Financial advisory occupations 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
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
15h
Mathieson Consulting - Pensions Analyst
Royal Bank of Canada —Birmingham
- Full-time
- CRM software
- Computer skills
Financial Advisor
Partnership Recruitment —Warwick
- Up to £60,000 a year
- Hybrid work
- Business development
- Communication skills
- Annual leave
Client Advisory Analyst
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Research
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Client Services Executive (Financial Services)
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- English
- Analysis skills
- Organisational skills
- Free parking
- Flexitime
Quick apply
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
4d
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
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Financial services
- Communication skills
Investment Administrator - 12 month FTC
Quilter —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
11d
Wealth Planner - Wealth Management
Barclays —Birmingham
- Financial services
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
Financial Adviser
Partnership Recruitment —Cannock
- Customer service
- Business development
- Organisational skills
Investment Manager
Quilter —Birmingham
- Full-time
- Communication skills
Independent Financial Advisor
Jerroms —Halesowen
- Organisational skills
- Communication skills
Quick apply
Financial Administrator (Droitwich)
Perspective Financial Group —Droitwich
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Wealth Planning Administrator
Armstrongs Chartered Accountants —Nuneaton
- £27,000 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
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

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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 advisory occupations jobs in perry barr, wmd

Financial Administrator

Financial Adviser Administrator

Mathieson Consulting - Pensions Analyst

Financial Advisor

Client Advisory Analyst

Client Services Executive (Financial Services)

Private Wealth Administrator

Paraplanner / Trainee Paraplanner / Administrator

Senior Financial Planning Administrator

Wealth Management Administrator

Investment Administrator - 12 month FTC

Wealth Planner - Wealth Management

Administrator

Financial Adviser

Investment Manager

Independent Financial Advisor

Financial Administrator (Droitwich)

Financial Administrator (Halesowen)

Wealth Planning Administrator

Senior Administrator

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

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