financial administrator Work, Jobs in redditch, wor (with Salaries)

Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
7d
Corporate Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Excel
- Organisational skills
- Communication skills
- Employee discount
13d
T&C Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
6d
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
1d
Trainee Pensions Administrator
Broadstone Corporate Benefits —Redditch
- Full-time
- Financial services
- In-person
- School
- Employee discount
Quick apply
6d
Business Support Administration Manager
Berkley Care Group —Leamington Spa
- £42,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Employee discount
Financial Administrator (Droitwich)
Perspective Financial Group —Droitwich
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
8d
Finance Administrator
SF-Partner Hiredonline —St. Alphege
- Temporary
- Microsoft Excel
- Microsoft Office
- Accounting
2d
Purchase Ledger Administrator
M3 Global Flood Technologies Ltd —Worcester
- £28,000 - £30,000 a year
- Full-time
- Microsoft Outlook
- Administrative experience
- Accounting
- Free parking
Quick apply
Concierge - Estate Administrator
Centrick —Shirley South
- £22,000 - £24,000 a year
- Full-time
- Customer service
- Communication skills
- Sick pay
Quick apply
12d
Accounts Assistant
Creative Paper Products Ltd —Tamworth
- £24,420 - £32,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Accounting
- Free parking
Quick apply
3d
Part-Time Administrator
Pertemps Coventry Commercial —Warwick
- £30,000 - £36,000 a year
- Call to connect
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Patient Administrator
Circle Health Group —Droitwich
- £24,947 a year
- Full-time
- Hospital
- Employee discount
- Life insurance
Senior Administrator
PHOENIX Healthcare Distribution Limited —Birmingham
- £28,000 - £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Communication skills
- Annual leave
- Employee assistance programme
HR Administrator
Dignus Group —Walsall
- £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid training
- Employee assistance programme
Faculty Administrator
South and City College Birmingham —Birmingham
- £25,734 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
13d
Compliance Administrator (Audit)
Royal Life Saving Society UK —Worcester
- £24,691 a year
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
- Free parking
- Health & wellbeing programme
Quick apply
13d
Legal Support Administrator
Irwin Mitchell —Birmingham
- Communication skills
- Time management
1d
Administrator
Bupa —Worcester
- £26,800 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Employee discount
- Gym membership
Quick apply
Team Administrator
High Speed Two (HS2) —Birmingham
- £23,000 - £27,059 a year
- Full-time
- Microsoft Outlook
- Travel
- Organisational skills
2d

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financial administrator jobs near redditch, wor

Private Wealth Administrator

AFH Financial Group -
Bromsgrove

Apply Now

Job details

Full-time
7 days ago

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 redditch, wor

Private Wealth Administrator

Corporate Administrator

T&C Administrator

Senior Financial Planning Administrator

Trainee Pensions Administrator

Business Support Administration Manager

Financial Administrator (Droitwich)

Finance Administrator

Purchase Ledger Administrator

Concierge - Estate Administrator

Accounts Assistant

Part-Time Administrator

Patient Administrator

Senior Administrator

HR Administrator

Faculty Administrator

Compliance Administrator (Audit)

Legal Support Administrator

Administrator

Team Administrator

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