Financial advisor Work, Jobs in Cheltenham, Gls (with Salaries)

Service Charge Analyst
Innovus —Worcester
- Up to £35,000 a year
- Full-time
- Microsoft Excel
- Project management
- Accounting
Quick apply
12d
Loss Prevention Advisor
TK Maxx —Cheltenham
- Full-time
- Employee assistance programme
- Employee discount
9d
Senior Contract Manager
GE Aerospace —Cheltenham
- Full-time
- Project management
- Contracts
- Communication skills
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Communication skills
- Banking
Insurance Advisor
Howden Group Holdings —Evesham
- Full-time
- Hybrid work
- Employee discount
Senior Technical Paraplanner
Hazlewoods —Cheltenham
- £45,000 - £52,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Annual leave
Quick apply
Retail Sales Advisor
Brewers Decorator Centres —Cheltenham
- £28,136 a year
- Customer service
- Communication skills
- Employee assistance programme
13d
Mortgage Advisor
The Mortgage Experts —Great Malvern
- £60,000 - £100,000 a year
- Remote
Quick apply
Claims Specialist
AmTrust International —Bishops Cleeve
- £26,000 - £30,000 a year
- Customer service
- Microsoft Office
- Analysis skills
- Gym membership
Sales Advisor
Bloor Homes —Gloucester
- Weekend availability
- Sales
- Driving
- Negotiation
- Employee discount
Tesco Travel Money Advisor
Travelex —Cirencester
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
Quality Assurance Assistant
Usay Compare —Cirencester
- £26,228 a year
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
Quick apply
Financial Adviser Support
Benefact Group —Gloucester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Community Manager, APAC
Armstrong Wolfe —Tewkesbury
- £30,000 - £35,000 a year
- Full-time
- English
- Administrative experience
- Financial services
Quick apply
7d
Financial Planning Administrator - 12-month FTC
Attivo Group —Cheltenham
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Expert Strategic Partnership Manager
iPipeline —Cheltenham
- Full-time
- Remote
- Sales
- Travel
- Financial services
- Health & wellbeing programme
- Annual leave
Experienced Data Analyst
iPipeline —Cheltenham
- Full-time
- Hybrid work
- Data analysis skills
- SQL
- Analysis skills
- Health & wellbeing programme
- Annual leave
Head of Digital Programmes, Band 8c
Gloucestershire Hospitals NHS Foundation Trust —Gloucester
- £79,504 - £91,609 a year
- Full-time
- Project management
- Communication skills
- Annual leave
- Employee discount
Senior Property Sales Advisor
Bupa —Evesham
- £33,000 a year
- Full-time
- Employee discount
- Gym membership
Quick apply
Automotive Service Advisor
Reinventing The Wheel- Jeb UK —Tewkesbury
- £35,000 - £40,000 a year
- Full-time
- Organisational skills
- In-person
- Free parking
- Employee discount
Quick apply
5d

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financial advisor jobs near cheltenham, gls

Service Charge Analyst

Innovus -
Worcester

Quick apply

Job details

Permanent | Full-time
Up to £35,000 a year
12 days ago

Benefits

On-site parking

Qualifications

Microsoft Excel
Managerial accounting
Accounting software
Financial report writing
Business processes
Project management
Accounting
CIMA
Communication skills
AAT

Full job description

Job Role: Service Charge Analyst

Location: Worcester

Hours: 35 hours per week - Monday to Friday

Salary: Up to £35,000 per annum plus benefits

At Innovus, we are committed to delivering market leading solutions and professional services. As a Service Charge Analyst, you will be contributing to our vision to be recognised as the market leading provider of services to the UK’s property sector.

We are proud to employ highly skilled, experienced and innovative people who deliver business expertise and services across the property industry.

At Innovus we are committed to delivering market leading solutions and professional services and as Service Charge Accountant you will be contributing to our vision to be recognised as the market leading provider of services to the UK’s property sector.

We are to employ highly skilled, proud experienced and innovative people who deliver business expertise and service across the property industry.

Main Purpose of Job

The Service Charge Analyst will review the service charge accounting output from the managing agents across the client’s residential portfolio. This includes reviewing budgets and accounts, reporting to internal and external stakeholders whilst ensuring compliance with regulations and policies and mitigating financial risk to our clients.

Position in Organisation

This role reports to the Head of Client Finance

Main Responsibilities

Complete detailed reviews of service charge accounts & cost estimates for properties across the portfolio (on a risk basis)
Carry out detailed accounting and investigation on escalated properties, extracting data from financial records
Conduct detailed analysis of financial data as required
Prepare financial reports and service charge data for tribunal proceedings and collaborate with legal advisors as necessary.
Prepare & present financial reports to key stakeholders
Create financial models to support service charge performance assessments of the managing agents working on the Direct portfolio.
Provide expert advice on service charge issues to key stakeholders
Ensure compliance with relevant policies and regulations
Identify and implement process improvements for greater efficiency

Qualifications:

Relevant accounting qualifications (AAT, ACCA, CIMA) required or QBE
Experience in strategic financial decision-making and process improvement.

Skills, Knowledge & Experience:

Extensive experience in service charge and property management accounting.
Advanced knowledge of service charge regulations and financial reporting.
Proficient in Microsoft Excel and accounting software; experience with property management systems is a must.
Demonstrates strong portfolio management
Excellent communication skills with internal and external stakeholders.
Exceptional organisational and project management abilities.
High attention to detail and accuracy in financial reporting.
In-depth knowledge of audits and compliance.

Working at Innovus:

At Innovus, we recognise that people come to work to do a great job, and we actively support this through our internal employee reward platform and a culture that celebrates contribution.

We’re passionate about helping our people grow and progress, and we encourage ongoing personal and professional development. We also understand the importance of a healthy work-life balance, offering flexibility where possible depending on role requirements.

Everything we do is guided by our core values: Trust, Respect, Integrity, Innovation, and Delivery.

What We Offer:

At Innovus, we believe our people deserve the best, just like our customers. That’s why we provide the tools, training, and support you need to thrive, alongside a competitive salary and a great range of benefits.

We're committed to creating a supportive, inclusive workplace where everyone can succeed.

Diversity and Inclusion:

At Innovus, we’re committed to building a diverse and inclusive workforce and recruit based on merit. We welcome applications from everyone, including those interested in job share opportunities.

As an inclusive employer, we provide equal employment opportunities to all qualified candidates. If you have any accessibility requirements or need adjustments at any stage of the recruitment and selection process, please contact our team, we are happy to support you.

Ready to apply:

Click the ‘Apply’ button below to begin your application. You’ll be asked to upload your CV and answer a few short questions. As part of the process, you may also be invited to complete online verbal and numerical reasoning tests.

Please note that, due to the nature of our sector, all roles are subject to an Enhanced DBS check.

If you meet the criteria for the role, we’ll be in touch to arrange a brief telephone interview. Shortlisted candidates will then be invited to a first-stage interview with the hiring manager and a member of our team.

Due to the high number of applications we receive, we may not be able to contact everyone individually — but we truly appreciate your interest in joining Innovus.

#123

Job Types: Full-time, Permanent

Pay: Up to £35,000.00 per year

Benefits:

On-site parking

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in cheltenham, gls

Service Charge Analyst

Loss Prevention Advisor

Senior Contract Manager

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

Insurance Advisor

Senior Technical Paraplanner

Retail Sales Advisor

Mortgage Advisor

Claims Specialist

Sales Advisor

Tesco Travel Money Advisor

Quality Assurance Assistant

Financial Adviser Support

Community Manager, APAC

Financial Planning Administrator - 12-month FTC

Expert Strategic Partnership Manager

Experienced Data Analyst

Head of Digital Programmes, Band 8c

Senior Property Sales Advisor

Automotive Service Advisor

I want to receive the latest job alerts for financial advisor in cheltenham, gls

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