Finance assistant Work, Jobs in Shepshed (with Salaries)

Financial Services Assistant and Junior Paraplanner
Armstrongs Wealth Planning Ltd —Nuneaton
- £28,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Referral programme
Quick apply
1d
Finance Assistant
Futures Housing Group —Derby
- £28,380 a year
- Full-time
- Free parking
2d
Financial Services Assistant
North West Leicestershire District Council —Coalville
- From £26,403 a year
- Full-time
- Office experience
Purchase Ledger Assistant
Code Students —Leicester
- Up to £30,000 a year
- Full-time
- Organisational skills
- In-person
- Cash handling
- Free parking
- Health & wellbeing programme
Quick apply
3d
Accounts Payable Assistant
Greenwood Academies Trust —Nottingham
- £26,403 - £28,142 a year
- Hybrid work
- Communication skills
- Free parking
- Annual leave
Finance Operations Assistant - FTC
Poundstretcher —Leicester
- Full-time
- Organisational skills
- Communication skills
- Free parking
- Employee discount
12d
Accounts Assistant
Tennants UK Ltd —Nottingham
- £28,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Finance Operations Assistant
Dunelm —Leicester
- Continuous improvement
- Analytics
Part Time Bookkeeper / Accounts Assistant
MLA Chartered Accountants —Broughton Astley
- £12.75 - £15.00 an hour
- Part-time
- Microsoft Excel
- Organisational skills
- In-person
Quick apply
13d
Accounts Assistant
Sytner —Leicester
- Part-time
- In-person
- Employee discount
Finance Support Assistant
Leicestershire County Council —Glenfield
- £25,995 - £26,409 a year
- Hybrid work
- Flexible schedule
6d
Procurement Assistant Apprentice - 2 Posts
Derby City Council —Derby
- £17,710.89 a year
- Full-time
- Computer literacy
- Communication skills
- School
- Annual leave
- Employee assistance programme
13d
Payroll Services Assistant
Nottinghamshire County Council —Nottingham
- Full-time
- Hybrid work
- Organisational skills
- Contracts
- Communication skills
6d
Legal Accounts Assistant
DWS Legal —Leicester
- From £12.72 an hour
- Full-time
- Microsoft Outlook
- Organisational skills
- In-person
Quick apply
Accounts Assistant
BBS Natural Stone Specialists Limited —Lutterworth
- £25,500 - £28,500 a year
- Part-time
- Data entry
- Financial services
- In-person
- Free parking
Quick apply
3d
Accounts Payable Assistant
Steris —Derby
- Full-time
2d
Finance & Reporting Assistant - Nuneaton
GRS Group —Nuneaton
- Full-time
- Analysis skills
- Communication skills
- Analytics
- Employee assistance programme
Quick apply
9d
Finance & Operations Assistant
Trusty Pet Supplies —Derby
- £13.50 - £14.50 an hour
- Part-time
- QuickBooks
- Data entry
- Organisational skills
- Free parking
- Store discount
Quick apply
9d
Finance Assistant & Administrator*
Tomra —Leicester
- Part-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Accounts & Payroll Assistant
JMD Investments & Estates —Nuneaton
- £25,000 a year
- Full-time
- Organisational skills
- Budgeting
- Communication skills
Quick apply

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Financial Services Assistant and Junior Paraplanner

Armstrongs Wealth Planning Ltd
Nuneaton

Quick apply

Job details

Permanent | Full-time
£28,000 - £35,000 a year
1 day ago

Benefits

Health & wellbeing programme
Company pension
Referral programme

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Meeting coordination
Microsoft Outlook
Report generation
Customer service
Administrative support experience
Financial report writing
Microsoft Office Suite
Financial analysis
Administrative experience
Analysis skills
Organisational skills
Financial services
Communication skills
Time management

Full job description

Job Overview

We are seeking a dynamic and detail-oriented individual to join our growing independent financial advice firm, as a Financial Services Assistant and Junior Paraplanner.

This role offers an exciting opportunity to closely support a small number of financial advisers with their financial planning duties whilst providing exceptional customer service and becoming a valued and integral member of the team.

You will play a vital part in helping clients achieve their financial goals by helping advisers and clients co-ordinate their diaries, prepare accurate and detailed meeting documentation and ensure all follow up actions are implemented successfully.

This position is ideal for someone eager to develop their career in financial planning as the company will provide support with studying towards relevant industry qualifications and a possible trajectory into a future role of Senior Paraplanner, Practice Manager or Financial Adviser for the right candidate

Responsibilities

Assist financial planners with preparing detailed reports, analysis, and financial plans tailored to client needs
Conduct thorough analysis of client data, market information, and financial documents to support decision-making
Maintain organised records of client information, meeting notes, and compliance documentation using Microsoft Office tools such as Word, Excel, and Outlook
Communicate effectively with clients via phone and email to gather information, clarify details, and provide updates on their financial plans
Support the preparation of client presentations and documentation that clearly explain financial strategies and recommendations
Manage administrative tasks including scheduling meetings, maintaining files, and ensuring timely follow-up on client requests
Contribute to the smooth operation of the team by demonstrating excellent organisational skills, time management, and attention to detail

Experience

Previous administrative experience within a financial services or related environment is preferred
Strong report writing skills with the ability to analyse complex data accurately
Familiarity with Microsoft Office applications including Word, Excel, Outlook, and IT systems used in financial planning
Excellent communication skills to interact confidently with clients and team members
Demonstrated organisational skills with the ability to manage multiple tasks efficiently and meet deadlines
A proactive attitude with strong customer service skills and good sense of initiative

This is a role where your organizational talents, analytical skills, and passion for finance will help contribute to the long term success of the whole team . We’re committed to supporting your growth as you develop your expertise in financial services while enjoying a collaborative work environment.

Pay: £28,000.00-£35,000.00 per year

Benefits:

Company pension
Health & wellbeing programme
Referral programme

Application question(s):

Do you have recent experience of working in a wealth planning or financial advice environment?

Experience:

Financial services: 1 year (preferred)

Location:

Nuneaton CV11 4DA (preferred)

Work Location: In person

Quick apply

Refine Your Search

finance assistant jobs in shepshed

Financial Services Assistant and Junior Paraplanner

Finance Assistant

Financial Services Assistant

Purchase Ledger Assistant

Accounts Payable Assistant

Finance Operations Assistant - FTC

Accounts Assistant

Finance Operations Assistant

Part Time Bookkeeper / Accounts Assistant

Accounts Assistant

Finance Support Assistant

Procurement Assistant Apprentice - 2 Posts

Payroll Services Assistant

Legal Accounts Assistant

Accounts Assistant

Accounts Payable Assistant

Finance & Reporting Assistant - Nuneaton

Finance & Operations Assistant

Finance Assistant & Administrator*

Accounts & Payroll Assistant

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