Administration assistant to financial Work, Jobs in Bierton, Eng (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
Accounts Assistant
Radley College —Abingdon
- From £35,000 a year
- Part-time
- Customer service
- Accounting
- Organisational skills
- Free parking
- Health & wellbeing programme
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
3d
Commercial Assistant
AtkinsRéalis —Aylesbury
- Full-time
- Hybrid work
- Civil engineering
- Microsoft Excel
- Analysis skills
11d
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
12d
Personal Assistant
Scania —Milton Keynes
- From £35,000 a year
- Full-time
- Hybrid work
- Travel
- Organisational skills
- Up to 25% travel
- Annual leave
- Employee discount
7d
Graduate Funding Assistant
University of Oxford —Oxford
- £32,108 - £37,338 a year
- Full-time
- Microsoft Excel
- Word processing
- Administrative experience
Accounts Payable Assistant
EA-RS —High Wycombe
- £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
Access and Outreach Assistant (3-Year Fixed Term)
Lady Margaret Hall —Oxford
- £31,000 a year
- Weekend availability
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
Business Support Officer
HMGCC —Milton Keynes
- £29,336 a year
- Overtime
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
5d
Accounts Payable Accounts Assistant
Evotec —Abingdon
- Full-time
- Hybrid work
- ERP systems
- English
- Accounting
- Referral programme
Administrative Assistant
Berinsfield Parish Council —Berinsfield
- £28,598 - £31,022 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Work from home
Quick apply
Business Support Officer
HMGCC (His Majestys Government Communications Centre) —Hanslope
- £29,336 a year
- Overtime
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
5d
Assistant Food and Beverage Manager
Valor Hospitality —Aylesbury
- £29,870 a year
- Employee assistance programme
- Employee discount
Quick apply
Production Coordinator
RWS Global —Milton Keynes
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
4d
Purchasing Assistant
SunbeltRentals —Milton Keynes
- Communication skills
- Negotiation
- Annual leave
Quick apply
Customer Services Assistant
OurCoop —Houghton Regis
- £12.75 an hour
- Weekend availability
- Bakery
- Paid training
- Annual leave
9d
FTC Assistant Accountant
OXTS —Bicester
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Quick apply
10d
Resort Assistant
Champneys Tring —Tring
- Up to £12.71 an hour
- Full-time
- Customer service
- Communication skills
- Resort
- Free parking
- Annual leave
Quick apply
9d
Assistant Quantity Surveyor
AtkinsRéalis —Oxford
- Full-time
- Hybrid work
- Contracts

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administration assistant to financial jobs near bierton, eng

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

administration assistant to financial jobs in bierton, eng

Client Account Assistant

Accounts Assistant

Accounts Assistant/Bookkeeper

Commercial Assistant

Finance Assistant

Personal Assistant

Graduate Funding Assistant

Accounts Payable Assistant

Access and Outreach Assistant (3-Year Fixed Term)

Business Support Officer

Accounts Payable Accounts Assistant

Administrative Assistant

Business Support Officer

Assistant Food and Beverage Manager

Production Coordinator

Purchasing Assistant

Customer Services Assistant

FTC Assistant Accountant

Resort Assistant

Assistant Quantity Surveyor

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