Finance Work, Jobs in Perry Barr, Wmd (with Salaries)

Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Independent Member of the Audit, Risk and Assurance Committee
West Midlands Combined Authority —Birmingham
- £3,151 a month
- Communication skills
1d
Insurance Account Handler
Gallagher —Brierley Hill
- Up to £36,000 a year
- Full-time
- Communication skills
- Free parking
- Life insurance
Quick apply
Internal Sales/Accounts Person
Polyfibre UK Ltd —Aston
- From £27,000 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
- Profit sharing
- Life insurance
Quick apply
17h
Business Analyst
Homes England —Birmingham
- £39,933 - £53,213 a year
- Full-time
- Hybrid work
- Agile
- Annual leave
- Employee assistance programme
11d
Account Manager – Strategic Accounts
BELFOR UK Ltd —Tamworth
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Travel
Quick apply
Dispute Resolution Services - Universal Credit Decision Maker - Executive Officer - National
Department for Work and Pensions —Birmingham
- £32,137 a year
- Overtime
- Hybrid work
- Presentation skills
- Travel
- In-person
- Annual leave
- Employee assistance programme
14d
Account Handler
NFP Corp —Birmingham
- Full-time
- Hybrid work
- Computer literacy
- Organisational skills
- Computer skills
- Annual leave
- Employee discount
Junior Cost Controller
Balfour Beatty Vinci —Birmingham
- Full-time
- Analysis skills
- Travel
- Free parking
Business Analyst
Devi Technologies —Birmingham
- £50,000 - £55,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Business
Quick apply
FP&A Analyst
Shoosmiths —Birmingham
- Analysis skills
- Budgeting
- Communication skills
Bullion Trader Account Manager
Jewellery Quarter Bullion Ltd —Birmingham
- Up to £35,000 a year
- Full-time
- CRM software
- Sales
- Financial services
- Sick pay
Quick apply
11d
Administration Consulting Analyst
Hymans Robertson LLP —Birmingham
- £29,000 - £43,000 a year
- Full-time
- Hybrid work
- Business development
- Analysis skills
- Continuous improvement
Quick apply
13d
Accounts Payable Assistant - 12 month FTC
Pinsent Masons —Birmingham
- Full-time
- Computer literacy
- Communication skills
6d
Assistant Retail Property Analyst
Signet —Birmingham
- Full-time
- Communication skills
- Employee discount
Visiting Lecturer - Business School - Department of Accountancy, Finance and Economics
Birmingham City University —Birmingham
- Part-time
- Teaching
Logistics Financial Analyst
turbo snail ltd. —Birmingham
- £34,000 - £37,000 a year
- Full-time
- In-person
- Business
Quick apply
6d
Banking Representative - Birmingham/Solihull
Metro Bank PLC —Birmingham
- £26,230 a year
- Full-time
- Computer skills
- Banking
Senior Business Analyst - ToM
Homes England —Birmingham
- £51,076 - £59,570 a year
- Full-time
- Hybrid work
- Presentation skills
- Agile
- Annual leave
- Employee assistance programme
14d
Controllers, Non-Financial Regulatory Position Reporting, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Analysis skills
- Bachelor's degree
- Organisational skills
- Employee assistance programme
11d

I want to receive the latest job alerts for finance in perry barr, wmd

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Administrator

RGH‑Global Limited
Birmingham

Apply Now

Job details

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

Qualifications

Microsoft Word
Investment
Pension
Stakeholder liaison
Administrative support experience
Microsoft Office Suite
Compliance management
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

finance jobs in perry barr, wmd

Financial Administrator

Independent Member of the Audit, Risk and Assurance Committee

Insurance Account Handler

Internal Sales/Accounts Person

Business Analyst

Account Manager – Strategic Accounts

Dispute Resolution Services - Universal Credit Decision Maker - Executive Officer - National

Account Handler

Junior Cost Controller

Business Analyst

FP&A Analyst

Bullion Trader Account Manager

Administration Consulting Analyst

Accounts Payable Assistant - 12 month FTC

Assistant Retail Property Analyst

Visiting Lecturer - Business School - Department of Accountancy, Finance and Economics

Logistics Financial Analyst

Banking Representative - Birmingham/Solihull

Senior Business Analyst - ToM

Controllers, Non-Financial Regulatory Position Reporting, Associate, Birmingham

I want to receive the latest job alerts for finance in perry barr, wmd

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected