Financial administrator Work, Jobs in Birmingham, Eng (with Salaries)

Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
Financial Services Administrator
Rothesay Bennett Financial Planning —Coventry
- From £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Annual leave
Quick apply
2d
Watch Repairs Administrator
Signet —Birmingham
- Part-time
- Administrative experience
- In-person
- Communication skills
- Employee discount
Office Manager/Administrator
Systec Fire Engineering Limited —Birmingham
- £25,000 - £30,000 a year
- Full-time
- Administrative experience
- Accounting
- Human resources
- Free parking
Quick apply
7d
Finance Manager
Norton Industrial Doors Ltd —Birmingham
- £50,000 - £60,000 a year
- Overtime
- Microsoft Excel
- English
- Accounting
- Free parking
- Sick pay
Quick apply
Office Administrator
Expectations UK —Birmingham
- £25,000 - £26,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Data entry
Quick apply
Accounts Administrator
Reliance Social Housing CIC —Birmingham
- From £25,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Microsoft Office
- Free parking
- Bereavement leave
Quick apply
6d
Administrator
Bupa —Solihull
- £26,900 a year
- Full-time
- Hospitality
- Customer service
- Microsoft Office
- Employee discount
- Gym membership
Quick apply
8d
Annual Review IFA Administrator
Whateley Wealth Management —Bromsgrove
- £25,000 - £28,000 a year
- 8 hour shift
- Microsoft Office
- Analysis skills
- Organisational skills
- Relocation assistance
- Flexitime
Quick apply
1d
Office Administrator
Focus Housing Ltd —Birmingham
- From £12.71 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick apply
12d
Accounts Administrator
MV Kelly Ltd —Solihull
- Up to £24,000 a year
- Full-time
- Data analysis skills
- Driving
- In-person
- Health & wellbeing programme
Quick apply
1d
Business Administrator Specialist
Ministry of Justice —Stafford
- £30,001 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Annual leave
9d
Junior Financial Services Administrator
Rothesay Bennett Financial Planning —Coventry
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Annual leave
Quick apply
2d
Finance Administrator
SF-Partner Hiredonline —Birmingham
- Temporary
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Organisational skills
7d
HR Administrator
Serco Group —Solihull
- £25,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Employee discount
21h
RBC Enterprise Officer
Birmingham City University —Birmingham
- £35,331 - £39,002 a year
- Full-time
- Hybrid work
- Oracle
- Microsoft Office
- Administrative experience
2d
Administrator
Essential Housing Ltd —Sparkhill
- From £600 a month
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
HR Administrator
Dignus Group —Walsall
- £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid training
- Annual leave
Bookkeeper/Administration
Alpha Advisers —Edgbaston
- £13 - £15 an hour
- Part-time
- QuickBooks
- Organisational skills
- Communication skills
- Sick pay
Quick apply
5d
Site Administrator - Warehouse Operations
Alliance Healthcare —Birmingham
- £33,000 a year
- Weekend availability
- Data analysis skills
- Microsoft Office
- Travel
- Free parking
- Employee assistance programme
2d

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financial administrator jobs near birmingham, eng

Private Wealth Administrator

AFH Financial Group -
Bromsgrove

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Job details

Full-time

Benefits

Company pension

Qualifications

Microsoft Excel
Numeracy
Financial services
Communication skills

Full job description

Private Wealth Administrator

This is a fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits and hybrid working.

As a Private Wealth Administrator, you will be an integral part of the AFH Private Wealth team and will be responsible for all administrative duties as well as supporting and helping your colleagues to create and develop efficiencies across the business using all tools at your disposal, including XPlan and Nexus. You will be expected to manage your own workload, speaking to fellow staff members as well as directly with clients and other Wealth Managers (predominantly Pershing).

As a Private Wealth Administrator, you will be:

Processing new business and ongoing account management
Working alongside the Private Wealth Operations Manager, Client Executives, and other Administrators to ensure that all workload is prioritised and dealt with in a timely and efficient manner
A point of contact for clients, providers, and other members of the business
Processing the completion of transfers in and out
Loading and managing ongoing and initial fees on multiple platforms internally and externally
Posting deal reporting
Ensuring stock research is up to date
Creating and managing cash lists
Processing deceased cases i.e. probate and small estates
Dealing with the sale and transfers of shares
Conforming to timelines, demands, and shifting priorities through problem solving
Liaising with both internal and external stakeholders by telephone, letter, and e-mail
Managing the AFH Private Wealth direct phoneline with a confident telephone manner
Any other reasonable request made by the business.

What we are looking for in our ideal Private Wealth Administrator:

Strong numeracy, literacy and attention to detail
Good Microsft packages skills, specifically Excel
Experience in stockbroking/financial services preferred
Team player with strong communication and stakeholder‑management skills
Confident telephone manner
Proactive, organised and able to prioritise under pressure
Critical thinker with high accuracy
Able to work 08:00-16:30, Monday - Friday in line with the opening times of the UK stock market

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.

If you are interested in becoming a part of our growing community as our Private Wealth Administrator, get in touch and click ‘APPLY’ today. We look forward to hearing from!

Apply Now

Refine Your Search

financial administrator jobs in birmingham, eng

Private Wealth Administrator

Financial Services Administrator

Watch Repairs Administrator

Office Manager/Administrator

Finance Manager

Office Administrator

Accounts Administrator

Administrator

Annual Review IFA Administrator

Office Administrator

Accounts Administrator

Business Administrator Specialist

Junior Financial Services Administrator

Finance Administrator

HR Administrator

RBC Enterprise Officer

Administrator

HR Administrator

Bookkeeper/Administration

Site Administrator - Warehouse Operations

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