Finance assistant Work, Jobs in Louth (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
9d
Accounts Assistant
Manorcrest Homes Ltd —Woodhall Spa
- Full-time
- Microsoft Excel
- Accounting
- Organisational skills
- Free parking
Quick apply
Accounts Assistant
Welton Aggregates LTD —Spilsby
- £30,000 - £35,000 a year
- Full-time
- Microsoft Excel
- Accounting
- Financial services
Quick apply
5d
Accounts Assistant
Mariner Industries Ltd —Waltham
- £13.98 an hour
- Temporary
- Microsoft Excel
- In-person
- Communication skills
Quick apply
5d

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Assistant Accountant
Tradeglaze (Lincoln) Ltd —Lincoln
Ideally, we are looking for someone who is AAT qualified/part qualified with Sage 50 accounts experience. Worked in a busy account’s environment dealing with…
From £33,000 a year
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Accounts Assistant
Manorcrest Homes Ltd —Woodhall Spa
Experience: At least 2 years of experience in a finance or accounting role (required). _*2. Purchase Ledger & Financial Controls*_.
Quick apply

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finance assistant jobs near louth

Financial Administrator/Personal Assistant

Parks Wealth Management Ltd
Louth

Quick apply

Job details

Part-time | Full-time
£25,000 - £27,500 a year
9 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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