Finance assistant Work, Jobs in Aylesbury (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
11d
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
3d
Accounts Assistant
Empire Hire Group —Dunstable
- £30,225 a year
- Full-time
- Administrative experience
- Driving
- Accounting
- Annual leave
Quick apply
2d
Accounts Assistant/Bookkeeper
Garden Trends Limited —Watlington
- £27,000 - £30,000 a year
- Full-time
- Microsoft Excel
- English
- Microsoft Office
- Free parking
Quick apply
11d
Purchase Ledger Clerk
Hamberley Care Homes —Luton
- Up to £28,325 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Organisational skills
- Free parking
- Annual leave
Finance Assistant – Accounts Receivable Concessions
London Luton Airport —Luton
- Monday to Friday
- Microsoft Word
- Microsoft Excel
- Customer service
Office Financial Administrator
Bradmoor Farm —Haddenham
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Flexible schedule
Quick apply
8d
Accounts Assistant
High Performance Polymer —Milton
- £27,000 - £30,000 a year
- Part-time
- English
- Microsoft Office
- QuickBooks
- Free parking
- Annual leave
Quick apply
Accounts Assistant
Monkey Puzzle Day Nurseries —Berkhamsted
- £25,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Preschool
- Annual leave
Quick apply
Finance Assistant
Leading Edge Aviation —Oxford
- £30,000 - £32,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
- Free parking
- Referral programme
Quick apply
5d
Finance Assistant
YMCA South Midlands —Milton Keynes
- £18,500 a year
- Part-time
- Microsoft Excel
- Analysis skills
- Accounting
Quick apply
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
Finance Assistant
Berry-Hireonline —Watford
- £28,000 - £30,000 a year
- Monday to Friday
- Remote
- QuickBooks
- Work from home
1d
Payroll Assistant
Kudo Back Office —Hitchin
- £26,000 - £28,500 a year
- Full-time
- Hybrid work
- Analysis skills
- Accounting
- Data entry
- Free parking
- Work from home
Quick apply
Accounts Assistant
Foxtons —Watford
- £26,000 a year
- Monday to Friday
- Microsoft Excel
- Free parking
- Annual leave
Quick apply
Accounts Assistant
Teletrac Navman —Milton Keynes
- Weekend availability
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Accounting
3d
Accounts Payable Assistant
EA-RS —High Wycombe
- £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
Graduate Property Accounts Assistant
Foxtons —Watford
- £26,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Free parking
- Annual leave
Quick apply
Finance Assistant and Administrator
VARIETY FUNERALS —Towcester
- £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
1d
Finance Assistant
Bremont Watch Company —Henley on Thames
- £26,300 a year
- Full-time
- Microsoft Excel
- ERP systems
- Analysis skills
- Annual leave
- Employee discount

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finance assistant jobs near aylesbury

Client Account Assistant

Lifestyle Wealth Limited
Bierton

Quick apply

Job details

Permanent | Full-time
£26,500 - £32,000 a year
11 days ago

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

finance assistant jobs in aylesbury

Client Account Assistant

Bookkeeper / Finance Assistant in Aerospace Industry

Accounts Assistant

Accounts Assistant/Bookkeeper

Purchase Ledger Clerk

Finance Assistant – Accounts Receivable Concessions

Office Financial Administrator

Accounts Assistant

Accounts Assistant