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Financial Planning Admin / Bookkeeper

TN United Kingdom

Greater London

On-site

GBP 30,000 - 40,000

Full time

29 days ago

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Job summary

An established industry player is seeking a detail-oriented individual to join their team in Pinner. This role involves supporting a small Financial Planning company by managing income reconciliation, bookkeeping, and general administrative tasks. You will collaborate closely with the Director and another experienced team member, contributing to the smooth operation of the business. This position offers the flexibility of full-time or part-time hours, along with competitive salary and benefits. If you have a background in Financial Services and are looking for a rewarding opportunity, this role could be the perfect fit for you.

Benefits

Performance/Annual Bonuses
Group Pension Membership
Death In Service Benefits
Holiday and Sickness entitlement

Qualifications

  • Previous experience in income reconciliation, bookkeeping, and general admin.
  • Knowledgeable in Financial Services and Accounts.

Responsibilities

  • Work closely with the company Director and a longstanding staff member.
  • Support a small Financial Planning company with administrative tasks.

Skills

Income Reconciliation
Bookkeeping
General Administration
Knowledge of Financial Services

Job description

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Client:

Heat Recruitment

Location:

Pinner, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

acfe038333be

Job Views:

2

Posted:

28.03.2025

Expiry Date:

12.05.2025

Job Description:

Location: Pinner

Salary: £30,000 - £40,000

Type: Permanent

Workplace: On-Site

Ref: 87685

Recruiter Managing This Role

Please get in touch if you have a background in Financial Services, bookkeeping, general admin, and income reconciliation. We are supporting a small Financial Planning company based near Pinner to bring someone in on either a full-time or part-time basis to work closely with the company Director and one other longstanding member of staff.

Benefits:
  1. Full time or Part time
  2. Salary up to £38,000
  3. Performance/Annual Bonuses
  4. Group Pension Membership
  5. Death In Service Benefits
  6. Holiday and Sickness entitlement
What’s needed for me to be considered for this position?
  1. Hold previous experience within income reconciliation, bookkeeping, and general admin
  2. Knowledgeable of Financial Services / Accounts
What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!

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