Financial administrator Work, Jobs in Stanlow, Shr (with Salaries)

Financial Planning Administrator
Matrix Capital Limited —Shrewsbury
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
17h
Medical Records Administrator
Nuffield Health —Wolverhampton
- £20,030.40 - £25,038.00 a year
- Part-time
- Customer service
- Microsoft Office
- Communication skills
- Gym membership
7d
Accounts and Logistics Administrator
TIA Group —Telford
- £26,000 - £28,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Data analysis skills
- Free parking
- Employee discount
Quick apply
8d
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
4d
Financial Administrator (Droitwich)
Perspective Financial Group —Droitwich
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
3d
Administrator
McCarthy & Stone —Wolverhampton
- £12.85 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Employee discount
Quick apply
5d
RBC Enterprise Officer
Birmingham City University —Birmingham
- £35,331 - £39,002 a year
- Full-time
- Hybrid work
- Oracle
- Microsoft Office
- Administrative experience
10d
Trainee Independent Financial Services Administrator
JPM Insurance Advisers Ltd —Halesowen
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
14d
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
11h
Customer Service Administrator
Clarke & Wright —Shrewsbury
- From £25,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Accounting
- Free parking
- Annual leave
Quick apply
2d
Business Support Administrator - Specialist Support
City of Wolverhampton Council —Wolverhampton
- £13,201.50 - £14,071.00 a year
- Part-time
- Hybrid work
- IT
- Communication skills
2d
Finance Manager
Norton Industrial Doors Ltd —Birmingham
- £50,000 - £60,000 a year
- Overtime
- Microsoft Excel
- English
- Accounting
- Free parking
- Sick pay
Quick apply
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Investment Operations Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Management
- Accounting
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Investment Support Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Outlook
- Employee discount
3d
Commercial Support Administrator
EMR Group —Wednesbury
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Office
- Annual leave
Quick apply
Admin Manager
Oldbury Grange Nursing Home —Bridgnorth
- £16 an hour
- Full-time
- Microsoft Excel
- Nursing home
- Human resources
- Free parking
- Employee discount
Quick apply
7d
Senior ICT Systems & Network Administrator
Acorns Children's Hospice —Birmingham
- £46,000 a year
- Full-time
- Azure
- SharePoint
- Hospice
- Annual leave
- Employee discount
Scheme Administrator
The Wrekin Housing Group Limited —Penkridge
- £12.71 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
6d
Logistics Administrator
Hays-Hiredonline —Shrewsbury
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
7d

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financial administrator jobs near stanlow, shr

Financial Planning Administrator

Matrix Capital Limited
Shrewsbury

Quick apply

Job details

Permanent | Full-time
£30,000 - £40,000 a year
17 hours ago

Benefits

Free parking
Company pension
Transport links
On-site parking

Qualifications

Microsoft Word
Financial planning
Pension
Driving Licence
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Morningstar
Organisational skills
Communication skills

Full job description

The Role

As a Financial Planning Administrator, you will provide essential support to our financial planners and paraplanners. This role involves managing client service administration and ensuring smooth operations across the business.

About us

We are a small agile team of professionals but with a big reach. We have been privileged to receive many awards, including the STEP Financial Advisor Team of the Year. We were also exclusively appointed by NS&I to provide professional advice to the monthly £1m Premium Bonds Jackpot winners.

Our small team of highly qualified professionals are passionate about providing a high quality, responsive and personalised service which is entirely driven by the needs of our clients. We pride ourselves on being a safe pair of hands.

Our core values

Our values are at the core of what we do and how we work as a team. They include professionalism, courtesy, integrity and high standards.

Key Responsibilities:

Schedule and coordinate client meetings.
Process new business submissions, ensuring compliance and accurate documentation.
Maintain and update CRM and confidential financial planning records.
Act as the first point of contact for client queries and liaise with third-party providers.
Prepare client review reports and recommendation documents.
Manage letters of authority, policy information requests, fund switches, and transfers.
Support marketing, projects, client communications, and general office administration.

Note: We are currently based near Bridgnorth, but moving to new office premises on Shrewsbury Business Park (target date March 2026).

Requirements

About You

You are organised, proactive, and professional, with a passion for delivering high-quality work in a fast-paced environment. Honest and loyal with good interpersonal skills. A strong team player who is focussed on building relationships and getting results.

Essential Skills & Experience:

Ideally, a minimum of 3 years’ experience in financial planning or financial administration.
Strong understanding of financial planning, pensions, investments and protection products.
Excellent administrative and organisational skills with high attention to detail.
Proficient in Microsoft Office (Word, Excel, Outlook).
Strong written and verbal communication skills.
A sound understanding of compliance
Experience of using platforms and financial planning software.

Desirable:

Experience with tools such as O&M, Morningstar, SelectAPension, and financial platforms (e.g., Quilter, Transact, 7IM).
Familiarity with cashflow modelling tools (Cashcalc, Voyant).
Prior experience producing pension/investment illustrations and suitability letters.
A level 3 qualification or a willingness to study for professional qualifications.
Full driving licence.

Pay: £30,000.00-£40,000.00 per year

Benefits:

Company pension
Free parking
On-site parking
Transport links

Work Location: In person

Quick apply

Refine Your Search

financial administrator jobs in stanlow, shr

Financial Planning Administrator

Medical Records Administrator

Accounts and Logistics Administrator

Financial Administrator

Financial Administrator (Droitwich)

Administrator

RBC Enterprise Officer

Trainee Independent Financial Services Administrator

Senior Administrator

Customer Service Administrator

Business Support Administrator - Specialist Support

Finance Manager

Senior Financial Planning Administrator

Investment Operations Analyst

Investment Support Administrator

Commercial Support Administrator

Admin Manager

Senior ICT Systems & Network Administrator

Scheme Administrator

Logistics Administrator

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