Financial Services Assistant
1 month ago
We are seeking a highly organized and motivated Accounts Assistant to join our team at Reflect Recruitment Group. As an Accounts Assistant, you will play a crucial role in supporting our client's financial services environment.
Key Responsibilities:- Assist Company Directors and General Manager with accountancy and general administration duties.
- Provide data analysis and reports from bespoke software and Excel documents.
- Liaise with colleagues and stakeholders in the wider business.
- Conduct front-line local audit and data accuracy checks.
- Reconcile financial statements.
- Perform general administrative tasks, including postal duties, filing, and key holder responsibilities.
- Experience working in a financial services environment with a strong knowledge of Double Entry, Bookkeeping, and Sage 50.
- High level of MS Office literacy, specifically Excel, with ability to create pivot tables and formulas.
- GCSE / Level 2 (or equivalent) qualifications in English and Maths.
- Flexibility to meet deadlines.
- Excellent communication skills, including telephone, emails, and physical documents.
- High attention to detail in own output and to support colleagues.
- Positive and proactive approach.
- AAT qualifications desirable but not essential.
The salary will be discussed at interview stage and will be dependent on experience. Working hours are Monday to Friday, 9am - 5:30pm, with 1 hour lunch. For the right candidate, these hours can be flexible.
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Financial Planning Assistant
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Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeBurgh Recruitment Ltd (Financial Services) is seeking a skilled Paraplanner to join their team in Grantham. The ideal candidate will have experience in financial planning and a strong background in report writing. **Job Summary:** We are looking for a highly motivated and organized individual to provide technical expertise in financial planning and support...
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Senior Financial Planner
1 month ago
Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeSenior Paraplanner RoleWe are seeking an experienced Senior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Senior Paraplanner, you will play a key role in providing technical expertise to support our Financial Advisors / Partners in delivering high-quality financial planning solutions to our clients.Key...
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Senior Financial Planner
1 month ago
Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeSenior Paraplanner RoleWe are seeking an experienced Senior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Senior Paraplanner, you will play a key role in providing technical expertise to support our Financial Advisors / Partners in delivering high-quality financial planning solutions to our clients.Key...
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Financial Planning Specialist
3 weeks ago
Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeFinancial ParaplannerLocation: Grantham (NG31)Job Type: Full-timeSalary: Highly CompetitiveAbout the Role:We are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Financial Paraplanner, you will play a crucial role in supporting our Financial Advisors / Partners in providing high-quality financial...
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Financial Planning Specialist
3 weeks ago
Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeFinancial ParaplannerLocation: Grantham (NG31)Job Type: Full-timeSalary: Highly CompetitiveAbout the Role:We are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Financial Paraplanner, you will play a crucial role in supporting our Financial Advisors / Partners in providing high-quality financial...
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Financial Services Assistant
1 month ago
Grantham, Lincolnshire, United Kingdom Reflect Recruitment Group Full timeAccounts Assistant Job DescriptionWe are seeking a highly organized and motivated Accounts Assistant to join our team at Reflect Recruitment Group. As an Accounts Assistant, you will play a vital role in supporting our client's financial services environment.Key Responsibilities:Assist Company Directors and General Manager with accountancy and general...
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Financial Services Assistant
1 month ago
Grantham, Lincolnshire, United Kingdom Reflect Recruitment Group Full timeAccounts Assistant Job DescriptionWe are seeking a highly organized and motivated Accounts Assistant to join our team at Reflect Recruitment Group. As an Accounts Assistant, you will play a vital role in supporting our client's financial services environment.Key Responsibilities:Assist Company Directors and General Manager with accountancy and general...
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Financial Planning Specialist
2 weeks ago
Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeGrantham OpportunityWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). The successful candidate will be responsible for providing technical expertise to support our Financial Advisors / Partners in delivering high-quality financial planning solutions to our clients.Key Responsibilities:Undertake detailed...
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Financial Assistant
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Financial Assistant
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Grantham, Lincolnshire, United Kingdom Page Personnel Finance Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Assistant to join our team at Page Personnel Finance. As a key member of our finance team, you will be responsible for providing administrative support to our Finance Director and assisting with various financial tasks.Key ResponsibilitiesSupport the production of profit and loss and...
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Financial Assistant
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Grantham, Lincolnshire, United Kingdom Page Personnel Finance Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Assistant to join our team at Page Personnel Finance. As a key member of our finance team, you will be responsible for providing administrative support to our Finance Director and assisting with various financial tasks.Key ResponsibilitiesSupport the production of profit and loss and...
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Financial Assistant
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Grantham, Lincolnshire, United Kingdom Page Personnel Finance Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Assistant to join our team at Page Personnel Finance. As a key member of our finance team, you will be responsible for providing administrative support to our Finance Director and assisting with various financial tasks.Key ResponsibilitiesSupport the production of profit and loss and...
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Financial Assistant
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Grantham, Lincolnshire, United Kingdom Page Personnel Finance Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Assistant to join our team at Page Personnel Finance. As a key member of our finance team, you will be responsible for providing administrative support to our Finance Director and assisting with various financial tasks.Key ResponsibilitiesSupport the production of profit and loss and...
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