Tax assistant Work, Jobs in Little Marlow, Bkm (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
Laboratory Assistant (ID4754)
Animal and Plant Health Agency —Weybridge
- £29,770 a year
- Overtime
- Doctoral degree
- Presentation skills
- Communication skills
- Annual leave
- Employee discount
7d
Finance Assistant
Costain —Maidenhead
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
9d
Shopfloor Assistant
Selco —Southall
- £13.35 an hour
- Full-time
- Employee assistance programme
- Employee discount
General Assistant
GLL —Hatfield
- £13.45 an hour
- Part-time
- Customer service
- First Aid Certification
Tax Audit and Accounting Group, Assistant Manager
BDO —Reading
- Full-time
- Mentoring
- Leadership
- Tax experience
Accounts Payable Assistant
London Square —Uxbridge
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Employee discount
- Gym membership
Quick apply
Trade Sales Assistant
Selco —Guildford
- £14.20 an hour
- Weekend availability
- Employee assistance programme
- Employee discount
Part Time Recreation Assistant
GLL —Reading
- £13.45 an hour
- Part-time
- Customer service
- Supervising experience
Tax and Accounting Technical Support Agent
Wolters Kluwer —Kingston upon Thames
- Full-time
- Accounting
- IT
- In-person
Accounts Assistant
Sinclair McKinlsey Ltd —London
- £28,000 - £34,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Microsoft Office
Quick apply
5d
Ambulance Care Assistant (Relief)
EMED Group —Reading
- £12.71 an hour
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Assistant Accountant
Projective Ltd —Fleet
- Hybrid work
- Microsoft Excel
- Accounting
- QuickBooks
Quick apply
12d
Assistant Poultry Manager
M&O Storage Limited —Northwood
- £35,000 - £42,000 a year
- Weekend availability
- Driving
- Organisational skills
- In-person
- Annual leave
Quick apply
Admin Assistant
Farrow Accounting and Tax Limited —Mortlake
- £35,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Work from home
Quick apply
3d
Ambulance Care Assistant - Mental Health
EMED Group —St Albans
- £13.56 an hour
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
7d
Delivery Driver/Branch Assistant
LKQ Corporation —Leighton Buzzard
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
Paralegal – Residential Property
moorebarlow —Richmond
- Sales
- IT
- Communication skills
- Annual leave
Part Time Shopfloor Assistant
Selco —Watford
- £13.35 an hour
- Part-time
- Employee assistance programme
- Employee discount
Event Sales Assistant – Supercar Driving Experience Days - Aldershot
Supreme Trackdays Ltd —Aldershot
- From £110 a day
- Weekend availability
- Hospitality
- Management
- Sales
- Free parking
- Store discount
Quick apply

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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

tax assistant jobs in little marlow, bkm

Client Account Assistant

Laboratory Assistant (ID4754)

Finance Assistant

Shopfloor Assistant

General Assistant

Tax Audit and Accounting Group, Assistant Manager

Accounts Payable Assistant

Trade Sales Assistant

Part Time Recreation Assistant

Tax and Accounting Technical Support Agent

Accounts Assistant

Ambulance Care Assistant (Relief)

Assistant Accountant

Assistant Poultry Manager

Admin Assistant

Ambulance Care Assistant - Mental Health

Delivery Driver/Branch Assistant

Paralegal – Residential Property

Part Time Shopfloor Assistant

Event Sales Assistant – Supercar Driving Experience Days - Aldershot

I want to receive the latest job alerts for tax assistant in little marlow, bkm

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