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

Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
12d
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Trainee Independent Financial Services Administrator
JPM Insurance Advisers Ltd —Halesowen
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
Client Advisory Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
11d
Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
2d
Financial Advisor
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Paraplanner
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £36,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Referral programme
Quick apply
8d
Financial Administrator (Droitwich)
Perspective Financial Group —Droitwich
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
11d
Pensions Officer
Pinsent Masons —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Financial Planner
Evelyn Partners —Birmingham
- Full-time
- Hybrid work
- Communication skills
Quick apply
Independent Financial Advisor
Jerroms —Halesowen
- Organisational skills
- Communication skills
Quick apply
Mathieson Consulting - Pensions Analyst
Royal Bank of Canada —Birmingham
- Full-time
- Microsoft Word
- Microsoft Excel
2d
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Communication skills
12d
Paraplanner
Charles Stanley —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
4d
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Office
- Mentoring
- Employee discount
10d
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
8d
Administrator - Employee Benefits
Mercer —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Financial Adviser
Partnership Recruitment —Norton Canes
- £35,000 a year
- Hybrid work
- Customer service
- Organisational skills
- Communication skills

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financial advisory occupations jobs near northfield, wmd

Financial Administrator

RGH‑Global Limited
Birmingham

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Job details

Permanent | Full-time
£25,000 - £35,000 a year
12 days ago

Qualifications

Microsoft Word
Pension
Microsoft Excel
Microsoft Outlook
Microsoft Office
Organisational skills
Financial services

Full job description

Overview
Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers and paraplanners by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful candidate will play a key role in providing an excellent client experience and enabling the smooth delivery of financial advice.

Key Responsibilities

Provide full administrative support to advisers and paraplanners.
Prepare and process new business applications, client reviews, and policy administration.
Maintain and update client records and financial planning systems with accuracy.
Produce valuations, illustrations, and reports as required.
Liaise with providers, clients, and other stakeholders to obtain policy information and updates.
Ensure compliance and regulatory requirements are met.
Handle correspondence via phone, email, and post, ensuring queries are dealt with promptly.
Support the preparation of client meetings, including producing packs and documentation.

About You

Previous experience in a financial services administration role (IFA/wealth management background desirable).
Strong knowledge of financial products (pensions, investments, protection) is an advantage.
Excellent organisational skills with high attention to detail and accuracy.
Confident communicator, able to liaise professionally with clients and providers.
Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning new systems.
Ability to prioritise tasks and work effectively under pressure.
A proactive team player with a positive, can-do attitude.

Apply Now

Refine Your Search

financial advisory occupations jobs in northfield, wmd

Financial Administrator

Paraplanner

Trainee Independent Financial Services Administrator

Client Advisory Analyst

Financial Administrator (Halesowen)