Finance manager Work, Jobs in Waltham (with Salaries)

Wealth & Financial Planning Administrator
Leagold Miller —London
- £30,000 - £40,000 a year
- Part-time
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
Finance Manager
Hyde Park Gate Holdings —London
- £3,000 - £5,000 a month
- Full-time
- Financial services
- In-person
- Leadership
- Free parking
Quick apply
Finance Manager
Spring Community Hub —London
- £16,382 a year
- Part-time
- Hybrid work
- Accounting
- Organisational skills
- Budgeting
Quick apply
Senior Finance Manager
Jobs In. Fitness —London
- £70,000 - £75,000 a year
- Full-time
- Hybrid work
- Communication skills
Quick apply
Finance Manager
Finavate —London
- £45,000 - £50,000 a year
- Full-time
- Heavy lifting
- Accounting
- In-person
- Profit sharing
- Gym membership
Quick apply
Finance Manager
HFG —London
- £80,000 - £95,000 a year
- Financial services
9d
Finance Operations Manager
HFG —London
- £100,000 - £120,000 a year
- AI
- Leadership
Finance Operations Manager
ClearCourse —London
- Full-time
- Hybrid work
- Financial services
- Employee discount
Quick apply
Finance Manager
Validis —London
- £70,000 - £80,000 a year
- Hybrid work
- Leadership
- Analytics
Finance Manager
Walsingham Support —London
- £45,000 a year
- Full-time
Quick apply
7d
Finance Manager
Multiverse —London
- Full-time
- Hybrid work
- Accounting
- Gym membership
- Life insurance
Quick apply
Group Finance Manager
Lloyd's List Intelligence —London
- Hybrid work
- Communication skills
Finance Manager
Installio —London
- Hybrid work
- Organisational skills
- Communication skills
- Annual leave
Quick apply
Head of Operational Finance
Pinnacle Group —London
- £85,000 - £95,000 a year
- Hybrid work
- Conflict management
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
Finance Manager
The Good Influence —London
- Up to £50,000 a year
- Part-time
- Hybrid work
- Analysis skills
- School
- Flexible schedule
- Sick pay
Finance Manager
Great Ormond Street Hospital for Children —London
- £66,274 - £73,496 a year
- Full-time
- Presentation skills
- Computer skills
- Leadership
6d
Senior Finance Manager
Pod —London
- £70,000 - £80,000 a year
- Full-time
- Hybrid work
- Employee assistance programme
- Life insurance
Quick apply
Finance Manager
Our Future Health —London
- From £45,000 a year
- Full-time
- Hybrid work
- Team management
- Communication skills
- Employee assistance programme
- Referral programme
Quick apply
6d
Commercial Finance Manager
Kraft Heinz Company —London
- Hybrid work
- Analysis skills
- Bachelor's degree
- No degree
- Employee discount
Finance Manager
Seen Connects —London
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Work from home

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Wealth & Financial Planning Administrator

Leagold Miller
London

Quick apply

Job details

Permanent | Part-time | Full-time
£30,000 - £40,000 a year

Benefits

Company pension

Qualifications

Financial Conduct Authority guidelines
Financial planning
Microsoft Excel
Customer service
Stakeholder liaison
Administrative support experience
Process improvement
Microsoft Office Suite
Microsoft Office
Administrative experience
Organisational skills
Financial services
Financial advisory support experience
Communication skills
Office experience

Full job description

About us

Leagold Miller is an established, and reputable firm of independent insurance brokers and wealth & financial planning professionals.

Leagold Miller has evolved naturally over the years to meet the needs of their valued clients who rely on them to provide a friendly personal service, whilst also delivering quality professional advice.

Our work environment includes:

Friendly & family feeling office setting
Modern approach to systems and processes
Client service focus
Continuing growth plans

We are looking for an experienced Business Support Administrator to join our busy Wealth & Financial Planning team. The successful candidate will have at least one year's experience working within a Wealth Management or Financial Planning environment and will play a key role in supporting our advisers and delivering an excellent client experience.

Key Responsibilities

Provide comprehensive administrative support to the Wealth & Financial Planning team.
Process new business efficiently across a range of investment, pension, and protection products.
Administer client platforms, including servicing requests, withdrawals, fund switches, and updates.
Prepare client review packs and supporting documentation.
Maintain accurate client records and update back-office systems.
Liaise with clients, providers and third parties to progress business and resolve queries.
Support advisers with client reviews, meeting preparation, and follow-up actions.
Ensure all work is completed accurately and in line with FCA and internal compliance requirements.
Manage a varied workload, prioritising tasks to meet deadlines whilst maintaining excellent attention to detail.
Contribute to the smooth day-to-day running of the team and support continuous improvement of administrative processes.

Essential Skills & Experience

A minimum of 1 year's experience working within a Wealth Management or Financial Planning team is essential.
Experience of platform administration and new business processing is essential.
Strong understanding of Wealth & Financial Planning administration processes.
Excellent organisational skills with exceptional attention to detail.
Confident communication skills with the ability to build professional relationships with clients and providers.
Ability to manage multiple priorities while maintaining a high level of accuracy.
Proficient in Microsoft Office and comfortable using back-office and platform systems.
A proactive, positive, and collaborative approach with a commitment to delivering excellent client service.

Personal Qualities

Able to manage changing priorities and work effectively in a busy environment.
Reliable, organised, and able to work on your own initiative.
Professional, approachable, and committed to providing excellent client service.
A positive team player with a strong work ethic and willingness to support colleagues.
Maintains confidentiality and always works with integrity.

IMPORTANT - Please note that for your application to be considered, all screening questions need to be answered in full.

Pay: £30,000.00-£40,000.00 per year

Benefits:

Company pension

Ability to commute/relocate:

London E4 6AB: reliably commute or plan to relocate before starting work (required)

Application question(s):

What’s the best job you’ve ever had, and why?
What are the main reasons we should hire you?

Experience:

Wealth & Financial planning administration: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

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finance manager jobs in waltham

Wealth & Financial Planning Administrator

Finance Manager

Finance Manager

Senior Finance Manager

Finance Manager

Finance Manager

Finance Operations Manager

Finance Operations Manager

Finance Manager

Finance Manager

Finance Manager

Group Finance Manager

Finance Manager

Head of Operational Finance

Finance Manager

Finance Manager

Senior Finance Manager

Finance Manager

Commercial Finance Manager

Finance Manager

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