Financial administrator Work, Jobs in Bromsgrove, Wor (with Salaries)

IFA Administrator
Whateley Wealth Management —Bromsgrove
- £28,000 - £30,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- Organisational skills
- Free parking
- Flexitime
Quick apply
2d
T&C Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
Office Administrator
Clent Nurseries —Hagley
- From £15 an hour
- Part-time
- English
- Accounting
- Organisational skills
- Free parking
- Employee discount
Quick apply
Patient Administrator
Circle Health Group —Droitwich
- £24,947 a year
- Full-time
- Hospital
- Employee discount
- Life insurance
Administrator
Bowood Court & Mews Care Home —Redditch
- £14.33 an hour
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Employee discount
Quick apply
1d
Business Support Administration Manager
Berkley Care Group —Warwick
- £42,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Employee discount
Construction Plant Administrator
ETG Civil Engineering —Droitwich
- From £30,000 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Annual leave
Quick apply
2d
Graduate Data Administrator
Inspired Thinking Group (ITG) —Birmingham
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
4d
Cyber Governance Risk and Compliance Administrator
Open GI Limited —Worcester
- £52,000 a year
- Microsoft Word
- Microsoft Excel
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
Receptionist
Bupa —Birmingham
- £13 an hour
- Weekends only
- Customer service
- Front desk
- Employee discount
- Gym membership
Quick apply
1d
Assessment Administrator
RICS —Birmingham
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Annual leave
Office Administrator
Expectations UK —Birmingham
- £25,000 - £26,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Data entry
Quick apply
1d
People Administrator (Trainee)
King Charles I School —Kidderminster
- £26,403 a year
- Full-time
- Travel
- Human resources
- Data entry
- Employee assistance programme
- Bereavement leave
Quick apply
4d
Legal Administrator (12 month FTC)
Gowling WLG —Birmingham
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
8d
Trainee Pensions Administrator
Broadstone Corporate Benefits Limited —Redditch
- Full-time
- School
- Employee discount
Care Home Administrator (temporary to perminant)
Connaught House Specialist Care Centre —Solihull
- £14 an hour
- Full-time
- English
- Administrative experience
- Organisational skills
- Free parking
- Annual leave
Quick apply
Bookkeeper/Administration
Dutch Garden Supplies —Halesowen
- £20.00 - £22.50 an hour
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Work from home
Quick apply
5d
Careers Administrator - Birmingham Business School - 107553 - Grade 5
University of Birmingham —Birmingham
- £30,062 - £35,883 a year
- Part-time
- CRM software
- Social media management
- Customer service
- Annual leave
- Sick pay
3d
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year

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financial administrator jobs near bromsgrove, wor

IFA Administrator

Whateley Wealth Management -
Bromsgrove

Quick apply

Job details

Permanent | Full-time
£28,000 - £30,000 a year
2 days ago

Benefits

Free parking
Flexitime
Company pension
Private medical insurance

Qualifications

Financial planning
Telephony
Pension
Microsoft Office
Analysis skills
Attention to detail
Organisational skills
Financial services
Communication skills
Certificate in Insurance

Full job description

IFA Administrator (New Business)

Whateley Wealth Management is a leading West Midlands financial services firm, providing expert advice on pensions, investments, mortgages, and protection. We are passionate about making financial planning straightforward and accessible, helping our clients achieve confidence and peace of mind about their financial future.

Since our launch in 2014, we have experienced significant growth while remaining true to our family values, treating both clients and colleagues with integrity, respect, and professionalism.

We are now seeking an experienced IFA Administrator to join our growing team and provide high-quality support to our advisers, ensuring the smooth and efficient delivery of excellent client outcomes.

We are an equal opportunities employer and are committed to creating an inclusive workplace where everyone is valued and respected. Applications are welcomed from all suitably qualified candidates regardless of age, disability, gender identity, ethnicity, religion, belief, or sexual orientation.

The Role:
As an IFA Administrator, you will play a key role in supporting advisers throughout the new business process, from initial application through to completion. You will be responsible for liaising with clients and providers, maintaining accurate records, ensuring compliance with internal procedures and regulatory requirements, and helping to deliver an outstanding client experience.

This is an excellent opportunity for an experienced administrator looking to develop their career within a successful and growing financial planning firm.

Tasks and Responsibilities:

· Supporting advisers through the full new business process from onboarding to completion

· Handling client and provider enquiries professionally, delivering outstanding service at all times.

· Request and obtain information from product providers using Letters of Authority (LOAs) and review documentation received.

· Manage inbound and outbound telephone communications with clients, providers, and colleagues.

· Prepare for client meetings by obtaining quotations, valuations, and relevant supporting literature.

· Prepare and submit applications and supporting documentation to product providers.

· Proactively chase providers to ensure cases progress efficiently and resolve any issues that arise.

· Accurately input and maintain new business data within the back-office system, ensuring records are complete and up to date.

· Support accurate management information (MI) reporting through diligent record keeping.

· Conduct compliance checks to ensure all cases meet company procedures and regulatory requirements.

· Process client instructions relating to fund switches, withdrawals, and other administrative tasks.

· Produce reports and documentation as required by advisers and management.

· Contribute to the continuous improvement of administrative processes and client service standards.

The ideal candidate:

· Essential criteria:

o Minimum 2 years’ administration experience within an IFA environment

o Excellent attention to detail and a high level of accuracy when handling client information and documentation.

o Strong organisational skills with the ability to manage multiple tasks and prioritise workloads effectively.

o Professional communication skills, both written and verbal, with a confident and client-focused approach.

o Self-motivated and proactive, with the ability to work both independently and collaboratively within a team.

o Strong understanding of the importance of confidentiality and data protection

o Good working knowledge of Microsoft Office and financial services administration systems.

· Desirable criteria:

o CII Financial Services qualification or currently studying towards professional qualifications.

o Good understanding of pensions, investments, and financial planning products.

o Experience supporting advisers with the end-to-end processing of new business cases

o Experience using Intelligent Office, Dynamic Planner and provider platforms.

Why Join Whateley Wealth Management?

We believe in rewarding our team and supporting their professional development. In return for your skills and commitment, we offer:

· Job Types: Full-time, Permanent

· Salary: £28,000 - £30,000 per annum (dependent on experience and qualifications)

· Bonus Scheme: Quarterly performance-related bonus (payable following successful completion of probation)

· Benefits:

· Company pension scheme

· Private medical insurance (following successful completion of probation)

· Healthcare cash plan (following successful completion of probation)

· Full exam support, including:

o Professional examination fees paid by the company

o Qualification achievement bonuses

o Time off to attend examinations

· One-to-one coaching and mentoring from experienced team members

· Career progression opportunities within a growing and ambitious business

· Flexi-time scheme

· Working Hours:

· Full-time, permanent position

· 37.5 hours per week

· Monday to Friday, 9am-5pm

· No weekend working

· Location:

· Office- based, Bromsgrove High Street (B61)

To apply for this role, please send your CV to our Office Manager, Kelly Shephard, at [email protected] .

Pay: £28,000.00-£30,000.00 per year

Benefits:

Company pension
Flexitime
Free parking
Private medical insurance

Ability to commute/relocate:

Bromsgrove B61 8AJ: reliably commute or plan to relocate before starting work (required)

Experience:

Financial services: 2 years (required)

Work Location: In person

Quick apply

Refine Your Search

financial administrator jobs in bromsgrove, wor

IFA Administrator

T&C Administrator

Private Wealth Administrator

Office Administrator

Patient Administrator

Administrator

Business Support Administration Manager

Construction Plant Administrator

Graduate Data Administrator

Cyber Governance Risk and Compliance Administrator

Receptionist

Assessment Administrator

Office Administrator

People Administrator (Trainee)

Legal Administrator (12 month FTC)

Trainee Pensions Administrator

Care Home Administrator (temporary to perminant)

Bookkeeper/Administration

Careers Administrator - Birmingham Business School - 107553 - Grade 5

Senior Financial Planning Administrator

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