Account administrator Work, Jobs in Bridgnorth, Shr (with Salaries)

Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
Sales and Customer Administrator
Joseph Ash —Telford
- £27,000 a year
- Monday to Friday
- CRM software
- Customer service
- Computer literacy
- Annual leave
Quick apply
3d
Recruitment & Payroll Administrator
Shropshire Council —Shrewsbury
- £26,824 - £28,142 a year
- Full-time
- Remote
- Microsoft Office
1d
Vehicle Admin and Sales Coordinator
25seven Campers Ltd —Bromsgrove
- £24,784.50 - £28,000.00 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
Customer Account Administrator
IForce —Stafford
- £13.33 an hour
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
3d
Sales Administrator
Carrier —Telford
- £24,785 - £49,420 a year
- Full-time
- Customer service
- Microsoft Office
- In-person
10d
Office Administrator
ERF Electrical Wholesalers Ltd —Cannock
- £29,741.40 - £30,000.00 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Health & wellbeing programme
- Life insurance
Quick apply
1d
Sales Administrator
Amcor —Leominster
- £25,000 - £32,000 a year
- Part-time
- Sales
- Salesforce
- ERP systems
6d
General Accounts Administrator
McDermott Civil & Engineering Ltd —Aston
- Part-time
- English
- Microsoft Office
- Construction
- Free parking
- Health & wellbeing programme
Quick apply
19h
Bookkeeper/Admin Support
The Friends of Shrewsbury and Telford Hospital —Shrewsbury
- From £14.70 an hour
- Part-time
- Hospital
- Microsoft Office
- Administrative experience
- Free parking
- Flexitime
Quick apply
1d
Finance Assistant
D4Drivers —Telford
- £25,341.69 - £26,500.00 a year
- Full-time
- CRM software
- Microsoft Excel
- Sales
- Free parking
- Health & wellbeing programme
Quick apply
1d
Sales & Marketing Administrator
Universal Trade Frames —Shrewsbury
- From £30,000 a year
- Full-time
- CRM software
- Microsoft Excel
- English
- Free parking
- Annual leave
Quick apply
7d
Part-Time Sales Ledger & Purchase Ledger Administrator
Gills Building Supplies Ltd —Walsall
- From £13 an hour
- Part-time
- Microsoft Excel
- Microsoft Office
- In-person
- Free parking
- Flexitime
Quick apply
3d
Administrator
Hays-Hiredonline —Wolverhampton
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
3d
CFS Invoicing Administrator
Halfords —Stafford
- Overtime
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Work from home
- Employee discount
1d
Accounts Administrator
Reliance Social Housing CIC —Birmingham
- From £25,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Microsoft Office
- Free parking
- Bereavement leave
Quick apply
1d
Driver Planning Administrator
TTC Group —Telford
- £25,942 a year
- Full-time
Bookkeeper/Administration
Alpha Advisers —Edgbaston
- £13 - £15 an hour
- Part-time
- QuickBooks
- Organisational skills
- Communication skills
- Sick pay
Quick apply
13h
Accounts Assistant
Spray Tanker Services Ltd —Featherstone
- From £28,000 a year
- Full-time
- Microsoft Excel
- Organisational skills
- In-person
Quick apply
3d
Payroll Administrator
Protolabs —Telford
- Full-time
- Hybrid work
- Communication skills
- Employee discount
- Life insurance
Quick apply

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Private Wealth Administrator

AFH Financial Group -
Bromsgrove

Apply Now

Job details

Full-time

Benefits

Company pension

Qualifications

Microsoft Excel
Numeracy
Financial services
Communication skills

Full job description

Private Wealth Administrator

This is a fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits and hybrid working.

As a Private Wealth Administrator, you will be an integral part of the AFH Private Wealth team and will be responsible for all administrative duties as well as supporting and helping your colleagues to create and develop efficiencies across the business using all tools at your disposal, including XPlan and Nexus. You will be expected to manage your own workload, speaking to fellow staff members as well as directly with clients and other Wealth Managers (predominantly Pershing).

As a Private Wealth Administrator, you will be:

Processing new business and ongoing account management
Working alongside the Private Wealth Operations Manager, Client Executives, and other Administrators to ensure that all workload is prioritised and dealt with in a timely and efficient manner
A point of contact for clients, providers, and other members of the business
Processing the completion of transfers in and out
Loading and managing ongoing and initial fees on multiple platforms internally and externally
Posting deal reporting
Ensuring stock research is up to date
Creating and managing cash lists
Processing deceased cases i.e. probate and small estates
Dealing with the sale and transfers of shares
Conforming to timelines, demands, and shifting priorities through problem solving
Liaising with both internal and external stakeholders by telephone, letter, and e-mail
Managing the AFH Private Wealth direct phoneline with a confident telephone manner
Any other reasonable request made by the business.

What we are looking for in our ideal Private Wealth Administrator:

Strong numeracy, literacy and attention to detail
Good Microsft packages skills, specifically Excel
Experience in stockbroking/financial services preferred
Team player with strong communication and stakeholder‑management skills
Confident telephone manner
Proactive, organised and able to prioritise under pressure
Critical thinker with high accuracy
Able to work 08:00-16:30, Monday - Friday in line with the opening times of the UK stock market

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.

If you are interested in becoming a part of our growing community as our Private Wealth Administrator, get in touch and click ‘APPLY’ today. We look forward to hearing from!

Apply Now

Refine Your Search

account administrator jobs in bridgnorth, shr

Private Wealth Administrator

Sales and Customer Administrator

Recruitment & Payroll Administrator

Vehicle Admin and Sales Coordinator

Customer Account Administrator

Sales Administrator

Office Administrator

Sales Administrator

General Accounts Administrator

Bookkeeper/Admin Support

Finance Assistant

Sales & Marketing Administrator

Part-Time Sales Ledger & Purchase Ledger Administrator

Administrator

CFS Invoicing Administrator

Accounts Administrator

Driver Planning Administrator

Bookkeeper/Administration

Accounts Assistant

Payroll Administrator

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