Finance assistant Work, Jobs in Shillington, Bdf (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
Lettings Accounts Assistant
Satchells Estate Agents —Letchworth
- £13.50 an hour
- Part-time
- Administrative experience
- In-person
- Communication skills
- Annual leave
Quick apply
Accounts Payable Assistant
GEANT —Cambridge
- Hybrid work
- In-person
10d
Finance Assistant
YMCA South Midlands —Milton Keynes
- £18,500 a year
- Part-time
- Microsoft Excel
- Analysis skills
- Accounting
Quick apply
Accounts Payable Assistant - 12 Months Secondment (Maternity Cover)
Martin Brower —Hemel Hempstead
- Temporary
- Hybrid work
- In-person
Quick apply
10d
Assistant Finance Controller
Arcadis —Cambridge
- Part-time
- Microsoft Powerpoint
- IT
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
Bookkeeper / Finance Assistant in Aerospace Industry
Setna iO —Leighton Buzzard
- £35,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Salesforce
- Health & wellbeing programme
Quick apply
Finance Assistant (Entry Level)
Milton Keynes Preparatory School —Milton Keynes
- Up to £26,436.80 a year
- Full-time
- Microsoft Excel
- School
- Free parking
- Annual leave
Quick apply
5d
Finance Assistant (Procurement)
East Herts Council —Hertford
- £31,751 - £35,163 a year
- Part-time
- Hybrid work
- Microsoft Word
- Contracts
- Communication skills
- Free parking
- Annual leave
1d
Sales and Purchase Ledger Assistant 6m FTC
Solus Accident Repair Centres —Milton Keynes
- £24,000 - £28,000 a year
- Full-time
- Communication skills
- Employee discount
Senior Finance Assistant
Switchshop Limited —St Albans
- £30,000 - £32,000 a year
- Full-time
- Microsoft Excel
- Sales
- Microsoft Office
- Health & wellbeing programme
- Life insurance
Quick apply
Accounts Assistant
Teletrac Navman —Milton Keynes
- Weekend availability
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Accounting
Global Financial Assistant Accountant - 6 Month FTC
Dr. Martens —Wollaston
- Temporary
- Hybrid work
- Microsoft Excel
- ERP systems
- Analysis skills
Quick apply

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Lettings Accounts Assistant
Satchells Estate Agents —Letchworth
Structure*: Permanent part time 9-3 plus 1 Saturday in 3, 9-5. This is an exciting opportunity to be part of a growing customer-focused team managing the day to…
£13.50 an hour
Quick apply

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finance assistant jobs near shillington, bdf

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

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finance assistant jobs in shillington, bdf

Client Account Assistant

Lettings Accounts Assistant

Accounts Payable Assistant