Senior financial administrator Work, Jobs in Edgbaston, Wmd (with Salaries)

Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
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
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
SERENE Senior Project Administrator - School of Engineering - 107705 - Grade 5
University of Birmingham —Birmingham
- £30,062 - £35,883 a year
- Full-time
- Microsoft Powerpoint
- ERP systems
- Microsoft Office
- Annual leave
- Sick pay
3d
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
13d
Senior Payroll Administrator - Dudley
Xeinadin —Dudley
- Computer literacy
- Communication skills
- Tax experience
- Annual leave
- Employee assistance programme
Portfolio Administrator
Homes England —Birmingham
- £30,129 - £35,140 a year
- Full-time
- Hybrid work
- Presentation skills
- SharePoint
- Annual leave
- Employee assistance programme
17h
Governance Officer (Pensions and Finance) (111745-0626)
University of Warwick —Coventry
- £35,608 - £46,049 a year
- University
- Communication skills
- Annual leave
2d
Senior IFA Administrator
Warwick Nub News —Warwick
- Up to £35,000 a year
- Hybrid work
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
6d
Senior Associate
Interpath Advisory —Birmingham
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Senior Project Manager
Gleeds —Birmingham
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
Senior Administrator
JPA Financial Planning Limited —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Free parking
Quick apply
8d
Senior Administrator
JPA Financial Planning —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Free parking
- Flexible schedule
Quick apply
8d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £27,000 - £30,000 a year
- Full-time
- Microsoft Office
Senior School Administrator
Honeywell Primary School —Worcester
- £28,598 - £31,022 a year
- Administrative experience
- Organisational skills
- School
5d
Charity/Higher Education and Commercial Trusts Lawyer (2–6 Years PQE)
Pinsent Masons —Birmingham
- Full-time
- Travel
- Organisational skills
- IT
2d
Senior Estimator - Birmingham
Galldris —Birmingham
- Civil engineering
- Organisational skills
- IT
- Referral programme
Netsuite Architect
OneAdvanced —Birmingham
- Analysis skills
- Agile
- IT
- Employee assistance programme
- Bereavement leave
9d
Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Communication skills
- Employee assistance programme

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senior financial administrator jobs near edgbaston, wmd

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 edgbaston, wmd

Senior Financial Planning Administrator

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

Senior Financial Planning Administrator

SERENE Senior Project Administrator - School of Engineering - 107705 - Grade 5

Senior Administrator

Senior Payroll Administrator - Dudley

Portfolio Administrator

Governance Officer (Pensions and Finance) (111745-0626)

Senior IFA Administrator

Senior Associate

Senior Project Manager

Senior Administrator

Senior Administrator

Senior IFA Administrator

IFA Administrator

Senior School Administrator

Charity/Higher Education and Commercial Trusts Lawyer (2–6 Years PQE)

Senior Estimator - Birmingham

Netsuite Architect

Senior Paraplanner

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