Financial administrator Work, Jobs in Newnham, Wor (with Salaries)

Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
Senior Administrator
BetPro IQ Limited —Halesowen
- £16,000 - £20,000 a year
- Part-time
- Administrative experience
- Organisational skills
- In-person
- Free parking
Quick apply
13d
Sales Administrator
MyWorkwear —Telford
- £27,052 a year
- Full-time
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Employee assistance programme
Quick apply
13h
PAYROLL ADMINISTRATOR/BOOKKEEPER
DUFFY REGAN LTD —Worcester
- £25,500 - £28,750 a year
- Full-time
- Analysis skills
- Accounting
- QuickBooks
- Free parking
Quick apply
6d
Technical Administrator
Sodexo —Hereford
- £27,500 - £28,500 a year
- Full-time
- Hospital
- Microsoft Office
- Administrative experience
- Employee assistance programme
- Employee discount
Quick apply
6d
Administrator
Nuffield Health —Hereford
- £25,038 a year
- Part-time
- IT
- Employee discount
- Gym membership
UNISON Branch Administrator
West Mercia Police —Droitwich
- £13,602 - £14,930 a year
- Part-time
- Hybrid work
- Annual leave
- Employee assistance programme
7d
Patient Administrator
Circle Health Group —Droitwich
- £24,947 a year
- Full-time
- Hospital
- Employee discount
- Life insurance
Administrator
Bowood Court & Mews Care Home —Redditch
- £14.33 an hour
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Employee discount
Quick apply
Administrator
Hays-Hiredonline —Wolverhampton
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
6d
Construction Plant Administrator
ETG Civil Engineering —Droitwich
- From £30,000 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Annual leave
Quick apply
Office Manager/Administrator
Clearance Guys —Dudley
- £24,420.00 - £39,432.83 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Management
Quick apply
11d
Costing Administrator Apprentice
Doocey Group —Tipton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Manual Billing Administrator
Rentokil Initial Group —Dudley
- £24,991 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Relocation assistance
- Annual leave
Quick apply
Legal Administrator - Birmingham
Right Legal Group —Rubery
- £21,160 - £24,785 a year
- Hospitality
- Microsoft Office
- Communication skills
Quick apply
6d
Student Administrator
LD Training Services —Dudley
- £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Office Junior/Administrator
FMC Fire & Safety —Tipton
- £10.85 - £12.71 an hour
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
6d
Payroll Bureau Pensions Administrator
Civica —Dudley
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Organisational skills
- Annual leave
- Referral programme
Quick apply
14d
Senior Payroll Administrator - Dudley
Xeinadin —Dudley
- Computer literacy
- Communication skills
- Tax experience
- Annual leave
- Employee assistance programme

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Private Wealth Administrator

AFH Financial Group -
Bromsgrove

Apply Now

Job details

Full-time

Benefits

Company pension

Qualifications

Microsoft Excel
Numeracy
Financial services
Communication skills

Full job description

Private Wealth Administrator

This is a fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits and hybrid working.

As a Private Wealth Administrator, you will be an integral part of the AFH Private Wealth team and will be responsible for all administrative duties as well as supporting and helping your colleagues to create and develop efficiencies across the business using all tools at your disposal, including XPlan and Nexus. You will be expected to manage your own workload, speaking to fellow staff members as well as directly with clients and other Wealth Managers (predominantly Pershing).

As a Private Wealth Administrator, you will be:

Processing new business and ongoing account management
Working alongside the Private Wealth Operations Manager, Client Executives, and other Administrators to ensure that all workload is prioritised and dealt with in a timely and efficient manner
A point of contact for clients, providers, and other members of the business
Processing the completion of transfers in and out
Loading and managing ongoing and initial fees on multiple platforms internally and externally
Posting deal reporting
Ensuring stock research is up to date
Creating and managing cash lists
Processing deceased cases i.e. probate and small estates
Dealing with the sale and transfers of shares
Conforming to timelines, demands, and shifting priorities through problem solving
Liaising with both internal and external stakeholders by telephone, letter, and e-mail
Managing the AFH Private Wealth direct phoneline with a confident telephone manner
Any other reasonable request made by the business.

What we are looking for in our ideal Private Wealth Administrator:

Strong numeracy, literacy and attention to detail
Good Microsft packages skills, specifically Excel
Experience in stockbroking/financial services preferred
Team player with strong communication and stakeholder‑management skills
Confident telephone manner
Proactive, organised and able to prioritise under pressure
Critical thinker with high accuracy
Able to work 08:00-16:30, Monday - Friday in line with the opening times of the UK stock market

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.

If you are interested in becoming a part of our growing community as our Private Wealth Administrator, get in touch and click ‘APPLY’ today. We look forward to hearing from!

Apply Now

Refine Your Search

financial administrator jobs in newnham, wor

Private Wealth Administrator

Senior Administrator

Sales Administrator

PAYROLL ADMINISTRATOR/BOOKKEEPER

Technical Administrator

Administrator

UNISON Branch Administrator

Patient Administrator

Administrator

Administrator

Construction Plant Administrator

Office Manager/Administrator

Costing Administrator Apprentice

Manual Billing Administrator

Legal Administrator - Birmingham

Student Administrator

Office Junior/Administrator

Payroll Bureau Pensions Administrator

Senior Payroll Administrator - Dudley

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