Administrator Work, Jobs in Bromsgrove, Wor (with Salaries)

Annual Review IFA Administrator
Whateley Wealth Management —Bromsgrove
- £25,000 - £28,000 a year
- 8 hour shift
- Microsoft Office
- Analysis skills
- Organisational skills
- Relocation assistance
- Flexitime
Quick apply
9d
Admin Assistant
Berkley Care Group —Bromsgrove
- £12.90 an hour
- Part-time
- Customer service
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
8d
Office Assistant
mfg Solicitors LLP —Bromsgrove
- Full-time
- Microsoft Office
- Administrative experience
- In-person
- Annual leave
- Employee assistance programme
Quick apply
10d
Administrative Support Officer
Civic Recruitment Limited —Redditch
- £16.51 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Office Administrator
Theataccounts Ltd —Droitwich
- £24,750 - £26,250 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee assistance programme
Quick apply
Service Administrator/Co-ordinator
RDS Limited —Birmingham
- £26,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- English
- Free parking
Quick apply
Sales Administrator/PA to Creative Sales Director
Blocc Interiors —Stourbridge
- From £42,888.53 a year
- Full-time
- Sales
- English
- Microsoft Office
Quick apply
Senior Administrator
Theataccounts Ltd —Droitwich
- £25,000 - £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Accounting
- Health & wellbeing programme
Quick apply
Data Administrator
Birmingham Media —Birmingham
- £24,000 - £26,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Salesforce
Quick apply
Administrator - Office / Health & Safety
WEG (UK) Ltd —Redditch
- From £26,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- IT
Quick apply
6d
Dental Receptionist
Rubery Dental Surgery —Birmingham
- Part-time
- Customer service
- Administrative experience
- IT
Quick apply
1d
Customer Service Administrator
Britton Price Lifts Ltd —Bromyard
- £25,000 a year
- Full-time
- CRM software
- Microsoft Outlook
- Customer service
- Free parking
- Annual leave
Quick apply
7d
Office Administrator
SWIFT ACCIDENT CLAIMS LTD —Birmingham
- From £17,551.20 a year
- Temporary
- Microsoft Office
- Administrative experience
- Data entry
Quick apply
8d
Document Controller/Office Administrator
McDermott Civil & Engineering Ltd —Birmingham
- Full-time
- Master's degree
- IT
- Construction experience
- Free parking
Quick apply
Medical Administrator
Great Park Medical Group —Birmingham
- From £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
Admin Manager
Berkley Care Group —Warwick
- £35,000 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Employee assistance programme
- Employee discount
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Office
Administration Assistant
First Aid Box Healthcare Supplies LLP —Birmingham
- £24,420.00 - £38,902.20 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health & wellbeing programme
- Life insurance
Quick apply
Medical Administrator
Medmin Ltd —Oldbury
- £24,420 - £25,000 a year
- Full-time
- English
- Administrative experience
- In-person
- Annual leave
Quick apply
Supported Housing Administrator
Reds Housing Ltd —Birmingham
- £30,000 - £40,000 a year
- Full-time
- Microsoft Excel
- English
- Administrative experience
- Free parking
- Referral programme
Quick apply

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administrator jobs near bromsgrove, wor

Annual Review IFA Administrator

Whateley Wealth Management -
Bromsgrove

Quick apply

Job details

Permanent | Full-time
£25,000 - £28,000 a year
9 days ago

Benefits

Relocation assistance
Flexitime
Company pension
Private medical insurance

Qualifications

Telephony
Pension
Microsoft Office
Analysis skills
Organisational skills
Financial services
Communication skills
Certificate in Insurance

Full job description

Whateley Wealth Management is a leading West Midlands financial services firm, providing advice on pensions, investments, mortgages and insurance. We are passionate about making financial planning simple and accessible, giving our clients confidence and peace of mind.

Since launching in 2014, we have grown rapidly while staying true to our family values, treating our clients and colleagues with integrity and respect.

We now have an exciting opportunity for an IFA Administrator to join our team and support our advisers in delivering excellent service to our clients.

We are an equal opportunities employer and are committed to creating an inclusive workplace. All candidates will be treated fairly, regardless of ethnicity, age, gender, sexuality or disability.

In this role, you will support advisers throughout the annual review process, from contacting clients and preparing annual review packs, to chasing providers, updating our back-office system and ensuring cases progress smoothly through to completion. You will also liaise with clients and providers, carry out compliance checks in line with company procedures and help maintain accurate records so we continue to deliver an efficient, professional service.

Tasks and Responsibilities:

· Booking the Annual Reviews for each adviser each month, by telephone, email or post and continuing to contact clients, at intervals, if unable to reach them first time.

· Preparing the Annual Review packs, to include valuations, fund factsheets, provider literature and any required compliance documents.

· Managing the Annual Review process in its entirety, ensuring data is updated in full to ensure correct MI reporting.

· Dealing with day-to-day client and provider enquiries

· Obtaining relevant information from providers

· Managing inbound and outbound telephone calls with clients, providers and internal colleagues

· Preparing for client meetings including quote requests, obtaining valuations and appropriate literature

· Preparing and submitting applications and supporting documents to product providers

· Inputting proposals to the back-office system in line with Company procedures

· Undertaking fund switches upon the instruction of the client

· Report writing

The ideal candidate:

· Essential criteria:

· Minimum 12 months administration experience

· Excellent attention to detail and accuracy when working with client data and documentation

· Strong organisational skills, with the ability to multitask and work to agreed deadlines

· Confident communication skills, including a professional telephone manner and client-focused approach

· Good working knowledge of Microsoft Office and general computer software

· Self-motivated, proactive and able to work effectively both independently and as part of a team

· Discreet and highly protective of clients’ confidential personal data

· Desirable criteria:

· Basic understanding of financial products such as pensions, investments, ISAs, protection, and mortgages

· Working towards, or interested in undertaking, relevant financial services qualifications (e.g. CII Certificate in Financial Services)

Job Types: Full-time, Permanent

Salary: £25,000+ per annum (dependent on experience and qualifications) plus bonus scheme (paid quarterly based on performance subject to passing probation period)

Benefits:

· Company pension 

· Private medical insurance (following probation period)

· Cash plan (following probation period)

· Exam support (Exams paid for; bonuses paid on completion. 1-1 coaching provided by experienced team)

Schedule: 

· 8-hour shift (37.5 hours per week)

· Monday to Friday 

· No weekends 

Work Location: Office based in Bromsgrove (High Street- B61) 

To apply for this role, please send your CV to our Office Manager, Kelly Shephard, at [email protected] .

Pay: £25,000.00-£28,000.00 per year

Benefits:

Company pension
Flexitime
Private medical insurance

Ability to commute/relocate:

Bromsgrove B61: reliably commute or be willing to relocate with an employer-provided relocation package (required)

Experience:

Administration: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

administrator jobs in bromsgrove, wor

Annual Review IFA Administrator

Admin Assistant

Office Assistant

Administrative Support Officer

Office Administrator

Service Administrator/Co-ordinator

Sales Administrator/PA to Creative Sales Director

Senior Administrator

Data Administrator

Administrator - Office / Health & Safety

Dental Receptionist

Customer Service Administrator

Office Administrator

Document Controller/Office Administrator

Medical Administrator

Admin Manager

IFA Administrator

Administration Assistant

Medical Administrator

Supported Housing Administrator

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