Financial administrator Work, Jobs in Knockin, Shr (with Salaries)

Financial Planning Administrator
Matrix Capital Limited —Shrewsbury
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
2d
Customer Service Administrator
Clarke & Wright —Shrewsbury
- From £25,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Accounting
- Free parking
- Annual leave
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4d
Logistics Administrator
Hays-Hiredonline —Shrewsbury
- Microsoft Word
- Microsoft Excel
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9d
Customer Service Administrator (Fixed Term)
Busch Vacuum Solutions —Telford
- Free parking
- Annual leave
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Pfeiffer Vacuum —Telford
- Free parking
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- Temporary
- Microsoft Word
- Microsoft Excel
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8d
Specialist Nurse Looked After Children
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3d

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financial administrator jobs near knockin, shr

Financial Planning Administrator

Matrix Capital Limited
Shrewsbury

Quick apply

Job details

Permanent | Full-time
£30,000 - £40,000 a year
2 days ago

Benefits

Free parking
Company pension
Transport links
On-site parking

Qualifications

Microsoft Word
Financial planning
Pension
Driving Licence
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Morningstar
Organisational skills
Communication skills

Full job description

The Role

As a Financial Planning Administrator, you will provide essential support to our financial planners and paraplanners. This role involves managing client service administration and ensuring smooth operations across the business.

About us

We are a small agile team of professionals but with a big reach. We have been privileged to receive many awards, including the STEP Financial Advisor Team of the Year. We were also exclusively appointed by NS&I to provide professional advice to the monthly £1m Premium Bonds Jackpot winners.

Our small team of highly qualified professionals are passionate about providing a high quality, responsive and personalised service which is entirely driven by the needs of our clients. We pride ourselves on being a safe pair of hands.

Our core values

Our values are at the core of what we do and how we work as a team. They include professionalism, courtesy, integrity and high standards.

Key Responsibilities:

Schedule and coordinate client meetings.
Process new business submissions, ensuring compliance and accurate documentation.
Maintain and update CRM and confidential financial planning records.
Act as the first point of contact for client queries and liaise with third-party providers.
Prepare client review reports and recommendation documents.
Manage letters of authority, policy information requests, fund switches, and transfers.
Support marketing, projects, client communications, and general office administration.

Note: We are currently based near Bridgnorth, but moving to new office premises on Shrewsbury Business Park (target date March 2026).

Requirements

About You

You are organised, proactive, and professional, with a passion for delivering high-quality work in a fast-paced environment. Honest and loyal with good interpersonal skills. A strong team player who is focussed on building relationships and getting results.

Essential Skills & Experience:

Ideally, a minimum of 3 years’ experience in financial planning or financial administration.
Strong understanding of financial planning, pensions, investments and protection products.
Excellent administrative and organisational skills with high attention to detail.
Proficient in Microsoft Office (Word, Excel, Outlook).
Strong written and verbal communication skills.
A sound understanding of compliance
Experience of using platforms and financial planning software.

Desirable:

Experience with tools such as O&M, Morningstar, SelectAPension, and financial platforms (e.g., Quilter, Transact, 7IM).
Familiarity with cashflow modelling tools (Cashcalc, Voyant).
Prior experience producing pension/investment illustrations and suitability letters.
A level 3 qualification or a willingness to study for professional qualifications.
Full driving licence.

Pay: £30,000.00-£40,000.00 per year

Benefits:

Company pension
Free parking
On-site parking
Transport links

Work Location: In person

Quick apply

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financial administrator jobs in knockin, shr

Financial Planning Administrator

Customer Service Administrator

Logistics Administrator

Customer Service Administrator (Fixed Term)

Customer Service Administrator (Fixed Term)

Purchase Ledger Administrator - Maternity Cover

Specialist Nurse Looked After Children

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