillto successfully balance strategy and vision activity with the operational and service demand.
Expected to carry out mainaccountabilities with minimal level of supervision for complex tasks and no supervision for more ro ..........

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31/08 - Financial Controller    Location: South West Gloucester Gloucestershire ... Jobs

Key points: As a jobseeker are you a hands on financial controller looking to be working with a growing business continuing to excel? If you enjoy working in an SME where every day is different then this could be the vacancy for you. If you are a qualified accountant this is a sensational opportunity to lead and develop a team whilst managing the day to day reporting function. The Candidate will be joining a family run organisation who truly value a friendly working environment so cultural fit will be key. Taking ownership for the monthly reporting and analysis for a number of businesses, a large part of the vacancy will be producing analysis / commentary and business partnering with key stakeholders within the organisation. The Candidate will also be heavily involved with overseeing the day to day running of a team of ten. Initially this role will be for a period of 6-9 months although as the business need dictates there could be a more permanent opportunity in the future.. This job was initially submitted as www.totaljobs.com/job/75767138 ..........

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14/09 - Financial Accountant German    Location: South West Gloucester Gloucestershire ... Jobs

Key points: Our renowned local manufacturing client has a new permanent requirement for a German speaking financial accountant to be working with their busy international head office on the outskirts of Gloucester. Whilst German language skills are a pre-requisite there is flexibility on the amount of finance experience required as enthusiasm, attitude and skillto learn will also be taken into account. This is a career defining move for the successful jobseeker for this new vacancy and a great opportunity to be working with a large successful organisation who are experts at maximiising technical skills and knowledge. The ideal jobseeker for this new vacancy will have experience of preparing accounts under US GAAP and German GAAP reporting requirements. ..........

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22/09 - Financial jobs in Southwest

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04/09 - Financial Controller    Location: South West Gloucester Gloucestershire ... Jobs

Key points: Robert Half Finance and Accounting are currently looking to recruit a Financial Controller to be working with an exciting Hospitality company experiencing huge growth located in Gloucester. For the right person the client is offering a very competitive:£50, 000 - £55, 000 plus excellent and very attractive job benefitsAbout The prospective employerA fastly growing Hospitality company who have increased their company turnover drastically over the last 6 years due to winning a number of important contracts amongst others. This role will report directly into the Finance Director to manage a team of staff and look to improve processes/controls/profitability across the business.Role responsibilities will include but not limited to: Assisting with the budgets for both company and group levelReviewing and analysing the performance of group companiesBusiness partnering with the divisions to produce accurate KPI & BILeading and developing a team of three direct reports, two indirect reportsBusiness partnering with non-finance colleagues in sales and operations to help commercial decisions and propositionsAd hoc project work and systems developmentBudgeting, forecasting and commercial performance analysisAttending pre-board meetings as the finance leadResponsible for managing central finance functions: Marketing, Group Overheads, HR, Properties and Intra-group re-chargeManaging key deliverables e.g. VAT, Annual Returns and Corporation TaxPrepare group/company budgetsDeal with external auditors in year-end processBusiness partnering with division to produce accurate & meaningful reports and analysisManage cash reconciliation processPerson specification:ACA/ACCA/CIMA level with a proven background in a hands on Finance Manager/ Financial Controller roleA track record of working in busy departments, driving and developing teamsA commercially focused mindFully ICT literate and competent in Excel to at least Intermediate level, with the skillto manipulate data from other sources for presentation to managersOrganised thought process, good presentation skills and skillto express financial information clearly to non-financial colleaguesExcellent planning and time management skills with skillto consistently meet exacting deadlinesPrevious people management experiencePrepared to travel in the UK occasionally at weekends to events to help event cash managementFor the right person the client is offering a very competitive:£50, 000 - £55, 000 plus excellent and very attractive job benefitsRobert Half Ltd acts as an employment business for temporary positions and an employment organisationfor permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable jobseekers with equivalent qualifications and more or less experience can apply..This job was initially submitted as www.totaljobs.com/job/75816866 ..........

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Financial jobs in the area of Southwest

16/09 - Financial Accountant (German Speaking)    Location: South West Gloucester Gloucestershire ... Jobs

Key points: My multinational manufacturing client are seeking a talented and knowledgable Finance professional to be working with their team in the vacancy of Financial Accountant.Duties/Vacancy responsibilities will include assisting in the following areas...Preparation of management accounts The production of all aspects of business reporting Manage the month end close process Ensure mainaccounting controls are maintained and improved The production of annual accounts in preparation for audit The production of ad hoc reports Preparation of the monthly management accounts and supporting schedules Skills and Experience: Qualified Accountant, Part-Qualified or Qualified by Experience.Self-starter with hands-on mentality and skillto work autonomously Good working knowledge of Microsoft Excel, including pivot tables ..........

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13/09 - Financial Controller Senior    Location: South West Gloucestershire Gloucester ... Jobs

Key points: A enterprising and forward-thinking company that has more than Twenty years experience of trading in the UK investment markets is seeking a Senior Financial Controller located in Gloucestershire to be working with its expanding team. In addition to a competitive primary salary, you will receive a KPI bonus and Twenty Five days holiday. There is room for growth in the vacancy as the business continues to grow and give a great insight into the actual operations of the business rather than just preparing static management information.The company s products and investment solutions have continually evolved to suit the challenges facing their investors as regulations and markets have changed. As the economic climate has shifted it has adapted and strengthened to make sure that its investment solutions stay tax-efficient, transparent and compelling. Throughout this evolution it has grown in partnership with its clients and its professional advisors and now has in excess of £500 million of assets under administration and management.As the Senior Financial Controller your duties will be to: Work on all accounting related matters including management reporting, budgeting, forecasting, variance analysis, cash flow reporting and business structuring. Produce net asset values for the various investment companies. Recommend changes and that will improve existing company's (and onboarding new businesses) financial performance and create, implement and keeprobust and successful processes and controls in the finance function to safeguard product company assets. findand drive business improvement in cash management and ensure payment schedules align to cash flow requirements. Be responsiblefor all aspects of invoice dealing with, accounting, journal posting, audit and credit control for the portfolio. Review and agreemanagement and audited accounts as necessary. Drive continuous improvement in all aspects of the work with a focus on minimising or outsourcing non-value-add processes to allow the portfolio to grow dramatically with the minimal increase in headcount.To be a successful Senior Financial Controller you will have the following skills and experience: Qualified Accountant ideally ACA, ACCA, CIMA with a technically strong background and post qualified to practice in a commercial environment. Experience either in a high growth start up or investment management company preferable but not required. A background in accountancy / investment management will be advantageous. Ideally, the jobseeker for this new vacancy will have worked in a multi-company group structure. An excellent people manager with strong process design and project management skills and experience of managing outsourced accountancy services as well as internal junior finance members. Working knowledge of Sage accounting software is advantageous. Will be proficient in MS Office (Word Excel, PowerPoint, etc.) exemplary conversational and conversation dis ..........

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13/09 - Financial Administrator    Location: South West Gloucester Gloucestershire ... Jobs

Key points: We have a rare and exciting opportunity for a talented and knowledgable Administrator with practical knowledge of working with Group Pension Plans within the financial services sector. It is sought that the successful jobseeker for this new vacancy is qualified to at least FPC 1/Certificate in Financial Administration (CF1). We are seeking to employ and looking for a real team-player with the skillto manage and prioritise your work load. The Candidate will be adaptive and have the skillto re-organise tasks at short notice. Key Vacancy responsibilities: To give administration support to Financial AdvisersTo assist employers (and their employees) through the auto-enrolment process as they pass through their staging date and beyondThe Candidate will be an integral part of the advice process helping consultants to increase business earnings, wages, salaryin line with the company's business planThe level of support you will give includes new business dealing with, product research, compliance preparation and general administration duties and will be expected to help out the team wherever possibleThe Candidate will prepare reports for clients detailing the work undertaken and time taken to complete this work.The Candidate will assist consultants with successful time management by arranging appointments with clients and other contacts.The Candidate will be aware of our duties under the Proceeds of Crime Act & Data Protection ActArrange Initial meetings with employers and prepare presentations.Assist employer to set up their scheme to auto-enrol acting as a liaison between employer and provider.Ensure necessary data is received from employer and in correct format for provider to set up the scheme and process pension contributions.The Candidate will prepare the necessary communication for employers to send to their employees to keep them informed about each stage of the auto-enrolment process. Remuneration is Negotiable To apply, deliver your curriculum vitae (CV) to Laura or pop into our office in Highnam to get registered LB055 ..........

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12/09 - Financial Reporting Accountant    Location: South West Gloucester Gloucestershire ... Jobs

Key points: Statutory Reporting Accountant.As a jobseeker are you interested in working with a diverse financial services group, located in central Gloucester?.The employer is a multi-faceted financial services group, organised into three divisions: Specialist Insurance, Investment Management and Broking and Advisory services. All are underpinned by a reputation for delivering an outstanding service to our customers..This job offer .Reporting to the Group Reporting Manager the main purpose of this role is to deliver accurate, timely and insightful group results and to deliver the statutory reporting requirements for the group. Working within a group with a turnover in excess of £300m, nets assets in excess of £0.5bn and with operations across four countries, the successful jobseeker for this new vacancy will have the opportunity to stretch their already strong technical knowledge as well as be at the forefront of reporting on and responding to Group results..The key responsibilities are: Deliver Group Annual Report & Accounts and Half-Yearly Financial Statements, as well as Financial statements for certain legal entities within the groupDeliver group consolidated IFRS balance sheets and other input as requested for the group's quarterly Solvency II returns and keepsuccessful standards and controls to make sure deliverables are accurate and on timeContribute to the delivery of monthly group results to Group Management BoardDeliver and keepsuccessful standards and controls so that group exposure to financial risk and the risk of mistakein reported results (internally and externally) is managed successfullyDevelop and keepsuccessful and efficient processes, automated where possible, to capture group results from all specified business unitsDemonstrate technical accounting expertise and communicate and tell on approach to any changes in accounting standards as requestedEnsure that all external reporting meets group accounting policies and standardsCommunicate successfully with Group Management Board Group Audit CommitteePlay a key role in the delivery of an successful and efficient external audit of the group Knowledge, skills and experience:.The Candidate will have excellent knowledge of accounting standards and a passion for the technical side of accounting and applying new or more judgemental aspects of those standards. Experience within the financial services industry would be an advantage but, whatever industry you have worked in you will have demonstrated wider commercial thinking and an skillto articulate your conclusions and recommendations clearly, both verbally and in writing..The Candidate will have contributed to the development of financial reporting processes, proactively building new and productive relationships, in pursuit of the best outcome for the business. The Candidate will be used to delivering with accuracy against non-negotiable deadlines and enjoy working as part of a committed team, willing to help ..........

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14/09 - Financial Controller    Location: Gloucestershire Gloucester South West ... Jobs

Key points: As a jobseeker are you a hands on financial controller looking to be working with a growing business continuing to excel? If you enjoy working in an SME where every day is different then this could be the vacancy for you. If you are a qualified accountant this is a sensational opportunity to lead and develop a team whilst managing the day to day reporting function. The Candidate will be joining a family run organisation who truly value a friendly working environment so cultural fit will be key. Taking ownership for the monthly reporting and analysis for a number of businesses, a large part of the vacancy will be producing analysis / commentary and business partnering with key stakeholders within the organisation. The Candidate will also be heavily involved with overseeing the day to day running of a team of ten. Initially this role will be for a period of 6-9 months although as the business need dictates there could be a more permanent opportunity in the future. ..........

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30/08 * - Senior Financial Services Administrator    Location: Gloucester Gloucestershire Jobs

Key points: We are currently seeking to employ a Senior Financial Services Administrator for work a full-time, permanent position based in Gloucester. Key Vacancy responsibilities: Support the Practice Management • To drive the business send with creativity and positivity to safely meet the Practice goals • To put in place and manage successful systems, processes and procedures which allow Partner/Advisor to optimize client meetings • Management of successful communications within the Practice, to clients and third parties Business Processing • Ensure the end to end business process is adhered to and tracked efficiently in line with practice and regulatory standards • Responsible for the maintenance of accurate and up to date client information • Establish and keepsuccessful relationships with business assurance/management Business Development • To manage and contribute to all projects within the Business • To give the Partners with support to achieve Business goals and objectives • To manage the team to develop client relationships and referrals, service currently trading business clients and assist in building new relationships, incorporation with client entertainment events and a first-class client servicing strategy Marketing • Assist the Partners in the creation and maintenance of the annual marketing plan • Distribution of marketing material to clients and prospects • Responsible for the creation, authorisation and audit trail of adverts and advertising material Qualities and Skills • The skillto balance conflicting demands in a calm, friendly and non-judgmental manner and keepa positive ‘can do’ attitude • Comfortable with head on & telephone client interaction • Comfortable with electronic data systems • Experience in managing people, systems, processes and procedures Due to the high volume of applications we receive for our job adverts we are unable to respond to all candidates. If you have not received a response within 5 working days of forwarding your CV to us, then unfortunately you have been unsuccessful on this occasion. Thank you for your interest and do not hesitate to send your details and CV to us again for other roles matching your skills and experience. One to One Recruitment are a privately owned independent Recruitment solutions provider, we act as an employment organisationfor permanent recruitment and as an employment business for temporary recruitment. Our service is a free and privateservice to work seekers ..........

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17/09 - Financial Accountant German Speaking    Location: South West Gloucester Gloucestershire ... Jobs

Key points: Our renowned local manufacturing client has a new permanent requirement for a German speaking financial accountant to be working with their busy international head office on the outskirts of Gloucester. Whilst German language skills are a pre-requisite there is flexibility on the amount of finance experience required as enthusiasm, attitude and skillto learn will also be taken into account. This is a career defining move for the successful jobseeker for this new vacancy and a great opportunity to be working with a large successful organisation who are experts at maximiising technical skills and knowledge. The ideal jobseeker for this new vacancy will have experience of preparing accounts under US GAAP and German GAAP reporting requirements. ..........

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17/09 - Financial accountant    Location: South West Gloucester Gloucestershire ... Jobs

Key points: Our leading Gloucestershire based manufacturing client has a career advancing opportunity for a confiident and outgoing financial accountant to assist with the completion of monthly, quarterly and annual reporting. Other duties will include analysis of the balance sheet and continously checkand review month end processes , decide and process month end journals and year end provisions . Personality and pro-active work ethos are as important as technical expertise and earlier work experience of finance in a large PLC organiation is preferred.This role would suit a jobseeker for this new vacancy experienced either in industry or a practice environment . ..........

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16/09 - Financial Adviser Realistic OTE £100K Gloucestershire (Cinderford or Maisemore) ...    Location: South West Gloucestershire Jobs

Key points: PRS have an opportunity for a talented and knowledgable Financial Adviser to be working with a successful and friendly organisation. The prospective employer is a multi-award winning, top Ten UK financial services company with annual turnover in excess of £1BN and nearly 1M customers. Rapidly increasing new business levels, quality products and existing customer demand means that a significant recruitment programme is necessary. We are seeking to employ and looking for diploma qualified financial advisers with full product knowledge across protection pensions and investments. The Candidate will give a full financial planning service to existing loyal customers. There is no requirement to bring a client book with you. What is important is that you are highly motivated to achieve success through the provision of a first class client service. A genuinely market leading package: Base to £50KGenerous monthly bonus programRealistic OTE of c£100K+Guarantees for up to 1 year dependent on individual circumstancesCar allowanceUp to 12% employer pension contributionsAdditional end of year bonus based on company performanceYear 1 underpin can be agreed to keepearnings during transitional period About you: QCF level 4 qualified with a minimum of 3 years advising experience across protection pensions and investmentsHighly motivated with a demonstrable track record of meeting and exceeding sales targetsStrong relationship manager who can quickly establish credibility and earn the trust and confidence of introducersWe will also consider jobseekers with 2 years paraplanning or account management experience across the full product range where QCF level 4 is also held Support on offer: Package specifically designed to maximise time spent in front of the customerAppointments booked for you by highly motivated introducers from their existing customer baseFact find preparation for all customer meetingsParaplanning support on all complex cases PRS builds close relationships with jobseekers and clients to fully understand their needs. The Candidate can rely on PRS for support at any stage through the interview and selection process. ..........

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14/09 - Financial Controller    Location: South West Gloucester Gloucestershire ... Jobs

Key points: About the vacancy This is a sensational opportunity to be working with this successful and fastly expanding FMCG business at a genuinely exciting time .The company is growing exponentially, introducing new lines and taking on new key accounts steadyly as well as the addition of some large multiples. In order to keepthis growth , they need to make a key appointment of Financial Controller. Key Vacancy responsibilities:.Working closely with the private equity partnersPreparation of monthly management accounts and commentary within agreed timescalesPreparation and submission of all statutory reporting incl. VAT, P11Ds, PSA (PAYE Settlement Agreement), ONS (Office for National Statistics)Preparation of Annual Budget and quarterly forecastsForecasting, financial planning and cash flow maintenanceCalculating and dealing with monthly journals for accruals, prepayments and depreciationProduce annual pack for the year-end auditLiaise with auditorsMonthly reconciliation of control accountsPrepare and distribute reporting packs on a daily / weekly monthly basisPreparation and development of KPI packsProvide ad hoc reports as required by the businessDay to day management of the accounts team of 2 to make sure the accurate and timely dealing with of all financial informationManage the purchase order process to make sure tight cost controlWork with Channel Managers to improve forecasting accuracyMaintenance and development off all internal systems, processes and procedures that effect the efficient production of management information Continually review to streamline processes. The Person:.Qualified Accountant (ACCA, CIMA or ACA)Excellent interpersonal and conversation discuss issues and skillto positively interact must be able to successfully communicate across all levels of the businessBe a able to work on your own leader with a desire to deliver accurate, high quality outputDriven to continuously have finance at the centre of the commercial success of the businessStrong system experience including Excel and ERP systemsExcellent business analytical skills What you need to do nowIf you're interested in this role, click 'make an application today' to send an up-to-date copy of your CV, or call us now.If this new vacancy isn't quite right for you but you are seeking to employ and looking for a new position Contact us for a privatediscussion on your career. Hays Specialist Recruitment Limited acts as an employment organisationfor permanent recruitment and employment business for the supply of temporary workers. By applying for this new vacancy you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk ..........

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13/09 - Financial Controller    Location: South West Gloucester Gloucestershire ... Jobs

Key points: About the vacancy.This is a sensational opportunity to be working with this successful and fastly expanding FMCG business at a genuinely exciting time .The company is growing exponentially, introducing new lines and taking on new key accounts steadyly as well as the addition of some large multiples. In order to keepthis growth , they need to make a key appointment of Financial Controller..Key Vacancy responsibilities: Working closely with the private equity partnersPreparation of monthly management accounts and commentary within agreed timescalesPreparation and submission of all statutory reporting incl. VAT, P11Ds, PSA (PAYE Settlement Agreement), ONS (Office for National Statistics)Preparation of Annual Budget and quarterly forecastsForecasting, financial planning and cash flow maintenanceCalculating and dealing with monthly journals for accruals, prepayments and depreciationProduce annual pack for the year-end auditLiaise with auditorsMonthly reconciliation of control accountsPrepare and distribute reporting packs on a daily / weekly monthly basisPreparation and development of KPI packsProvide ad hoc reports as required by the businessDay to day management of the accounts team of 2 to make sure the accurate and timely dealing with of all financial informationManage the purchase order process to make sure tight cost controlWork with Channel Managers to improve forecasting accuracyMaintenance and development off all internal systems, processes and procedures that effect the efficient production of management information Continually review to streamline processes. The Person: Qualified Accountant (ACCA, CIMA or ACA)Excellent interpersonal and conversation discuss issues and skillto positively interact must be able to successfully communicate across all levels of the businessBe a able to work on your own leader with a desire to deliver accurate, high quality outputDriven to continuously have finance at the centre of the commercial success of the businessStrong system experience including Excel and ERP systemsExcellent business analytical skills What you need to do now If you're interested in this role, click 'make an application today' to send an up-to-date copy of your CV, or call us now. If this new vacancy isn't quite right for you but you are seeking to employ and looking for a new position Contact us for a privatediscussion on your career.Hays Specialist Recruitment Limited acts as an employment organisationfor permanent recruitment and employment business for the supply of temporary workers. By applying for this new vacancy you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk.This job was initially submitted as www.totaljobs.com/job/75731835 ..........

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13/09 - Administrative Consultant Financial Services    Location: South West Exeter Devon Jobs

Key points: Customer Service Consultant- Financial Services LSL Property Services plc. is an established and leading provider of residential property services to its two key customer groups. These services are provided by companies within the LSL Property Services Group. Who are we and what we do . Financial Services Operations has existed in Exeter since 1989. The business carries out a number of functions namely, Lead Generation Mortgage Progression Unit and Operations Support and in total secure the services of over Fifty staff. We add value and contribute significantly to the overall group profitability. Our Financial Services business is award winning, Your Move alone has won Sunday Times Awards for Financial Services, 8 years running. Remuneration is £15, 000 p/a OTE: £17, 400 plus Basic Hours: 37.5 hours per week. Team covers the hours between 09:00 am to 19:00 pm Monday to Thursday, 09:00 am to 17:30 pm Friday, 09:00 am to 13:00 pm Saturday. Role purpose: Working on a telesales team, the successful jobseeker for this new vacancy will be responsible for maximising on calls to customers who have recently completed on their mortgage and obtaining response on the service received across the LSL EAD group. Relationships: Working on a team, the employee will be asked to build good relationships with new customers and your team members, but also with external 3rd party customers. Internal staff relationships will include estate organisationand Financial Consultants, across all LSL EAD Brands. Behaviours: Striving to achieve, productive, team player a natural confident talker who can converses well, dependable, flexible and dependable. Competencies: Able to show organisation and time management skills, Proven customer focused experience, able to work on your own and proactive, knowledge and/or understanding of Financial Services/Estate Agency, Excellent phone Manner. Benefits and General Information Uncapped bonusSalary £15, 000£17, 400 OTEUnderwritten bonus for 2 months at £150Holiday right is Twenty days not to include bank holidays (increases by 1 day for each full calendar year of service up to a maximum of 25)Pension SchemeCompany subsidised medical planPay day 27th of each monthDress code - smart casual with dress down FridaysReduced Estate organisationFees following successful completion of probation periodFull system and produce training is provided If you feel like you would excel in a role like this, or would like more and comprehensive information and details then make an application today and a member of our dedicated Talent Acquisition team will contact you to discuss your applica ..........

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14/09 - Sales Consultant Financial Services    Location: South West Exeter Devon Jobs

Key points: Sales Consultant- Financial Services LSL Property Services plc. is an established and leading provider of residential property services to its two key customer groups. These services are provided by companies within the LSL Property Services Group. Who are we and what we do . Financial Services Operations has existed in Exeter since 1989. The busisess carries out a number of functions namely, Lead Generation Mortgage Progression Unit and Operations Support and in total secure the services of over Fifty staff. We add value and contribute significantly to the overall group profitability. Our Financial Services business is award winning, Your Move alone has won Sunday Times Awards for Financial Services, 8 years running. Remuneration is £15, 000 p/a OTE: £20, 000 plus Basic Hours: 37.5 hours per week. Team covers the hours between 09:00 am to 19:00 pm Monday to Thursday, 09:00 am to 17:30 pm Friday, 09:00 am to 13:00 pm Saturday. Role purpose: Working on a telesales team, the successful jobseeker for this new vacancy will be responsible for maximising on Financial Services Appointments from leads generated by the LSL group. Relationships: Working on a team of Ten staff, the employee will be asked to build good relationships with new customers and your team members, but also with external 3rd party customers. Internal staff relationships will include estate organisationand Financial Consultants, across all LSL EAD Brands. Competencies: Able to show organisation and time management skills, Proven sales record able to work on your own and proactive in achieving daily targets, knowledge and/or understanding of Financial Services/Estate Agency, Excellent phone Manner. Benefits and General Information Uncapped sales related bonusSalary £15, 000£20, 000 OTE plusUnderwritten bonus for 2 months at £350Holiday right is Twenty days not to include bank holidays (increases by 1 day for each full calendar year of service up to a maximum of 25)Pension SchemeCompany subsidised medical planPay day 27th of each monthDress code - smart casual with dress down FridaysReduced Estate organisationFees following successful completion of probation periodNo sickness paid within the first year of serviceFull system and produce training is provided If you feel like you would excel in a role like this, or would like more and comprehensive information and details then make an application today and a member of our dedicated Talent Acquisition team will contact you to discuss your application. ..........

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16/09 - Financial Planning Administrator    Location: Torquay Torbay South West Devon ... Jobs

Key points: The prospective employer is an established and leading South West based Chartered Accountancy practice whose IFA division offers professional, informed and independent financial services and employee benefit advice to high net worth clients. Due to continued expansion they are now seeking to recruit an extra Financial Planning Administrator to be working with their growing team in Torquay. They are seeking to employ and looking for an Administrator that can come in and work alongside an existing professional support team, the Administration team provides full support to a team of Senior Financial Planners and Paraplanners. The business specialises in providing holistic advice to a portfolio of HNW clients, as a result they require an individual with experience within this environment or who is confident enough to deal with this level of client. Daily duties will include, but are not limited to - Pro-actively handle/liaise with clients and 3rd parties by phone, email and post as necessarySupport Financial Planner with preparation of client communicationand meeting notesProvide technical help and research for Financial PlannerSet up and keepclient data/files electronicallyWhen required accurately prepare client reports, valuations, quotations, paperwork, engagement and recommendation letters The Candidate will ideally have Financial Planning/Wealth Management experience and any market exams would give you an advantage. ..........

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14/09 - Regulated Financial Advisor    Location: South West Okehampton Devon Jobs

Key points: sensational opportunity for a level 4 qualified Financial Advisor to be working with the employers growing team in Okehampton. This is an employed role and will involve looking after the clients growing client base. All targets are set and measured on a quarterly basis. Requirements of this role include:.Working with the company s existing client portfolio and introductions made by the related practice, whilst also generating revenue through other networking and referrals. you will deliver advice across the full spectrum of financial planning including life cover earnings, wages, salaryprotection Retirement, Investments and pension planning. Vacancy responsibilities of this role include:.A fully qualified level 4 Financial Advisor A background in a banking environment would be of interest Willingness to learn how to risk profile, asset share and fund pick The skillto accept responsibility for each performance statement and the capability of discussing market movements with the client Transport and driving license is sought Great at building relationships with clients Flexible and adaptable Professional, organised and have a great ethic Confident and resilient The employer is a small, local, firm that is growing fastly. This is an opportunity to be working with a growing and enterprising firm of financial advisors focused on the doing the right thing with each client. If you are interested in finding out more about this opportunity call Jo Howell at Cathedral Appointments to find out more ..........

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