15 Financial Assistance jobs in the United Kingdom

• Maintenance of customer records and internal invoicing trackers
• Invoicing customers accurately and posting invoices onto Sage 50 Accounts
• Resolving any customer queries
• Recording and tracking POs, obtaining approvals for rechargeable overhead invoices
• Email communication to follow up on overdue debts
• Cash allocation
• Assistance with forecasting monthly revenue figures
• Review of weekly timesheets and follow up on missing timesheets
• Expenses check including VAT treatment and approval for monthly payroll
• Collating monthly payroll information on Excel
• Revenue Report and backing sheet preparation for new micro acquisition
• Supporting the Financial Accountant and wider finance team.
• Assistance with audit enquiries

Financial Planning Support Team Leader

Location: London or Maidstone (Hybrid)

Salary: Up to £55,000 + excellent benefits

We’re working with a highly respected investment management firm, renowned for its client-first approach, long-term focus, and culture of trust and respect. This is a fantastic opportunity to step into a leadership role supporting Ultra High Net Worth (UHNW) clients within a growing national organisation backed by a global group.

The Opportunity

As Financial Planning Support Team Leader , you’ll lead and develop a team of financial planning support staff while also providing hands-on support to advisers and their UHNW clients. You’ll play a key role in ensuring first-class client service, driving efficiency, and supporting the firm’s long-term growth.

What’s in it for you?

• Up to £55,000 salary
• 15% non-contributory pension
• Private medical insurance (for you and your household)
• Income protection & life cover (4x salary)
• Annual health screening, virtual GP & gym subsidy
• Season ticket loan & cycle-to-work scheme
• Extensive learning & development opportunities

Key Responsibilities

• Lead, support, and develop a team of financial planning support staff
• Deliver outstanding service to UHNW clients and advisers
• Conduct regular 1-2-1s, training, and performance reviews
• Ensure compliance, risk management, and operational efficiency
• Support one Financial Planner directly when required
• Prepare and chair team meetings
• Coordinate client actions and manage records accurately
• Assist with business development and client events

About You

• Strong understanding of investment and financial planning principles
• Experience in wealth management or financial planning support
• Proven people management or team leadership experience
• High attention to detail and strong organisational skills
• Excellent client service track record
• Progress towards Level 4 Diploma (CII) preferred, or willingness to study

This is an excellent opportunity for someone passionate about leadership and client service within wealth management, offering the chance to grow in a supportive and forward-thinking environment.

Financial Planning Support Team Leader

Location: London or Maidstone (Hybrid)

Salary: Up to £55,000 + excellent benefits

We’re working with a highly respected investment management firm, renowned for its client-first approach, long-term focus, and culture of trust and respect. This is a fantastic opportunity to step into a leadership role supporting Ultra High Net Worth (UHNW) clients within a growing national organisation backed by a global group.

The Opportunity

As Financial Planning Support Team Leader , you’ll lead and develop a team of financial planning support staff while also providing hands-on support to advisers and their UHNW clients. You’ll play a key role in ensuring first-class client service, driving efficiency, and supporting the firm’s long-term growth.

What’s in it for you?

• Up to £55,000 salary
• 15% non-contributory pension
• Private medical insurance (for you and your household)
• Income protection & life cover (4x salary)
• Annual health screening, virtual GP & gym subsidy
• Season ticket loan & cycle-to-work scheme
• Extensive learning & development opportunities

Key Responsibilities

• Lead, support, and develop a team of financial planning support staff
• Deliver outstanding service to UHNW clients and advisers
• Conduct regular 1-2-1s, training, and performance reviews
• Ensure compliance, risk management, and operational efficiency
• Support one Financial Planner directly when required
• Prepare and chair team meetings
• Coordinate client actions and manage records accurately
• Assist with business development and client events

About You

• Strong understanding of investment and financial planning principles
• Experience in wealth management or financial planning support
• Proven people management or team leadership experience
• High attention to detail and strong organisational skills
• Excellent client service track record
• Progress towards Level 4 Diploma (CII) preferred, or willingness to study

This is an excellent opportunity for someone passionate about leadership and client service within wealth management, offering the chance to grow in a supportive and forward-thinking environment.

Opportunity: Financial Planning Assistant

Location: central London

Salary: £40K + DOE and bonus/benefits

Are you an experienced Financial Planning Assistant looking to take the next step in your career? Our client, a highly respected and long-established chartered Wealth Management firm is currently seeking a motivated and detail-oriented Financial Planning/Wealth Management professional to become part of a dynamic team, supporting private clients, families, small businesses, and charities across the UK with bespoke and impartial advice.

About the Role

As a Financial Planning Assistant, you will play a key part in delivering an exceptional client experience by providing comprehensive administrative support to advisers and the wider client servicing team. You’ll be instrumental in ensuring smooth day-to-day operations and maintaining the highest compliance standards.

Key Responsibilities Include:

Supporting advisers with administrative tasks including preparing valuations and meeting packs

Submitting new business and managing pipelines, including Letters of Authority and chasing provider information

Liaising with clients and providers, and maintaining CRM and back-office systems

Logging fees/commissions, screening emails and calls, and managing diaries

Acting as a point of contact for client queries

Maintaining compliant client files (including AML documentation)

Preparing basic suitability reports

Supporting with ad-hoc tasks and internal projects

About you:

They are seeking an experienced, talented individual who can hit the ground running, with at least 5 years of experience in a Financial Planning Support/Assistant or similar role within a financial planning environment.

You will possess :

A strong understanding of the financial services industry

Familiarity with FCA regulations, particularly the Code of Conduct (COCON)

Previous experience with Intelliflo (Essential) and moneyinfo (desirable)

High proficiency with Microsoft 365 applications

Excellent communication and interpersonal skills

Strong organisational skills and attention to detail

A proactive mindset and the ability to work both independently and as part of a team

Qualifications & Training:

Ongoing training and development opportunities will be provided post-probation

Commitment to continuous learning and regulatory awareness is essential

Personal Attributes:

Professional and positive attitude

Strong work ethic with a commitment to high standards

Willingness to adapt and take on new challenges

Able to thrive under pressure and manage competing deadlines

CV to

Opportunity: Financial Planning Assistant

Location: central London

Salary: £40K + DOE and bonus/benefits

Are you an experienced Financial Planning Assistant looking to take the next step in your career? Our client, a highly respected and long-established chartered Wealth Management firm is currently seeking a motivated and detail-oriented Financial Planning/Wealth Management professional to become part of a dynamic team, supporting private clients, families, small businesses, and charities across the UK with bespoke and impartial advice.

About the Role

As a Financial Planning Assistant, you will play a key part in delivering an exceptional client experience by providing comprehensive administrative support to advisers and the wider client servicing team. You’ll be instrumental in ensuring smooth day-to-day operations and maintaining the highest compliance standards.

Key Responsibilities Include:

Supporting advisers with administrative tasks including preparing valuations and meeting packs

Submitting new business and managing pipelines, including Letters of Authority and chasing provider information

Liaising with clients and providers, and maintaining CRM and back-office systems

Logging fees/commissions, screening emails and calls, and managing diaries

Acting as a point of contact for client queries

Maintaining compliant client files (including AML documentation)

Preparing basic suitability reports

Supporting with ad-hoc tasks and internal projects

About you:

They are seeking an experienced, talented individual who can hit the ground running, with at least 5 years of experience in a Financial Planning Support/Assistant or similar role within a financial planning environment.

You will possess :

A strong understanding of the financial services industry

Familiarity with FCA regulations, particularly the Code of Conduct (COCON)

Previous experience with Intelliflo (Essential) and moneyinfo (desirable)

High proficiency with Microsoft 365 applications

Excellent communication and interpersonal skills

Strong organisational skills and attention to detail

A proactive mindset and the ability to work both independently and as part of a team

Qualifications & Training:

Ongoing training and development opportunities will be provided post-probation

Commitment to continuous learning and regulatory awareness is essential

Personal Attributes:

Professional and positive attitude

Strong work ethic with a commitment to high standards

Willingness to adapt and take on new challenges

Able to thrive under pressure and manage competing deadlines

CV to

Kerry Robert Associates is looking for a strong Support Financial Controller for a prestigious hotel in the vibrant city of Edinburgh on a short-term contract basis (1 to 3 months).

This is an excellent opportunity for a confident professional with a strong background in hotel finance to step in and provide immediate leadership and support.

Note: This is an on-site role (no Hybrid working available).

If you are available immediately or at short notice and meet the criteria, we’d love to hear from you.

* To be considered for this role you must have the right to work within the UK on a full-time basis. Our client does not sponsor any VISA applications.  

Salary: £26,000 to £28,500 plus Bonus and Benefits

James George Recruitment are working closely with the Asset Finance subsidiary of a prestigious Banking group in their search for an additional Sales Support Administrator.

You will work alongside the team, providing assistance and support in progressing new business proposals all the way from lead through to payout.

Key Responsibilities:

Raising and.

WHJS1_UKTJ

Potensis is pleased to partner with a trusted and respected Residential Developer who have developed an enviable reputation for consistently delivering high end, complex and design led projects throughout the South East for over 20 years. Due to expansion, they are looking to attract and recruit a Finance Manager who can work as a key member of the Finance team and help the business achieve its long term growth plans.

Responsibilities will include:

• Preparing month end balance sheet reconciliations and management accounts, monthly journals and account analysis.

• Assist in the preparation of the monthly forecasts.

• Work as the secondary divisional contact, covering for the Finance Director as required.

• Ensure that all cash flow forecasts are as accurate as possible.

• Implement and oversee regional financial policies aligned with Group standards to ensure robust governance.

• Provide financial insight at local Board and Valuation Review meetings to support strategic decision-making.

• Identify and deliver opportunities to streamline financial processes and enhance system efficiency

• Manage the interim and year end process with external auditors through to sign off for the division and prepare divisional reporting returns

Experience:

• Experience of working within a similar role would be preferred
• Experience of working with accountancy software
• CIMA, ACCA or ACA qualified.
• Advanced Microsoft Excel, Financial modelling and proficient IT skills (Word, Outlook)
• Excellent administration and organisation skills.
• Strong analytical, numerical, problem-solving abilities.
• Excellent written and verbal communication skills.

This is an excellent opportunity with a leading residential developer who can offer an excellent all-round package and realistic opportunities for future progression.

• For further information, please apply today.