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

Commercial Banking Advisor

Managing communication between banks and their clients is what our Commercial Ad...

Location

Belgium , Antwerp

Salary:

Not provided

Sopra Steria

Expiration Date

Until further notice

Requirements

Bachelor’s degree or a relevant equivalent
entry level to 3 years relevant experience
experience with Microsoft Office tools
Dutch & French (required), English desirable

Job Responsibility

Managing communication between banks and their clients
providing personalized and relevant advice on a wide range of banking products
delivering top-tier service to both internal and external clients
identifying customer needs and offering suitable financial solutions
promoting digital banking services
hitting deadlines
building a portfolio of satisfied accounts
providing excellent customer service and support
working across fields such as business support and KYC analysis
solving problems and optimising processes

What we offer

A variety of perks, such as mobility options (including a company car), insurance coverage, meal vouchers, eco-cheques, and more
continuous learning opportunities through the Sopra Steria Academy
the opportunity to connect with fellow Sopra Steria colleagues at various team events

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

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

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

Patient Scheduling Representative

The Patient Scheduling Representative is responsible for creating a seamless pat...

Location

United States , Kansas City; Overland Park

Salary:

Not provided

The University of Kansas Health System

Expiration Date

Until further notice

Requirements

High School Graduate or GED
2 or more years of progressively responsible and directly related work experience in a healthcare setting OR 1 or more years of direct customer service in a healthcare or contact center AND 1 or more years of UKHS patient service scheduling experience
Proven knowledge of EPIC EMR scheduling or other scheduling systems
Ability to read, write, speak, and understand English
Basic computer skills including Microsoft Excel, Word, Outlook, and Teams
High level of customer service skills focusing on problem resolution

Job Responsibility

Responds to a high volume of incoming telephone calls
Responsible for accurate scheduling/rescheduling / cancellations of patient visits
Responsible for registration of patient
Educates patients on providing medical records and other medical documentation needed for TUKHS appointments
Schedules referral appointments for external offices
Delivers expert knowledge regarding clinic-specific processes & communicates using medical terminology and grammar accurately
Completes daily reminder calls to patients prior to the day of service
Assists with daily charge audits as directed
Assists with maintaining and organizing various logs, records, and miscellaneous data as directed
Prepares patient charts prior to the day of service

Fulltime

Entry Level Advisor – Wealth Management

A growing wealth management firm in Northern Virginia is seeking an Entry Level ...

Location

United States Virgin Islands , Tysons Corner

Salary:

75000.00 - 85000.00 USD / Year

Daley and Associates

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
CFP designation or CFP coursework highly preferred
Interest in long-term growth into a client advisory role
Strong internship experience and completed coursework toward CFP will be considered

Job Responsibility

Respond to client inquiries and correspondence in a timely manner
Assist with client onboarding and account administration
Maintain accurate client records in CRM and other internal systems
Support client transactions, including deposits, withdrawals, and service requests
Build trust and rapport with clients and internal teams
Collect, organize, and audit client data to support financial planning recommendations
Assist in preparing financial plans under supervision
gradually take on independent plan preparation
Participate in client meetings, prepare materials, document meeting outcomes, and manage follow-up tasks
Develop technical knowledge of investment portfolios, rebalancing, and reporting tools

What we offer

plus bonus

Fulltime

Entry Level Financial Advisor

Office Angels

Location:
United Kingdom , Colchester

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
July 16, 2025

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Job Description:

Job Responsibility:

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