Executive administrator Work, Jobs in Minworth, War (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
3d
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
Estate Agent- Aftersales Consultant
AP Morgan Limited —Solihull
- £28,000 a year
- Full-time
- CRM software
- Administrative experience
- In-person
- Employee assistance programme
Quick apply
13d
Team Assistant
The Wilkes Partnership LLP —Birmingham
- £25,000 - £27,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Administrative experience
- Health & wellbeing programme
- Employee discount
Quick apply
5d
Executive Assistant
Crestview Capital Partners —Birmingham
- £32,000 - £42,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Health & wellbeing programme
- Flexitime
Quick apply
4d
Executive Assistant & Business Administrator
Apollo Home Healthcare —Wolverhampton
- Part-time
- Research
- Travel
- AI
- Annual leave
Quick apply
Social Media & Marketing Executive
Roger Dyson Ltd —Droitwich
- £26,000 - £31,000 a year
- Full-time
- Social media management
- In-person
- Communication skills
- Free parking
Quick apply
13d
Corporate Assurance Officer - Legal Aid Agency
Ministry of Justice —Birmingham
- £20,001 - £40,000 a year
- Part-time
- Hybrid work
- Presentation skills
- Organisational skills
- Annual leave
- Employee discount
10d
Business Administration Apprentice
Mears Group —Birmingham
- £8.26 - £13.21 an hour
- Full-time
- English
- Maths
- Data entry
- Annual leave
- Employee discount
5h
Client Services Executive - GFC Governance
Anthony Collins Solicitors —Birmingham
- Full-time
- Hybrid work
- Writing skills
- Organisational skills
- Typing
Digital Operations & Supplier Assurance Support Officer
Midlands Partnership University NHS Foundation Trust —Stafford
- £28,392 - £31,157 a year
- Full-time
- Human resources
9d
Product & Sales Operations Administrator FTC 12mths
Tipton & Coseley Building Society —Tipton
- £13.45 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Social media management
- Free parking
- Annual leave
Quick apply
4d
Client Services Executive - GFC Governance
Anthony Collins —Birmingham
- Full-time
- Hybrid work
- Writing skills
- Organisational skills
- Typing
Quick apply
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
7d
Sales Administrator
Lookers —Wolverhampton
- £24,853 - £26,250 a year
- Full-time
- Computer literacy
- Computer skills
- Annual leave
Quick apply
5d
ServiceNow Pre-Sales & Assurance Consultant
Methods Business and Digital Technology —Birmingham
- Full-time
- Hybrid work
- Business development
- Mentoring
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Client Services Executive
Anthony Collins —Birmingham
- Hybrid work
- Writing skills
- Organisational skills
- Typing
Quick apply
Senior Manager, Customer Success Engineering
Veeam Software —Birmingham
- Remote
- Leadership
- Annual leave
- Employee assistance programme
13d
Director of Operations
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Management
- Continuous improvement
- Financial services
- Annual leave
- Employee assistance programme
Quick apply
10d

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Senior Administrator
Temple Row Wealth Management —Sutton Coldfield
Client-facing customer service: 3 years (preferred). Is confident using technology and learning new systems. Tracking outstanding actions and ensuring nothing…
£27,000 - £29,000 a year
Quick apply
Retail Administration Co-ordinator
Birmingham Hospice —Birmingham
The Retail Administration Co-ordinator will be part of an administration teams that delivers high quality support to the retail central operation, senior retail…
£24,852 - £27,293 a year
Quick apply

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Financial Adviser Administrator

Temple Row Wealth Management
Sutton Coldfield

Quick apply

Job details

Permanent | Full-time
£27,000 - £29,000 a year
3 days 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

executive administrator jobs in minworth, war

Financial Adviser Administrator

Senior Administrator

Estate Agent- Aftersales Consultant

Team Assistant

Executive Assistant

Executive Assistant & Business Administrator

Social Media & Marketing Executive

Corporate Assurance Officer - Legal Aid Agency

Business Administration Apprentice

Client Services Executive - GFC Governance

Digital Operations & Supplier Assurance Support Officer

Product & Sales Operations Administrator FTC 12mths

Client Services Executive - GFC Governance

Private Wealth Administrator

Sales Administrator

ServiceNow Pre-Sales & Assurance Consultant

Client Services Executive

Senior Manager, Customer Success Engineering

Director of Operations

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