Finance assistant Work, Jobs in Hinckley, Lec (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
Assistant HR & Payroll Officer
Warwickshire Wildlife Trust —Coventry
- £24,479 - £28,582 a year
- Full-time
- Hybrid work
- Continuous improvement
- Human resources
- Recruiting
- Free parking
- Store discount
Quick apply
7d
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
Finance & Reporting Assistant - Nuneaton
GRS Group —Nuneaton
- Full-time
- Analysis skills
- Communication skills
- Analytics
- Employee assistance programme
Quick apply
9d
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
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 & Payroll Assistant
JMD Investments & Estates —Nuneaton
- £25,000 a year
- Full-time
- Organisational skills
- Budgeting
- Communication skills
Quick apply
Accounts Assistant
Sytner —Leicester
- Part-time
- In-person
- Employee discount
Accounts Assistant
Nuneaton Signs —Nuneaton
- £15 an hour
- Part-time
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
Finance Assistant (Permanent)
Wattrus Group Limited —Solihull
- £27,000 - £30,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- In-person
- Free parking
- Employee discount
Quick apply
8d
Finance Operations Assistant - FTC
Poundstretcher —Leicester
- Full-time
- Organisational skills
- Communication skills
- Free parking
- Employee discount
12d
Finance Assistant
Rugby Distribution Ltd —Lutterworth
- £13 - £16 an hour
- Part-time
- Accounting
Quick apply
1d
Accounts Assistant
Wilten Construction —Market Harborough
- £28,000 - £30,000 a year
- Full-time
- Organisational skills
- In-person
- Free parking
Quick apply
7d
Finance Assistant & Administrator*
Tomra —Leicester
- Part-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Finance Support Assistant
Leicestershire County Council —Glenfield
- £25,995 - £26,409 a year
- Hybrid work
- Flexible schedule
7d
Legal Accounts Assistant
DWS Legal —Leicester
- From £12.72 an hour
- Full-time
- Microsoft Outlook
- Organisational skills
- In-person
Quick apply
Group Accounts Assistant (Purchase Ledger)
NATIONAL FARMERS UNION —Kenilworth
- £25,134 a year
- Full-time
- Organisational skills
- Free parking
- Employee assistance programme
Accounts Assistant - Purchase Ledger
3D Facilities Support Ltd —Sutton Coldfield
- £28,000 - £30,000 a year
- Part-time
- In-person
- Time management
Quick apply
8d
Accounts Assistant
TÜV Rheinland Group —Solihull
- £28,000 a year
- Full-time
- Hybrid work
- Communication skills
- Time management
- Free parking
- Annual leave
Quick apply
1d
Finance Assistant
Coventry University —Coventry
- £24,855 - £27,080 a year
- Full-time
- University
- Banking
- Time management
- Annual leave
- Employee discount
9d

I want to receive the latest job alerts for finance assistant in hinckley, lec

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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 hinckley, lec

Financial Services Assistant and Junior Paraplanner

Assistant HR & Payroll Officer

Purchase Ledger Assistant

Finance & Reporting Assistant - Nuneaton

Part Time Bookkeeper / Accounts Assistant

Accounts Assistant

Accounts & Payroll Assistant

Accounts Assistant

Accounts Assistant

Finance Assistant (Permanent)

Finance Operations Assistant - FTC