Client advisor Work, Jobs in Atcham, Shr (with Salaries)

Financial Planning Administrator
Matrix Capital Limited —Shrewsbury
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
3d
IAA Level 2 Immigration Advisor
Shropshire Supports Refugees —Shrewsbury
- £33,990 a year
- Full-time
- Salesforce
- English
- Driving
Quick apply
11d
Customer Service Advisor (Telford)
Wipro Limited —Telford
- Computer literacy
- Presentation skills
- Financial services
Political Advisor
City of Wolverhampton Council —Wolverhampton
- £36,363 - £40,777 a year
- Full-time
- Hybrid work
- Administrative experience
12d
People Services Advisor (Maternity Cover)
Severn Hospice —Shrewsbury
- £34,530.75 - £38,367.50 a year
- Full-time
- Human resources
- Organisational skills
- Hospice
Quick apply
Occupational Health Advisor
Optima Health —Oswestry
- Up to £46,000 a year
- Full-time
- Hybrid work
- Paid training
- Annual leave
Technical Sales Advisor
Pocket Geek Tech Repair / CRC (London) Ltd —Wolverhampton
- From £12.71 an hour
- Part-time
- Software troubleshooting
- Customer service
- In-person
- Store discount
- Employee discount
Quick apply
Head of Investment Centre of Excellence
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Analysis skills
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Partner Fund Client Director
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Bachelor's degree
- Annual leave
- Employee assistance programme
Quick apply
SAP Principal Application Director
Capgemini —Telford
- Hybrid work
- Negotiation
Chief Finance Officer - West Midlands
The CFO Centre —Telford
- Hybrid work
Quick apply
Senior Portfolio Manager - Local Investments
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Management
- Analysis skills
- No degree
- Annual leave
- Employee assistance programme
Quick apply
Senior Portfolio Manager - Active Equities
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- No degree
- Annual leave
- Employee assistance programme
Quick apply
Hospital Independent Domestic Violence Advisor (HIDVA)
Axis Counselling —Shrewsbury
- £26,499 - £28,701 a year
- Part-time
- Hybrid work
- In-person
- Work from home
- Sick pay
Quick apply
People Services Advisor
Severn Hospice —Shrewsbury
- £34,530.75 - £38,367.50 a year
- Full-time
- Human resources
- Organisational skills
- Hospice
Quick apply
Young Person's Independent Domestic Violence Advisor (YPIDVA)
Axis Counselling —Shrewsbury
- From £28,167 a year
- Full-time
- Hybrid work
- Work from home
- Sick pay
Quick apply
2d
Property Advisor (Valuer)
Nock Deighton Estate Agents —Ludlow
- Full-time
- Sales
- Administrative experience
- Driving
- Annual leave
Quick apply
Garage Diagnostic Service Advisor
EAC TELFORD LTD —Telford
- £25,000 - £43,000 a year
- Full-time
- Customer service
- Computer skills
- In-person
- Employee discount
Quick apply
12d
Insurance Advisor
Howden Group Holdings —Shrewsbury
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
2d
Personal Advisor
Civic Recruitment Limited —Shrewsbury
- Full-time
- Travel
Quick apply
4d

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Financial Planning Administrator

Matrix Capital Limited
Shrewsbury

Quick apply

Job details

Permanent | Full-time
£30,000 - £40,000 a year
3 days ago

Benefits

Free parking
Company pension
Transport links
On-site parking

Qualifications

Microsoft Word
Financial planning
Pension
Driving Licence
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Morningstar
Organisational skills
Communication skills

Full job description

The Role

As a Financial Planning Administrator, you will provide essential support to our financial planners and paraplanners. This role involves managing client service administration and ensuring smooth operations across the business.

About us

We are a small agile team of professionals but with a big reach. We have been privileged to receive many awards, including the STEP Financial Advisor Team of the Year. We were also exclusively appointed by NS&I to provide professional advice to the monthly £1m Premium Bonds Jackpot winners.

Our small team of highly qualified professionals are passionate about providing a high quality, responsive and personalised service which is entirely driven by the needs of our clients. We pride ourselves on being a safe pair of hands.

Our core values

Our values are at the core of what we do and how we work as a team. They include professionalism, courtesy, integrity and high standards.

Key Responsibilities:

Schedule and coordinate client meetings.
Process new business submissions, ensuring compliance and accurate documentation.
Maintain and update CRM and confidential financial planning records.
Act as the first point of contact for client queries and liaise with third-party providers.
Prepare client review reports and recommendation documents.
Manage letters of authority, policy information requests, fund switches, and transfers.
Support marketing, projects, client communications, and general office administration.

Note: We are currently based near Bridgnorth, but moving to new office premises on Shrewsbury Business Park (target date March 2026).

Requirements

About You

You are organised, proactive, and professional, with a passion for delivering high-quality work in a fast-paced environment. Honest and loyal with good interpersonal skills. A strong team player who is focussed on building relationships and getting results.

Essential Skills & Experience:

Ideally, a minimum of 3 years’ experience in financial planning or financial administration.
Strong understanding of financial planning, pensions, investments and protection products.
Excellent administrative and organisational skills with high attention to detail.
Proficient in Microsoft Office (Word, Excel, Outlook).
Strong written and verbal communication skills.
A sound understanding of compliance
Experience of using platforms and financial planning software.

Desirable:

Experience with tools such as O&M, Morningstar, SelectAPension, and financial platforms (e.g., Quilter, Transact, 7IM).
Familiarity with cashflow modelling tools (Cashcalc, Voyant).
Prior experience producing pension/investment illustrations and suitability letters.
A level 3 qualification or a willingness to study for professional qualifications.
Full driving licence.

Pay: £30,000.00-£40,000.00 per year

Benefits:

Company pension
Free parking
On-site parking
Transport links

Work Location: In person

Quick apply

Refine Your Search

client advisor jobs in atcham, shr

Financial Planning Administrator

IAA Level 2 Immigration Advisor

Customer Service Advisor (Telford)

Political Advisor

People Services Advisor (Maternity Cover)

Occupational Health Advisor

Technical Sales Advisor

Head of Investment Centre of Excellence

Partner Fund Client Director

SAP Principal Application Director

Chief Finance Officer - West Midlands

Senior Portfolio Manager - Local Investments

Senior Portfolio Manager - Active Equities

Hospital Independent Domestic Violence Advisor (HIDVA)

People Services Advisor

Young Person's Independent Domestic Violence Advisor (YPIDVA)

Property Advisor (Valuer)

Garage Diagnostic Service Advisor

Insurance Advisor

Personal Advisor

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