Client account assistant Work, Jobs in Bierton, Eng (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
Assistant Project Manager - Data Centres & Enterprise Infrastructure
Protek Systems Limited —Oxford
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Access
- Customer service
- English
Quick apply
12d
Conveyancing Assistant
Mallory Pryce —Aylesbury
- Hybrid work
- Sales
- Organisational skills
Quick apply
Accounts Assistant
Teletrac Navman —Milton Keynes
- Weekend availability
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Accounting
12d
Paid Digital Media Assistant
upriseUP —Chesham
- From £26,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
- Flexible schedule
Graduate/Trainee/Assistant Quantity Surveyor
Landgreen —Aylesbury Central
- £30,000 - £50,000 a year
- Full-time
- Contracts
- IT
- In-person
Quick apply
18h
SCUK Finance Assistant, 12 month Fixed Term Contract
SCU Santander Consumer (UK) plc —Milton Keynes
- £27,500 - £28,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
3d
Commercial Assistant
AtkinsRéalis —Aylesbury
- Full-time
- Hybrid work
- Civil engineering
- Microsoft Excel
- Analysis skills
13d
Accounts Assistant - 12 Month FTC
Trinity Estates —Hemel Hempstead
- Monday to Friday
- Employee discount
- Referral programme
SEO Assistant
upriseUP —Chesham
- £26,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
- Flexible schedule
Installation Administrator
Selecta —Hemel Hempstead
- £29,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
14d
Copy of Conveyancing Assistant
Mallory Pryce —Luton
- Hybrid work
- Sales
- Organisational skills
Quick apply
Finance Assistant
Gordons Property Lawyers —Maidenhead
- £27,000 a year
- Full-time
- Microsoft Excel
- No experience needed
- In-person
- Free parking
- Store discount
Quick apply
3d
Finance Assistant
Costain —Maidenhead
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
14d
Conveyancing Paralegal
Mallory Pryce —Oxford
- Hybrid work
- Administrative experience
- Organisational skills
Quick apply
Property Legal Assistant
Mallory Pryce —Watford
- Sales
- Communication skills
Quick apply
Senior Accounts Assistant
Novap HR —Watford
- £35,000 - £37,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Accounting
- IT
- Free parking
- Employee assistance programme
Quick apply
10d
Legal Assistant - Private Client
Mallory Pryce —Beaconsfield
- English
- Microsoft Office
- Administrative experience
Quick apply
Procurement Assistant
Prime Atlantic Group —Kempston
- £25,420.00 - £48,518.57 a year
- Full-time
- Administrative experience
- Project management
- Organisational skills
- Free parking
- Life insurance
Quick apply
4h
Consulting Technical Assistant Manager / Supervisor
RSM UK —Milton Keynes
- Full-time
- Travel
- Accounting
- Organisational skills

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client account assistant jobs near bierton, eng

Client Account Assistant

Lifestyle Wealth Limited
Bierton

Quick apply

Job details

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

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

client account assistant jobs in bierton, eng

Client Account Assistant

Assistant Project Manager - Data Centres & Enterprise Infrastructure

Conveyancing Assistant

Accounts Assistant

Paid Digital Media Assistant

Graduate/Trainee/Assistant Quantity Surveyor

SCUK Finance Assistant, 12 month Fixed Term Contract

Commercial Assistant

Accounts Assistant - 12 Month FTC

SEO Assistant

Installation Administrator

Copy of Conveyancing Assistant

Finance Assistant

Finance Assistant

Conveyancing Paralegal

Property Legal Assistant

Senior Accounts Assistant

Legal Assistant - Private Client

Procurement Assistant

Consulting Technical Assistant Manager / Supervisor

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