financial advisory support occupations Work, Jobs in england (with Salaries)

Client Services Administrator
Simpson Recruitment Services —Sutton Coldfield
- £28,000 - £30,000 a year
- Customer service
- Microsoft Office
- Financial services
- Free parking
- Flexible schedule
7d
SJP Financial Administrator
Financial Divisions —Horsham
- £30,000 - £38,000 a year
3d
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
7d
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
1d
Graduate Scheme - Financial Services
Reeves Independent —Newcastle upon Tyne
- £26,500 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Organisational skills
Quick apply
Dutch Client Service Associate
Fisher Investments Europe —London
- Full-time
- Hybrid work
- English
- Bachelor's degree
- No degree
- Annual leave
- Work from home
12 month FTC Private Banking Assistant – Leading Global Private Bank
Stephen Bell Associates —London
- Call to connect
- Administrative experience
- Communication skills
- Banking
Financial Planning Administrator
Artemis Recruitment Consultants Ltd —Reading
- £25,000 - £35,000 a year
- Microsoft Office
- Administrative experience
- Organisational skills
13d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
12d
Financial Administrator (Ipswich)
Perspective Financial Group —Ipswich
- Monday to Friday
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Advisory Specialist - Private Banking & Wealth
HSBC Global Services Limited —London
- Full-time
- Sales
- Communication skills
6d
Financial Services Administration Support
Willday Wealth Management —Leicester
- £25,500 - £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Gym membership
Quick apply
6d
Financial Services Administrator
Barker Sutcliffe & Associates Ltd —Skipton
- £14 - £17 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
21h
Financial Services Administrator
Mulberry Recruitment —Farnborough
- £27,000 - £32,000 a year
- Customer service
- Administrative experience
- Organisational skills
13d
Trainee Financial Adviser
Douglas Steers & Company —Bristol
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
5d
Technical Administrator - Financial Planning
Ellis James Partners Ltd —Canford Cliffs
- £26,000 - £30,000 a year
- Microsoft Office
- Administrative experience
- Communication skills
2d
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Annual leave
- Employee assistance programme
CEDA Technical Support Officer
Citizens Advice —Grantham
- £23,914.80 - £24,492.00 a year
8d
Financial Services Administrator
Inspire Resourcing Ltd —Nottingham
- Microsoft Office
- Organisational skills
- Communication skills
Danish Client Service Associate
Fisher Investments Europe —London
- Full-time
- Hybrid work
- English
- Bachelor's degree
- No degree
- Annual leave
- Work from home

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financial advisory support occupations jobs near england

Client Services Administrator

Simpson Recruitment Services -
Sutton Coldfield

Apply Now

Job details

Permanent
£28,000 - £30,000 a year
7 days ago

Benefits

Free parking
Flexible schedule

Qualifications

Customer service
Microsoft Office
Financial services
Communication skills

Full job description

Posted: 27/05/26 Recruiter: Simpson Recruitment Services Reference: 3114742019 Type: Permanent Salary: £28,000 - £30,000 Annual 4 day week Location: Sutton Coldfield, West Midlands Description:

Our client, a boutique wealth management firm in Sutton Coldfield is looking for an organised, client-focused professional to join a small team with high-standards.

As Client Account Executive, you will be the primary point of contact for clients and financial providers, managing relationships, processing financial administration and supporting new business activity.

What you will do

Manage day-to-day client communication by phone and email, ensuring all enquiries are acknowledged and resolved promptly

Schedule and track client review meetings and maintain proactive contact with the client base

Process financial transactions, contributions, withdrawals and account updates across pensions and investment platforms with a high degree of accuracy

Prepare client-facing documentation, reports and correspondence to a consistently professional standard

Ensure adviser charges are correctly set up, tracked and reconciled monthly

Maintain pipeline and client records within Xplan CRM

What you will bring

At least three years' experience in a client-facing or customer service role

Strong written communication skills with genuine attention to detail

Confident with Microsoft Office and comfortable learning new systems

Well organised, self-managing and able to prioritise under pressure

Experience in financial services administration is desirable but not essential

Why this role?

The firm operates a four-day working week around 30 hours, Monday to Thursday.

You will work in a small, professional environment where high standards are expected and good work is recognised.

A structured professional development pathway is in place, with exam costs reimbursed and a salary review on qualification.

Salary 28,000 to 30,000 depending on experience.

Flexible start / end times

Based in Sutton Coldfield easy for public transport / free parking

To apply, please send your CV to Gary Simpson

Apply Now

Refine Your Search

financial advisory support occupations jobs in england

Client Services Administrator

SJP Financial Administrator

Private Wealth Administrator

Senior Financial Planning Administrator

Graduate Scheme - Financial Services

Dutch Client Service Associate

12 month FTC Private Banking Assistant – Leading Global Private Bank

Financial Planning Administrator

Associate Financial Advisor - Hybrid

Financial Administrator (Ipswich)

Advisory Specialist - Private Banking & Wealth

Financial Services Administration Support

Financial Services Administrator

Financial Services Administrator

Trainee Financial Adviser

Technical Administrator - Financial Planning

Client Support Administrator

CEDA Technical Support Officer

Financial Services Administrator

Danish Client Service Associate

I want to receive the latest job alerts for financial advisory support occupations in england

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