Senior financial administrator Work, Jobs in Shirley, Wmd (with Salaries)

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
1d
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Senior Quantity Surveyor
Kier Group —Solihull
- Full-time
- Oracle
- Driving
- Contracts
- Flexible schedule
Senior Administrator - School of Biosciences - 107673 - Grade 5
University of Birmingham —Birmingham
- £30,062 - £35,883 a year
- Full-time
- Microsoft Powerpoint
- ERP systems
- Microsoft Office
- Annual leave
- Sick pay
2d
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Financial Planning Office Manager/ Supervisor
Rothesay Bennett Financial Planning —Coventry
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
Investment Support Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Outlook
- Employee discount
4d
Senior Finance Officer - College of Medicine and Health - 107619 - Grade 6
University of Birmingham —Birmingham
- £33,002 - £39,906 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Office
- Analysis skills
- Annual leave
- Sick pay
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
5d
Senior Project Administrator -School of Engineering - 107661 - Grade 5 - 9590
University of Birmingham —Birmingham
- £31,900 a year
- Part-time
- Microsoft Powerpoint
- ERP systems
- Microsoft Office
- Annual leave
- Sick pay
8d
Case Administrator Supervisor - Casualty Injury
DAC Beachcroft —Birmingham
- Microsoft Excel
- Management
- Analysis skills
Quick apply
10d
Senior Project Manager
Gleeds —Birmingham
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
3d
Senior Payroll Administrator - Dudley
Xeinadin —Dudley
- Computer literacy
- Communication skills
- Tax experience
- Annual leave
- Employee assistance programme
Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Communication skills
- Employee assistance programme
5d
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £27,000 - £30,000 a year
- Full-time
- Microsoft Office
5d
Graduate Data Administrator
Inspired Thinking Group (ITG) —Birmingham
- Part-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- IT
- Employee assistance programme
- Employee discount
Quick apply
Senior Associate
Interpath Advisory —Birmingham
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Senior Estimator - Birmingham
Galldris —Birmingham
- Civil engineering
- Organisational skills
- IT
- Referral programme
Assistant Manager - Restructuring
bk plus —Walsall Wood
- Full-time
- Supervising experience
- Organisational skills
- Leadership
- Employee assistance programme
- Employee discount
Quick apply
Apprentice Private Client Administrator
Countrywide Tax & Trust Cooperation —Leamington Spa
- From £9 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
9d

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Senior Administrator

Derek Mills Wealth Consultancy
Solihull

Quick apply

Job details

Permanent | Part-time
£28,000 - £32,000 a year
1 day ago

Benefits

Free parking
Company pension
Referral programme
On-site parking

Qualifications

CRM software
Financial planning
Pension
Report writing
Microsoft Excel
Customer service
Microsoft Office
Administrative experience
Organisational skills
IT
Financial services
Communication skills
Time management
Office experience

Full job description

Senior Administrator

Part-Time
Salary: Competitive and dependent on experience (pro rated based upon hours worked)

Join an award-winning Wealth Management Practice

An exciting opportunity has arisen for an experienced Senior Administrator to join our friendly and highly successful wealth management practice based in Solihull.

We are proud to work with Söderberg & Partners, one of Europe's leading wealth management groups, combining exceptional personal service with innovative technology to deliver outstanding client outcomes.

This is an excellent opportunity for someone who enjoys working in a professional environment, has exceptional attention to detail and takes pride in delivering outstanding administrative support.

The Role

Working as part of our close-knit team, you will play a key role in supporting our advisers and paraplanners, ensuring that client work is processed accurately and efficiently throughout the advice journey.

The successful candidate will receive full training on our systems and processes and will become an important part of the day-to-day running of the practice.

Your responsibilities will include:

Maintaining accurate client records and managing workflows using the Plannr CRM system.
Preparing and processing client documentation.
Gathering and inputting client information into financial planning and tax calculation software.
Supporting the advice process by ensuring all data is accurate and up to date.
Liaising with product providers, clients and professional connections.
Monitoring cases and progressing them through to completion.
Maintaining excellent standards of record keeping and compliance.
Providing administrative support to advisers and paraplanners.
Learning our systems and processes to become a key member of the team.

About You

We are looking for someone who is highly organised, proactive and enjoys working in a busy, professional environment.

You will have:

Previous experience within Financial Services (essential).
Excellent attention to detail and accuracy.
Strong organisational and time management skills.
Excellent written and verbal communication skills.
Confidence using IT systems and learning new technology.
The ability to prioritise your workload and work on your own initiative.
A positive, flexible and professional attitude.
The ability to work both independently and as part of a team.
A willingness to learn and develop your knowledge of financial planning.

Experience of pensions, investments or wealth management administration would be preferred.

What We Offer

Flexible part-time hours.
Competitive salary dependent on experience.
Full training on the Plannr CRM system and internal processes.
Ongoing learning and professional development.
A friendly, collaborative and supportive working environment.
The opportunity to build a long-term career within a modern and growing wealth management practice.

If you have excellent attention to detail, enjoy working in Financial Services and are looking for a varied and rewarding role where you can continue to develop your career, we'd love to hear from you.

Following a successful probation period, along with system training completion, hybrid working will be considered.

Pay: £28,000.00-£32,000.00 per year

Benefits:

Company pension
Free parking
On-site parking
Referral programme

Application question(s):

Have you worked directly with pensions, investments, and inheritance tax planning?
Do you have at least 2 years of experience in the Financial Services or Wealth Management sector?
What 3 skills would you bring to this Senior Administrator role?

Work Location: In person

Quick apply

Refine Your Search

senior financial administrator jobs in shirley, wmd

Senior Administrator

Senior Financial Planning Administrator

Senior Quantity Surveyor

Senior Administrator - School of Biosciences - 107673 - Grade 5

Senior Financial Planning Administrator

Financial Planning Office Manager/ Supervisor

Investment Support Administrator

Senior Finance Officer - College of Medicine and Health - 107619 - Grade 6

Senior IFA Administrator

Senior Project Administrator -School of Engineering - 107661 - Grade 5 - 9590

Case Administrator Supervisor - Casualty Injury

Senior Project Manager

Senior Payroll Administrator - Dudley

Senior Paraplanner

IFA Administrator

Graduate Data Administrator

Senior Associate

Senior Estimator - Birmingham

Assistant Manager - Restructuring

Apprentice Private Client Administrator

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