Financial advisory support occupations Work, Jobs in Stourbridge, Wmd (with Salaries)

Trainee Independent Financial Services Administrator
JPM Insurance Advisers Ltd —Halesowen
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
Trainee Financial Adviser
Limegreen Marketing —Birmingham
- From £28,500 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
4d
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
5d
Client Advisory Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
4d
Financial Administrator (Droitwich)
Perspective Financial Group —Droitwich
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
4d
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
Business Administrator
Pinnacle Financial Planning —Redditch
- Up to £30,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Administrative experience
Quick apply
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Administrator - Employee Benefits
Mercer —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Office
Pensions Officer
Pinsent Masons —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Pensions Administrator
Broadstone Corporate Benefits Limited —Birmingham
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Birmingham
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Pensions Administrator
Isio Group —Birmingham
- Full-time
- Microsoft Office
- Organisational skills
- IT
IFA Administrator
Brumjobs —Sutton Coldfield
- £28,000 - £35,000 a year
- Customer service
- Organisational skills
- Financial services
2d
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Communication skills
5d
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Office
- Mentoring
- Employee discount
3d
Paraplanner
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £36,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Referral programme
Quick apply
1d
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply

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financial advisory support occupations jobs near stourbridge, wmd

Trainee Independent Financial Services Administrator

JPM Insurance Advisers Ltd
Halesowen

Quick apply

Job details

Full-time

Qualifications

Microsoft Excel
Microsoft Office
Organisational skills
Communication skills

Full job description

About Us

A firm of Independent Financial Advisers, at JPM Insurance Advisers Ltd, we help individuals and businesses navigate their financial futures and we pride ourselves on always giving our customers an exceptional client service.

We don't expect you to know everything about the financial world on day one, however, we are looking for someone with the right mindset, attitude, personality and a drive to learn to join our growing Financial Services team.

The Role

As a Trainee Financial Services Administrator, you will become a member of a client-facing team. This is an entry level/foundation role designed specifically for someone looking to understand the inner workings of wealth management, financial planning, and investment services. You will learn on the job the regulatory framework to be followed, alongside the client management systems and business processes we follow.

What You'll Do

Client Onboarding & Administration: Prepare, process, and track client application forms, ensuring compliance with strict regulatory standards (like KYC/Know Your Customer and AML/Anti-Money Laundering, and Consumer Duty).
Data & Systems Management: Maintain accurate client records within our CRM (Customer Relationship Management - Intelliflo) platform and portfolio management systems.
Reporting Support: Assist financial advisers in compiling valuation reports, annual reviews, and presentation materials for high-net-worth clients.
Query Resolution: Act as a reliable point of contact for routine administrative queries from clients, providers, and financial advisers.

Who You Are

Tech-Savvy: You possess strong baseline skills in Microsoft Office (especially Excel) and learn new software and digital tools quickly.
An Adaptable Communicator: You can explain complex details clearly, whether writing an email to a provider or speaking to a teammate.
Proactive & Curious: You don’t just execute tasks; you want to understand why they matter to the broader business strategy.
Personable: You are an effective communicator, both verbally and written and will be happy working alongside your colleagues as a member of a team.

What We Offer You

Professional Qualification Support: We fully fund and support study leave for industry-recognized certifications, such as the CII.
Career Progression: on the job training and the opportunity to study the CII qualifications to advance your career into roles such as Paraplanner, or Financial Advisor.
Perks: The role comes with 20 days holiday entitlement increasing to 25
Working Hours: 9am to 5pm Monday to Thursday with an hour for lunch & 8am to 1.30 Friday

Job Type: Full-time

Work Location: In person

Quick apply

Refine Your Search

financial advisory support occupations jobs in stourbridge, wmd

Trainee Independent Financial Services Administrator

Trainee Financial Adviser

Financial Administrator

Client Advisory Analyst

Financial Administrator (Droitwich)

Senior Administrator

Business Administrator

Paraplanner

Administrator - Employee Benefits

Senior Financial Planning Administrator

IFA Administrator

Pensions Officer

Pensions Administrator

Senior Pensions Administrator

Pensions Administrator

IFA Administrator

Wealth Management Administrator

Paraplanning Manager

Paraplanner

Administrator

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