Financial services administrator Work, Jobs in Studley, War (with Salaries)

Annual Review IFA Administrator
Whateley Wealth Management —Bromsgrove
- £25,000 - £28,000 a year
- 8 hour shift
- Microsoft Office
- Analysis skills
- Organisational skills
- Relocation assistance
- Flexitime
Quick apply
3d
Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
Business Administrator
Pinnacle Financial Planning —Redditch
- Up to £30,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Administrative experience
Quick apply
Conveyancing Legal Assistant
Eventus Recruitment Group —Redditch
- £26,000 - £28,000 a year
- Call to connect
- Administrative experience
- Organisational skills
- IT
- Employee assistance programme
Financial Services Administrator
Rothesay Bennett Financial Planning —Coventry
- From £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Annual leave
Quick apply
4d
Junior Financial Services Administrator
Rothesay Bennett Financial Planning —Coventry
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Annual leave
Quick apply
4d
Patient Administrator
Circle Health Group —Droitwich
- £24,947 a year
- Full-time
- Hospital
- Employee discount
- Life insurance
Customer Service Administrator (TRA)
The Right Advice —Solihull
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Customer service
- Microsoft Office
- Referral programme
- Sick pay
Quick apply
Case progression and Client service executive
Atwal Wealth Management —Solihull
- £24,420 - £300,000 a year
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
10d
Part-Time / Full Time Sales Ledger & Purchase Ledger Administrator
Gills Building Supplies Ltd —Walsall
- From £13 an hour
- Part-time
- Microsoft Excel
- Microsoft Office
- In-person
- Free parking
- Flexitime
Quick apply
10d
Office Manager/Administrator
Systec Fire Engineering Limited —Birmingham
- £25,000 - £30,000 a year
- Full-time
- Administrative experience
- Accounting
- Human resources
- Free parking
Quick apply
9d
Watch Repairs Administrator
Signet —Birmingham
- Part-time
- Administrative experience
- In-person
- Communication skills
- Employee discount
Client Finance Administrator
SBK Lettings —Coventry
- £28,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- IT
- In-person
- Annual leave
- Employee discount
Quick apply
HR Adviser FTC
NFU Mutual —Stratford-upon-Avon
- £25,000 a year
- Full-time
- Oracle
- Customer service
- Administrative experience
- Annual leave
- Employee discount
3h
Senior Financial Services Administrator
Cadent Gas —Coventry
- £30,615 - £36,006 a year
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
- Employee discount
8d
Administrator
Trescal —Malvern
- Part-time
- Microsoft Excel
- Windows
- Organisational skills
Quick apply
7h
HR Administrator
Serco Group —Solihull
- £25,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Employee discount
2d
UNISON Branch Administrator
West Mercia Police —Droitwich
- £13,602 - £14,930 a year
- Part-time
- Hybrid work
- Annual leave
- Employee assistance programme
11d
Construction Plant Administrator
ETG Civil Engineering —Droitwich
- From £30,000 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Annual leave
Quick apply
Administrator
Anchor —Birmingham
- £28,000 a year
- No weekends
- Customer service
- Microsoft Office
- Administrative experience
- Employee discount
3h

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Annual Review IFA Administrator

Whateley Wealth Management -
Bromsgrove

Quick apply

Job details

Permanent | Full-time
£25,000 - £28,000 a year
3 days ago

Benefits

Relocation assistance
Flexitime
Company pension
Private medical insurance

Qualifications

Telephony
Pension
Microsoft Office
Analysis skills
Organisational skills
Financial services
Communication skills
Certificate in Insurance

Full job description

Whateley Wealth Management is a leading West Midlands financial services firm, providing advice on pensions, investments, mortgages and insurance. We are passionate about making financial planning simple and accessible, giving our clients confidence and peace of mind.

Since launching in 2014, we have grown rapidly while staying true to our family values, treating our clients and colleagues with integrity and respect.

We now have an exciting opportunity for an IFA Administrator to join our team and support our advisers in delivering excellent service to our clients.

We are an equal opportunities employer and are committed to creating an inclusive workplace. All candidates will be treated fairly, regardless of ethnicity, age, gender, sexuality or disability.

In this role, you will support advisers throughout the annual review process, from contacting clients and preparing annual review packs, to chasing providers, updating our back-office system and ensuring cases progress smoothly through to completion. You will also liaise with clients and providers, carry out compliance checks in line with company procedures and help maintain accurate records so we continue to deliver an efficient, professional service.

Tasks and Responsibilities:

· Booking the Annual Reviews for each adviser each month, by telephone, email or post and continuing to contact clients, at intervals, if unable to reach them first time.

· Preparing the Annual Review packs, to include valuations, fund factsheets, provider literature and any required compliance documents.

· Managing the Annual Review process in its entirety, ensuring data is updated in full to ensure correct MI reporting.

· Dealing with day-to-day client and provider enquiries

· Obtaining relevant information from providers

· Managing inbound and outbound telephone calls with clients, providers and internal colleagues

· Preparing for client meetings including quote requests, obtaining valuations and appropriate literature

· Preparing and submitting applications and supporting documents to product providers

· Inputting proposals to the back-office system in line with Company procedures

· Undertaking fund switches upon the instruction of the client

· Report writing

The ideal candidate:

· Essential criteria:

· Minimum 12 months administration experience

· Excellent attention to detail and accuracy when working with client data and documentation

· Strong organisational skills, with the ability to multitask and work to agreed deadlines

· Confident communication skills, including a professional telephone manner and client-focused approach

· Good working knowledge of Microsoft Office and general computer software

· Self-motivated, proactive and able to work effectively both independently and as part of a team

· Discreet and highly protective of clients’ confidential personal data

· Desirable criteria:

· Basic understanding of financial products such as pensions, investments, ISAs, protection, and mortgages

· Working towards, or interested in undertaking, relevant financial services qualifications (e.g. CII Certificate in Financial Services)

Job Types: Full-time, Permanent

Salary: £25,000+ per annum (dependent on experience and qualifications) plus bonus scheme (paid quarterly based on performance subject to passing probation period)

Benefits:

· Company pension 

· Private medical insurance (following probation period)

· Cash plan (following probation period)

· Exam support (Exams paid for; bonuses paid on completion. 1-1 coaching provided by experienced team)

Schedule: 

· 8-hour shift (37.5 hours per week)

· Monday to Friday 

· No weekends 

Work Location: Office based in Bromsgrove (High Street- B61) 

To apply for this role, please send your CV to our Office Manager, Kelly Shephard, at [email protected] .

Pay: £25,000.00-£28,000.00 per year

Benefits:

Company pension
Flexitime
Private medical insurance

Ability to commute/relocate:

Bromsgrove B61: reliably commute or be willing to relocate with an employer-provided relocation package (required)

Experience:

Administration: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

financial services administrator jobs in studley, war

Annual Review IFA Administrator

Private Wealth Administrator

Business Administrator

Conveyancing Legal Assistant

Financial Services Administrator

Junior Financial Services Administrator

Patient Administrator

Customer Service Administrator (TRA)

Case progression and Client service executive

Part-Time / Full Time Sales Ledger & Purchase Ledger Administrator

Office Manager/Administrator

Watch Repairs Administrator

Client Finance Administrator

HR Adviser FTC

Senior Financial Services Administrator

Administrator

HR Administrator

UNISON Branch Administrator

Construction Plant Administrator

Administrator

I want to receive the latest job alerts for financial services administrator in studley, war

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