Wealth management administrator Work, Jobs in Bromsgrove, Wor (with Salaries)

Business Administrator Apprentice Level 3
The Apprenticeship Centre —Bromsgrove
- £15,600 a year
- Full-time
- Data entry
- Organisational skills
- Front desk
- Sick pay
Quick apply
2d
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
13d
Operational Control Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Word
- Data analysis skills
- Continuous improvement
11d
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Financial services
- Communication skills
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Financial Planning Administrator
Acorn to Oaks Financial Services ltd —Willenhall
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Financial services
- Free parking
- Profit sharing
Quick apply
10d
Financial Administrator (Droitwich)
Perspective Financial Group —Droitwich
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Process Improvement Administrator
Countrywide Tax and Trust Corporation —Leamington Spa
- From £25,000 a year
- Full-time
- Continuous improvement
- Computer skills
- In-person
- Free parking
- Referral programme
Quick apply
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Practice Administrator
Bridgegate Wealth Management —Kenilworth
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- English
- Free parking
- Bereavement leave
Quick apply
13d
Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Client Review Manager
Fairstone Financial Management (West Midlands Hub) —Brierley Hill
- £25,000 - £28,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
11d
Database Administrator
Isio Group —Birmingham
- Analysis skills
- Continuous improvement
- Organisational skills
Senior Client Manager (Paraplanner)
Fairstone Financial Management (West Midlands Hub) —Brierley Hill
- £30,000 - £38,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
13d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Employee assistance programme
Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Training & development
- Communication skills
- Employee assistance programme

More jobs to discover

Find similar jobs that you might be interested in.

Private Wealth Administrator
AFH Financial Group —Bromsgrove
Liaising with both internal and external stakeholders by telephone, letter, and e-mail. Working alongside the Private Wealth Operations Manager, Client…
13d
Financial Services Administrator
Witcher Associates —Leicester
Liaising with clients, product providers and third parties by telephone and email. Supporting the administration of pensions, investments, protection and other…
£25,500 - £33,000 a year
Quick apply
10d

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Business Administrator Apprentice Level 3

The Apprenticeship Centre
Bromsgrove

Quick apply

Job details

Permanent | Full-time | Apprenticeship
£15,600 a year
2 days ago

Benefits

Sick pay
On-site parking

Qualifications

Driving Licence
Filing
Microsoft Office Suite
Data entry
Organisational skills
Front desk
Communication skills
A Level
Time management

Full job description

Business Administration Level 3 (15 month)

Location: Bromsgrove B61 8AQ

Salary: £15600 per year

Hours: Mon - Fri 9 a.m. - 5 p.m. (30 min lunch)

Overview
Join Whateley Wealth Management, a growing and forward-thinking financial services business. You’ll gain hands-on experience in administration, customer service and financial services while completing a Level 3 Business Administration Apprenticeship. This is a fantastic opportunity to learn and build a long-term career within a supportive team.

Responsibilities

Carry out general office duties, including scanning, filing and post handling
Provide general administrative support to our administration team and advisers
Input and update client information accurately into our back-office system
Maintain and organise electronic and paper-based client files
Ensure all files are complete and compliant with internal procedures and regulatory requirements.
Liaise with product and service providers regarding client requests and documentation.
Ensure confidentiality and data protection compliance at all times.
Welcoming clients and visitors to the office in a professional and friendly manner.
Answering incoming calls and directing enquiries to the appropriate team member.
Supporting day-to-day office administration and keeping the office organised.
Learning about financial services and developing strong business administration skills.
Following company procedures and maintaining high standards of professionalism.
Supporting the smooth running of the office and providing excellent client service.

This is more than just a job — it’s a chance to build a career. Many of our team members started in junior roles and have progressed into permanent positions with further qualifications and responsibilities. If you’re ready to learn, grow, and start a rewarding journey in financial services, we’d love to hear from you.

Qualifications

Reliable and punctual with a strong work ethic
Friendly, confident and professional manner
Good attention to detail and accuracy
Excellent communication skills – both written and verbal
Good IT skills and comfortable using Microsoft Office
Strong organisational and time management skills
Good time management and ability to prioritise tasks
Confident speaking with clients and colleagues

This apprenticeship offers a possibility of a full-time, permanent role within the company and future career progression.

Pay: £15,600.00 per year

Benefits:

On-site parking
Sick pay

Application question(s):

What are your results for Maths and English GCSEs?
Why would you like to get your career started within a busy office environment?

Education:

A-Level or equivalent (preferred)

Licence/Certification:

UK Driving Licence (preferred)

Work Location: In person

Quick apply

Refine Your Search

wealth management administrator jobs in bromsgrove, wor

Business Administrator Apprentice Level 3

Private Wealth Administrator

Operational Control Administrator

Wealth Management Administrator

IFA Administrator

Financial Planning Administrator

Financial Administrator (Droitwich)

Process Improvement Administrator

Financial Administrator

Practice Administrator

Financial Administrator (Halesowen)

Client Review Manager

Database Administrator

Senior Client Manager (Paraplanner)

Senior IFA Administrator

Senior Paraplanner

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