Finance assistant Work, Jobs in Easington, Ery (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
3d
Accounts Assistant
St James Hotel —Grimsby
- £10,574.72 a year
- Part-time
- Administrative experience
- Accounting
- QuickBooks
- Free parking
- Health & wellbeing programme
Quick apply
Accounts Assistant
Associated British Ports —Kingston upon Hull
- Microsoft Office
- Analysis skills
- Continuous improvement
20h
Finance Assistant
The Spencer Group —Kingston upon Hull
- £28,000 - £30,000 a year
- Full-time
- Accounting
- IT
- In-person
- Free parking
Quick apply
7d
Finance Assistant
Spencer Group —Kingston upon Hull
- Sales
- IT
- Office experience
- Free parking
- Gym membership
Accounts Assistant
Lightowler Holdings —Kingston upon Hull
- £25,000 a year
- Full-time
- Accounting
- QuickBooks
- Data entry
- Free parking
Quick apply
10d
Book Keepers, Payroll Managers and Wages Clerks
Tasty bites hull —Kingston upon Hull
- £33,000 - £33,500 a year
- Full-time
- QuickBooks
- In-person
Quick apply
10d

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Accounts Assistant
St James Hotel —Grimsby
This role involves supporting the accounts department with various financial tasks, ensuring accuracy and efficiency in processing financial data.
£10,574.72 a year
Quick apply
Accounts Assistant
Associated British Ports —Kingston upon Hull
Reporting to the Finance Manager, working alongside part-qualified and qualified accountants, the purpose of the role is to process, with support, accounting…
20h

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finance assistant jobs near easington, ery

Financial Administrator/Personal Assistant

Parks Wealth Management Ltd
Louth

Quick apply

Job details

Part-time | Full-time
£25,000 - £27,500 a year
3 days 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

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