Current jobs related to Financial Services Assistant - Romford, Greater London - Rosemount IFAs

  • Financial Services Accountant

    3 weeks ago

    Romford, Greater London, United Kingdom Financial Staffing Solutions Full time

    A financial services company is seeking a highly skilled Management Accountant to assist the Finance Manager in providing financial and operational insights to support business decision-making. The role will focus on collecting and reporting key financial metrics to support Supply Chain, Manufacturing, Quality, and Procurement teams.Main...

  • Financial Services Assistant

    4 weeks ago

    Romford, Greater London, United Kingdom Rosemount IFAs Full time

    Rosemount IFAs is seeking a highly organized and detail-oriented individual to join our team as a Financial Services Assistant. In this role, you will provide administrative support to our Financial Advisers, ensuring the smooth operation of our practice.The ideal candidate will have experience working in a Financial Planning administrative role, with a...

  • Financial Controller Position

    2 weeks ago

    Romford, Greater London, United Kingdom Financial Staffing Solutions Full time

    Financial Staffing Solutions is seeking a qualified Financial Controller to take responsibility for all financial aspects of the business and provide input to the Managing Director on strategic developments for the company.Key Responsibilities:Monthly management accounts and reporting pack including variance analysis;Annual budgeting, forecasting and...

  • Management Accountant

    3 weeks ago

    Romford, Greater London, United Kingdom Financial Staffing Solutions Full time

    A leading FMCG company based in the UK is seeking a Part Qualified Management Accountant to assist the Finance Manager with financial and operational information to support business decision making. The main focus of the role will be collating and reporting on key financial metrics in order to support the Supply Chain / Manufacturing, Quality, Procurement...

  • Financial Staffing Solutions Seeks Part Qualified Management Accountant

    6 days ago

    Romford, Greater London, United Kingdom Financial Staffing Solutions Full time

    Financial Staffing Solutions is a reputable recruitment agency that specializes in financial staffing solutions. We are currently seeking a highly skilled Part Qualified Management Accountant to join our team at a leading FMCG company based in Romford.The ideal candidate will have a strong background in financial management and be able to assist the Finance...

  • Financial Services Coordinator

    4 weeks ago

    Romford, Greater London, United Kingdom Rosemount IFAs Full time

    Job SummaryRosemount Independent Financial Advisers is seeking a highly organized and detail-oriented individual to provide administrative support to our Financial Advisers.The successful candidate will be responsible for preparing paperwork for client meetings, business submissions, and the processing of new business for pension and investment plans.Key...

  • Financial Services Manager

    2 weeks ago

    Romford, Greater London, United Kingdom Everyday Loans Group Full time

    At Everyday Loans, we’re dedicated to empowering our customers to succeed. As a Customer Account Manager, you’ll play a vital role in this process. Your primary responsibility will be to establish relationships with customers, assess their financial needs, and develop personalized loan solutions.Key Responsibilities:Build strong rapport with customers to...

  • Financial Operations Assistant

    4 weeks ago

    Romford, Greater London, United Kingdom Huntress Full time £28,000 - £30,000

    Job Title: Financial Operations AssistantWe are seeking a highly skilled Accounts Clerk to join our team at Huntress. As a key member of our finance department, you will be responsible for maintaining accurate financial records, processing transactions, and providing exceptional support to our business.Key Responsibilities: Reconcile bank accounts in GBP,...

  • Senior Legal Counsel Financial Services

    1 week ago

    Romford, Greater London, United Kingdom Ripple Labs Full time

    Job Title: Senior Legal Counsel Financial ServicesWe are seeking a highly skilled Senior Legal Counsel to join our Financial Services team at Ripple. As a key member of our legal team, you will provide expert advice on commercial transactions across the SaaS, financial technology, blockchain, and cryptocurrency spaces. Your expertise in financial services...

  • Catering Support Assistant

    3 weeks ago

    Romford, Greater London, United Kingdom Aspens Services Full time

    About the RoleWe are seeking a motivated and enthusiastic Catering Assistant to join our team at Aspens Services Ltd. As a Catering Assistant, you will play a vital role in supporting our kitchen team in providing excellent food and service to our schools.Key ResponsibilitiesAssist the kitchen team in food preparation and presentationProvide exceptional...

  • Catering Support Assistant

    4 weeks ago

    Romford, Greater London, United Kingdom Aspens Services Full time

    About the RoleWe are seeking a highly motivated and organized Catering Assistant to join our team at Aspens Services Ltd. As a Catering Assistant, you will play a vital role in supporting our kitchen team in providing excellent food experiences for children in schools.Key ResponsibilitiesAssist in basic food preparation and presentationProvide exceptional...

  • Senior Financial Analyst

    4 weeks ago

    Romford, Greater London, United Kingdom Armstrong Knight Full time

    Armstrong Knight is seeking a highly skilled Senior Financial Analyst to join our dynamic team. As a Semi Senior Accountant, you will play a key role in preparing and recording general ledger journal entries, analyzing financial statements, and providing concise explanations for variances.Our firm operates with an excellent working culture, promoting a real...

  • Financial Services Specialist

    2 weeks ago

    Romford, Greater London, United Kingdom haart Full time

    Mortgage and Protection Adviser Role:Haart is seeking a skilled Mortgage and Protection Adviser to join our team. As a key member of our estate agency, you will be responsible for providing exceptional client care and experience from beginning to end.Key Responsibilities:Generate and maintain your own client relationships and business, maximising in-branch...

  • Director of Care Services Development

    1 day ago

    Romford, Greater London, United Kingdom london care support services uk ltd Full time

    LONDON CARE SUPPORT SERVICES UK LTD is a reputable care services provider seeking an experienced CQC Registered Manager to drive growth and excellence in care delivery.As Director of Care Services Development, you will oversee daily care operations while spearheading business development initiatives to expand our services and impact. Key responsibilities...

  • Food Service Assistant

    4 weeks ago

    Romford, Greater London, United Kingdom beBee Professionals Full time £18,000 - £25,000

    beBee Professionals is looking for a dedicated Food Service Assistant to support our kitchen team in delivering exceptional food service in a dynamic environment.Key Responsibilities:Prepare and serve food to customers in a timely and efficient manner.Maintain a clean and safe working environment, adhering to health and safety regulations.Operate kitchen...

  • Financial Accountant

    4 weeks ago

    Romford, Greater London, United Kingdom Armstrong Knight Full time

    Senior Accountant/Accounts TechnicianArmstrong Knight is a leading financial services firm that provides a comprehensive range of solutions to its clients. We are currently seeking an AAT qualified or part-qualified candidate to join our team as a Senior Accountant/Accounts Technician.The successful candidate will have solid bookkeeping experience and some...

  • Food Service Assistant

    4 weeks ago

    Romford, Greater London, United Kingdom Caterlink Full time

    Caterlink: A Leader in Education Sector CateringCaterlink is a renowned provider of fresh food solutions to schools and colleges across the UK. With over 20 years of experience, we have established ourselves as a trusted partner in delivering high-quality meals to pupils and staff.About the RoleWe are seeking a motivated and detail-oriented Catering...

  • Financial Reporting Specialist

    4 weeks ago

    Romford, Greater London, United Kingdom Armstrong Knight Full time

    At Armstrong Knight, we are seeking a highly skilled Financial Reporting Specialist to join our team. The successful candidate will be responsible for producing statutory accounts and assisting junior members of staff where necessary.Key responsibilities include:Preparation and submission of statutory accountsProviding support to junior team membersRequired...

  • Financial Management Specialist

    4 weeks ago

    Romford, Greater London, United Kingdom Armstrong Knight Full time

    As a key member of the Armstrong Knight team, you will be responsible for providing strategic consultancy and financial management services to our clients. Your expertise will be essential in ensuring the smooth operation of our office and maintaining strong relationships with our clients.Key responsibilities will include:Financial statements and tax...

  • Mortgage and Financial Services Specialist

    11 hours ago

    Romford, Greater London, United Kingdom haart Full time

    Unlock Your Potential as a Mortgage and Protection AdviserWe are seeking an experienced Mortgage and Protection Adviser to join our team at haart. As a key member of our sales team, you will play a crucial role in providing exceptional customer service and building strong relationships with clients.About the Role:This is a full-time office-based position,...

Financial Services Assistant

1 month ago

Romford, Greater London, United Kingdom Rosemount IFAs Full time
Job Title: Apprentice Financial Advisor

Rosemount Independent Financial Advisers is a well-established and stable financial advisory practice based in the UK.

We are seeking a highly organized and detail-oriented individual to provide administrative support to our Financial Advisers.

The ideal candidate will have experience working in a Financial Planning administrative role and possess excellent communication skills, both written and oral.

Key Responsibilities:

  • Preparing paperwork for client meetings, business submissions, and the processing of new business for pension and investment plans.
  • Producing client portfolio reviews and new business illustrations.
  • Liaising with product providers and other third parties to obtain information on clients' existing arrangements.
  • Inputting and maintaining client information on XPLAN.
  • Performing routine administrative tasks such as filing, photocopying, and collating information.

Requirements:

  • Experience/knowledge of life, pension, and investment plans.
  • Excellent communication skills, both written and oral.
  • Good attention to detail.
  • Excellent proactive attitude towards work.
  • Ability to use initiative and work independently as well as part of a team.
  • Ability to plan workloads and manage conflicting demands and deadlines.
  • Highly organized with a good attention to detail.
  • Previous experience working in a Financial Planning administrative role is essential, minimum 2 years.
  • Microsoft Office Skills.
  • Certificate in Financial Planning or equivalent.

Benefits:

  • Company pension.
  • Life insurance.
  • On-site parking.

Working Hours:

  • Monday to Friday.

Location:

  • In person.

Salary:

  • £30,000.00-£36,000.00 per year.

Additional Pay:

  • Performance bonus.