Senior financial administrator Work, Jobs in Birmingham, Eng (with Salaries)

Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Senior Financial Services Administrator
Cadent Gas —Coventry
- £30,615 - £36,006 a year
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
- Employee discount
10d
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
10d
People & Engagement Administrator
National Housing Bank —Birmingham
- £30,129 - £35,140 a year
- Full-time
- Hybrid work
- Presentation skills
- SharePoint
- Annual leave
- Employee assistance programme
11d
Business Administrator Specialist
Ministry of Justice —Stafford
- £30,001 - £40,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Annual leave
13d
Senior ICT Systems & Network Administrator
Acorns Children's Hospice —Birmingham
- £46,000 a year
- Full-time
- Azure
- SharePoint
- Hospice
- Annual leave
- Employee discount
Senior Planner - Midlands
Gleeds —Birmingham
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
Senior Finance Officer - College of Medicine and Health - 107619 - Grade 6
University of Birmingham —Birmingham
- £33,002 - £39,906 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Office
- Analysis skills
- Annual leave
- Sick pay
10d
Senior Payroll Administrator - Dudley
Xeinadin —Dudley
- Computer literacy
- Communication skills
- Tax experience
- Annual leave
- Employee assistance programme
Senior Associate
Interpath Advisory —Birmingham
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Graduate Data Administrator
Inspired Thinking Group (ITG) —Birmingham
- Part-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- IT
- Employee assistance programme
- Employee discount
Quick apply
Senior Project Administrator -School of Engineering - 107661 - Grade 5 - 9590
University of Birmingham —Birmingham
- £31,900 a year
- Part-time
- Microsoft Powerpoint
- ERP systems
- Microsoft Office
- Annual leave
- Sick pay
2d
Senior Administrator (National Embedding and Operations) - School of Social Policy and Society - 107606 - Grade 5
University of Birmingham —Birmingham
- £30,062 - £35,883 a year
- Full-time
- Microsoft Powerpoint
- ERP systems
- Microsoft Office
- Annual leave
- Sick pay
5d
Case Administrator Supervisor - Casualty Injury
DAC Beachcroft —Birmingham
- Microsoft Excel
- Management
- Analysis skills
Quick apply
5d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
1h
Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Communication skills
- Employee assistance programme
1h
Financial Planning Office Manager
Rothesay Bennett Financial Planning —Coventry
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
10d
Senior Project Manager
Gleeds —Birmingham
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
Senior / Principal Associate - Restructuring & Insolvency
Gowling WLG —Birmingham
- Hybrid work
- Banking
- Annual leave
Senior Estimator - Birmingham
Galldris —Birmingham
- Civil engineering
- Organisational skills
- IT
- Referral programme

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Senior Financial Planning Administrator

Charles Stanley -
Birmingham

Apply Now

Job details

Full-time

Qualifications

Financial planning
Oracle
Customer service
Mentoring
Organisational skills
Leadership
Communication skills

Full job description

Profile:

If you’re an experienced Financial Planning Assistant who thrives in a fast‑paced, client‑focused environment, this role gives you the chance to step up as both a trusted partner to a Financial Planner and a mentor within the wider team. You’ll play a central role in ensuring exceptional client service, smooth operational delivery, and the ongoing development of FP Assistants across the business. From managing workflows and onboarding new team members to supporting complex client cases and acting as a subject‑matter expert, this is a role where your organisational strength, technical knowledge, and leadership skills truly shine.

What You’ll Be Responsible For:

Workflow & Operations Management - Oversee team workflows, ensure tasks are updated and monitored in Intelligent Office, and maintain smooth day‑to‑day operations.
Client Meeting Preparation - Prepare pre‑meeting packs, engagement letters, valuations, and documentation for new and existing clients.
Platform & Provider Administration - Submit and process new business, manage cash movements, complete fund switches, and obtain product information and valuations from provider platforms.
Compliance & Quality Assurance - Complete AML checks, support four‑eye reviews, handle trust and death claim administration, and ensure accurate client records.
Client & Stakeholder Communication - Take client and provider calls, liaise with life offices and internal teams, and keep Financial Planners updated on case progress.
Annual Review Support - Work closely with Financial Planners and Paraplanners to facilitate timely and accurate annual reviews and client reports.
Systems & Tools - Use Intelligent Office, Figaro, Oracle, and provider platforms to maintain records, log absences, generate invoices, and manage remuneration expectations.

What You Bring: Required

Degree‑level education (or equivalent experience).
At least 5 years’ experience in Financial Planning Support .
Strong customer service skills and excellent written and verbal communication.
High attention to detail, strong organisational skills, and a methodical approach.
Proven experience mentoring, coaching, or managing team members.
Ability to remain calm, resilient, and solutions‑focused under pressure.

Why This Role Matters:

You’re not just supporting a Financial Planner — you’re helping shape the quality, consistency, and professionalism of the entire FP support function. Your expertise will influence how clients experience the business, how efficiently the team operates, and how new FP Assistants grow into confident, capable professionals.

Apply Now

Refine Your Search

senior financial administrator jobs in birmingham, eng

Senior Financial Planning Administrator

Senior Financial Services Administrator

Senior Financial Planning Administrator

People & Engagement Administrator

Business Administrator Specialist

Senior ICT Systems & Network Administrator

Senior Planner - Midlands

Senior Finance Officer - College of Medicine and Health - 107619 - Grade 6

Senior Payroll Administrator - Dudley

Senior Associate

Graduate Data Administrator

Senior Project Administrator -School of Engineering - 107661 - Grade 5 - 9590

Senior Administrator (National Embedding and Operations) - School of Social Policy and Society - 107606 - Grade 5

Case Administrator Supervisor - Casualty Injury

Senior IFA Administrator

Senior Paraplanner

Financial Planning Office Manager

Senior Project Manager

Senior / Principal Associate - Restructuring & Insolvency

Senior Estimator - Birmingham

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

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