Financial Services Administrator
6 months ago
**Financial Services Administrator**
**Location: Birmingham and Surrounding Areas**
**Salary: up to £32,000 depending on experience**
**Hours - Full or Part -Time**
**Are you an enthusiastic Financial Services Administrator eager for your next role? Could you fulfil a vital support function within a busy office?**
You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.
**The Rewards**:
- Collaborative working environment
- The chance to extend your skills and experience
- Joining a motivated team that works hard to make a success of this Practice.
The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.
**The Role: Financial Services Administrator**
- You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
- You will manage and collate key data for reports and portfolio reviews
- Dealing with enquiries and correspondence from clients and providers
- Managing the database of clients and diary management for the Partner and Advisors
- You will be processing new business and liaising with SJP admin teams
- Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.
**The Person: Financial Services Administrator**
To be considered for this role you will need:
- Proven work experience as an Administrator within a Financial Advisory or Wealth Management environment, is essential.
- Excellent customer service and the ability to build rapport and manage client relationships
- Strong attention to detail and be able to problem solve and think on your feet
- Good time management and planning skills
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £xxbn. This business is well established and highly successful.
-
Financial Services Administrator
6 months ago
Birmingham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Financial Services Administrator** **Location: Midlands - Various locations** **Salary: £23,000 - £35,000 (depending on experience)** **Are you an enthusiastic Financial Services Administrator eager for your next role? Could you fulfil a vital support function within a busy office?** You will be working as part of the team at a highly respected...
-
Executive Administrator
3 weeks ago
Birmingham, Birmingham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeAbout Us: St. James's Place plc is a leading Wealth Management company, distributing a range of Investment and Retirement products and financial solutions to High Net Worth clients.Fund Details: We have funds under management in excess of £184.4bn.Job Overview: As a Senior Administrator, you will provide technical and administrative support while...
-
Senior Financial Administrator
6 months ago
Birmingham, United Kingdom Affinity Financial Planning Full timeJob description PLEASE READ CAREFULLY. ONLY APPLY IF YOU HAVE TWO YEARS EXPERIANCE WORKING IN A FINANCIAL PLANNING OFFICE, IF NOT PLEASE DO NOT WASTE YOUR OR OUR TIME. **The business** A small boutique financial advisory business offering bespoke services to high and ultra high net-worth clients is looking to further enhance its back office delivery by...
-
Financial Services Administrator
3 weeks ago
Birmingham, Birmingham, United Kingdom Page Personnel Sales Full timeJob Title: Financial Services AdministratorWe are seeking a highly skilled Financial Services Administrator to join our dynamic team at Page Personnel Sales in Birmingham. The successful candidate will be responsible for maintaining and updating financial records, preparing monthly financial reports, and supporting the finance team in auditing...
-
Financial Services Administrator
14 hours ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeWe are seeking a highly motivated and detail-focused Financial Services Administrator to join our team in the Solihull area. As a key member of our administrative staff, you will be responsible for assessing fact find documentation, attitude to risk questionnaires, and advisor proposals.This role offers the opportunity for further growth and educational...
-
Administrative Support for Financial Services
3 weeks ago
Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeAdministrative Support for Financial ServicesWe are seeking a highly organized Administrative Support for Financial Services to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing exceptional administrative support in a fast-paced financial services environment.This role is ideal for an experienced...
-
Senior Administrator
1 month ago
Birmingham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeSenior AdministratorLocation - BirminghamSalary - Highly Competitive Hours - Full-time - In OfficeWorking as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for a professional Senior Administrator to work in a highly successful Partner Practice.You will be part of a fast-paced team...
-
Financial Services Administrator
6 months ago
Birmingham, United Kingdom Succession Wealth Full time_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...
-
Financial Services Administrator
1 month ago
Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full timeAbout Margetts Fund Management LtdWe are a leading provider of financial services, dedicated to delivering exceptional results to our clients. As a Fund Management Team Administrator, you will play a vital role in supporting our team in achieving our goals.Job OverviewWe are seeking an experienced administrator to join our Fund Management team. As a key...
-
Financial Services Administrator
6 months ago
Birmingham, United Kingdom Antony George Recruitment Full timeJob Description Prime Wealth Planning is the financial planning arm of Prime Accountants Group, a mid-sized regional accountancy practice with offices in Solihull, Coventry and Birmingham. Previously the wealth team were based in Solihull but have recently moved to their newly renovated office in Birmingham, just off St Pauls Square. The move to Birmingham...
-
Financial Administrator
1 month ago
Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Administrator / Client Services SpecialistJob Description:Our client, a leading IFA firm, is seeking an experienced Financial Administrator / Client Services Specialist to join their high-performing team in Birmingham. The ideal candidate will possess excellent administration skills, a strong technical knowledge of financial products,...
-
Senior Db Pension Administrator
6 months ago
Birmingham, United Kingdom BRUIN Financial Full timePermanent - Birmingham, **Ref**: 37502 Senior Pensions Administrator - £40k + Bonus + Benefits We have a fantastic opportunity for a Senior Pensions Administrator to join a pensions solutions provider based in the Birmingham. This is an exciting opportunity to join an established company at its growth stage and really grow and develop within the...
-
Financial Services Consultant
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...
-
Financial Administrator
12 hours ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeJob Title:Financial AdministratorKey Responsibilities:Raise and process sales invoices for a high volume of clients.Support the business with migration to Netsuite, enhancing financial management and efficiency.Manage financial invoicing, general administration, and ensure timely dispatch of reports.Administer contract stages and regions as designated by the...
-
Financial Administrator
6 months ago
Birmingham, United Kingdom Bell Cornwall Recruitment Full time**Financial Administrator** **Salary**: £25,000 - £28,000 Location: Harborne, Birmingham Reference: BCR/JH/10838 Bell Cornwall Recruitment currently have a fantastic opportunity for a Financial Administrator to join a financial firm based in Harborne. We are looking for an individual who is passionate about offering professional...
-
Administrative Assistant
3 weeks ago
Birmingham, Birmingham, United Kingdom Pertemps Redditch Commercial Full timeWe are seeking a motivated and organized Administrative Assistant - Financial Services to join our team in Redditch. As an Accounts Assistant, you will be responsible for handling daily transactions, including processing subcontractor invoices and payments.Key duties will include resolving queries related to subcontractor invoices, processing CIS payments,...
-
Birmingham, Birmingham, United Kingdom Getting In Limited Full timeJob SummaryThis is an excellent opportunity for a driven and ambitious individual to join our company as a Financial Services Operations Coordinator. You will be responsible for providing administrative support to our financial advisers, including tasks such as data analysis, report preparation, and communication with clients.
-
Financial Administrator Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator RoleWe are seeking a highly skilled Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing exceptional administrative support in a fast-paced financial services environment.This role is ideal for an experienced administrator who enjoys working...
-
Financial Services Coordinator
14 hours ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeFinancial Services Administrator and Paraplanner RoleWe are seeking an experienced Financial Services Administrator and Paraplanner to join our team at a successful and established Financial Services company. This company is part of a major National Wealth Management brand and is currently expanding.This office-based role in Wolverhampton requires an...
-
Financial Planning Administrator
2 weeks ago
Birmingham, United Kingdom Front Row Recruitment Full timeMy client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include: Acting as a first point of contact for clients and product providers Preparing meeting packs and client engagement letters for new clients...