Financial advisory support occupations Work, Jobs in Birmingham, Wmd (with Salaries)

Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Client Advisory Analyst
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Research
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Client Services Executive (Financial Services)
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- English
- Analysis skills
- Organisational skills
- Free parking
- Flexitime
Quick apply
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Financial services
- Communication skills
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
1d
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
Investment Administrator - 12 month FTC
Quilter —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
12d
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
5d
Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Financial Administrator (Droitwich)
Perspective Financial Group —Droitwich
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Pensions Administrator
Broadstone Corporate Benefits Limited —Birmingham
- Full-time
- Customer service
- Continuous improvement
- Communication skills
- Health & wellbeing programme
- Employee discount
Wealth Planning Administrator
Armstrongs Chartered Accountants —Nuneaton
- £27,000 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
Financial Planning Administrator
Acorn to Oaks Financial Services ltd —Willenhall
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Financial services
- Free parking
- Profit sharing
Quick apply
1d
Practice Administrator
Bridgegate Wealth Management —Kenilworth
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- English
- Free parking
- Bereavement leave
Quick apply
5d
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
Senior Pension Administrator
First Actuarial —Birmingham
- Hybrid work
- Communication skills
- Employee stock purchase plan
- Life insurance
IFA Administrator
Warwick Nub News —Leamington Spa
- £30,000 a year
- Hybrid work
- Financial services
- Employee discount
23h

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financial advisory support occupations jobs near birmingham, wmd

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 advisory support occupations jobs in birmingham, wmd

Financial Administrator

Client Advisory Analyst

Client Services Executive (Financial Services)

Wealth Management Administrator

Financial Adviser Administrator

Paraplanner / Trainee Paraplanner / Administrator

Investment Administrator - 12 month FTC

Private Wealth Administrator

Financial Administrator (Halesowen)

Financial Administrator (Droitwich)

IFA Administrator

Administrator

Senior Financial Planning Administrator

Pensions Administrator

Wealth Planning Administrator

Financial Planning Administrator

Practice Administrator

Senior Administrator

Senior Pension Administrator

IFA Administrator

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