Financial administrator Work, Jobs in Birmingham, Eng (with Salaries)

Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
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
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
4d
Contract and Project Operations Administrator
SCC —Birmingham
- £28,840 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Administrative experience
- Continuous improvement
3d
Industrial Placement - Finance
RTX Corporate —Solihull
- Full-time
- Hybrid work
- Customer service
- Continuous improvement
- Organisational skills
- Health & wellbeing programme
- Annual leave
10h
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
1d
HR Administrator
LKQ Corporation —Tamworth
- Full-time
- Computer literacy
- Human resources
- Contracts
- Annual leave
- Employee assistance programme
HR Admin Team Leader
West Brom —West Bromwich
- £28,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Supervising experience
- Recruiting
- Employee discount
4d
Patient Administrator (Bank)
Circle Health Group —Birmingham
- £12.71 an hour
- Part-time
- Hospital
- Computer literacy
- Administrative experience
- Annual leave
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
5d
Information Governance Administrator
Cygnet Health Care Limited —Birmingham
- £30,000 a year
- Full-time
- Training & development
- Paid training
- Annual leave
3d
Case Administrator - Complex Injury
DAC Beachcroft —Birmingham
- Computer literacy
- Administrative experience
- Computer skills
Quick apply
People Operations Administrator
Eversheds Sutherland —Birmingham
- Rotating shift
- Hybrid work
- Microsoft Word
- English
- Administrative experience
Reward Administrator (FTC)
RSM UK —Birmingham
- Full-time
- Hybrid work
- Organisational skills
3d
Watch Repairs Administrator
Signet —Birmingham
- Part-time
- In-person
- Communication skills
- Employee discount
Administrator
CareTech Group —Birmingham
- Up to £27,600 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Accounting
- Annual leave
- Referral programme
10d
Student Experience Administrator (108814-0626)
University of Warwick —Coventry
- £26,707 - £30,378 a year
- University
- IT
11d
Investment Administrator - 12 month FTC
Quilter —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
12d
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Financial services
- Communication skills
Payroll Administrator
Im Beyonds Business and Creative Solutions —Birmingham
- £38,000 - £40,000 a month
- Full-time
- QuickBooks
- In-person
- Annual leave
Quick apply
7d

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Financial Administrator

RGH‑Global Limited
Birmingham

Apply Now

Job details

Permanent | Full-time
£25,000 - £35,000 a year

Qualifications

Microsoft Word
Investment
Pension
Stakeholder liaison
Administrative support experience
Microsoft Office Suite
Compliance management
Organisational skills
Financial services

Full job description

Overview
Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers and paraplanners by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful candidate will play a key role in providing an excellent client experience and enabling the smooth delivery of financial advice.

Key Responsibilities

Provide full administrative support to advisers and paraplanners.
Prepare and process new business applications, client reviews, and policy administration.
Maintain and update client records and financial planning systems with accuracy.
Produce valuations, illustrations, and reports as required.
Liaise with providers, clients, and other stakeholders to obtain policy information and updates.
Ensure compliance and regulatory requirements are met.
Handle correspondence via phone, email, and post, ensuring queries are dealt with promptly.
Support the preparation of client meetings, including producing packs and documentation.

About You

Previous experience in a financial services administration role (IFA/wealth management background desirable).
Strong knowledge of financial products (pensions, investments, protection) is an advantage.
Excellent organisational skills with high attention to detail and accuracy.
Confident communicator, able to liaise professionally with clients and providers.
Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning new systems.
Ability to prioritise tasks and work effectively under pressure.
A proactive team player with a positive, can-do attitude.

Apply Now

Refine Your Search

financial administrator jobs in birmingham, eng

Financial Administrator

Paraplanner / Trainee Paraplanner / Administrator

HR Administrator

Contract and Project Operations Administrator

Industrial Placement - Finance

Financial Adviser Administrator

HR Administrator

HR Admin Team Leader

Patient Administrator (Bank)

Practice Administrator

Information Governance Administrator

Case Administrator - Complex Injury

People Operations Administrator

Reward Administrator (FTC)

Watch Repairs Administrator

Administrator

Student Experience Administrator (108814-0626)

Investment Administrator - 12 month FTC

Wealth Management Administrator

Payroll Administrator

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

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