Financial Servicing Executive
Financial Servicing Executive
Hybrid/Cardiff | £26,000 per annum
We currently have 2 roles available within this team - 1 x Permanent / 1 x 12 Month Fixed Term Contract
Join a team where accuracy meets impact — and where you’re supported to grow.
Are you analytical, organised and motivated by getting things right? We’re looking for a Financial Servicing Executive to join our busy, friendly team and play a key role in reconciling, reporting and managing payments across multiple lending and investment portfolios.
If you love variety, enjoy problem‑solving and want to build a career in financial services, this could be the perfect next step.
What you’ll be doing
You’ll be at the heart of our financial operations, making sure our clients — and their customers — receive an exceptional service. Day to day, you’ll:
- Complete daily and monthly reconciliations, meeting SLAs and keeping records accurate and up to date
- Produce high‑quality reports and MI for clients and internal teams
- Process customer and client payments swiftly and accurately
- Investigate and resolve queries through our Service Desk and shared mailboxes
- Support regulatory reporting, policy reviews and audit activity
- Log, report and help close any breaches quickly and effectively
- Work closely with clients and colleagues across the business to deliver great customer outcomes
- Contribute to continuous improvement and first‑line risk controls
What it’s like to work with us
You’ll be part of a supportive team led by a Financial Servicing Manager who’s committed to your development. Expect regular 1-2-1s, meaningful feedback and recognition for a job well done through our My Recognition portal.
Yes, we’re busy (especially the first week of the month!) but we balance that with a fun, collaborative culture. Your wellbeing matters — and so does your career. You’ll have opportunities to learn, grow and progress with us.
Requirements
What you’ll bring
You’re someone who is:
- Highly organised, thorough and detail‑driven
- Confident working to deadlines and managing your own workload
- A strong communicator who works well with others
- Proactive, curious and eager to take ownership
- Skilled in Excel, with good problem‑solving and numerical ability
- Knowledgeable about bank reconciliations and portfolio basics
- Experienced in financial services (or eager to learn more)
Bonus points for:
AAT qualification, degree‑level education, or experience with general ledger systems.
Benefits
- Salary of £26,000 per annum
- 30 days holiday entitlement plus bank holidays
- Hybrid Working policy - approx. 1-2 days per week in our Cardiff or Newport office
- Defined Pension Contribution Scheme (Employer matched up to 6%). Plus, option to contribute via Salary Exchange (alternatively known as Salary Sacrifice)
- Employee Discount Scheme, access to discounts and offers across 100s of leading retailers. Plus, cashback on purchases
- Company Paid Private Medical Insurance (benefit in kind)
- Group Life Assurance
- Group Income Protection
- Discretionary Annual Pay Review
- Discretionary Annual Bonus Scheme
- Loyal Service Scheme
- Help@Hand – Confidential access to health and wellbeing support to include Employee Assistance Program
- Free Flu Vaccinations, Eye Tests and employer contribution towards glasses
- Recognition Scheme
- Free Mortgage Advice and Support
- Wisdom Wellbeing, your go to for wellbeing resources and solutions
- Everest Funeral Concierge
- Free Bereavement and Probate Advice and Support
- Access to a GP 24 hours a day, 7 days a week, 365 days a year through GP24
- Paid eye tests and employer contribution towards spectacles specifically for VDU use.
You can also select other benefits, we cover the upfront cost and make monthly deductions from your pay, interest free!
- Technology Buying Scheme
- Discounted Gym Memberships
- Taste Card / Coffee Club Membership
- Charitable Payroll Giving
- Cycle to work Scheme (Salary Sacrifice)
Why join Target?
At Target, you’ll be part of a genuinely supportive environment where people care about each other’s wellbeing and success. You’ll have opportunities to grow, learn, take on new challenges and shape how we deliver change. And you’ll be part of a team that celebrates achievements — big and small.
Ready to grow your career in a friendly, collaborative team?
We’d love to hear from you. Apply today!