Assistant Financial Administrator

1 month ago


City Of London, United Kingdom Page Personnel Sales Full time
Job Summary: Assistant Financial Administrator

We are seeking a skilled Assistant Financial Administrator to join our team in London. In this role, you will be responsible for assisting the finance team with various tasks including bill preparation, client liaison, and payment chasing.

Key Tasks:
  • Assistance with bill preparation and dispatch
  • Liaison with fee earners and clients regarding billing and financial matters
  • Client balance management and payment chasing
  • Resolution of payment disputes and discrepancies
  • Administrative support to the Finance Manager and Legal Cashier
  • Contribution to process improvement initiatives across billings and finance
Requirements:

To be successful in this role, you will need at least one year's experience in finance or a related field, along with strong Excel skills and attention to detail. A background in client accounts or law firms would be beneficial.

What We Offer:
  • £28,000 - £35,000 salary (dependent on experience)
  • A comprehensive benefits package
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment


  • London, Greater London, United Kingdom Perspective Financial Group Ltd Full time

    Job OverviewWe are seeking an experienced Administration Assistant to join our Mergers & Acquisitions Team at Perspective Financial Group Ltd. This is an exciting opportunity to work with a professional team, supporting the administration of new business introductions and acquisition opportunities.The successful candidate will be responsible for overseeing...


  • City of London, United Kingdom Smart Spaces® Full time

    Job Title: Financial Administrator AssistantWe are seeking a highly skilled Financial Administrator Assistant to join our team at Smart Spaces® in Aldgate, London. This is an excellent opportunity for a detail-oriented individual with strong organizational skills to make a positive impact on our financial operations.The successful candidate will work...


  • City of London, United Kingdom Smart Spaces® Full time

    Job DescriptionWe are looking for an experienced administrative assistant to join our team in London. As a key member of our financial operations team, you will be responsible for managing financial transactions, reconciliations, and office administration.About the CompanyWe are a rapidly growing PropTech company that develops innovative tech platforms for...


  • London, United Kingdom Financial Divisions Full time

    Are you a Financial Planning Administrator that feels undervalued or underpaid? Do you see a progression route through to Paraplanner and Adviser with your current firm? Financial Divisions are working with a Croydon based Wealth Management firm that is seeking a Financial Planning Administrator to join their Croydon based team. The firm have a strong track...


  • Welwyn Garden City, United Kingdom Beechwood Financial Services Full time

    **Salary**: £25 - £30k depending on experience **Hours**: Monday - Friday 9.00 - 5.30 **Contract**: full time, permanent **Location**: Welwyn Garden City office (AL8 6NS) Beechwood Financial Services is a professional firm of Independent Financial Advisers based in Welwyn Garden City, Hertfordshire. We provide financial advice to a broad range of...


  • London, Greater London, United Kingdom Fleet Street Financial Ltd Full time

    About the RoleWe are seeking an ambitious and organized Graduate - IFA Administrator to join our team at Fleet Street Wealth. As a key member of our support staff, you will be responsible for providing exceptional administrative assistance to our financial advisors.The successful candidate will have a strong understanding of office procedures and the ability...


  • City of London, United Kingdom Financial Divisions Full time

    Wealth Administrator - Central London - IFA Firm with HNW clients - £28k - £32k + full study support My client is a boutique wealth planning practice based in Central London near St Pauls (EC4) who have been operating for 20+ years. They offer financial advice to private clients who are City professionals, families, business owners retirees and...


  • London, United Kingdom Specialist Financial Recruitment Full time

    Our client is a highly rated, rapidly expanding IFA/Chartered Financial Planner company, who have been listed in the prestigious FT Adviser Top 100 awards. The firm provides a very friendly & supportive working environment, with superb opportunities for career progression, including financial assistance for study towards professional qualifications. Due to...


  • City of London, United Kingdom Just Us Financial Solutions Full time

    Experienced Mortgage Administrator required. Join a busy firm of City financial planners and mortgage brokers. Any mortgage background considered. We are offering a great opportunity to progress your career! Are you seeking to develop your mortgage client relationship management and paraplanning skills? Are you calm under pressure, resilient by nature and...


  • London, United Kingdom Financial Divisions Full time

    Our client, a wealth management firm based in London Wokingham has created their focus on building long term trust based relationships with their clients through the delivery of highly effective individual financial planning solutions tailored to their needsand aspirations. Your journey will begin with a full induction and training, and you will be led...


  • City of London, United Kingdom Augustine Financial Planning Full time

    Graduate Trainee required. Start your career in Wealth Management and build your future career with an established and forward-thinking City firm. Are you ready to launch your career in the challenging world of financial planning? The opportunities and prospects in this industry are second to none join us and take your career all the way to the top! Do you...


  • London, United Kingdom Financial Divisions Full time

    Are you a Financial Planning Administrator that feels undervalued or underpaid? Do you see a progression route through to Paraplanner and Adviser with your current firm? Financial Divisions are working with a City based Wealth Management firm that is seeking a Financial Planning Administrator to join their City based team. The firm have a strong track...


  • East of England, United Kingdom Perspective Financial Group Full time

    **Office**: Perspective (East Anglia) Ltd **Hours**:Monday - Friday 9.00am - 5.00pm (35 hours) **Salary**: Competitive dependant on experience and qualifications (available upon request) **Benefits**: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate...


  • City Of London, United Kingdom ALTER DOMUS (UK) LIMITED Full time

    Job OverviewAlter Domus (UK) Limited is a leading provider of corporate services and asset management solutions. We are seeking an experienced Financial Services Administrator to join our team.As a key member of our team, you will be responsible for assisting clients with the incorporation and administration of asset holding vehicles, financing entities, and...


  • London, United Kingdom Fortis Financial Full time

    To provide an administrative support to Financial Advisers - Typing up client meeting notes - Fact Find data entry - Generating illustrations (Pension / Investment / Mortgage / Insurance) - Sending client documents for signing - Document / template editing - Spreadsheet / CRM management - Updating of client records - Diary management - Day to day admin and...


  • City of London, United Kingdom Smart Spaces® Full time

    About the Role: We are seeking an experienced Accounts and Financial Administrator to join our team at Smart Spaces. As an Accounts and Office Assistant, you will play a vital role in ensuring the smooth day-to-day operation of our office.The ideal candidate will have 2+ years of experience in a similar role and possess excellent organizational skills,...


  • City of London, Greater London, United Kingdom OTS Solicitors Full time

    Job Title: Financial Administrator and Office CoordinatorWe are seeking a skilled Financial Administrator and Office Coordinator to join our dynamic team at OTS Solicitors.Job Description:We are looking for an experienced individual to assist with financial administration, office operations, and HR support. The role will involve maintaining client and office...

  • Part-time Pa

    1 week ago


    London, United Kingdom Strategic Financial Solutions Full time

    Are you looking for a challenging administrator role that not only allows you to take ownership of your workload but will also fit around your schedule, creating the perfect work-life balance? We are a small financial adviser looking for someone who can work efficiently and accurately, support a director, work to deadlines, prioritise when necessary and...


  • London, United Kingdom Financial Divisions Full time

    Are you an all-round financial administrator dealing all aspects of a wealth management practice or similar? Is a stable environment with structure, financial backing and long term job security sound appealing? My client, a Chartered Independent Financial Advisor (IFA) based in the City of London have a loyal HNW client bank of City professionals and...


  • London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Administrative Assistant** **Location**:Lombard Street, London **Salary**:£25,000 per annum plus discretionary bonus **Hours**:Full time **Working as part of the team at an Appointed Representative of St. James’s Place Plc.** An excellent opportunity has arisen for a professional and adaptable Administrator to work for a Senior Partner within a St....