Financial administrator Work, Jobs in Chelmsley Wood, Wmd (with Salaries)

Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
13h
Office Administrator
Utility Site Solutions Ltd —Solihull
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
2d
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
4d
Finance Administrator
Green Sheep Group Ltd. —Stratford-upon-Avon
- Up to £30,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Microsoft Office
- Employee assistance programme
- Life insurance
Quick apply
7d
Finance Manager
Norton Industrial Doors Ltd —Birmingham
- £50,000 - £60,000 a year
- Overtime
- Microsoft Excel
- English
- Accounting
- Free parking
- Sick pay
Quick apply
Care Home Administrator
Macc Care —Solihull
- £15.40 an hour
- Full-time
- English
- Microsoft Office
- Administrative experience
- Free parking
- Referral programme
Quick apply
12h
RBC Enterprise Officer
Birmingham City University —Birmingham
- £35,331 - £39,002 a year
- Full-time
- Hybrid work
- Oracle
- Microsoft Office
- Administrative experience
10d
HR Administrator
Serco Group —Solihull
- Up to £26,300 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Employee discount
1d
Financial Administrator (Droitwich)
Perspective Financial Group —Droitwich
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
3d
Client Coordinator / Mortgage & Estate Agency Administrator
Blossomfield Group Ltd —Solihull
- £12.71 - £15.00 an hour
- Part-time
- Administrative experience
- Driving
- Computer skills
- Free parking
- Employee discount
Quick apply
Case progression and Client service executive
Atwal Wealth Management —Solihull
- £24,420 - £300,000 a year
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
Care Home Administrator
Polesworth Group Homes Ltd —Polesworth
- From £15.75 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
7d
Finance Office Administrator
Madewell Products Ltd —Tamworth
- £14 - £16 an hour
- Part-time
- Human resources
- Organisational skills
- IT
- Flexible schedule
Quick apply
1d
Trainee Independent Financial Services Administrator
JPM Insurance Advisers Ltd —Halesowen
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
14d
Accounts Administrator
MV Kelly Ltd —Solihull
- Up to £24,000 a year
- Full-time
- Data analysis skills
- Driving
- In-person
- Health & wellbeing programme
Quick apply
9d
Financial Planning Office Manager/ Supervisor
Rothesay Bennett Financial Planning —Coventry
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
14d
Office Administrator
Expectations UK —Birmingham
- £25,000 - £26,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Data entry
Quick apply
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Medical Records Administrator
Nuffield Health —Wolverhampton
- £20,030.40 - £25,038.00 a year
- Part-time
- Customer service
- Microsoft Office
- Communication skills
- Gym membership
7d
Watch Repairs Administrator
Signet —Birmingham
- Part-time
- Administrative experience
- In-person
- Communication skills
- Employee discount

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financial administrator jobs near chelmsley wood, wmd

Senior Administrator

Derek Mills Wealth Consultancy
Solihull

Quick apply

Job details

Permanent | Part-time
£28,000 - £32,000 a year
13 hours ago

Benefits

Free parking
Company pension
Referral programme
On-site parking

Qualifications

CRM software
Financial planning
Pension
Report writing
Microsoft Excel
Customer service
Microsoft Office
Administrative experience
Organisational skills
IT
Financial services
Communication skills
Time management
Office experience

Full job description

Senior Administrator

Part-Time
Salary: Competitive and dependent on experience (pro rated based upon hours worked)

Join an award-winning Wealth Management Practice

An exciting opportunity has arisen for an experienced Senior Administrator to join our friendly and highly successful wealth management practice based in Solihull.

We are proud to work with Söderberg & Partners, one of Europe's leading wealth management groups, combining exceptional personal service with innovative technology to deliver outstanding client outcomes.

This is an excellent opportunity for someone who enjoys working in a professional environment, has exceptional attention to detail and takes pride in delivering outstanding administrative support.

The Role

Working as part of our close-knit team, you will play a key role in supporting our advisers and paraplanners, ensuring that client work is processed accurately and efficiently throughout the advice journey.

The successful candidate will receive full training on our systems and processes and will become an important part of the day-to-day running of the practice.

Your responsibilities will include:

Maintaining accurate client records and managing workflows using the Plannr CRM system.
Preparing and processing client documentation.
Gathering and inputting client information into financial planning and tax calculation software.
Supporting the advice process by ensuring all data is accurate and up to date.
Liaising with product providers, clients and professional connections.
Monitoring cases and progressing them through to completion.
Maintaining excellent standards of record keeping and compliance.
Providing administrative support to advisers and paraplanners.
Learning our systems and processes to become a key member of the team.

About You

We are looking for someone who is highly organised, proactive and enjoys working in a busy, professional environment.

You will have:

Previous experience within Financial Services (essential).
Excellent attention to detail and accuracy.
Strong organisational and time management skills.
Excellent written and verbal communication skills.
Confidence using IT systems and learning new technology.
The ability to prioritise your workload and work on your own initiative.
A positive, flexible and professional attitude.
The ability to work both independently and as part of a team.
A willingness to learn and develop your knowledge of financial planning.

Experience of pensions, investments or wealth management administration would be preferred.

What We Offer

Flexible part-time hours.
Competitive salary dependent on experience.
Full training on the Plannr CRM system and internal processes.
Ongoing learning and professional development.
A friendly, collaborative and supportive working environment.
The opportunity to build a long-term career within a modern and growing wealth management practice.

If you have excellent attention to detail, enjoy working in Financial Services and are looking for a varied and rewarding role where you can continue to develop your career, we'd love to hear from you.

Following a successful probation period, along with system training completion, hybrid working will be considered.

Pay: £28,000.00-£32,000.00 per year

Benefits:

Company pension
Free parking
On-site parking
Referral programme

Application question(s):

Have you worked directly with pensions, investments, and inheritance tax planning?
Do you have at least 2 years of experience in the Financial Services or Wealth Management sector?
What 3 skills would you bring to this Senior Administrator role?

Work Location: In person

Quick apply

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financial administrator jobs in chelmsley wood, wmd

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