Financial administrator 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
Trainee Paraplanner
Quilter —Birmingham
- Full-time
- Microsoft Word
- Communication skills
- Analytics
9h
Legal Administrator Birmingham
Bevan Brittan —Birmingham
- Monday to Friday
- Computer literacy
- Communication skills
- Employee assistance programme
Commercial Administrator
VINCI Energies —Birmingham
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
4d
Investment Administrator - 12 month FTC
Quilter —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
15h
Administrator
E-ACT Shenley Academy —Birmingham
- £23,226.59 - £25,195.30 a year
- Part-time
- Microsoft Outlook
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Estate Planning and Financial Services Administrator, 9am-5pm (8-4pm on Fridays)
Dunham McCarthy Ltd —Stafford
- From £25,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Free parking
Quick apply
10d
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Financial services
- Communication skills
Framework Administrator
Frankham —Birmingham
- Full-time
- Microsoft Outlook
- Continuous improvement
- Organisational skills
- Annual leave
- Work from home
11d
Patient Administrator (Bank)
Circle Health Group —Birmingham
- £12.71 an hour
- Part-time
- Hospital
- Computer literacy
- Administrative experience
- Annual leave
7d
Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
11d
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
11d
Administrator
GreenSquareAccord —Birmingham
- £24,455 a year
- Microsoft Outlook
- Organisational skills
- Contracts
- Annual leave
- Employee assistance programme
Quick apply
10d
Legal Finance Administrator
Higgs LLP —Brierley Hill
- Time management
Quick apply
Commercial Administrator
Omexom UK —Birmingham
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
5d
Operations Support Administrator
NECSWS —Birmingham
- Full-time
- CRM software
- Continuous improvement
- Organisational skills
- Annual leave
Quick apply
11d
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £34,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Annual leave
Quick apply
Case Administrator - Complex Injury
DAC Beachcroft —Birmingham
- Computer literacy
- Administrative experience
- Computer skills
Quick apply

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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

financial administrator jobs in perry barr, wmd

Financial Administrator

Trainee Paraplanner

Legal Administrator Birmingham

Commercial Administrator

Investment Administrator - 12 month FTC

Administrator

Senior Financial Planning Administrator

Estate Planning and Financial Services Administrator, 9am-5pm (8-4pm on Fridays)

Wealth Management Administrator

Framework Administrator

Patient Administrator (Bank)

Financial Administrator (Halesowen)

Paraplanner / Trainee Paraplanner / Administrator

Senior Administrator

Administrator

Legal Finance Administrator

Commercial Administrator

Operations Support Administrator

Senior Administrator

Case Administrator - Complex Injury

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

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