Director, Strategic Finance

Director, Strategic Finance

Location:

CF24 4HQ
Cardiff,
Job Switch Ltd

Posted 2 days ago. Contract.

Job Purpose: To enact the statutory role of Responsible Financial Officer for CCR, making arrangements for the proper administration of financial affairs, in accordance with s151 of the Local Government Act 1972.

To ensure the effective stewardship of public funds, demonstrating the capability to maximise the impact of all CCR’s strategic resources, to contribute to a Medium‑Term Financial Plan that…

Location:

Wimborne, England. Salary: £24,000 – £30,000 DOE. Office based with free parking.

Key Responsibilities
:

• Schedule annual reviews and client meetings.
• Prepare meeting packs and complete AML/s.
• Process new business, replacement cases, fund switches and encashments.
• Liaise with advisers, paraplanners and admin centres to progress cases.
• Handle day‑to‑day client and adviser requests.
• Ensure all work meets compliance and quality standards.
• Participate in internal meetings and maintain required training.

About You
:

• Experience in financial services administration (preferred).
• Excellent organisation, attention to detail, and communication skills.
• Ability to work independently and within a team.
• Professional, client‑focused, and able to manage confidential information.
• Strong IT skills and willingness to learn.

Location:

Bristol office, Ham Green, BS20. Salary up to £35,000 plus a comprehensive benefits package including 23 days holiday, 12 wellbeing days, bank holidays, hybrid working, training support, 10% pension contribution, profit share, income protection, private medical insurance, life assurance, healthcare cash plan, cycle‑to‑work scheme.

Responsibilities
:

• Providing administrative assistance for high‑net‑worth client financial planning and portfolio management.
• Assisting Client Managers with annual review paperwork.
• Preparing valuations, reports, letters, application forms, spreadsheets, and presentations.
• Ensuring client database accuracy.
• Processing new business applications and related tasks.
• Developing client relationships through phone, email, and in‑person communication.
• Coordinating Client Managers’ activities and correspondence.
• Managing incoming post, tasks, and monitoring action points.
• General administration: filing, scanning, updating spreadsheets, typing, and phone duties.

Qualifications
:

• Previous experience in a highly involved support role in a financial services organisation.
• Enthusiastic, proactive, with strong communication and organisational skills.
• High numeracy, IT literacy in Microsoft Office, and adaptability.
• Team player and building strong relationships.
• Alignment with company values of ‘people matter’ and ‘setting the bar high’.

Location:

Sandbach, England. Salary not specified. Benefits: 31 days annual leave, company pension, free onsite parking.

Key responsibilities:

• Responding to calls and emails from clients and third parties.
• Preparing documents and information for client meetings.
• Administering financial plans and investments.
• Maintaining client files and documents in the Intelligent Office system.
• Processing applications, transfers, and letters of authority.
• Ensuring compliance with regulatory legislation.

Location:

Nottingham, England.

Benefits include generous holiday allowance, birthday day off, hybrid working, employee assistance programme, professional development, discounts, pension scheme, and more.

Key responsibilities:

• Managing and maintaining accurate client records in back‑office systems.
• Preparing documents and reports to support client meetings.
• Ensuring compliance with financial regulations through precise data handling.
• Acting as a first point of contact for clients, delivering prompt and professional communication.

Location:

Not specified. Role focuses on driving financial planning and forecasting processes across the group.

Key responsibilities:

• Implementing a cross‑functional approach to group financial planning processes.
• Challenging and driving actions across Finance and the wider business leadership…