Financial planning administrator Work, Jobs in Rowley Regis, Wmd (with Salaries)

Student Administrator
LD Training Services —Dudley
- £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
1d
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
11d
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Technical IFA Administrator / Junior Paraplanner
Haydn Fine Recruitment —Birmingham
- £34,000 - £38,000 a year
- Hybrid work
- Organisational skills
2d
IFA Administrator / Financial Services Administrator
Capio Recruitment Financial Planning —Wolverhampton
- £27,500 - £32,000 a year
- Organisational skills
1d
Administrator
Bupa —Worcester
- £26,800 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Employee discount
- Gym membership
Quick apply
8d
IFA Administrator
Cap Resourcing Ltd —Worcester
- £30,000 - £34,000 a year
- Microsoft Outlook
- Communication skills
1d
Financial Administrator (Droitwich)
Perspective Financial Group —Droitwich
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
IFA Administrator
Recruit UK —Warwick
- £25,000 - £30,000 a year
- Hybrid work
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
2d
Administrator
Balfour Beatty Vinci —Birmingham
- Full-time
- Microsoft Office
- Project management
- Organisational skills
- Free parking
IFA Administrator / Trainee Paraplanner
NJR Recruitment —Coventry
- £30,000 - £35,000 a year
- Organisational skills
- Financial services
- Communication skills
2d
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
5d
IFA Administrator
Recruit Wealth —Droitwich
- £30,000 - £32,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
2d
Senior IFA Administrator / Trainee Paraplanner
SWARM RECRUITMENT LTD —Wolverhampton
- £30,000 - £40,000 a year
- Monday to Friday
- Communication skills
- Tax experience
- Annual leave
2d
Certinia Implementation Consultant
Agilyx —Birmingham
- Full-time
- Remote
- Salesforce
- Continuous improvement
- No degree
Quick apply
IFA Administrator
Haydn Fine Recruitment —Coventry
- £31,000 - £36,000 a year
- Organisational skills
- Communication skills
- Free parking
2d
Associate Actuarial Consultant
Hymans Robertson LLP —Birmingham
- Full-time
- Hybrid work
- Analysis skills
Quick apply
Executive Project Administrator - College of Arts and Law - 107535 - Grade 5
University of Birmingham —Birmingham
- £30,062 - £35,883 a year
- Full-time
- ERP systems
- Microsoft Office
- Administrative experience
- Annual leave
- Sick pay
4d
Financial Administrator
Bupa —Shirley
- £28,281 - £35,482 a year
- Full-time
- Customer service
- Employee discount
- Gym membership
Quick apply
2d
Project Manager
Emcor —Birmingham
- Part-time
- Project management
- Employee assistance programme
- Referral programme
Quick apply
3d

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financial planning administrator jobs near rowley regis, wmd

Student Administrator

LD Training Services -
Dudley

Quick apply

Job details

Full-time
£25,000 a year
1 day ago

Benefits

Company pension

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Customer service
GCSE
Microsoft Office
IT
Business
Accounting
Communication skills
Time management

Full job description

LD Training Services Limited (LDT) works in collaborative partnership with Leeds Trinity University and the University of Suffolk. We have fully equipped campuses situated in Stanmore (Head Office), Dudley, and Nottingham. LDT currently delivers a range of Business, Accountancy and Management degree courses, including Foundation Year programmes, as well as IFA-recognised accountancy qualifications. LDT also delivers LD6, its post-16 SEND and EHCP provision, supporting learners with personalised pathways towards education, independence, and employment.

For more details please visit: - https://ldtraining.ac.uk

Position: Student Administrator

Department: Student Services

Employment Type: Full Time

Working Days: Monday to Friday (in person)

Reporting Manager: Head of Student Services

Highest Qualification : GCSE

Personal Specifications:

Proficiency in basic Microsoft Office Software packages including Microsoft Word, Excel and Outlook.
Excellent written and verbal communication and strong interpersonal skills.
Strong attention to detail and accuracy.
Ability to identify and escalate issues in a timely manner
Ability to work independently and as part of a team
Excellent attention to detail
Strong time management and prioritisation skills
Ability to manage own workload and prioritise tasks effectively
GCSE English (or equivalent).

Key Skills Set:

Experience related to customer service, 1 to 1 meeting
Knowledge of Student Finance England applications

About the Position

· Student Administrator role supporting Higher Education student services.

· Previous experience in HE student support environment required.

· Support students throughout their learning journey in line with LD Training values and customer service standards.

Key Responsibilities

· Working with your manager and team to contribute to the development and implementation of strategic and operational plans

· Working with your manager to deliver day-to-day operational business activities in line with LDT goals, principles, values and customer service excellence

· Working with your manager to ensure compliance with all business and personal objectives

· Work with manager and team to support strategic and operational planning.

· Deliver day-to-day operational activities aligned with LDT goals, values and customer service excellence.

· Support compliance with business, operational and personal objectives.

Enquiries and First Point of Contact (Reception, Front Desk Area and Ongoing)

· Act as first point of contact across all communication channels (phone, email, WhatsApp, text, walk-ins).

· Welcome visitors and support students with campus navigation.

· Provide professional, equitable and accurate customer service.

· Record and log all enquiries and escalate complex issues to the Head of Student Services.

Student Applications and Admissions Support

· Support student applications to partner universities and LDT programmes.

· Guide students on partner systems and collect/check documentation.

· Book appointments and support interview and onboarding processes.

Student Records and Data Management

· Maintain accurate student records (hard copy and electronic).

· Update CRM system (Classe365) consistently and accurately.

· Ensure GDPR compliance and complete record keeping.

Student Engagement and Ongoing Support

· Provide ongoing administrative and student support throughout the student journey.

· Respond to student queries and manage requests including letters.

· Record all interactions on CRM system and provide campus tours when required.

Student Attendance Monitoring

· Maintain accurate attendance records via CRM system.

· Follow structured non-attendance process and escalation procedures.

· Support timely reporting to university partners and stakeholders.

Administrative and Operational Support

· Provide general administrative support to campus operations.

· Issue student ID cards and maintain organised records.

· Support a welcoming campus environment including supplies and room readiness.

Enrolment, Progression and Student Finance Reminders

· Monitor enrolment, progression and return from break/suspension.

· Send reminders for enrolment/re-enrolment and follow up outstanding actions.

· Support Student Finance England processes and coordinate appointments.

Advice and Guidance: Referrals and Escalation of Student Support

· Identify student needs and make appropriate referrals using established pathways.

· Liaise with internal teams and escalate complex or high-risk cases.

· Maintain accurate referral records.

Calling Campaigns

· Participate in student calling campaigns (welfare, enrolment, updates).

· Record all outcomes accurately and maintain professional communication.

Student Forms and Letter Correspondence

· Process student forms, university partner requests and correspondence.

· Support feedback collection and manage mail distribution.

· Assist with financial correspondence under supervision.

Student Finance

· Act as first point of contact for general student finance enquiries.

· Provide guidance and signposting and refer complex cases to Student Finance Adviser.

· Record and coordinate appointments and finance interactions.

Compliance, Safeguarding and Professional Conduct

· Follow all policies, safeguarding procedures and professional standards.

· Ensure compliance with GDPR and organisational requirements.

Professional Development

· Engage in continuous professional development.

· Attend training and maintain relevant IT and sector knowledge.

The postholder will be expected to:

· uphold the organisation’s values of equality, diversity, inclusion, and respect, and to actively promote fundamental British values in accordance with the Prevent Duty.

ensure compliance with the organisation's safeguarding policy, procedures, and established ground rules for maintaining appropriate and professional behaviour at all times

Job Type: Full-time

Pay: £25,000.00 per year

Benefits:

Company pension

Ability to commute/relocate:

Dudley DY2 8PS: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Quick apply

Refine Your Search

financial planning administrator jobs in rowley regis, wmd

Student Administrator

Senior Financial Planning Administrator

Senior Financial Planning Administrator

Technical IFA Administrator / Junior Paraplanner

IFA Administrator / Financial Services Administrator

Administrator

IFA Administrator

Financial Administrator (Droitwich)

IFA Administrator

Administrator

IFA Administrator / Trainee Paraplanner

Administrator

IFA Administrator

Senior IFA Administrator / Trainee Paraplanner

Certinia Implementation Consultant

IFA Administrator

Associate Actuarial Consultant

Executive Project Administrator - College of Arts and Law - 107535 - Grade 5

Financial Administrator

Project Manager

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