Entry Level Financial Advisor Job at Office Angels (Colchester)

Entry Level Paraplanner

Are you ready to kickstart your career in the exciting world of Financial Servic...

Location

United Kingdom , Colchester

Salary:

28000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A or B in GCSE Maths is essential
Strong A Levels or a graduate
CII Financial Adviser Exam or exams are ideal, but not mandatory
The ability to work under pressure and remain composed
A fast-learning ability to adapt to the vibrant environment
Meticulous attention to detail to ensure accuracy in all tasks
Strong problem-solving skills to tackle challenges head-on
Excellent time management skills to meet deadlines
Comfortable with numbers, as you will be working with financial data regularly
A genuine desire to learn, develop, and progress within the Financial Services sector

Job Responsibility

Conducting thorough research on Pension, Investment, and Protection options
Preparing Discussion Documents for Financial Adviser Meetings
Managing the Pre-Submission Process efficiently
Crafting detailed Suitability Reports
Arranging the Advisor's diary and arranging annual reviews
Running the Advisor back-office system
Welcoming clients and ensuring a positive experience during Adviser meetings
Point of contact for the clients on behalf of the Advisor

What we offer

Opportunities for professional development and progression including sponsorship for financial services related qualifications
A supportive and friendly team environment
A comprehensive benefits package, including pension plans
Pay rises for each financial services related exam passed

Fulltime

Customer Service Advisor

As a Customer Service Advisor, you will be given the tools and training to provi...

Location

United Kingdom , Caerphilly

Salary:

26000.00 - 28500.00 GBP / Year

Link Financial Outsourcing

Expiration Date

Until further notice

Requirements

Educated to GCSE level (or equivalent) grade C or above in Maths and English (desirable)
Customer service experience (desirable)
Experience in telephony, data entry and administrative management of customers (desirable)
Good verbal and written communication skills
Ability to use multiple computer systems
Good numeracy skills
Experience in following procedures or policies
Problem-solving skills

Job Responsibility

Provide exceptional service to all customers
Establish customers' financial and personal circumstances
Provide sustainable repayment strategies based on the customer’s needs
Ensure a fair outcome for the customer
Support customers with the management and repayment of their outstanding balances
Support customers with the day to day management of their loans
Talk with customers on the phone
Deal with customer queries, taking payments, and supporting customers who may find themselves in financial difficulties
Ensure customers are treated fairly, listened to, and every effort is made to reach the right solution
Accurately update our systems following each customer interaction

What we offer

25 days holiday + bank holidays + a Birthday Day off
Discretionary annual performance bonus scheme
Purchase additional holiday scheme of up to 5 days
Pension Scheme – 8% total pension contributions
Employee Assistance Programme for you and your family, including virtual GP service, counselling, get fit programmes and more
Life assurance (4 x annual salary)
Season Ticket Travel Loans
Enhanced Maternity and adoption pay
Voluntary employee benefits such as Health Plans, Gym Discounts, Restaurant Discounts, Will writing services
Discounts and cashback on thousands of retailers

Fulltime

New

Senior Regulatory and Compliance Accountant

We are looking for an experienced Senior Regulatory and Compliance Accountant to...

Location

United States , St. Cloud

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting, Finance, or a related field
Demonstrated experience in corporate tax compliance, including income tax, sales and use tax, and multi-jurisdiction reporting
Strong background in fixed asset accounting, depreciation methods, and capitalization practices
Ability to prepare journal entries, reconciliations, financial statements, and cash flow analysis with a high level of accuracy
Experience working with external auditors, tax advisors, and regulatory agencies
Proficiency in Microsoft Excel for analysis, reporting, and account support
Knowledge of foreign currency translation, consolidated reporting, and cross-border compliance is strongly preferred

Job Responsibility

Oversee the full tax reporting lifecycle for fixed assets, including vehicles, trailers, and equipment, from acquisition through retirement while ensuring accurate book and tax treatment
Establish and maintain asset accounting practices by assigning classifications, applying appropriate depreciation methods, supporting ledger entries, and reconciling monthly rollforwards
Track capital projects until they are ready to be placed in service and coordinate asset disposals with internal departments to ensure complete documentation and proper record updates
Record investment activity across financial institutions, prepare related journal entries, and provide quarterly reporting and performance analysis for leadership review
Manage recurring accounting and tax responsibilities for the St. Cloud, Minnesota office, including sales tax filings, estimated property and corporate tax payments, year-end financial statement preparation, and audit coordination
Prepare and submit business activity returns, license renewals, waiver documentation, and other required jurisdictional filings across U.S. states and Canadian provinces on varying reporting schedules
Partner with external advisors on specialized tax matters such as treaty-related filings, excise tax submissions, commercial activity reporting, and supporting schedules including financial statements and depreciation forecasts
Administer personal property and real estate tax accruals, filings, and payments, while also leading corporate income tax return preparation and review with third-party tax providers
Convert foreign-currency financial results into U.S. dollars, post consolidation entries, and recommend improvements that strengthen translation and consolidation accuracy
Maintain cash reconciliations, monitor daily liquidity, prepare consolidated cash flow reporting, and support aircraft-related accounting such as repair tracking, lease monitoring, rental charges, and registration activity

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

New

Senior Registered Client Associate

Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Invest...

Location

United States , Frontenac

Salary:

Not provided

Wells Fargo

Expiration Date

June 06, 2026

Requirements

2+ years of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Job Responsibility

Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate Financial Advisor and client requests for account related information and/or quotes, schedule and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues
Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
Act as liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
Utilize prior experience in Registered Client Associate role to anticipate and proactively seek resolutions to client and business-related issues
Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism
Provide knowledge and systems support to branch personnel and training for entry-level Client Associates

Fulltime

!

Senior Financial Accountant GL

Location

Poland , Kraków

Salary:

Not provided

PerkinElmer

Expiration Date

Until further notice

Requirements

Support the monthly, quarterly, and annual close processes for assigned entities
Ensure compliance with GAAP/IFRS and internal accounting policies
Assist in preparing audit schedules and liaising with external auditors
Preparation of the monthly, annual tax declarations including CIT, VAT, Treasury and Statistical reports/declarations
Prepare Financials Statements with accordance to the local requirements
Liaising with external tax auditors and tax advisors to achieve compliance to local tax requirements
Leading audits
Prepare / review journal entries, account reconciliations, and financial statements (Month End and Year End) for the following areas: Quaterly Revenue Recognition Testing, Investment in Sub, Equity Accounts, Review OneSources accounting entries, Bad Debt Reserve, Income Tax Provision, VAT, SUT, Declaration
Review all JEs and Recons performed by P2s
Organize and maintain closing task checklist

Job Responsibility

Support the monthly, quarterly, and annual close processes for assigned entities
Ensure compliance with GAAP/IFRS and internal accounting policies
Assist in preparing audit schedules and liaising with external auditors
Preparation of the monthly, annual tax declarations including CIT, VAT, Treasury and Statistical reports/declarations
Prepare Financials Statements with accordance to the local requirements
Liaising with external tax auditors and tax advisors to achieve compliance to local tax requirements
Leading audits
Prepare / review journal entries, account reconciliations, and financial statements (Month End and Year End) for the following areas: Quaterly Revenue Recognition Testing, Investment in Sub, Equity Accounts, Review OneSources accounting entries, Bad Debt Reserve, Income Tax Provision, VAT, SUT, Declaration
Review all JEs and Recons performed by P2s
Organize and maintain closing task checklist

Property Accounting Manager

We are seeking a hands-on, entrepreneurial Accounting Manager to join our dynami...

Location

United States , Miami

Salary:

Not provided

Villatel

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or related field required
CPA or MBA preferred
10+ years of progressive accounting experience
at least 5 years as an Accounting Manager in Real Estate Investments, Build to Rent, and/or Hospitality Real Estate
Strong technical knowledge of real estate accounting, construction finance, fund structures, and investor reporting
Advanced proficiency in Microsoft Excel (financial modeling, cashflows, projections, waterfalls)
strong working knowledge of Microsoft Office Suite
Excellent organizational, execution, and time management skills
detail-oriented with the ability to manage multiple priorities
Resourceful and adaptable with a proactive, solution-oriented mindset

Job Responsibility

Direct and oversee daily accounting operations, including accounts payable, accounts receivable, bank reconciliations, journal entries, trial balance preparation, and accurate, timely financial reporting
Manage the financial requirements of multiple Build-to-Rent and Short-Term Rental investments, ensuring proper accounting for revenues, expenses, and capital projects
Partner with Asset Management to prepare and review property- and portfolio-level budgets, forecasts, and financial statements
analyze operating results, variances, and key performance metrics
Administer construction and reserve draws, oversee job costing, and perform analysis necessary to support property- and investment-level financial reporting
Ensure accurate accounting and reporting across property and investment structures, including complex multi-tier entities and joint ventures
Review investment performance, including incentive fee calculations, acquisition and disposition fees, and promote/waterfall structures
Prepare and manage periodic financial reporting packages at both the lender and investor levels, ensuring accuracy, compliance, and timeliness
Coordinate with external CPAs and advisors for tax filings, audits, and investor reporting requirements (including K-1s), including preparation of work papers and audit support documentation
Support capital planning, financing activities, and cash flow management to ensure adequate liquidity for operations, debt service, and capital expenditures

Fulltime

Administrator

This is a perfectly placed role for an academic, intelligent individual who has ...

Location

United Kingdom , Chorley

Salary:

25000.00 - 26000.00 GBP / Year

Platinum Recruitment Group Ltd

Expiration Date

Until further notice

Requirements

Finished education
6-12 months administration experience
ability to work within Financial Services
strong GCSE/A Level results
enjoys working with numbers
looking for a career within a professional setting

Job Responsibility

Handling calculations and numbers
creating and submitting letters to high profile clients
supporting three senior Advisors

What we offer

Up to £6k bonus
life insurance
private medical insurance
employee assistance program
charity events
social events

Fulltime

Finance & Accounting Manager

The Finance & Accounting Manager is responsible for overseeing the financial ope...

Location

India , Mumbai (Airoli) and Bangalore

Salary:

Not provided

NEC Software Solutions

Expiration Date

Until further notice

Requirements

Strong knowledge of accounting principles (GAAP, IFRS), general ledger management, and month-end/year-end closing processes
Strong attention to detail, organised and results orientated
Good working knowledge of Finance processes
Excellent verbal and written communication skills
Exposure to SAP Finance & relevant modules
RTR process re-engineering and project management skills
Good working knowledge of Microsoft office
12 to 15 years of experience
Relevant experience in RTR (GL Accounting)
Priori exp with managing team of at least 20 members

Job Responsibility

Manage routine accounting activities including AP, AR and RTR
Ensure timely and accurate preparation of monthly, quarterly, and annual financial statements
Supervise GL entries, reconciliations, and ensure accuracy of financial data
Ensure timely processing of vendor payments and customer collections
Oversee accounting for inventory, fixed assets, and depreciation
Ensure adherence to financial regulations, tax laws, and internal policies
Act as a financial advisor to operations, providing insights and recommendations
Prepare customized financial reports for internal stakeholders, including department heads and senior management
Prepare and support internal and external audits, ensuring timely responses and documentation
Establish and monitor internal controls to safeguard company assets and ensure data integrity

Fulltime

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Entry Level Financial Advisor

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