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- Tasks: Join a dynamic team to manage payments and ensure exceptional client service.
- Company: Target, a supportive financial services company focused on employee wellbeing.
- Benefits: £26,000 salary, 30 days holiday, hybrid working, and health benefits.
- Why this job: Build your career in finance while enjoying a fun, collaborative culture.
- Qualifications: Organised, detail-oriented, and eager to learn about financial services.
- Other info: Opportunities for growth and recognition in a friendly environment.
The predicted salary is between 26000 - 36400 £ per year.
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
- 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.
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 (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 you can select
- 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
Contact Detail:
Target Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Servicing Executive in Cardiff
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at Target. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by brushing up on your Excel skills and understanding bank reconciliations. We want to see your analytical side shine, so be ready to discuss how you tackle problem-solving in real scenarios.
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've managed deadlines and workloads in the past. This will demonstrate that you're the detail-driven candidate we’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our supportive team at Target.
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 seeing candidates who can demonstrate their numerical ability and knowledge of bank reconciliations — it’s a big plus for us.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Target
✨Know Your Numbers
As a Financial Servicing Executive, you'll be dealing with numbers daily. Brush up on your financial terminology and be ready to discuss your experience with bank reconciliations and reporting. This shows you’re not just familiar with the role but also passionate about it.
✨Showcase Your Organisational Skills
Highlight your ability to manage workloads and meet deadlines. Prepare examples of how you've successfully organised tasks in previous roles, especially under pressure. This will demonstrate that you can thrive in a busy environment like theirs.
✨Be Ready to Problem-Solve
Expect questions that assess your problem-solving skills. Think of specific instances where you resolved queries or improved processes. This will show that you’re proactive and eager to take ownership, which is key for this position.
✨Engage with Their Culture
Research the company culture and values. Be prepared to discuss how you align with their supportive and collaborative environment. Showing that you understand and appreciate their focus on wellbeing and development can set you apart from other candidates.