Financial adviser 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
Head of People and Culture
WMGC —Birmingham
- £80,000 - £90,000 a year
- No degree
- Mentoring
- Recruiting
8d
Financial Services Assistant and Junior Paraplanner
Armstrongs Wealth Planning Ltd —Nuneaton
- £28,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Referral programme
Quick apply
4h
Legal PA - Employment
Shoosmiths —Birmingham
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
Property & Relationship Manager
Brindley Capital Group —Birmingham
- £26,000 - £32,000 a year
- Full-time
- CRM software
- Management
- Customer service
- Store discount
- Health & wellbeing programme
Quick apply
14d
Procurement Manager - Midland Metro
West Midlands Combined Authority —Birmingham
- £49,464 - £54,979 a year
- Part-time
- Annual leave
- Employee discount
11h
Investment Administrator - 12 month FTC
Quilter —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
Paraplanner (Remote)
AFH Financial Group —Bromsgrove
- Full-time
- Remote
- Training & development
- Employee discount
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
9d
Risk Assurance and Advisory Assistant
Menzies LLP —Birmingham
- £26,230 a year
- Hybrid work
- Communication skills
- Employee assistance programme
Senior Manager – Complex Transaction Support
National Housing Bank —Birmingham
- £59,631 - £79,464 a year
- Full-time
- Hybrid work
- Presentation skills
- No degree
- Organisational skills
- Annual leave
- Employee assistance programme
Receptionist
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Organisational skills
- Annual leave
- Employee discount
6d
Finance Associate - Outsourced
Ballards LLP —Droitwich
- Full-time
- Hybrid work
- Continuous improvement
- Communication skills
Quick apply
Associate Relationship Manager - Midlands
Allica Bank —Birmingham
- Full-time
- Hybrid work
- CRM software
- Customer service
- AI
2d
Head of Communication and Engagement
Government Internal Audit Agency —Birmingham
- £73,142 - £79,550 a year
- Part-time
- Presentation skills
- SharePoint
- Leadership
- Annual leave
- Employee discount
14d
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
6d
M&A Project Manager
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Project management
- Communication skills
- Time management
9h
Junior Asset Manager Asset Management Birmingham
Mileway —Birmingham
- Hybrid work
- Customer service
- English
- Analysis skills
Portfolio Manager - Equity & Partnership
Homes England —Birmingham
- £51,073 - £59,570 a year
- Full-time
- Hybrid work
- Presentation skills
- No degree
- Organisational skills
- Annual leave
- Employee assistance programme
7d
Schools Finance Officer
Coventry City Council —Coventry
- £33,699 - £39,862 a year
- Presentation skills
- Accounting
- Organisational skills
11h

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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 adviser jobs in birmingham, eng

Financial Administrator

Head of People and Culture

Financial Services Assistant and Junior Paraplanner

Legal PA - Employment

Property & Relationship Manager

Procurement Manager - Midland Metro

Investment Administrator - 12 month FTC

Paraplanner (Remote)

Practice Administrator

Risk Assurance and Advisory Assistant

Senior Manager – Complex Transaction Support

Receptionist

Finance Associate - Outsourced

Associate Relationship Manager - Midlands

Head of Communication and Engagement

Financial Planning Administrator

M&A Project Manager

Junior Asset Manager Asset Management Birmingham

Portfolio Manager - Equity & Partnership

Schools Finance Officer

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