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

Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
9d
Client Advisory Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
8d
Financial Administrator (Droitwich)
Perspective Financial Group —Droitwich
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
8d
Senior Administrator
JPA Financial Planning —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Free parking
- Flexible schedule
Quick apply
9h
Senior Administrator
JPA Financial Planning Limited —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Free parking
Quick apply
9h
Administrator (Maternity Cover)
planr financial planning ltd —Bromsgrove
- £25,500 - £29,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Flexible schedule
Quick apply
3d
Business Administrator
Pinnacle Financial Planning —Redditch
- Up to £30,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Administrative experience
Quick apply
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Financial Adviser
Partnership Recruitment —Norton Canes
- £35,000 a year
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Administrator - Employee Benefits
Mercer —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
9d
Pensions Officer
Pinsent Masons —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Office
- Mentoring
- Employee discount
7d
Associate Pensions Consultant
Gallagher Benefit Services —Birmingham
- Microsoft Office
- Communication skills
- Employee stock purchase plan
- Life insurance
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Communication skills
9d
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
5d
Pensions Administrator
Broadstone Corporate Benefits Limited —Birmingham
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Birmingham
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply

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financial advisory occupations jobs near darlaston, wmd

Financial Administrator

RGH‑Global Limited
Birmingham

Apply Now

Job details

Permanent | Full-time
£25,000 - £35,000 a year
9 days ago

Qualifications

Microsoft Word
Pension
Microsoft Excel
Microsoft Outlook
Microsoft Office
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 occupations jobs in darlaston, wmd

Financial Administrator

Client Advisory Analyst

Financial Administrator (Droitwich)

Senior Administrator

Senior Administrator

Administrator (Maternity Cover)

Business Administrator

Senior Financial Planning Administrator

Financial Adviser

Paraplanner

Administrator - Employee Benefits

IFA Administrator

Pensions Officer

Paraplanning Manager

Associate Pensions Consultant

Wealth Management Administrator

Senior Administrator

Pensions Administrator

Senior Pensions Administrator

Administrator

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