Financial advisor Work, Jobs in Atcham, 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
3d
Retail Travel Advisor
TUI Group —Telford
- From £13.09 an hour
- Weekend availability
- Customer service
- Employee discount
5d
Talent Acquisition Advisor
Wescot Credit Services —Telford
- Full-time
- Hybrid work
- IT
- Financial services
- Communication skills
- Employee assistance programme
- Employee discount
5d
Insurance Advisor
Howden Group Holdings —Shrewsbury
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
3d
Senior HR Advisor
Wescot Credit Services —Telford
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Employee discount
4d
Customer Advisor
Pavers —Shrewsbury
- £13.00 - £13.50 an hour
- Part-time
- Employee discount
Quick apply
1d
Centre Manager
Halfords —Shrewsbury
- £35,229 - £51,448 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Employee discount
13d
Tesco Travel Money Advisor
Travelex —Telford
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
13d
Direct Tax Associate
Muller Group —Market Drayton
- Full-time
- Microsoft Excel
- Microsoft Office
- Tax experience
- Employee discount
- Bereavement leave
12d
Mortgage Advisor (With Leads)
The Finance Family —Wolverhampton
- £40,000 - £90,000 a year
- Full-time
- Hybrid work
- Basic maths
- Financial services
- Communication skills
- Flexible schedule
Quick apply
Accounts & Finance Manager
Davenport House —Bridgnorth
- £27,500 - £33,000 a year
- Full-time
- Hospitality
- Microsoft Excel
- Organisational skills
- Free parking
- Health & wellbeing programme
Quick apply
Apprentice Retail Sales Assistant
Superdrug —Telford
- £9.75 - £10.55 an hour
- Sales
- Customer service
- Communication skills
- Store discount
- Employee discount
Technology Strategy and Planning Manager
OSB Group —Wolverhampton
- £62,000 - £72,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- SharePoint
- Annual leave
Lead SHEQ Advisor
JN Bentley —Shifnal
- Full-time
- Management
- Travel
- Construction experience
Quick apply
Assistant Accountant
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
6d
Customer Sales Advisor
Halfords —Stafford
- £10.85 - £12.71 an hour
- Part-time
- Sales
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
5d
Junior Commercial Advisor
Verisure Services (UK) Limited —Wolverhampton
- £3,800 a month
- Full-time
Quick apply
Funeral Advisor
OurCoop —Kingswinford
- £13.43 an hour
- Administrative experience
- Travel
- Communication skills
- Paid training
- Annual leave
3d
Sales Advisor
The Perfume Shop —Wolverhampton
- £8.81 - £13.04 an hour
- Sales
- IT
- Employee discount
Reward & Performance Partner
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Financial services
- Annual leave
- Employee assistance programme
Quick apply

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Financial Planning Administrator

Matrix Capital Limited
Shrewsbury

Quick apply

Job details

Permanent | Full-time
£30,000 - £40,000 a year
3 days 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 advisor jobs in atcham, shr

Financial Planning Administrator

Retail Travel Advisor

Talent Acquisition Advisor

Insurance Advisor

Senior HR Advisor

Customer Advisor

Centre Manager

Tesco Travel Money Advisor

Direct Tax Associate

Mortgage Advisor (With Leads)

Accounts & Finance Manager

Apprentice Retail Sales Assistant

Technology Strategy and Planning Manager

Lead SHEQ Advisor

Assistant Accountant

Customer Sales Advisor

Junior Commercial Advisor

Funeral Advisor

Sales Advisor

Reward & Performance Partner

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