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- Tasks: Join a friendly team to manage payments and ensure exceptional client service.
- Company: Target, a supportive environment focused on wellbeing and success.
- Benefits: £26,000 salary, 30 days holiday, hybrid working, and health perks.
- Why this job: Build your career in financial services with opportunities for growth and learning.
- Qualifications: Organised, detail-driven, and skilled in Excel; eager to learn.
- Other info: Collaborative culture with recognition for achievements and wellbeing support.
The predicted salary is between 26000 - 36400 £ per year.
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
- 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.
Other Benefits
- 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!
Financial Servicing Executive in Cardiff employer: Target Group
Contact Detail:
Target Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Servicing Executive in Cardiff
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Target and their values. This will help you tailor your answers and show that you're genuinely interested in being part of their supportive environment.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on how your skills in financial services and problem-solving can contribute to the team’s success.
✨Tip Number 3
Show off your Excel skills! Since this role requires strong numerical ability, be ready to discuss your experience with Excel and any relevant projects where you've used it to solve problems or improve processes.
✨Tip Number 4
Don’t forget to ask questions! At the end of your interview, have a couple of thoughtful questions prepared about the team dynamics or growth opportunities. It shows you're engaged and serious about your future with them.
We think you need these skills to ace Financial Servicing Executive in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Servicing Executive role. Highlight your analytical abilities, attention to detail, and any relevant financial services experience to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re excited about this position. Share specific examples of how you've tackled challenges in previous roles, especially those related to financial operations or customer service.
Showcase Your Skills: Don’t forget to mention your Excel proficiency and problem-solving skills! We love candidates who can demonstrate their numerical ability and knowledge of bank reconciliations, so make sure these shine through in your application.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s the quickest way for us to receive your application and get you on the path to joining our supportive team!
How to prepare for a job interview at Target Group
✨Know Your Numbers
Brush up on your financial knowledge, especially around bank reconciliations and portfolio basics. Be ready to discuss how you've handled similar tasks in the past or how you would approach them. This shows you're not just interested in the role but also understand its core responsibilities.
✨Excel Skills on Display
Since the job requires strong Excel skills, prepare to demonstrate your proficiency. You might be asked about specific functions or how you would use Excel to manage data effectively. Practising common Excel tasks can give you a leg up during the interview.
✨Showcase Your Problem-Solving Skills
Think of examples where you've successfully resolved queries or issues in previous roles. The interviewers will want to see your analytical mindset in action, so be ready to explain your thought process and the steps you took to find solutions.
✨Cultural Fit Matters
Target values a supportive and collaborative culture, so be prepared to discuss how you work within a team. Share experiences that highlight your communication skills and how you contribute to a positive work environment. This will help you connect with the interviewers on a personal level.