Financial Services Assistant

9 hours 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.

  • Financial Manager Assistant

    5 days ago

    Romford, Greater London, United Kingdom NHS Full time

    {"h1": "Financial Manager Assistant Role", "p": "We are seeking a highly skilled and motivated Financial Manager Assistant to join our team at Barking, Havering and Redbridge University Hospitals NHS Trust. As a key member of our finance department, you will be responsible for providing financial services and proactive business support to Clinical and...

  • Financial Manager Assistant

    5 days ago

    Romford, Greater London, United Kingdom NHS Full time

    {"h1": "Financial Manager Assistant Role", "p": "We are seeking a highly skilled and motivated Financial Manager Assistant to join our team at Barking, Havering and Redbridge University Hospitals NHS Trust. As a key member of our finance department, you will be responsible for providing financial services and proactive business support to Clinical and...

  • Financial Manager Assistant

    1 week ago

    Romford, Greater London, United Kingdom NHS Full time

    {"h1": "Financial Manager Assistant Role", "p": "We are seeking a highly skilled and motivated Financial Manager Assistant to join our team at Barking, Havering and Redbridge University Hospitals NHS Trust. As a key member of our finance department, you will play a crucial role in providing financial services and proactive business support to Clinical and...

  • Financial Manager Assistant

    1 week ago

    Romford, Greater London, United Kingdom NHS Full time

    {"h1": "Financial Manager Assistant Role", "p": "We are seeking a highly skilled and motivated Financial Manager Assistant to join our team at Barking, Havering and Redbridge University Hospitals NHS Trust. As a key member of our finance department, you will play a crucial role in providing financial services and proactive business support to Clinical and...

  • Financial Manager Assistant

    2 weeks ago

    Romford, Greater London, United Kingdom NHS Full time

    {"h1": "Financial Manager Assistant Role", "p": "We are seeking a highly skilled and motivated Financial Manager Assistant to join our team at Barking, Havering and Redbridge University Hospitals NHS Trust. As a key member of our finance department, you will play a crucial role in providing financial services and proactive business support to Clinical and...

  • Financial Manager Assistant

    2 weeks ago

    Romford, Greater London, United Kingdom NHS Full time

    {"h1": "Financial Manager Assistant Role", "p": "We are seeking a highly skilled and motivated Financial Manager Assistant to join our team at Barking, Havering and Redbridge University Hospitals NHS Trust. As a key member of our finance department, you will play a crucial role in providing financial services and proactive business support to Clinical and...

  • Financial Manager Assistant

    1 week ago

    Romford, Greater London, United Kingdom Barking, Havering and Redbridge University Hospitals NHS Trust Full time

    Job Title: Band 7 Assistant Finance ManagerWe are seeking a highly skilled and motivated Management Accountant to join our team at Barking, Havering and Redbridge University Hospitals NHS Trust. As a Band 7 Assistant Finance Manager, you will play a key role in providing financial services and proactive business support to Clinical and Corporate Business...

  • Financial Manager Assistant

    7 days ago

    Romford, Greater London, United Kingdom Barking, Havering and Redbridge University Hospitals NHS Trust Full time

    Job Title: Band 7 Assistant Finance ManagerWe are seeking a highly skilled and motivated Management Accountant to join our team at Barking, Havering and Redbridge University Hospitals NHS Trust. As a Band 7 Assistant Finance Manager, you will play a key role in providing financial services and proactive business support to Clinical and Corporate Business...

  • Financial Manager Assistant

    3 days ago

    Romford, Greater London, United Kingdom Barking, Havering and Redbridge University Hospitals Full time

    Job Title: Assistant Finance Manager Band 7We are seeking a highly skilled and motivated Management Accountant to join our team at Barking, Havering and Redbridge University Hospitals. As an Assistant Finance Manager, you will play a key role in providing financial services and business support to our Clinical and Corporate Business Units.Key...

  • Financial Manager Assistant

    2 days ago

    Romford, Greater London, United Kingdom Barking, Havering and Redbridge University Hospitals Full time

    Job Title: Assistant Finance Manager Band 7We are seeking a highly skilled and motivated Management Accountant to join our team at Barking, Havering and Redbridge University Hospitals. As an Assistant Finance Manager, you will play a key role in providing financial services and business support to our Clinical and Corporate Business Units.Key...

  • Financial Manager Assistant

    2 weeks ago

    Romford, Greater London, United Kingdom Barking, Havering and Redbridge University Hospitals NHS Trust Full time

    Job Title: Band 7 Assistant Finance ManagerWe are seeking a highly skilled and motivated Management Accountant to join our team at Barking, Havering and Redbridge University Hospitals NHS Trust. As a Band 7 Assistant Finance Manager, you will play a key role in providing financial services and proactive business support to Clinical and Corporate Business...

  • Financial Manager Assistant

    2 weeks ago

    Romford, Greater London, United Kingdom Barking, Havering and Redbridge University Hospitals NHS Trust Full time

    Job Title: Band 7 Assistant Finance ManagerWe are seeking a highly skilled and motivated Management Accountant to join our team at Barking, Havering and Redbridge University Hospitals NHS Trust. As a Band 7 Assistant Finance Manager, you will play a key role in providing financial services and proactive business support to Clinical and Corporate Business...

  • Financial Manager

    4 weeks ago

    Romford, Greater London, United Kingdom Design Haus Site Services Ltd Full time

    Financial Manager/Office Manager **Job Summary** Design Haus Site Services Ltd is a leading provider of Building Services (MEP) and Facilities Management contractor. We are seeking a highly skilled Financial Manager/Office Manager to join our team in London. **Key Responsibilities** * Financial Statements: Prepare and analyze financial statements,...

  • Financial Manager

    4 weeks ago

    Romford, Greater London, United Kingdom Design Haus Site Services Ltd Full time

    Financial Manager/Office Manager **Job Summary** Design Haus Site Services Ltd is a leading provider of Building Services (MEP) and Facilities Management contractor. We are seeking a highly skilled Financial Manager/Office Manager to join our team in London. **Key Responsibilities** * Financial Statements: Prepare and analyze financial statements,...

  • Financial Manager

    4 weeks ago

    Romford, Greater London, United Kingdom Design Haus Site Services Ltd Full time

    Financial Manager/Office Manager **Job Summary** Design Haus Site Services Ltd is a leading provider of Building Services (MEP) and Facilities Management contractor. We are seeking a highly skilled Financial Manager/Office Manager to join our team in London. **Key Responsibilities** * Financial Statements: Prepare and analyze financial statements,...

  • Financial Manager

    4 weeks ago

    Romford, Greater London, United Kingdom Design Haus Site Services Ltd Full time

    Financial Manager/Office Manager **Job Summary** Design Haus Site Services Ltd is a leading provider of Building Services (MEP) and Facilities Management contractor. We are seeking a highly skilled Financial Manager/Office Manager to join our team in London. **Key Responsibilities** * Financial Statements: Prepare and analyze financial statements,...

  • Financial Manager

    3 weeks ago

    Romford, Greater London, United Kingdom Design Haus Site Services Ltd Full time

    Job Title: Finance Manager/Office ManagerDesign Haus Site Services Ltd is a bespoke multi-discipline specialist contractor providing Building Services (MEP) and Facilities Management contractor.Job Summary:We are seeking a highly skilled Finance Manager/Office Manager to join our team at Design Haus Site Services Ltd in London. The successful candidate will...

  • Financial Manager

    3 weeks ago

    Romford, Greater London, United Kingdom Design Haus Site Services Ltd Full time

    Job Title: Finance Manager/Office ManagerDesign Haus Site Services Ltd is a bespoke multi-discipline specialist contractor providing Building Services (MEP) and Facilities Management contractor.Job Summary:We are seeking a highly skilled Finance Manager/Office Manager to join our team at Design Haus Site Services Ltd in London. The successful candidate will...

  • Financial Manager

    3 weeks ago

    Romford, Greater London, United Kingdom Design Haus Site Services Ltd Full time

    Job Title: Finance Manager/Office ManagerDesign Haus Site Services Ltd is a bespoke multi-discipline specialist contractor providing Building Services (MEP) and Facilities Management contractor.Job Summary:We are seeking a highly skilled Finance Manager/Office Manager to join our team at Design Haus Site Services Ltd in London. The successful candidate will...

  • Financial Manager

    3 weeks ago

    Romford, Greater London, United Kingdom Design Haus Site Services Ltd Full time

    Job Title: Finance Manager/Office ManagerDesign Haus Site Services Ltd is a bespoke multi-discipline specialist contractor providing Building Services (MEP) and Facilities Management contractor.Job Summary:We are seeking a highly skilled Finance Manager/Office Manager to join our team at Design Haus Site Services Ltd in London. The successful candidate will...