Accounts assistant - Landys Chemist

We are looking for someone to join our team. you’ll be working Monday, Tuesday and Thursday, Friday 9-5pm plus Saturday 9-3pm with a half hour lunch break. You’ll full time contract. You’ll be paid every Friday. the role includes: picking orders packing orders helping to process deliveries helping to restock shelves in the warehouse please note our business is split across three levels so you will need to help carry boxes up and down stairs when deliveries come.

Company Overview We are a well-established, client-focused wealth management firm based in the heart of London. We provide tailored financial advice and investment solutions to high-net-worth individuals, families, and trusts. We pride ourselves on our integrity, professionalism, and client service. Role Overview As a Financial Services Assistant, you will support advisers and operational staff in the delivery of a first-class service to clients. This role is integral to the smooth running of the business and provides an excellent opportunity to build a career within financial services and wealth management. Key Responsibilities Provide administrative support to financial advisers and paraplanners. Maintain and update client records using CRM systems. Liaise with clients, product providers, and third parties in a professional and efficient manner. Prepare client meeting packs, valuations, and documentation. Assist with the processing of new business applications, including pensions, ISAs, GIAs, and insurance products. Monitor and follow up on ongoing cases to ensure timely completion. Help ensure compliance with FCA regulations and internal procedures. Support the onboarding of new clients, including AML and KYC checks. Assist in the production of reports, letters, and other client communications. Requirements Essential Strong organisational skills and attention to detail Excellent communication and interpersonal skills Previous experience in financial services or administrative roles Proficiency in Microsoft Office (Word, Excel, Outlook) Ability to manage multiple tasks and meet deadlines High level of discretion and confidentiality Desirable Knowledge of wealth management products and services Experience with CRM or back-office systems (e.g., Intelligent Office, Salesforce) Studying towards or interested in studying for financial planning qualifications (e.g., CII, CISI) What We Offer Competitive salary and performance-related bonus Pension scheme and holiday allowance Study support for industry qualifications A friendly, supportive working environment in a prestigious London location Career development opportunities in a growing firm

Training will be provided Entering Invoices and processing payments Checking Banks and other Adhoc duties

We are looking for an amazing person who has extraordinary skills with numbers. We need the person who will help us escalate our business to the next level. Needs to have experience as a bookkeeper-Finance Director, we need someone with understanding in EBIDTA numbers and Business analysis.