Financial advisory support occupations Work, Jobs in Allesley, Wmd (with Salaries)

Administrator - Financial Advice
WKM Wealth Ltd —Leicester
- £26,800 - £55,000 a year
- Full-time
- English
- Administrative experience
- IT
- Life insurance
Quick apply
5d
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Communication skills
- Employee assistance programme
14d
Trainee Paraplanner
Boolers —Enderby
- £32,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
10d
Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Trainee Independent Financial Services Administrator
JPM Insurance Advisers Ltd —Halesowen
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
14d
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
4d
Apprentice Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- School
- Employee discount
Client Support Executive
Benchmark Capital —Stratford-upon-Avon
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
5d
Paraplanner
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £36,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Referral programme
Quick apply
10d
Financial Services Administrator
Mattioli Woods —Leicester
- Full-time
- Hybrid work
- Customer service
- Financial services
- Leadership
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
14d
Pensions Officer
Pinsent Masons —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Office
- Mentoring
- Employee discount
12d
Paraplanner
Boolers —Enderby
- £35,000 - £42,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
11d
Administrator - Employee Benefits
Mercer —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Paraplanner
Charles Stanley —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
6d

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financial advisory support occupations jobs near allesley, wmd

Administrator - Financial Advice

WKM Wealth Ltd
Leicester

Quick apply

Job details

Permanent | Full-time
£26,800 - £55,000 a year
5 days ago

Benefits

Company pension
Private medical insurance
Life insurance

Qualifications

GCSE
English
Administrative experience
IT
Communication skills
A Level
Time management
Office experience

Full job description

About WKM Wealth

Our goal is for our clients, friends and family to achieve financial freedom and create the ability to enjoy their lives. We are growing, dynamic, fun and successful independent wealth management firm of financial planners and investment managers. WKM embraces the best technology to deliver financial planning, with change in mind. This allows us to engage and communicate efficiently. The current team of nine are based in a modern office at Grove Park, Leicester.

About the role

We are recruiting for an administrator. The role will be diverse due to the small team and scope of business. It will involve supporting the Directors in conducting business, client communications, and general office administration. We are looking for an individual that has at least two years worth of experience in administration within a financial advisory business.

The role has excellent benefits, including a competitive salary, 30 days holiday, pension and private medical cover amongst other benefits.

Your experience and attributes

Experience of working in an office environment is essential to understand what makes a well-functioning and enjoyable place of work for all employees. At least two years of administration experience in financial advice is also required.

The following skills would be desirable:

· Proficient IT skills – ability to use a computer and various applications

· Microsoft application knowledge

· Willingness to take initiative to ‘get things done’

· Ability to work well in small teams

Ideally, finance industry knowledge would be beneficial but a positive attitude, willingness to learn and embed yourself in the company culture and future ambitions are as important.

Strong communication skills are essential, both oral and written. You must be willing to take appropriate qualifications and have exemplary levels of integrity and discretion. Other personal attributes that would suit the role are excellent time management alongside a calm mindset with the ability to think and deliver under pressure.

Your qualifications

We expect an individual in this role to have achieved a C or above in English & Maths at GCSE and educated to at least A-level or equivalent. Relevant financial planning qualifications are desirable but not essential. We will support ongoing learning through appropriate qualifications.

How to Apply

Apply directly or send your CV to following email address, or if you would like more information about the role, please contact us at [email protected]

Job Types: Full-time, Permanent

Pay: £26,800.00-£55,000.00 per year

Benefits:

Company pension
Life insurance
Private medical insurance

Education:

GCSE or equivalent (preferred)

Experience:

Administrative: 2 years (required)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

financial advisory support occupations jobs in allesley, wmd

Administrator - Financial Advice

Paraplanner

Senior Paraplanner

Trainee Paraplanner

Pensions Administrator

Trainee Independent Financial Services Administrator

Financial Administrator

Senior Pensions Administrator

Financial Administrator (Halesowen)

Apprentice Pensions Administrator

Client Support Executive

Paraplanner

Financial Services Administrator

Senior IFA Administrator

Pensions Officer

Senior Financial Planning Administrator

Paraplanning Manager

Paraplanner

Administrator - Employee Benefits

Paraplanner

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