Financial advisory Work, Jobs in Wilton, Wil (with Salaries)

PMS Operations Assistant - 12 months Fixed Term Contract
SW Group —Salisbury
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- Organisational skills
Quick apply
Chartered Financial Planner
Benchmark Capital —Winchester
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
R&D Tax Specialist - Chandler's Ford
Xeinadin —Chandlers Ford
- Microsoft Office
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Transaction Services Manager/Senior Manager
BDO —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Management
Senior Project Manager
AtkinsRéalis —Southampton
- Full-time
- Hybrid work
- Project management
- Leadership
- Communication skills
Manager - Deal Advisory
KPMG —Christchurch
- Full-time
- Hybrid work
- Communication skills
- Employee discount
Accounts Senior Associate
Saffery —Bournemouth
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Profit sharing
- Annual leave
Associate Surveyor - Valuation
Vail Williams —Southampton
- Full-time
- Hybrid work
- Analysis skills
- Leadership
- Communication skills
- Flexible schedule
Quick apply
Graduate / Trainee B2B Lead Generation Executive
Hilton-Baird Financial Solutions —Southampton
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
Quick apply
Data Engineer II - Adabas
JPMorganChase —Bournemouth
- Full-time
- Microsoft Outlook
- Data analysis skills
- Microsoft Office
Insolvency Administrator
FRP Advisory Group —Southampton
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Corporate Tax Manager - Reading
KPMG —Southampton
- Part-time
- Hybrid work
- Analysis skills
- Project management
- Communication skills
Group Finance Director
Arqiva —Winchester
- Full-time
- Travel
- Tax experience
Project Manager
AtkinsRéalis —Southampton
- Full-time
- Hybrid work
- PMP
- Engineering
- Project management
9h
B2B Lead Generation Executive
Hilton-Baird Financial Solutions —Southampton
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
Quick apply
Operations Coordinator - Property Management
NAA-Jones Lang LaSalle Resources —Southampton
- Full-time
- Microsoft Powerpoint
- Administrative experience
- Project management
Quick apply
11d
Bank Health Centre Nurse
Port Regis School —Shaftesbury
- Part-time
- Organisational skills
- IT
- In-person
- Free parking
Quick apply
14d
Employment Lawyer
Womble Bond Dickinson (UK) LLP —Southampton
- Hybrid work
- Business development
- Communication skills
Digital Electronics Engineer
Leonardo UK Ltd —Southampton
- £45,000 - £71,000 a year
- Full-time
- Hybrid work
- Engineering
- Flexible schedule
- Referral programme
Technical Director – Coastal Engineering
Ramboll —Southampton
- Full-time
- Hybrid work
- Management
- Engineering
- Business development
Quick apply

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financial advisory jobs near wilton, wil

PMS Operations Assistant - 12 months Fixed Term Contract

SW Group
Salisbury

Quick apply

Job details

Full-time

Benefits

Cycle to work scheme
Season ticket loan
Company pension
Private medical insurance

Qualifications

Power BI
Microsoft Excel
Managerial accounting
Accounting
Organisational skills
ServiceNow
Financial services
A Level

Full job description

Company Description

At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations.

Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary.

Job Description

What will you be doing?

We’re looking for a proactive and detail-oriented individual to join our team in Salisbury or London. In this role, you will support the PMS Business & Finance Support Manager and wider team to ensure the smooth running and optimisation of our Practice Management System (PMS).

Working collaboratively across the business, you’ll play a key role in maintaining accurate financial data, supporting reporting processes, and ensuring system usage aligns with internal policies and regulatory standards.

As PMS Operations Assistant, your responsibilities will include among others

Support the day-to-day operations of the PMS Business Support team, including coordinating meetings, preparing agendas, and documenting processes and procedures
Produce and coordinate management information and reporting as required
Assist in reducing aged Work in Progress (WIP) balances across the firm
Monitor and report on Partner and senior staff leavers, ensuring client and engagement reallocations are completed seamlessly
Provide support for audits by preparing and supplying relevant data and documentation
Assist with month-end processes, including chasing outstanding approvals and draft bills
Respond to data and reporting requests from the wider business using Excel and Power BI
Manage the e-billing inbox, resolving any issues to ensure timely and accurate billing to clients
Support KPI tracking and service level reporting using ServiceNow data

Qualifications

To be successful in this role, you should have

Previous experience within a professional services or financial services environment, or a similar commercial environment
Strong organisational skills with the ability to prioritise tasks in a fast-paced environment
Good understanding of management accounting principles
High level of attention to detail with a focus on accuracy and quality
The ability to work independently and manage workload efficiently
A level or equivalent qualifications

Desired

Strong Excel skills; experience with Power BI is desirable (training can be provided)
Experience with STAR PMS is advantageous but not essential

Additional Information

As a colleague here at S&W you will have access to benefits that include

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependent)
Generous holiday package
Option to purchase additional holiday
Shared parental leave
Cycle to work scheme
Season ticket loan
Eye care support

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

financial advisory jobs in wilton, wil

PMS Operations Assistant - 12 months Fixed Term Contract

Chartered Financial Planner

R&D Tax Specialist - Chandler's Ford

Transaction Services Manager/Senior Manager

Senior Project Manager

Manager - Deal Advisory

Accounts Senior Associate

Associate Surveyor - Valuation

Graduate / Trainee B2B Lead Generation Executive

Data Engineer II - Adabas

Insolvency Administrator

Corporate Tax Manager - Reading

Group Finance Director

Project Manager

B2B Lead Generation Executive

Operations Coordinator - Property Management

Bank Health Centre Nurse

Employment Lawyer

Digital Electronics Engineer

Technical Director – Coastal Engineering

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