Financial advisory support occupations Work, Jobs in Alcester, War (with Salaries)

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
12d
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
12d
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
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
1d
IFA Office Administrator
Legal & Medical Investments Ltd —Cheltenham
- Up to £24,785 a year
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
- Life insurance
- Referral programme
Quick apply
Investment Administrator - 12 month FTC
Quilter —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
Client Services Executive
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Financial services
- Employee discount
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Financial services
- Communication skills
Senior Advice Technician
AFH Financial Group —Bromsgrove
- Full-time
- Training & development
- Employee discount
Client Services Administrator
Attivo Group —Cheltenham
- Up to £32,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Time management
- Work from home
Quick apply
10d
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Training & development
- Employee discount
Paraplanner - Fixed Term Contract
Attivo Group —Cheltenham
- £35,000 - £50,000 a year
- Hybrid work
- Analysis skills
- Communication skills
- Time management
- Work from home
Quick apply
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
10d
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Team management
- Training & development
- Employee discount
Senior Client Services Administrator
Attivo Group —Cheltenham
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Continuous improvement
- Work from home
Quick apply
9d
Client Services Executive - Cazenove Capital (10 month Contract)
Schroders —Birmingham
- Full-time
- Mentoring
- Computer skills
- Communication skills
1d
Senior Pensions Administrator
Hymans Robertson LLP —Birmingham
- £30,000 - £43,000 a year
- Full-time
- Hybrid work
- Mentoring
- Organisational skills
- Communication skills
Quick apply
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Client Services - Academy Opportunity
Attivo Group —Cheltenham
- From £25,000 a year
- Hybrid work
- Customer service
- Financial services
- Communication skills
- Work from home
Quick apply

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Practice Administrator

Bridgegate Wealth Management
Kenilworth

Quick apply

Job details

Permanent | Graduate | Full-time | Apprenticeship
£24,000 - £25,000 a year
12 days ago

Benefits

Free parking
Casual dress
On-site gym
Employee mentoring programme
Financial planning services
Company pension
Bereavement leave
On-site parking

Qualifications

Microsoft Word
Financial planning
Customer service call handling
Report writing
Inbound customer enquiry call handling
Computer literacy
GCSE
Filing
English
Microsoft Office Suite
Data entry
Organisational skills
Customer support
Financial services
AI
Communication skills
A Level

Full job description

Job Overview

We are a small family run Wealth Management practice established for over 25years. We are looking to recruit someone either directly after A levels or University for the role of practice administrator. The role over time and with grown experience, allows career progression into varied roles such as practice manager, specialisations such as paraplanning or to becoming a financial adviser within the practice.

We will provide training opportunities for the right individual to progress within the practice. We are looking for someone who is eager to make a difference, become part of our small family and help us continue to grow the business. Someone who uses their initiative, who has excellent communication skills and excellent grammar. Someone who can learn quickly and add value where they see we can do something more effectively.

REPORTING TO: Practice/Operations Manager

LOCATION: Office Based - Kenilworth Office (there is an option for some flexibility)

HOURS: Full Time – 9 am – 5 pm with 1 hour for lunch

Salary: £24,000 per annum, pension, 20 days holiday, plus bank holidays and at our discretion between Christmas and New Year. Performance bonus (at our discretion) per annum. You add value to our business and do a great job we will recognise this and reward it. Salary reviewed annually.

Key Responsibilites

Client Support

· Answer and make phone calls and respond to basic client requests. Comfortable on the phone. Able to be professional.

Data Management

· Update and maintain client records accurately on various financial software systems.

Document Preparation

· Prepare reports, valuations and paperwork for client reviews and other meetings.

Office Administration

· Scan and distribute post coming in, order office supplies, and manage electronic filing systems.

Process Tracking

· Track and chase new business applications and check for missing information.

Compliance

· Complete annual internal modules/sessions to meet compliance requirements.

Team Support

· Ability to work as part of a small team and help others within that team as and when required.

· Add value to the team.

Required Skills

· Communication: English speaking. Excellent communication skills across all areas e.g. with clients of all ages, third party providers and team members. Understand etiquette of dealing with clients. High level of confidentiality.

· Organization: Superb time keeper. Manage time well and the ability to handle multiple tasks at once.

· Ability to meet deadlines.

· Happy to work on their own

· Attention to Detail: Keep financial data accurate and follow strict rules.

· Computer Literacy: Excellent

· Use Microsoft Office programs like Word and Excel with ease. Able to learn new software packages like Salesforce.

· Experience with AI is useful as we will be implementing specific AI technology in our business.

Entry Requirements

· ‘A’ Levels (A* to C), including English and Maths at GCSE.

· Demonstrate excellent verbal and written communication skills.

· Eager to learn, reliable and professional.

Pay: £24,000.00-£25,000.00 per year

Benefits:

Bereavement leave
Casual dress
Company pension
Employee mentoring programme
Financial planning services
Free parking
On-site gym
On-site parking

Education:

A-Level or equivalent (required)

Work Location: In person

Quick apply

Refine Your Search

financial advisory support occupations jobs in alcester, war

Practice Administrator

Private Wealth Administrator

Financial Administrator

Business Administrator Apprentice Level 3

IFA Office Administrator

Investment Administrator - 12 month FTC

Client Services Executive

Wealth Management Administrator

Senior Advice Technician

Client Services Administrator

Senior Financial Planning Administrator

Paraplanner

Paraplanner - Fixed Term Contract

Client Review Manager

Paraplanning Manager

Senior Client Services Administrator

Client Services Executive - Cazenove Capital (10 month Contract)

Senior Pensions Administrator

IFA Administrator

Client Services - Academy Opportunity

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