Financial services administrator Work, Jobs in Birmingham, Eng (with Salaries)

Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Receptionist/Administrator
Fast alloy wheel limited —Birmingham
- From £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
- Language training provided
Quick apply
8d
Patient Administrator (Bank)
Circle Health Group —Birmingham
- £12.71 an hour
- Part-time
- Hospital
- Computer literacy
- Administrative experience
- Annual leave
4d
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
8d
Administrator
Amey Ltd —Birmingham
- £14.12 an hour
- Monday to Friday
- Microsoft Outlook
- Writing skills
- Administrative experience
- Employee discount
Quick apply
16h
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Financial services
- Communication skills
Administrator
GreenSquareAccord —Birmingham
- £24,455 a year
- Microsoft Outlook
- Organisational skills
- Contracts
- Annual leave
- Employee assistance programme
Quick apply
7d
Framework Administrator
Frankham —Birmingham
- Full-time
- Microsoft Outlook
- Continuous improvement
- Organisational skills
- Annual leave
- Work from home
8d
Receptionist / Office Administrator
Easy Lettings Birmingham Ltd —Selly Oak
- £27,000 a year
- Full-time
- CRM software
- Microsoft Outlook
- Computer literacy
- Free parking
Quick apply
1d
Case Administrator - Complex Injury
DAC Beachcroft —Birmingham
- Administrative experience
- IT
- Communication skills
Quick apply
Administrator
E-ACT Shenley Academy —Birmingham
- £23,226.59 - £25,195.30 a year
- Part-time
- Microsoft Outlook
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Wealth Planning Administrator
Armstrongs Chartered Accountants —Nuneaton
- £27,000 - £32,000 a year
- Full-time
- Microsoft Word
- CRM software
- Organisational skills
Quick apply
2d
Recruitment Administrator
WORD360 Language Services —Birmingham
- £26,000 - £27,000 a year
- CRM software
- Microsoft Outlook
- Databases
- Annual leave
- Flexible schedule
8d
Administrator IT & Finance
British Pregnancy Advisory Service —Warwick
- £26,444 - £29,853 a year
- Full-time
- Hybrid work
- Organisational skills
- Computer skills
- Budgeting
- Free parking
- Annual leave
Quick apply
2d
Senior Pensions Administrator
Hymans Robertson LLP —Birmingham
- £30,000 - £43,000 a year
- Full-time
- Hybrid work
- Mentoring
- Organisational skills
- Communication skills
Quick apply
9d
Regional Sales Administrator
Keyline —Birmingham
- Full-time
- Google Suite
- Writing skills
- Administrative experience
HR Operations Manager
Bevan Brittan —Birmingham
- Hybrid work
- Continuous improvement
- No degree
- Contracts
- Employee assistance programme
8h
Contract Administrator
Platform Housing Group —Worcester
- £26,266 - £29,184 a year
- Full-time
- Remote
- Microsoft Office
- Administrative experience
- Organisational skills

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Financial Administrator

RGH‑Global Limited
Birmingham

Apply Now

Job details

Permanent | Full-time
£25,000 - £35,000 a year

Qualifications

Microsoft Word
Investment
Pension
Stakeholder liaison
Administrative support experience
Microsoft Office Suite
Compliance management
Organisational skills
Financial services

Full job description

Overview
Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers and paraplanners by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful candidate will play a key role in providing an excellent client experience and enabling the smooth delivery of financial advice.

Key Responsibilities

Provide full administrative support to advisers and paraplanners.
Prepare and process new business applications, client reviews, and policy administration.
Maintain and update client records and financial planning systems with accuracy.
Produce valuations, illustrations, and reports as required.
Liaise with providers, clients, and other stakeholders to obtain policy information and updates.
Ensure compliance and regulatory requirements are met.
Handle correspondence via phone, email, and post, ensuring queries are dealt with promptly.
Support the preparation of client meetings, including producing packs and documentation.

About You

Previous experience in a financial services administration role (IFA/wealth management background desirable).
Strong knowledge of financial products (pensions, investments, protection) is an advantage.
Excellent organisational skills with high attention to detail and accuracy.
Confident communicator, able to liaise professionally with clients and providers.
Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning new systems.
Ability to prioritise tasks and work effectively under pressure.
A proactive team player with a positive, can-do attitude.

Apply Now

Refine Your Search

financial services administrator jobs in birmingham, eng

Financial Administrator

Financial Administrator (Halesowen)

Receptionist/Administrator

Patient Administrator (Bank)

Paraplanner / Trainee Paraplanner / Administrator

Administrator

Wealth Management Administrator

Administrator

Framework Administrator

Receptionist / Office Administrator

Case Administrator - Complex Injury

Administrator

Senior Financial Planning Administrator

Wealth Planning Administrator

Recruitment Administrator

Administrator IT & Finance

Senior Pensions Administrator

Regional Sales Administrator

HR Operations Manager

Contract Administrator

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

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