Finance jobs in Cardiff

What you would do

• Lead, coach and develop a team of Sales Associates to achieve sales, customer service and operational targets.
• Create and execute an agile business plan to recruit and retain customers through strategic targeting and in-store events.
• Manage customer relationships and front-line marketing.
• Develop financial plans and manage resources.
• Handle difficult customer service situations with diplomacy.
• Guide team performance while holding members accountable.

Skills

What you would do

• Lead and direct reports, ensuring high service standards and Health & Safety compliance across the company.
• Act as a business ambassador, spending at least 60% of time on site in client locations across South Wales and the UK.
• Support sales leads, tenders, presentations, and site show rounds.
• Conduct market research to identify new business opportunities and sectors.
• Build client relationships and secure new contracts.
• Monitor and input into Service Level Agreements and report performance themes.

Skills

What you would do

• Own month-end close activities for assigned legal entities and service lines, delegating tasks to junior team members.
• Prepare and review complex journals including accruals, prepayments, intercompany transactions, reallocations and reclassifications.
• Perform balance sheet reconciliations and resolve reconciling items.
• Review revenue recognition, deferred income, WIP, accruals and project accounting transactions.
• Support statutory audits and provide accurate, timely audit evidence.
• Provide detailed financial analysis supporting Finance Managers and business stakeholders.

Skills

What you would do

• Lead and manage business targets, delivering net revenue growth and cumulative asset growth.
• Develop a client base through generating new clients and maintaining existing relationships.
• Lead business development activities and contribute to the group business plan.
• Articulate the full breadth of the RBC proposition (investment, lending, cash, trust solutions) to clients and prospects.
• Take clients through as much of the advice journey as possible before involving specialist colleagues.
• Lead and manage teams, providing guidance, coaching, and mentorship.

Skills

What you would do

• Keep clients' account information up to date and reconcile their bank statements in agentOS.
• Process payments for clients, including payment files, invoices and payments to organisations such as HMRC and the Deposit Protection Service.
• Chase outstanding arrears by phone, email, text and letter.
• Prepare client statements and help clients through month-end.
• Help clients stay compliant, flagging any risks.
• Train clients on agentOS, including setting up new accounts.

Skills

What you would do

• Handling customer enquiries primarily by telephone and providing clear, accurate information.
• Taking ownership of customer questions and working towards appropriate outcomes.
• Building knowledge of products, processes and systems through structured training.
• Recording customer information accurately and following agreed procedures.
• Identifying and helping to resolve customer concerns and complaints.
• Working with colleagues and wider teams to support customers effectively.

Skills

What you would do

• Support delivery of departmental objectives through operational, analytical, administrative and project-related activities.
• Gain practical experience across the employee lifecycle including recruitment, onboarding, HR administration and payroll.
• Support recruitment activities including job advertising, candidate screening, interviews, contracts and offer documentation.
• Contribute to onboarding activities for new employees.
• Gather, analyse and interpret information to support decision-making and People initiatives.
• Undertake research to support development and improvement of People practices.

Skills

What you would do

• Lead and develop the Finance Shared Services team delivering efficient, high-quality, customer-focused services.
• Oversee management accounting and transactional finance operations, ensuring accurate and timely month-end reporting to Group Finance.
• Establish and monitor SLAs, KPIs and performance reporting to drive accountability and identify improvement opportunities.
• Standardise and optimise finance processes across the Group, embedding consistent ways of working across all entities.
• Oversee treasury operations and working capital management, including cash flow forecasting, liquidity management, banking relationships and funding activities.
• Maintain financial controls, governance and compliance, meeting audit expectations and mitigating financial and operational risks.

Skills

What you would do

• Host customers in store, guiding them to the right products and setting an example of great service.
• Manage store standards including cash reconciliations, customer queries, audit compliance, and stock management.
• Lead and supervise a small team in a fast-paced retail environment, translating customer service into sales.

Skills

What you would do

• Manage inbound customer communications related to servicing and arrears.
• Issue regulatory documentation such as statements and redemption quotes accurately.
• Investigate and resolve customer complaints with a focus on fairness.
• Identify and refer issues requiring specialist handling (complaints, vulnerability, fraud).
• Support vulnerable customers and address their specific needs.
• Signpost customers in financial difficulty to collections teams for repayment solutions.

Skills

What you would do

• Manage the general ledger accounting framework and control environment.
• Review monthly and quarter-end accounts.
• Liaise with ANV Corporate to clear quarter-end accounts.
• Assist in production of statutory financial statements.
• Prepare and review balance sheet reconciliations.
• Act as key contact with the external audit team.

Skills

What you would do

• Lead the People Advisory and Employee Relations function across the Group.
• Provide expert leadership on complex ER matters.
• Shape and develop people policies and frameworks.
• Ensure alignment with UK employment law and financial regulations (FCA/PRA, SMCR).
• Manage complex, high-risk ER cases including tribunal preparation and negotiation with external stakeholders.
• Build senior stakeholder relationships and influence at executive/board level.

Skills

What you would do

• Work with a variety of clients, from household names to innovative start-ups.
• Build strong client relationships and develop technical expertise in audit and financial reporting.
• Work with real data sets, selecting samples, gathering evidence from clients, and testing it to assess the impact of errors.
• Apply professional judgement to assess client policies and estimates.
• Analyse financial statements and review internal controls.
• Study for a relevant professional qualification (ACA, ICAS, CFAB, AAT, ACCA, CIMA or DTS).

Skills

What you would do

• Lead delivery of client change programmes, translating client strategy and priorities into well-structured delivery roadmaps.
• Scope, plan and deliver projects to agreed milestones and outcomes.
• Manage budgets, forecasting and financial controls.
• Support pricing, bids and commercial conversations with clients.
• Lead, develop and support Project Managers.
• Report progress, escalate risks early and embed lessons learned.

Skills

What you would do

• Calling existing clients to review their current protection arrangements (warm leads).
• Building rapport and understanding customers' current needs and circumstances.
• Helping clients understand their existing cover and identifying where their protection needs may have changed.
• Managing client records accurately across multiple systems.
• Handling a high volume of outbound calls.
• Achieving daily and monthly performance targets.

Skills

What you would do

• Act as main point of contact for designated projects; set up document control for projects and roll out; QA check documents for compliance with project protocols and naming conventions; distribute documents to CDEs via workflows and transmittals; maintain information exchange in ProjectWise and train project teams on its use and CDE processes; update drawing issue sheets, TIDPs and trackers; set up distribution lists; run reports on workflows, RFIs, QA rejections and drawing comments; manage CDE users; plan and resource with the team; implement process improvements; carry out project closedown and archiving; provide leave cover for lead document controllers.

Skills

What you would do

• Checking and updating an integrated eHR/payroll database to effect changes to salary and other payroll-related data.
• Processing statutory notifications and payments (e.g.
• SMP, SSP), voluntary deductions, third-party payments and occupational entitlements.
• Working to agreed service standards and maintaining clear audit trails.
• Applying internal control procedures and checking system-generated reports to ensure the integrity of submitted payroll changes.
• Ensuring correct adherence with TUPE scheme rules, maternity differences and TUPE pension legislation.

Skills

What you would do

• Leading Retail's control effectiveness strategy, first-line assurance methodology and annual review programme.
• Providing objective challenge on control design, operating effectiveness and the robustness of management assessments.
• Conducting control testing, reperformance, evidence-based reviews and data-led analysis.
• Identifying themes, trends and systemic weaknesses across risk events, issues, audits and monitoring activity.
• Developing automated and scalable approaches to evidence collection, control monitoring and assurance testing.
• Using analytics, workflow tools and AI-enabled functionality to improve coverage, efficiency and insight.

Skills

What you would do

• Reconcile intercompany activity across entities, ensuring completeness, accuracy and compliance with Group accounting policies.
• Perform monthly reconciliations of intercompany accounts, investigating and resolving variances.
• Prepare reconciliation schedules, supporting documentation and variance analysis for Finance leadership and external auditors.
• Assist in preparing and maintaining intercompany agreements supporting transfer pricing strategies and intercompany loans.
• Support the tax team with information for transfer pricing computation, analyses and audit requests.
• Support the Group consolidation process, ensuring intercompany balances are reconciled and elimination entries are accurate.

Skills

What you would do

• Support Portfolio Managers and Wealth Managers in producing portfolio proposals, reviews and associated client administration.
• Execute trades on instruction from the CP Portfolio Manager or Wealth Manager.
• Collate and verify the accuracy of information and work provided.
• Assist in preparation for new client meetings.
• Support business development through correct application of client processes and procedures.
• Maintain up-to-date knowledge of the market and regulation changes.

Skills