Financial professional Work, Jobs in Buckhurst Hill, Ess (with Salaries)

Financial Planning Assistant
Leagold Miller —London
- Up to £36,000 a year
- Part-time
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
4d
Financial Accountant
British Transport Police —London
- £55,310.87 a year
- Full-time
- Travel
- Accounting
- AI
- Annual leave
- Gym membership
Quick apply
9d
Care Home Administrator
Crystal Care Group —Chingford
- £29,000 - £31,000 a year
- Full-time
- Hospitality
- Customer service
- IT
- Referral programme
2d
Assistant Accountant - Apprentice
International Students House —Westminster
- £32,000 - £35,000 a year
- Full-time
- Microsoft Excel
- Oracle
- ERP systems
6d
Financial Analyst
E2T Proprietary Solutions Limited —Bromley
- £45,800 - £100,000 a year
- Full-time
- Hybrid work
- Analysis skills
Quick apply
Financial Analyst - Corporate Finance (Industrials M&A)
Houlihan Lokey —London
- Full-time
- Spanish
- Analysis skills
- Bachelor's degree
2d
Financial Accountant
FIELD —London
- £55,000 - £65,000 a year
- Full-time
- Hybrid work
- Accounting
- Annual leave
Quick apply
Financial Analyst
City Financial Network —London
- Up to £5,200 a month
- Full-time
- Microsoft Excel
- Organisational skills
- In-person
- Annual leave
- Life insurance
Quick apply
10d
2026 Graduate Analyst – Investment Banking, Technology & Services (London)
Guggenheim Partners —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Junior Financial Analyst
Citco —London
- Full-time
- Microsoft Excel
- Master's degree
- Analysis skills
9d
Bookkeeper
ERA Solicitors Ltd —Hornchurch
- From £24,500 a year
- Full-time
- Microsoft Excel
- Accounting
- Organisational skills
Quick apply
1d
Bookkeeper - Part Time
Joyn Kitchens Ltd —London
- £165 a day
- Part-time
- English
- QuickBooks
- In-person
Quick apply
18h
Trainee Accountant
Tan Lam Partnership —London
- £25,400 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- QuickBooks
Quick apply
10d
Service Advisor
Marshall Motor Group —Loughton
- £31,958 a year
- Customer service
- Communication skills
- Annual leave
- Employee discount
Quick apply
Junior Accounts Assistant
FRANK G. GATES LIMITED —Harlow
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Employee discount
14d
Financial Controller
Oceana Consturction —London
- £60,000 - £80,000 a year
- Full-time
- Microsoft Excel
- Sales
- Accounting
Quick apply
2d
Global Operations Coordinator - BCG Institute
Boston Consulting Group —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- English
Accounts Assistant
Knight Piesold Consulting —London
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Annual leave
Analyst – Financial Crime Compliance (KYC
Saffery —London
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Communication skills
- Profit sharing
- Annual leave
8d
Financial Accountant
APCO Worldwide —London
- Microsoft Excel
- ERP systems
- Analysis skills
14d

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Financial Planning Assistant

Leagold Miller
London

Quick apply

Job details

Permanent | Part-time | Full-time
Up to £36,000 a year
4 days ago

Benefits

Company pension

Qualifications

Financial planning
Microsoft Excel
Customer service
Microsoft Office
Administrative experience
Organisational skills
Financial services
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: Up to £36,000.00 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?
Why should we hire you?

Experience:

Wealth & Financial planning administration: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

financial professional jobs in buckhurst hill, ess

Financial Planning Assistant

Financial Accountant

Care Home Administrator

Assistant Accountant - Apprentice

Financial Analyst

Financial Analyst - Corporate Finance (Industrials M&A)

Financial Accountant

Financial Analyst

2026 Graduate Analyst – Investment Banking, Technology & Services (London)

Junior Financial Analyst

Bookkeeper

Bookkeeper - Part Time

Trainee Accountant

Service Advisor

Junior Accounts Assistant

Financial Controller

Global Operations Coordinator - BCG Institute

Accounts Assistant

Analyst – Financial Crime Compliance (KYC

Financial Accountant

I want to receive the latest job alerts for financial professional in buckhurst hill, ess

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