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  • Lal Capital
    Financial Services Assistant
    Financial Services Assistant
    12 days ago
    £25000–£27000 yearly
    Full-time
    London

    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

    Immediate start!
    No experience
    Easy apply
  • Career Tree
    Part Time Degrees in Healthcare and Business | Funding up to £14K
    Part Time Degrees in Healthcare and Business | Funding up to £14K
    20 days ago
    £14000 yearly
    Part-time
    Wembley

    Looking for a rewarding career in Healthcare or Business? Start your part-time degree today and get ahead in your career! • Choose from a wide range of courses in Healthcare and Business., • Start your degree immediately and study only two days a week, • Receive up to £14,000 for financial support, • Potentially secure a paid work placement in your desired role and gain industry experience Eligibility: • A valid Passport/ID, • Right to live in the UK, • National Insurance Number We have campuses in Elephant & Castle, Stratford, Wembley, Croydon, Leicester, Sheffield and Birmingham. Enrol now and start your journey to a rewarding career! #healthcare #business #career #education #degree #parttime #flexible #financialsupport #workplacement #experience #connections #jobseekers #careertree #getahead

    Immediate start!
    No experience
    Easy apply
  • CSP
    Accounting Assistant
    Accounting Assistant
    2 months ago
    £10 hourly
    Full-time
    London

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

    Immediate start!
    No experience
    Easy apply
  • The Institute Of Psychosynthesis
    Bookkeeper
    Bookkeeper
    2 months ago
    £15–£20 hourly
    Part-time
    London

    Part time, 8-20 hours per month, quickbooks experience essential virtual position. Hendon/barnet North London

    Easy apply
  • CSP
    Accounts Manager
    Accounts Manager
    2 months ago
    Full-time
    London

    Main Responsibility: Entering and posting supplier invoices accurately and on time into our accounting system (Sage/Xero/QuickBooks) Bank and supplier reconciliations Supplier payments and invoice queries Month-end support and some AR holiday cover What You’ll Need: Previous experience in Accounts Payable or data entry Accuracy and attention to detail Familiarity with accounting software (Sage, Xero, or QuickBooks) Good communication and organisational skills

    Immediate start!
    Easy apply