Finance administration Work, Jobs in Tetney, Lin (with Salaries)

Financial Administrator/Personal Assistant
Parks Wealth Management Ltd —Louth
- £25,000 - £27,500 a year
- Part-time
- Microsoft Outlook
- Microsoft Office
- Organisational skills
Quick apply
1d
Accounts/ Finance administration role.
SRP Hire Solutions Ltd —Woodhall Spa
- From £12.71 an hour
- Full-time
- Microsoft Excel
- Microsoft Office
- Accounting
- Free parking
Quick apply
Finance Administrator
Identify Finance —Kingston upon Hull
- £26,500 - £28,500 a year
- Full-time
- Microsoft Excel
- QuickBooks
- Organisational skills
Quick apply
12d
Financial Services Administrator
MKT Wealth Management Limited —Hessle
- £23,133 - £26,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
Finance and General Office Administrator
Delta Academies Trust —Brigg
- £15,183.92 - £25,989.00 a year
- Part-time
- School

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Project Finance & Cost Controller
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2d
Accounts/ Finance administration role.
SRP Hire Solutions Ltd —Woodhall Spa
Respond to finance-related enquiries from suppliers and customers. As our business continues to grow, we're looking for an organised and proactive Accounts…
From £12.71 an hour
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Financial Administrator/Personal Assistant

Parks Wealth Management Ltd
Louth

Quick apply

Job details

Part-time | Full-time
£25,000 - £27,500 a year
1 day ago

Benefits

Company pension

Qualifications

Financial planning
Microsoft Outlook
Microsoft Office
Organisational skills
Financial services

Full job description

Financial Administrator/Personal Assistant (Full time/Part-Time – 4 Days per Week)

Parks Wealth Management (PWM) is looking for an experienced Financial Administrator/Personal Assistant to provide high-quality administrative support to advisers in a professional financial services environment.

Location: Split across multiple Louth locations

Salary: £25,000-£27,500 per annum + bonus, dependent on experience
Experience Required: Minimum 2 years’ experience in financial services

Key Responsibilities

Day-to-day administration: post, scanning and data input
Diary and appointment management (Outlook)
Producing client meeting packs, including SJP and non-SJP valuations
Maintaining accurate client records across CRM systems (Salesforce) and physical files
Preparing and chasing Letters of Authority and provider information
Updating Confidential Financial Reviews and compiling notes from the Adviser
Drafting client correspondence (meeting confirmations, post-meeting and ongoing service letters)
Preparing documentation for adviser sign-up packs in line with internal processes

About You

At least 2 years’ experience in the financial services sector
Highly organised, detail-focused and professional
Ability to build effective working relationships with colleagues, clients and third parties
Comfortable working across multiple office locations
Reliable transportation is mandatory for this role
Ability to clear a background check
Familiarity with office management systems and procedures
Proficiency in using office software (e.g., Microsoft Office, Salesforce)
Ability to handle sensitive information with discretion and maintain confidentiality.

Pay: £25,000.00-£27,500.00 per year

Benefits:

Company pension

Work Location: In person

Quick apply

Refine Your Search

finance administration jobs in tetney, lin

Financial Administrator/Personal Assistant

Accounts/ Finance administration role.

Finance Administrator

Financial Services Administrator

Finance and General Office Administrator

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