Financial administrator Work, Jobs in Sutton Coldfield, Eng (with Salaries)

Financial Adviser Administrator
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
- Annual leave
Quick apply
4d
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
Senior Administrator
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Free parking
- Flexitime
Quick apply
Recruitment Administrator
Birmingham Hospice —Erdington
- £26,327 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
1d
Administration Assistant
JAC Recruitment UK —Birmingham
- £28,420.00 - £39,587.11 a year
- Part-time
- English
- Administrative experience
- In-person
- Free parking
Quick apply
16h
HR Administrator
LKQ Corporation —Tamworth
- Full-time
- Computer literacy
- Human resources
- Contracts
- Annual leave
- Employee assistance programme
Medical Records Administrator
Nuffield Health —Wolverhampton
- £25,038 a year
- Part-time
- Microsoft Office
- Communication skills
- Gym membership
1d
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
8d
HR Administrator
West Brom —West Bromwich
- £22,932 - £24,480 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Annual leave
- Employee discount
7d
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Contract and Project Operations Administrator
SCC —Birmingham
- £28,840 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Administrative experience
- Continuous improvement
6d
Industrial Placement - Finance
RTX Corporate —Solihull
- Full-time
- Hybrid work
- Customer service
- Continuous improvement
- Organisational skills
- Health & wellbeing programme
- Annual leave
3d
People Operations Administrator
Eversheds Sutherland —Birmingham
- Rotating shift
- Hybrid work
- Microsoft Word
- English
- Administrative experience
Finance & Reporting Assistant - Nuneaton
GRS Group —Nuneaton
- Full-time
- Analysis skills
- Communication skills
- Analytics
- Employee assistance programme
Quick apply
7d
Client Services Administrator
Stepping Stones Financial Planning LLP —Leicester
- From £28,000 a year
- Full-time
- Customer service
- Administrative experience
- Analysis skills
Quick apply
8d
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
5d
Sales Administrator
Project Better Energy —Burton-On-Trent
- £26,437 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Employee assistance programme
- Employee discount
Quick apply
4d
Part-Time Accounts Administrator
Karntek —Stafford
- Part-time
- Salesforce
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
Quick apply
8d
Payroll Administrator
Im Beyonds Business and Creative Solutions —Birmingham
- £38,000 - £40,000 a month
- Full-time
- QuickBooks
- In-person
- Annual leave
Quick apply
11d
Dental Practice Administrator
Alvechurch Dental —Alvechurch
- From £14 an hour
- Part-time
- Management
- Human resources
- In-person
- Free parking
Quick apply

I want to receive the latest job alerts for financial administrator in sutton coldfield, eng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial administrator jobs near sutton coldfield, eng

Financial Adviser Administrator

Temple Row Wealth Management
Sutton Coldfield

Quick apply

Job details

Permanent | Full-time
£27,000 - £29,000 a year
4 days ago

Benefits

Free parking
Financial planning services
Annual leave
Company pension
On-site parking

Qualifications

Microsoft Powerpoint
Microsoft Word
CRM software
Investment
Financial planning
Pension
Meeting coordination
Client engagement
Canva
Organisational skills
Customer interaction
Communication skills

Full job description

Helping someone feel confident about their financial future starts long before an investment decision is made. As a Client Account Executive at Temple Row Wealth Management, you'll be the person clients trust to keep things moving, answer their questions and make sure every detail of their experience is handled with care.

We help individuals and families build the life they want to live by bringing clarity, confidence and peace of mind to their finances. You'll sit at the heart of our Temple Row Client Experience, working closely with our Wealth Manager while building genuine relationships with clients and prospective clients and ensuring they feel informed, organised and supported throughout their journey.

What’s in it for you

· £27,000–£29,000 salary, depending on your experience.
· A four-day working week, Monday to Thursday, giving you a three-day weekend every week.
· 23 days' annual leave, including Bank Holidays.
· Your anniversary day off each year, fully paid.
· A company pension scheme.
· A varied position where you'll develop your knowledge of wealth management while taking real ownership of the client experience.

Your responsibilities in this role:

· Support the Wealth Manager throughout the advice process, coordinating meetings, preparing documentation and ensuring agreed actions are progressed.
· Act as the day-to-day contact for clients, handling communications and liaising with pension providers, investment platforms and insurance companies to resolve queries.
· Manage investment administration, including contributions, withdrawals, transfers, new business applications and onboarding documentation.
· Prepare review packs, valuations and meeting information, while maintaining accurate records, letters of authority and provider correspondence.
· Track multiple cases and outstanding actions, identifying potential issues early and taking ownership through to completion.
· Support prospective clients, business development activity and internal improvement projects that strengthen the Temple Row Client Experience.

What we’re looking for:

· Proven experience within a client-facing position involving the management of multiple clients, cases and competing priorities.
· Experience using a CRM or database system; knowledge of Xplan would be particularly relevant.
· Strong Microsoft Word, Excel and Outlook skills, with Adobe, PowerPoint or Canva experience also useful.
· Excellent organisational and diary management skills, with the ability to maintain accuracy while handling multiple priorities.
· Strong written and verbal communication skills, including experience handling sensitive or detailed client conversations professionally.

You'll be joining an office-based team in Sutton Coldfield where high standards of service matter and where your work directly influences how clients feel about their financial future.

Working hours: Monday to Thursday, 8:00am–4:00pm. This is predominantly office-based, with very limited remote working.

Pay: £27,000.00-£29,000.00 per year

Benefits:

Company pension
Financial planning services
Free parking
On-site parking

Work Location: In person

Quick apply

Refine Your Search

financial administrator jobs in sutton coldfield, eng

Financial Adviser Administrator

Paraplanner / Trainee Paraplanner / Administrator

Senior Administrator

Recruitment Administrator

Administration Assistant

HR Administrator

Medical Records Administrator

Practice Administrator

HR Administrator

Financial Administrator

Contract and Project Operations Administrator

Industrial Placement - Finance

People Operations Administrator

Finance & Reporting Assistant - Nuneaton

Client Services Administrator

Financial Planning Administrator

Sales Administrator

Part-Time Accounts Administrator

Payroll Administrator

Dental Practice Administrator

I want to receive the latest job alerts for financial administrator in sutton coldfield, eng

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected