Transaction processing Work, Jobs in Kidlington, Oxf (with Salaries)

Client Account Assistant
Lifestyle Wealth Limited —Bierton
- £26,500 - £32,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
6d
Account's Administrator
OXTS —Bicester
- Full-time
- Hybrid work
- Accounting
- Annual leave
Quick apply
Accounts Assistant
Waylands Automotive —Oxford
- £17,134 a year
- Microsoft Excel
- Communication skills
- Banking
- Life insurance
- Referral programme
10d
Transactional Revenue Assistant
TravelodgeHotels —Thame
- Up to £30,000 a year
- Hybrid work
- Hotel
- Accounting
- Employee discount
Quick apply
3d
Accounts Assistant/Bookkeeper
Garden Trends Limited —Watlington
- £27,000 - £30,000 a year
- Full-time
- Microsoft Excel
- English
- Microsoft Office
- Free parking
Quick apply
6d
Accounts Payable Officer
turn IT on —Witney
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Organisational skills
- Communication skills
Quick apply
Manager, External Financial Reporting
Immunocore —Oxford
- Accounting
Assistant Accountant
Affinity Trust —Thame
- £31,519.46 a year
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
3d
Finance Operations Manager (PT, Drone AI tech scaleup)
Archangel Autonomy —Oxford
- Full-time
- Microsoft Excel
- ERP systems
- Business development
Quick apply
Bookkeeper - Part Time
SNVB —Towcester
- £15 - £16 an hour
- Part-time
- Microsoft Excel
- Accounting
- QuickBooks
- Flexible schedule
Quick apply
4d
Dispenser with shared responsibility for prescriptions
Bicester Health Centre —Bicester
- £12.85 an hour
- Part-time
- Customer service
- GP surgery experience
- Patient care
- Free parking
- Referral programme
Quick apply
Finance Administrator 12 month FTC
Lucy Electric —Thame
- Microsoft Excel
- Computer literacy
- Microsoft Office
Waiter/Waitress
White Rabbit Projects —Oxford
- £15.30 an hour
- Part-time
- Hotel
- Restaurant
- Employee discount
Quick apply
Controlling Finance Manager
Crown Holdings —Wantage
- Full-time
- Management
- ERP systems
- English
Junior Accounts Payable
Quickparts Acquisition Inc —High Wycombe
- £27,000 - £32,000 a year
- Hybrid work
- Microsoft Excel
- Data entry
- In-person
Quick apply
3d
Regional HSEQ Manager
RB Global —Banbury
- Communication skills
- Free parking
Quick apply
12d
Accounts Payable Specialist (12 Months FTC)
OrganOx —Oxford
- Microsoft Excel
- Analysis skills
- Organisational skills
Quick apply
14d
Production Operator
Elements Solutions Inc —Wantage
- £30,946 a year
- Overtime
- Quality control
- Mechanical knowledge
- Free parking
- Employee assistance programme
7d
Finance Manager (UK)
Ingram Content Group —Deanshanger
- Full-time
- Microsoft Excel
- Oracle
- Microsoft Office
- Free parking
Quick apply
Sales Associate (Part Time) - Bicester
Bremont Watch Company —Bicester
- £15,900 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount

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transaction processing jobs near kidlington, oxf

Client Account Assistant

Lifestyle Wealth Limited
Bierton

Quick apply

Job details

Permanent | Full-time
£26,500 - £32,000 a year
6 days ago

Benefits

Free parking
Company pension
On-site parking

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

Client Account Assistant – Full-Time

Lifestyle Wealth Limited

Lifestyle Wealth is a financial planning and wealth management firm based in Bierton, Buckinghamshire. We help individuals, couples and families make clear and confident financial decisions about their future.

Our work includes advising clients on pensions, retirement planning, investments, ISAs, inheritance tax planning, protection and long-term financial planning. We take time to understand each client’s personal circumstances, goals and concerns, before providing advice that is tailored to them.

We are looking for a friendly, organised and detail-focused Client Account Assistant to join our small but growing team at Lifestyle Wealth on a full-time basis.

Lifestyle Wealth was established 3 years ago, although our team has worked together for many years.

We pride ourselves on delivering an excellent service to our clients, helping them make clear and confident financial decisions.

We currently look after over 300 clients and manage more than £100 million of client assets.

This is a great opportunity for someone who enjoys administration, client service and working as part of a supportive team.

The Role

As Client Account Assistant, you will support the wider team with the day-to-day administration involved in looking after our clients.

You will work closely with our Practice Manager to help ensure that client records, provider information and review documents are accurate, up to date and processed efficiently.

The role will include:

Processing Letters of Authority and liaising with providers
Chasing information from pension, investment and protection companies
Supporting the annual review process by collecting valuations, transaction histories, fee information and other relevant client data
Helping to prepare information for client reviews, including analytics and supporting documentation
Completing ID checks and ensuring records are kept up to date
Preparing simple client letters, such as withdrawal confirmations
Supporting post-meeting documentation following annual planning workshops
Updating internal systems accurately and in line with compliance requirements
Working with the Practice Manager and wider team to help deliver the best outcomes for clients

About You

We are looking for someone who is:

Highly organised and able to manage tasks through to completion
Accurate, with strong attention to detail
Confident communicating with providers and clients by email and phone
Comfortable using systems and keeping records up to date
Reliable, proactive and willing to help where needed
Professional, friendly and client-focused.

Previous experience in financial services would be helpful, but it is not essential. Full support and training will be provided.

Hours

This is a full-time role, working Monday to Friday, based around normal office hours. We are looking for someone who can become an important part of the team and provide consistent day-to-day support to our clients, advisers and Practice Manager.

Why Join Lifestyle Wealth?

You will be joining a small, supportive and ambitious business where your role will genuinely make a difference. We care deeply about our clients and take pride in providing a personal, high-quality service.

This role would suit someone who enjoys being part of a team, likes getting things organised, and wants to contribute to a growing financial planning business.

How to Apply

Please send your CV and a short covering email explaining why you are interested in the role to [email protected].

Pay: £26,500.00-£32,000.00 per year

Benefits:

Free parking
On-site parking

Work Location: In person

Quick apply

Refine Your Search

transaction processing jobs in kidlington, oxf

Client Account Assistant

Account's Administrator

Accounts Assistant

Transactional Revenue Assistant

Accounts Assistant/Bookkeeper

Accounts Payable Officer

Manager, External Financial Reporting

Assistant Accountant

Finance Operations Manager (PT, Drone AI tech scaleup)

Bookkeeper - Part Time

Dispenser with shared responsibility for prescriptions

Finance Administrator 12 month FTC

Waiter/Waitress

Controlling Finance Manager

Junior Accounts Payable

Regional HSEQ Manager

Accounts Payable Specialist (12 Months FTC)

Production Operator

Finance Manager (UK)

Sales Associate (Part Time) - Bicester

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