financial planner Work, Jobs in bedworth (with Salaries)

Senior Administrator
Tirebuck Recruitment —Coventry
- £28,000 - £33,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Administrative experience
- Organisational skills
- Free parking
- Annual leave
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
1d
Assistant Financial Planner
Boolers —Enderby
- From £45,000 a year
- Full-time
- Business development
- Financial services
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
Wealth Planner - Wealth Management
Barclays —Birmingham
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Paraplanner
Boolers —Enderby
- £35,000 - £42,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
Financial Adviser/Chartered Financial Adviser
Hymans Robertson LLP —Birmingham
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Organisational skills
Quick apply

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Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
Provide administration and client support to a team of Financial Planners working for an established business who offer both Financial Planning and Investment…
£35,000 a year
1d
Senior Administrator
Tirebuck Recruitment —Coventry
This position will suit an organised and detail-oriented individual who enjoys providing high-quality administrative support and is happy to build a long-term…
£28,000 - £33,000 a year

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Senior Administrator

Tirebuck Recruitment -
Coventry

Apply Now

Job details

Permanent
£28,000 - £33,000 a year

Benefits

Free parking
Annual leave
Company pension
Work from home
Private medical insurance

Qualifications

Financial planning
Pension
Microsoft Office
Administrative experience
Organisational skills
Communication skills

Full job description

Posted: 19/05/26 Recruiter: Tirebuck Recruitment Reference: 3111247474 Type: Permanent Salary: £28,000 - £33,000 Annual Location: Coventry Description: Job Title: Senior AdministratorHours: Full Time, Monday to Friday, 9:00am - 5:00pm (1 hour lunch)Location: Meriden (office-based with 1 day WFH after probation)Salary: £28,000 - £33,000 per annum (dependent on experience)Benefits: 25 days annual leave plus bank holidays, Contributory Pension Scheme, private healthcare, free parking, study support, hybrid working (post-probation) An exciting opportunity has arisen for a Senior Administrator to join a well-established and highly regarded organisation. This is a fantastic opportunity within a professional and supportive environment, offering long-term stability and development. This position will suit an organised and detail-oriented individual who enjoys providing high-quality administrative support and is happy to build a long-term career within an administration-focused role. While study support and progression opportunities are available, the business is keen to find someone who is comfortable remaining in an administrative position for the foreseeable future.Duties include:

Providing comprehensive administrative support to Financial Planners
Acting as a key liaison between Financial Planners and Paraplanners
Managing and updating diaries for busy Financial Planners
Liaising with clients and maintaining excellent customer service standards
Maintaining and updating client records on internal systems
Preparing client review packs and supporting post-meeting actions
Handling Letters of Authority and liaising with providers to process business efficiently
Assisting with suitability reports and processing new business including pensions, ISAs and fund switches

Skills and experience required:

Excellent administrative and organisational skills
High attention to detail and accuracy
Confident user of Microsoft Office
Strong communication skills, both written and verbal
Ability to manage multiple tasks and work collaboratively within a team
Proactive, flexible and professional approach
Experience within a Financial Planning or Wealth Management environment, Strong knowledge of pensions, investments and protection products desirable but not essential

Apply now or contact Tirebuck Recruitment for further information. If successful, one of our consultants will be in touch for a confidential discussion about your experience and suitability for the role. Please check your spam folder for missed communications and ensure your contact details are up to date.

Apply Now

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financial planner jobs in bedworth

Senior Administrator

Senior Financial Planning Administrator

Assistant Financial Planner

Wealth Planner - Wealth Management

Senior Financial Planning Administrator

Paraplanner

Financial Adviser/Chartered Financial Adviser

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