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29 results for Client Services in Bath, Bath and North East Somerset

Finance Assistant
  • Cardiff, Cardiff
  • remote
  • Permanent
  • 29000 - 33000 GBP / Yearly
  • <p> Robert Half Talent Solutions are seeking and Finance Administrator to join a growing services organisation in Cardiff.</p><p> </p><p>The Finance Administrator provides essential administrative and transactional support to the finance function, ensuring the smooth running of day-to-day finance operations. This role is responsible for accurate data entry, maintaining financial records, and supporting routine finance processes, helping the wider finance team to deliver accurate reporting and effective financial control.</p><p> </p><p>Key Responsibilities</p><ul><li>Finance Administration &amp; Data Entry</li><li>Accurately input financial transactions into the finance system.</li><li>Maintain up-to-date records of invoices, receipts, and payments.</li></ul><p>Accounts Payable &amp; Receivable Support</p><ul><li>Assist with processing purchase invoices and expense claims.</li><li>Support the raising of customer invoices and monitoring of receipts.</li><li>Liaise with suppliers and customers to resolve basic queries.</li></ul><p>Reconciliations &amp; Reporting Support</p><ul><li>Bank, credit cards and petty cash reconciliation on monthly basis. Ensure the receipts are matching every transaction.</li><li>Prepare simple reports such as aged creditors/debtors lists.</li><li>Provide data and administrative support for month-end and year-end processes these include JN updates for P&amp;L, NetSuite v Tracker, leads and landscapes and final sales performance.</li></ul><p>Team &amp; Stakeholder Support</p><ul><li>Support the coordination of finance activities such as audit preparation.</li></ul><p>Compliance &amp; Continuous Improvement</p><ul><li>Ensure compliance with company policies and finance procedures.</li></ul><p> </p><p>Experience &amp; Skills Required</p><ul><li>Good MS Excel skills (creating spreadsheets and using financial functions)</li><li>Strong math skills and the ability to spot numerical errors</li><li>Problem solver who takes initiative and has a strong attention to detail</li><li>Good analytical skills</li><li>Ability to communicate effectively at all levels (both orally and in writing) and to build effective working relationships internally and externally</li></ul><p> </p><p>Benefits:</p><p>Salary of up to £32,000</p><p>Monthly bonus of £300 (£3600 per year)</p><p>Company pension 5% (salary sacrifice)</p><p>On-site parking</p><p>Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.</p><img src="https://counter.adcourier.com/Q2hhcmxvdHRlLmFsbGVuLjg5MDIyLjEwOTIzQHJoaS5hcGxpdHJhay5jb20.gif">
  • 2026-06-04T15:35:18Z
Financial Planning & Analyst
  • Caerphilly, Caerphilly
  • remote
  • Permanent
  • 55000 - 60000 GBP / Yearly
  • <p></p><p>💰 £60,000 + profit share + strong benefits</p><p>Robert Half have partnered with a market-leading business with over 50 years of expertise in their specific sector. Known for their quality, reliability, and customer-first approach, they continue to grow and evolve as a trusted name across the UK.</p><p>They are now looking to appoint a <strong>Group FP&amp;A Manager</strong> into a high-impact, senior role with direct exposure to the CFO and wider leadership team.</p><h3><strong>The Role</strong></h3><p>This is a <strong>commercially focused and highly visible role</strong> at the heart of the business. You'll play a key part in shaping decision-making, providing insight, and driving financial clarity across the Group.</p><p>This position will suit someone who enjoys <strong>owning processes, partnering with stakeholders, and translating data into meaningful commercial insight</strong>.</p><h3><strong>Key Responsibilities</strong></h3><ul><li>Build and maintain <strong>investor-grade financial models</strong> to support strategic decisions</li><li>Produce <strong>Board packs and shareholder reporting</strong> with clear commentary</li><li>Lead <strong>scenario planning and long-term forecasting</strong></li><li>Deliver monthly Group reporting, explaining performance drivers</li><li>Own the consolidated <strong>Group P&amp;L</strong>, ensuring alignment to budgets and forecasts</li><li>Improve <strong>data quality and reporting processes</strong> across the business</li><li>Manage Group finance timelines and key reporting deadlines</li><li>Develop reporting tools and enhance analytical capability</li><li>Partner with operational teams to understand business performance</li><li>Work with external advisors and system providers on projects</li><li>Oversee key <strong>debtor processes</strong>, ensuring strong controls</li></ul><h3><strong>About You</strong></h3><ul><li>Qualified accountant (ACA or equivalent)</li><li>Strong background in <strong>FP&amp;A, Transaction Services, Corporate Finance, or Deal Advisory</strong></li><li>Highly commercial with <strong>advanced modelling and analytical skills</strong></li><li>Advanced Excel capability (P&amp;L, cashflow, balance sheet modelling)</li><li>Strong technical accounting understanding</li></ul><p> </p><br><p> </p><p> </p><p>Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.</p><img src="https://counter.adcourier.com/R2F2aW4uV2lsbGlhbXMuNTQ2NzQuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
  • 2026-05-29T15:50:01Z
Head of Financial Reporting
  • Bristol, Bristol
  • remote
  • Permanent
  • 80000 - 85000 GBP / Yearly
  • <h2 data-start="262" data-section-id="15rtqmj" data-end="317">Financial Controller </h2><p data-end="442" data-start="318"><strong data-end="331" data-start="318">Location:</strong> Bristol (Hybrid)<br data-start="348" / data-end="351"> <strong data-end="362" data-start="351">Salary:</strong> £80,000-£85,000 plus generous bonus</p><h3 data-end="470" data-start="449" data-section-id="dmr0na">The Opportunity</h3><p data-end="654" data-start="471">Robert Half is partnering with a <strong data-start="530" data-end="583">large, international and purpose-led organisation</strong> to recruit a <strong data-start="597" data-end="651">Financial Controller</strong>.</p><p data-start="656" data-end="836">This is a high-profile role within a complex, multi-entity group operating across the world headquartered in Bristol</p><p data-end="1028" data-start="838">You will play a key role in leading group financial reporting, managing global audits, and partnering with senior stakeholders to drive financial control and insight across the organisation.</p><p data-start="838" data-end="1028"> </p><p data-end="1028" data-start="838"><strong>Key Responsibilities</strong></p><p data-end="1100" data-start="1063"><strong data-end="1100" data-start="1063">Group Financial Reporting &amp; Audit</strong></p><ul data-end="1479" data-start="1101"><li data-section-id="1few9m3" data-start="1101" data-end="1205">Lead the preparation of consolidated group financial statements across UK and international entities</li><li data-section-id="q10473" data-start="1206" data-end="1305">Own the year-end and interim audit process, acting as the primary contact for external auditors</li><li data-end="1388" data-start="1306" data-section-id="eebpcb">Ensure compliance with relevant accounting standards and regulatory frameworks</li><li data-start="1389" data-section-id="19eesux" data-end="1479">Manage month-end close processes, ensuring timely and accurate balance sheet reporting</li></ul><p data-start="1481" data-end="1524"><strong data-end="1524" data-start="1481">Financial Control &amp; Process Improvement</strong></p><ul data-end="1785" data-start="1525"><li data-end="1608" data-start="1525" data-section-id="d5tacd">Maintain robust financial controls and governance across multiple jurisdictions</li><li data-section-id="ttbghj" data-start="1609" data-end="1715">Drive continuous improvement in finance processes, systems, and reporting (including ERP optimisation)</li><li data-section-id="kobxs2" data-start="1716" data-end="1785">Manage relationships with external service providers and advisors</li></ul><p data-end="1820" data-start="1787"><strong data-start="1787" data-end="1820">Business Partnering &amp; Insight</strong></p><ul data-start="1821" data-end="2075"><li data-section-id="j4cyx3" data-start="1821" data-end="1917">Provide technical accounting guidance to senior stakeholders, including executive leadership</li><li data-section-id="bctxrn" data-start="1918" data-end="1993">Support financial planning, forecasting, and working capital management</li><li data-end="2075" data-start="1994" data-section-id="axhe2q">Deliver clear, concise financial insights to inform strategic decision-making</li></ul><p data-start="2077" data-end="2097"><strong data-start="2077" data-end="2097">Specialist Areas</strong></p><ul data-start="2098" data-end="2219"><li data-section-id="74ew0g" data-start="2098" data-end="2156">Oversee accounting for investments and pension schemes</li><li data-end="2219" data-start="2157" data-section-id="1qpllqu">Support group-wide insurance processes and risk management</li></ul><h3 data-end="2241" data-start="2226" data-section-id="1aojag"> </h3><h3 data-section-id="1aojag" data-start="2226" data-end="2241">About You</h3><p data-end="2379" data-start="2243">We are looking for a technically strong and commercially aware finance professional who thrives in a complex, international environment.</p><p data-start="2381" data-end="2395"><strong data-end="2395" data-start="2381">Essential:</strong></p><ul data-end="2719" data-start="2396"><li data-start="2396" data-section-id="ywinux" data-end="2470">ACA / ACCA / CIMA qualified with significant post-qualified experience</li><li data-end="2531" data-start="2471" data-section-id="8bq970">Strong background in group financial reporting and audit</li><li data-end="2601" data-section-id="1k0f7dw" data-start="2532">Experience operating in multi-entity, international organisations</li><li data-end="2647" data-start="2602" data-section-id="1y6qc3m">Up-to-date technical accounting knowledge</li><li data-section-id="t9sjbr" data-start="2648" data-end="2719">Proven ability to manage audits and engage with senior stakeholders</li></ul><p> </p><p><strong>For the right person the client is offering a very competitive:</strong></p><p><strong>£80,000 - £85,000 plus generous bonus and above average remote working policy</strong></p><p>Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.</p><img src="https://counter.adcourier.com/VG9tLk1vcmdhbi4wMTQyMC4xMDkyM0ByaGkuYXBsaXRyYWsuY29t.gif">
  • 2026-04-20T14:10:16Z
Claims Administrator
  • Cardiff, Cardiff
  • remote
  • Permanent
  • 27128 - 31000 GBP / Yearly
  • <p> </p><p>Robert Half is delighted to be partnering with a well‑established Association to recruit a <strong>Claims &amp; Membership Administrator</strong>. This is a varied and rewarding position covering claims processing, membership administration, direct debit support, and general office duties. It's an excellent opportunity for someone who enjoys accuracy, organisation, and delivering excellent service within a supportive team environment.</p><h3><strong>Key Responsibilities</strong></h3><br><br>Claims Administration<br><br><ul><li>Sort, process and archive claim forms.</li><li>Handle all claims enquiries, including requesting medical certificates when required.</li><li>Assess and calculate claim benefits, ensuring accuracy.</li><li>Print and collate claim cheques and supporting documents.</li><li>Maintain and update pending claims files.</li><li>Issue correspondence to the Medical Records Office.</li><li>Accurately file all claims records and communications.</li><li>Contact customers to gather additional information as needed.</li><li>Ensure all claim and customer information complies with GDPR regulations.</li></ul><br><br>Membership Administration<br><br><ul><li>Respond to membership queries from current, prospective, and new members.</li><li>Draft and produce membership letters and supporting documentation.</li><li>Enrol individual and group members onto the membership database.</li><li>Process renewals and continuing membership requests.</li><li>Update and manage group membership lists, including extracting key information (e.g., cancellations).</li><li>Organise, print and distribute group membership lists.</li><li>Maintain accurate and GDPR‑compliant membership records.</li><li>Support membership growth by tracking enquiries and issuing follow‑up communications.</li></ul><br><br>Direct Debit Support<br><br><ul><li>Set up new members on the Association's internal claims and direct debit systems.</li><li>Process premium direct debit payments.</li><li>Manage unpaid direct debit transactions.</li><li>Ensure internal systems accurately reflect all direct debit movements.</li></ul><br><br>General Office Duties<br><br><ul><li>Open, sort and prepare daily post for franking.</li><li>Answer incoming calls and respond to general email/postal enquiries.</li><li>Welcome visitors and manage deliveries.</li><li>Monitor and order office stationery supplies.</li><li>Support the overall security, cleanliness and efficiency of the office.</li><li>Adhere to Health &amp; Safety and Fire Safety procedures.</li><li>Assist in training new team members.</li><li>Undertake ad‑hoc administrative tasks as required.</li></ul><h3><strong>What We're Looking For</strong></h3><ul><li>Strong administrative experience, ideally within claims, membership, insurance, finance, or similar environments.</li><li>Excellent attention to detail and ability to process information accurately.</li><li>Confident communication skills across phone, email and written correspondence.</li><li>Strong organisational skills with the ability to manage multiple tasks at pace.</li><li>Proactive, reliable and able to work well as part of a team.</li><li>Confident using databases, MS Office applications, and internal systems.</li></ul><h3><strong>What's on Offer</strong></h3><ul><li>A friendly, supportive working environment.</li><li>Opportunity to work within an established, values-driven organisation.</li><li>Training, development and long-term progression opportunities.</li><li>Competitive salary and benefits package.</li></ul><p>If you're a detail‑driven administrator looking for a steady, varied role within a supportive team, we'd love to hear from you.</p><p><br /><strong>Apply or contact for further information </strong></p><br><p> </p><p> </p><p>Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.</p><img src="https://counter.adcourier.com/R2F2aW4uV2lsbGlhbXMuNDU2MjIuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
  • 2026-04-24T10:41:20Z
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