Account administrator Work, Jobs in Kingstanding, Wmd (with Salaries)

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
2h
Admin Officer - Income and Billing
Solihull Metropolitan Borough Council —Solihull
- £24,796 - £29,540 a year
- Call to connect
- English
- Analysis skills
- Communication skills
- Employee discount
4d
Senior Administrator
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Free parking
- Flexitime
Quick apply
Sales Administrator
Flecto Engineering Ltd —Aldridge
- £26,000 - £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Free parking
Quick apply
Finance Assistant
Dignus Group —Walsall
- Up to £27,500 a year
- Full-time
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
14d
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
3d
Administrator
CareTech Group —Birmingham
- Up to £27,600 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Accounting
- Annual leave
- Referral programme
8d
Accounts Assistant
NERO —Oldbury
- £25,500 - £28,000 a year
- Full-time
- In-person
- Free parking
Quick apply
2d
Bookkeeper Administrator
N H GLOBAL (UK) LIMITED —Birmingham
- £16 - £20 an hour
- Part-time
- QuickBooks
- In-person
Quick apply
7d
Business Support and Accounts Assistant
Holovis International —Hinckley
- £28,000 - £38,000 a year
- Full-time
- Accounting
- Front desk
- In-person
- Health & wellbeing programme
- Work from home
Quick apply
Invoicing Administrator
Halfords —Stafford
- Overtime
- Hybrid work
- Microsoft Word
- Communication skills
- Work from home
- Employee discount
Customer Account Administrator
Rhenus SE & Co. KG —Nuneaton
- Full-time
- Writing skills
- English
- Mentoring
4d
Finance Administrator
The Wolverhampton Grand Theatre (1982) Ltd —Wolverhampton
- £14,031 a year
- Part-time
- Microsoft Excel
- Sales
- Microsoft Office
- Employee discount
Quick apply
Sales and Customer Service Administrator (Part Time)
Pugh & Sanders —Burton-On-Trent
- £16,900 - £17,400 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Quick apply
4h
CONSTRUCTION PROJECT COORDINATOR / FINANCE ADMINISTRATOR
MCLD CONSTRUCTION LTD —Warwick
- £28,000 - £32,000 a year
- Overtime
- Hybrid work
- Travel
- Construction experience
- Budgeting
- Annual leave
Quick apply
3d
Admin Assistant with Sage Knowledge
A S J Facilitie Building Management Ltd —Smethwick
- £12.71 - £13.00 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
Quick apply
Account, Purchase & Commerce Administrator | Experienced Bookkeeper With Payroll
Isaac H Grainger —Cradley Heath
- £14 - £15 an hour
- Part-time
- CRM software
- English
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
1d
Administrator
bk plus —Birmingham
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Employee assistance programme
- Employee discount
Quick apply
8d
Purchase Ledger Admin
OneSchool Global United Kingdom —Warwick
- Full-time
- Communication skills
- Free parking
- Annual leave
1h

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account administrator jobs near kingstanding, wmd

Financial Adviser Administrator

Temple Row Wealth Management
Sutton Coldfield

Quick apply

Job details

Permanent | Full-time
£27,000 - £29,000 a year
2 hours ago

Benefits

Free parking
Financial planning services
Annual leave
Company pension
On-site parking

Qualifications

Microsoft Powerpoint
Microsoft Word
CRM software
Investment
Financial planning
Pension
Meeting coordination
Client engagement
Canva
Organisational skills
Customer interaction
Communication skills

Full job description

Helping someone feel confident about their financial future starts long before an investment decision is made. As a Client Account Executive at Temple Row Wealth Management, you'll be the person clients trust to keep things moving, answer their questions and make sure every detail of their experience is handled with care.

We help individuals and families build the life they want to live by bringing clarity, confidence and peace of mind to their finances. You'll sit at the heart of our Temple Row Client Experience, working closely with our Wealth Manager while building genuine relationships with clients and prospective clients and ensuring they feel informed, organised and supported throughout their journey.

What’s in it for you

· £27,000–£29,000 salary, depending on your experience.
· A four-day working week, Monday to Thursday, giving you a three-day weekend every week.
· 23 days' annual leave, including Bank Holidays.
· Your anniversary day off each year, fully paid.
· A company pension scheme.
· A varied position where you'll develop your knowledge of wealth management while taking real ownership of the client experience.

Your responsibilities in this role:

· Support the Wealth Manager throughout the advice process, coordinating meetings, preparing documentation and ensuring agreed actions are progressed.
· Act as the day-to-day contact for clients, handling communications and liaising with pension providers, investment platforms and insurance companies to resolve queries.
· Manage investment administration, including contributions, withdrawals, transfers, new business applications and onboarding documentation.
· Prepare review packs, valuations and meeting information, while maintaining accurate records, letters of authority and provider correspondence.
· Track multiple cases and outstanding actions, identifying potential issues early and taking ownership through to completion.
· Support prospective clients, business development activity and internal improvement projects that strengthen the Temple Row Client Experience.

What we’re looking for:

· Proven experience within a client-facing position involving the management of multiple clients, cases and competing priorities.
· Experience using a CRM or database system; knowledge of Xplan would be particularly relevant.
· Strong Microsoft Word, Excel and Outlook skills, with Adobe, PowerPoint or Canva experience also useful.
· Excellent organisational and diary management skills, with the ability to maintain accuracy while handling multiple priorities.
· Strong written and verbal communication skills, including experience handling sensitive or detailed client conversations professionally.

You'll be joining an office-based team in Sutton Coldfield where high standards of service matter and where your work directly influences how clients feel about their financial future.

Working hours: Monday to Thursday, 8:00am–4:00pm. This is predominantly office-based, with very limited remote working.

Pay: £27,000.00-£29,000.00 per year

Benefits:

Company pension
Financial planning services
Free parking
On-site parking

Work Location: In person

Quick apply

Refine Your Search

account administrator jobs in kingstanding, wmd

Financial Adviser Administrator

Admin Officer - Income and Billing

Senior Administrator

Sales Administrator

Finance Assistant

Administrator

Private Wealth Administrator

Administrator

Accounts Assistant

Bookkeeper Administrator

Business Support and Accounts Assistant

Invoicing Administrator

Customer Account Administrator

Finance Administrator

Sales and Customer Service Administrator (Part Time)

CONSTRUCTION PROJECT COORDINATOR / FINANCE ADMINISTRATOR

Admin Assistant with Sage Knowledge

Account, Purchase & Commerce Administrator | Experienced Bookkeeper With Payroll

Administrator

Purchase Ledger Admin

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