Banking jobs in HerefordCreate job alerts

Client Relationship Manager \n Position: Full-time or part time / Permanent \n Salary: £50,000 – £60,000 (depending on experience) \n \n Join a forward thinking firm \n This is a rare opportunity to join an innovative and growing accountancy practice that takes a genuinely proactive approach to supporting owner-managed businesses. Rather than focusing solely on year-end compliance, the firm works alongside clients throughout the year, helping them understand their numbers, improve profitability and achieve their business goals. \n You'll work closely with the Directors and Management Accounting team, becoming a trusted point of contact for a portfolio of established SME clients. This is a highly consultative, relationship-led position where you'll help business owners stay accountable, identify opportunities for improvement and ensure they receive maximum value from the firm's advisory services. \n This role would suit someone with strong commercial awareness, exceptional organisational skills and the confidence to build trusted relationships. You do not need to be a qualified accountant, but you should be comfortable interpreting financial information and discussing business performance. \n \n Your Role \n\n • Building long-term relationships with a portfolio of owner-managed business clients.\n, • Preparing for and attending regular client meetings alongside one of the firm's Directors.\n, • Reviewing management accounts and financial information ahead of meetings to identify key discussion points and business improvement opportunities.\n, • Coordinating meeting agendas, actions and follow-up activities to ensure clients remain on track with their objectives.\n, • Acting as the primary day-to-day contact for clients between meetings.\n, • Working closely with the Management Accounting team to deliver an outstanding client experience.\n, • Supporting business owners by helping them understand their financial performance and identifying areas for growth and improved profitability.\n, • Providing high levels of organisation and project coordination across multiple client relationships.\n\n \n \n What you'll need to succeed \n\n • Excellent relationship-building and client-facing skills.\n, • Strong commercial awareness with the ability to understand financial reports and business performance.\n, • Highly organised with excellent planning, administration and follow-up skills.\n, • Confident communicating with business owners and senior stakeholders.\n, • A proactive, consultative approach with a genuine interest in helping businesses succeed.\n, • Previous experience within commercial banking, relationship management, business advisory, management accounting, finance business partnering or a similar client-facing role would be highly advantageous.\n, • A full UK driving licence is essential, as regular travel to client sites is required.\n\n \n What's Next? \n If this sounds like the role for you, we'd love to hear from you. Contact Ceris Mansfield on , email , or simply click Apply to upload your CV. \n Even if this isn't quite the right opportunity, Autograph Recruitment would still love to help. Please get in touch for a confidential discussion about your next move within Accountancy & Finance. \n Autograph Specialist Recruitment Limited acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. \n \n #ASRAF

Customer Experience Advisor | S1 | Retail Banking | Unity Place Branch | Milton Keynes. Whether you're helping someone with a simple cash transaction, aiding them with technology in the banking hall, transacting with them over the phone or protecting your customers against fraud and scams, you'll ne

Our client, a well-established international mid-market M&A and corporate finance advisory firm, is seeking a Managing Director / Partner to help drive the continued growth of its Healthcare practice.The firm has a strong track record of advising entrepreneurs, corporates and private equity investor

Whether you're helping someone with a simple cash transaction, aiding them with technology in the banking hall, transacting with them over the phone or protecting your customers against fraud and scams, you'll never know what the next challenge will be. Customer Experience Advisor | S1 | Retail Bank

The Technology Investment Banking team at Citi is a leading franchise with deep expertise across the technology sector, covering sub-verticals including Software, AI, Internet, IT services, FinTech and more. The Investment Banking Senior Associate role is an intermediate level position responsible f

Whether you're helping someone with a simple cash transaction, aiding them with technology in the banking hall, transacting with them over the phone or protecting your customers against fraud and scams, you'll never know what the next challenge will be. Customer Experience Advisor | S1 | Retail Bank

Morgan’s Global Banking business is one of the largest wholesale banking client franchises in the world. Significant experience in Investment Banking within the Business Services sector. Global Investment Banking supports a broad range of corporations, institutions and governments by providing str

Whether you're helping someone with a simple cash transaction, aiding them with technology in the banking hall, transacting with them over the phone or protecting your customers against fraud and scams, you'll never know what the next challenge will be. Customer Experience Advisor | S1 | Retail Bank

Triwill Group is seeking a Chief Operating Officer to lead regulatory compliance, operational resilience and strategic execution in a UK‑regulated banking environment.

Customer Experience Advisor | S1 | Retail Banking | Exeter Branch. Whether you're helping someone with a simple cash transaction, aiding them with technology in the banking hall, transacting with them over the phone or protecting your customers against fraud and scams, you'll never know what the nex

Page Executive in London is seeking a Data Products Delivery Lead - Director to shape the bank's data product offering.You will lead delivery of data products, align with business objectives, and collaborate with cross-functional teams across data, technology and business.The role requires proven ex

Customer Experience Advisor | S1 | Retail Banking | Winchester. Whether you're helping someone with a simple cash transaction, aiding them with technology in the banking hall, transacting with them over the phone or protecting your customers against fraud and scams, you'll never know what the next c

Kroo Bank is seeking a Head of Financial Planning and Analysis to lead forecasting, budgeting and strategic analysis in a fast-growing digital bank in London.You will build scalable models, partner with Finance, Risk, Product and Operations, and drive data-driven decision making.The role requires ha

Warner Scott Recruitment is seeking an experienced Chief Financial Officer to lead the Finance and Regulatory Reporting functions for a major international banking and financial services organisation in London.

A leading tech company is seeking a Solution Architect with extensive digital platform experience in investment banking.

A high-growth, globally recognised consulting firm is expanding its UK Banking practice and is seeking an experienced Associate Partner to lead and grow its Private Banking and Wealth Management offering. Own and scale strategic client relationships across private banking and wealth management. Orig

Morgan is seeking a Vice President in its Investment Banking EMEA Business Services coverage team in London.

As a Vice President on the Markets Audit team within Commercial & Investment Banking, you will lead and execute risk-based audit coverage across the Market Equities business and related activities — partnering with Front Office, Technology, Data Analytics, and global Audit colleagues to assess key

Leads a group of bankers that focus on investment banking across the region.

Sanderson, a globally recognized consulting firm, seeks an experienced Associate Partner to lead its Private Banking and Wealth Management practice in the UK. The ideal candidate will have over 10 years' experience in consulting, a strong track record in private banking, and the ability to manage la

The role drives strategy, client coverage and risk governance across Corporate Banking, Investment Banking, Markets, and Transaction Services. Citi UK seeks a Managing Director – Head of Technology and Communications (T&C) Corporate Banking to lead the UK franchise.

We are seeking an experienced Data Architect / Data Modelling Consultant with a strong banking and investment management background to lead the design of target-state reporting and analytics data models within a modern cloud-based data platform. Significant experience within banking, wealth manageme

Ernst & Young Advisory Services Sdn Bhd is seeking a Market Facing Director to lead core-banking transformations for Tier-1/2 institutions in London.

Alpha Bank London is seeking a Head of Private Banking to lead the private banking team, grow deposits and Assets under Management, and deliver service excellence for high-net-worth clients. You will manage relationship managers, shape the annual strategy with the Chief Banking Officer, enhance CRM

Excellent opportunity to join a growing and ambitious Banking and Finance team offering high-quality work, excellent career progression and meaningful client exposure. Applications are welcomed from Solicitors with a minimum of 5 Years' PQE and a strong background in Banking and Finance.

You will deliver a full range of corporate banking solutions, including lending, liquidity and risk management, while coordinating with product and risk teams to structure transactions.

ResponsibilitiesLeverage your actionable network in the UK Banking, Financial Services & Insurance market to originate and nurture new business opportunitiesDrive consultative sales of digital transformation solutions to meet and exceed revenue targetsCoordinate high-impact engagement by bringing to

Accenture UK & Ireland is seeking an experienced Enterprise Architect Manager for Banking to shape strategy-driven architecture across business, data, applications and infrastructure.

Commercial Litigation Solicitor London - opportunity to join leading team working on range of commercial as well as banking disputes. Commercial and Banking Disputes - Associate. An outstanding opportunity has arisen for a talented Commercial Litigation Associate to join the award-winning Commercial

Executive Director, Banking & Leasing - Aviation Insurance Broking.

Experienced Vice President – FinTech Investment Banking. Financial Technology Partners is seeking an experienced Investment Banking Vice President. Financial Technology Partners (aka “FT Partners”) is the only investment banking firm focused exclusively on the financial technology sector.

Exposure to a high‑growth, digital‑first banking environment.

Voodoo Park is seeking an experienced Data Architect / Data Modelling Consultant to lead target-state reporting and analytics data models within a modern cloud platform.You will work with stakeholders to define models, ensure governance and deliver incremental improvements in an Agile team.The role

Investment Banking – EMEA Media & Communications – Vice President (Media Coverage Focus) – London. This is an exciting opportunity for someone who is highly motivated to work in a dynamic team and to contribute to our Investment Banking business. As a Vice President in the Investment Banking E

Lloyds Banking Group in London is seeking an Associate Director for BCB Markets Origination.

You will partner closely with EMEA and global senior leaders across Global Banking, supporting leadership teams across Global Investment Banking (GIB) and Global Corporate Banking (GCB), to ensure consistent, high-quality advisory, leadership effectiveness, and disciplined execution of our people st

Citigroup Global Markets Limited in the United Kingdom is seeking a senior banker to advise on strategic actions including M&A, equity capital markets, debt capital markets and leverage finance, coordinating with product and country partners across the bank.You will build client relationships, deliv

London (Hybrid) (1-2 days a week in the office).Highly competitive + Bonus + Benefits.We’re partnering with a rapidly expanding global fintech to appoint a.This is a newly created leadership position offering the opportunity to shape the future of the tax function within a fast‑moving internatio

Qualified pipeline growth and win rate across core‑banking modernisation. Market Facing Director – Core Banking Transformation. Own the core‑banking transformation franchise: C‑suite relationships, pipeline origination and complex deal shaping.

The role emphasises delivering exceptional client service, cross-sell of banking solutions, and working in a hybrid office/field setting with regular client visits.

The Business Selection & Transactional Conflicts team is a global function that sits within the Client Engagements & Conflicts Office within Banking. We work across our Banking & International divisions to drive superior business alignment and safeguard the firm against franchise risk. In this high-

Citi’s Banking franchise operates across Investment Banking, Corporate Banking, and Commercial Banking. Strong understanding of Banking businesses, including Corporate Banking, Investment Banking, Commercial Banking, and related products and services. The Head of Business Execution for UK, Europe

TipTopJob is seeking an experienced Head of Banking and Finance Solicitor to lead Birmingham's banking practice, partnering with nationally recognised specialists and shaping the firm's growth.

The Managing Director – Head of Technology and Communications (T&C) Corporate Banking (UK) is a senior leadership role responsible for leading, developing, and managing the T&C Corporate Banking franchise in the United Kingdom. The role holder is accountable for delivering sustainable financial pe

In this high-impact role, you will apply your expertise in risk management and banking to analyze complex deals and influence the firm's strategic direction. Candidates should have extensive experience in banking and M&A, along with strong analytical and communication skills.

Chapman Tate Associates is seeking an Account CTO / Technical Lead to drive Bank of America’s technology strategy, partnering with senior stakeholders to deliver AI, cloud, data and platform engineering initiatives.You will translate complex business priorities into innovative solutions, leading c

This role involves leading Finance and Regulatory Reporting, ensuring compliance with UK banking regulations, and providing strategic oversight. The ideal candidate must have proven experience operating at CFO level within the banking sector, strong knowledge of regulatory frameworks, and excellent

Vasto Legal Recruitment Ltd is seeking an experienced Banking & Finance Partner to join an established team in London.