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

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Senior Registered Client Associate

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

Location

United States , McLean

Salary:

Not provided

Wells Fargo

Expiration Date

February 15, 2026

Requirements

4+ years of Brokerage and Client Services 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 the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
Utilize prior experience in the 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
Viewed by peers as a subject matter expert and sought by others for advice or guidance
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

New

Senior Tax Accountant

We are looking for an experienced Senior Tax Accountant to join our team in Irvi...

Location

United States , Irvine

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 4 years of experience in public accounting, specializing in corporate tax
Active CPA license is required
Proficiency in preparing and reviewing multi-state tax returns for various entity types
Strong understanding of corporate income tax provisions, sales and use tax compliance
Exceptional communication skills with the ability to interact confidently with clients and financial teams
Proven ability to manage multiple priorities and meet strict deadlines
High level of professionalism, coupled with a personable and approachable attitude
Strong analytical and problem-solving abilities to address complex tax scenarios

Job Responsibility

Prepare and review complex multi-state tax returns for various entity types, ensuring accuracy and compliance with regulations
Handle corporate income tax provisions and filings, including sales and use taxes
Collaborate with clients and their financial teams to provide strategic tax planning and trusted advice
Research and resolve intricate tax issues, offering tailored solutions to meet client needs
Maintain up-to-date knowledge of tax laws and regulations to ensure compliance across all engagements
Manage multiple deadlines and prioritize tasks effectively to deliver high-quality results
Provide mentorship and guidance to entry-level staff members, supporting their development
Build strong relationships with clients, serving as a reliable and approachable financial advisor
Deliver clear and effective communication while maintaining a personable and relatable demeanor
Support the team in maintaining a culture of excellence and client-focused service

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

New

Senior Financial Analyst

This role will play a pivotal part in shaping financial strategies and ensuring ...

Location

United States , Pasadena

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field
Minimum of 5 years of experience in FP& A, corporate finance, or a hybrid accounting/finance role
Advanced proficiency in Excel for financial modeling, including pivot tables and complex formulas
Strong understanding of financial statements and month-end close processes
Demonstrated analytical abilities with the capacity to communicate financial insights effectively to non-finance stakeholders
Proven ability to work collaboratively across departments and adapt to a fast-paced environment
Exceptional attention to detail and organizational skills, ensuring accuracy in all financial reporting and analyses

Job Responsibility

Develop and maintain comprehensive budgets, forecasts, and financial models to support organizational planning
Analyze financial performance, including monthly and quarterly results, and provide variance analysis against budgets and prior periods
Create and enhance operational dashboards and management reports to guide strategic decision-making
Collaborate with the Controller to ensure accurate month-end close processes, including journal entries and accrual reviews
Assist in preparing executive-level presentations and management reporting packages
Conduct ad hoc financial analyses to evaluate pricing strategies, capital investments, and other business initiatives
Partner with cross-functional teams, including sales and operations, to translate business drivers into actionable financial insights
Identify and implement process improvements to enhance reporting accuracy and forecasting efficiency
Act as a financial advisor to leadership, providing data-driven recommendations in a dynamic work environment

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Director of Accounting

The Director of Accounting is a senior finance leader responsible for overseeing...

Location

United States , Calhoun

Salary:

Not provided

BrainWorks

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or a related field (or equivalent experience)
10+ years of progressive accounting experience within large, complex organizations
5+ years of people leadership experience managing managers and/or senior professionals
Public company accounting experience required
CPA certification strongly preferred
Proven ability to lead accounting teams at scale within a public company environment
Deep understanding of US GAAP, SOX, and internal controls for large, multi-entity organizations
Strong business acumen with the ability to align accounting strategy to enterprise goals
Effective delegation and team development skills without micromanagement
Ability to influence, drive alignment, and lead through change across cross-functional teams

Job Responsibility

Lead and oversee gross-to-net accounting processes, including rebates, incentives, returns, and chargebacks, ensuring accurate accruals, compliance with revenue recognition standards, and alignment with go-to-market strategies
Provide strategic leadership and oversight of the division’s accounting function within a publicly traded environment
Lead, mentor, and develop a team of accounting professionals supporting a ~$6B revenue division
Oversee all general ledger activities, journal entries, account reconciliations, and period-end close processes
Manage capital expenditure reporting, fixed assets accounting, and related reconciliations
Ensure timely, accurate preparation and review of financial statements in accordance with US GAAP
Maintain strong internal controls and ensure full SOX compliance across the division
Lead internal and external audits, including preparation of audit documentation and remediation of findings
Partner with corporate finance and SEC reporting teams to support quarterly and annual reporting requirements
Lead budgeting activities and contribute to forecasting and long-range financial planning

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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