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

Financial Adviser Administrator
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
- Annual leave
Quick apply
18h
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Client Services Executive (Financial Services)
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- English
- Analysis skills
- Organisational skills
- Free parking
- Flexitime
Quick apply
Client Advisory Analyst
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Research
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
4d
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
Senior Administrator
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Free parking
- Flexitime
Quick apply
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Financial services
- Communication skills
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Wealth Planning Administrator
Armstrongs Chartered Accountants —Nuneaton
- £27,000 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Financial Planning Administrator
Acorn to Oaks Financial Services ltd —Willenhall
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Financial services
- Free parking
- Profit sharing
Quick apply
1d
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Client Relationship Executive
Nova Horizon Investments —Birmingham
- £28,500 - £30,000 a year
- Full-time
- CRM software
- Organisational skills
- Financial services
Quick apply
3d
Apprentice Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Maths
- School
- Employee discount
Practice Administrator
Bridgegate Wealth Management —Kenilworth
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- English
- Free parking
- Bereavement leave
Quick apply
4d
Pensions Administrator
Broadstone Corporate Benefits Limited —Birmingham
- Full-time
- Customer service
- Continuous improvement
- Communication skills
- Health & wellbeing programme
- Employee discount
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Senior Pension Administrator
First Actuarial —Birmingham
- Hybrid work
- Communication skills
- Employee stock purchase plan
- Life insurance

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financial advisory support occupations jobs near kingstanding, wmd

Financial Adviser Administrator

Temple Row Wealth Management
Sutton Coldfield

Quick apply

Job details

Permanent | Full-time
£27,000 - £29,000 a year
18 hours ago

Benefits

Free parking
Financial planning services
Annual leave
Company pension
On-site parking

Qualifications

Microsoft Powerpoint
Microsoft Word
CRM software
Investment
Financial planning
Pension
Meeting coordination
Client engagement
Canva
Organisational skills
Customer interaction
Communication skills

Full job description

Helping someone feel confident about their financial future starts long before an investment decision is made. As a Client Account Executive at Temple Row Wealth Management, you'll be the person clients trust to keep things moving, answer their questions and make sure every detail of their experience is handled with care.

We help individuals and families build the life they want to live by bringing clarity, confidence and peace of mind to their finances. You'll sit at the heart of our Temple Row Client Experience, working closely with our Wealth Manager while building genuine relationships with clients and prospective clients and ensuring they feel informed, organised and supported throughout their journey.

What’s in it for you

· £27,000–£29,000 salary, depending on your experience.
· A four-day working week, Monday to Thursday, giving you a three-day weekend every week.
· 23 days' annual leave, including Bank Holidays.
· Your anniversary day off each year, fully paid.
· A company pension scheme.
· A varied position where you'll develop your knowledge of wealth management while taking real ownership of the client experience.

Your responsibilities in this role:

· Support the Wealth Manager throughout the advice process, coordinating meetings, preparing documentation and ensuring agreed actions are progressed.
· Act as the day-to-day contact for clients, handling communications and liaising with pension providers, investment platforms and insurance companies to resolve queries.
· Manage investment administration, including contributions, withdrawals, transfers, new business applications and onboarding documentation.
· Prepare review packs, valuations and meeting information, while maintaining accurate records, letters of authority and provider correspondence.
· Track multiple cases and outstanding actions, identifying potential issues early and taking ownership through to completion.
· Support prospective clients, business development activity and internal improvement projects that strengthen the Temple Row Client Experience.

What we’re looking for:

· Proven experience within a client-facing position involving the management of multiple clients, cases and competing priorities.
· Experience using a CRM or database system; knowledge of Xplan would be particularly relevant.
· Strong Microsoft Word, Excel and Outlook skills, with Adobe, PowerPoint or Canva experience also useful.
· Excellent organisational and diary management skills, with the ability to maintain accuracy while handling multiple priorities.
· Strong written and verbal communication skills, including experience handling sensitive or detailed client conversations professionally.

You'll be joining an office-based team in Sutton Coldfield where high standards of service matter and where your work directly influences how clients feel about their financial future.

Working hours: Monday to Thursday, 8:00am–4:00pm. This is predominantly office-based, with very limited remote working.

Pay: £27,000.00-£29,000.00 per year

Benefits:

Company pension
Financial planning services
Free parking
On-site parking

Work Location: In person

Quick apply

Refine Your Search

financial advisory support occupations jobs in kingstanding, wmd

Financial Adviser Administrator

Financial Administrator

Client Services Executive (Financial Services)

Client Advisory Analyst

Private Wealth Administrator

Paraplanner / Trainee Paraplanner / Administrator

Senior Administrator

Administrator

Wealth Management Administrator

Senior Financial Planning Administrator

Wealth Planning Administrator

Financial Administrator (Halesowen)

Financial Planning Administrator

IFA Administrator

Client Relationship Executive

Apprentice Pensions Administrator

Practice Administrator

Pensions Administrator

Senior Paraplanner

Senior Pension Administrator

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