Financial Administrator

Location: West Midlands, Birmingham - Discipline: Financial Services - Job type: Permanent - Benefits: £25,000 - £30,000 Basic - Published: 2023-03-07 - Expiry date: 2023-04-18 We are currently looking for an experienced Financial Services Administrator to join our clients, an established Wealth Management based in Birmingham City Centre. For this...

This role is integral to providing excellent support for the financial advisors and ensuring that client administration and servicing are conducted efficiently and in compliance with company procedures. Handle day-to-day administration of Life, Investment, and Pensions, including the submission of new online applications, top-ups, and processing of...

**Financial Planning Administrator**Location: Harborne, Birmingham** **Salary: Highly Competitive + Bonus & Benefits Hours: Full time** This is a fantastic opportunity for an experienced financial services administrator to showcase their initiative and drive in our fast-paced business. This is an exciting role working closely alongside the MD/Financial...

Job 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...

An expanding financial services group has an opportunity for an IFA Administrator to join their team in Birmingham. This role will support Financial Advisers with back office and client support for financial and wealth planning that includes investment, retirement and estate planning. Essential to have a background providing support and administration...

**Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment, with hybrid working - 3 days per week from home?** Due to continued company growth providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services...

Our client is seeking a **Financial Assistant **to join their team based in Erdington. As a Financial Assistant you will play a crucial role in supporting the finance team and ensuring the smooth operations of the finance department. **Your main responsibilities will include**: - Assisting with day-to-day financial transactions, including processing...

Main duties and responsibilities: Undertake development tasks relating to all aspects of the Practice Management System, Aderant Expert. Provide technical support for the Firm's financial systems Assist the Financial Systems Administrators with technically complex support issues. Manage and action project requests as directed by the Head of Financial...

**Main duties and responsibilities**: - Undertake development tasks relating to all aspects of the Practice Management System, Aderant Expert. - Provide technical support for the Firm's financial systems - Assist the Financial Systems Administrators with technically complex support issues. - Manage and action project requests as directed by the Head of...

We are looking for an enthusiastic individual with keen eye for detail to join our accounts team. Preferable working knowledge of Sage 200 or Sage 50 and exceptional excel skills. Be flexible and able to prioritise workloads with good communication skills. Have the ability to analyse data, spot anomalies and challenge and question transactions. The...

Job Overview: A reputable wealth management firm is seeking a Client Services Executive to join the support team. This role is integral to providing excellent support for the financial advisors and ensuring that client administration and servicing are conducted efficiently and in compliance with company procedures.Key Responsibilities: * Handle day-to-day...

We are looking for a dynamic Accounting Administrator to manage our company's financial processes. Your duties will include documenting invoices, running payroll, and managing the flow of petty cash. You will also be required to update accounting databases and report any financial discrepancies to management. To ensure success as an Accounting...

Michael Page have been instructed by a well known charity in Birmingham to support in the recruitment for a Financial Controller to join their financial operations. As the incumbent in this position, you'll be directly accountable to the Head of Finance. Your responsibilities will include overseeing a small team and ensuring financial transactions, along...

During a period of growth, our client is looking for someone to provide high quality Financial Planning Administrative and analytical support to the successful Financial Planners and Key Stakeholders within this well established financial management firm.You will be responsible for general administration, diary management, client liaison, updating records,...

Merrill Financial Solutions Advisor - Birmingham & Associates Market page is loaded Merrill Financial Solutions Advisor - Birmingham & Associates Market Apply locations Birmingham Montgomery Anniston Tuscaloosa Gadsden time type Full time posted on Posted Yesterday job requisition id 24001506 Job Description: At Bank of America, we’re guided by a...

We are looking for an Administrator to join our Mitie Team to provide administrative support to the Operational Management team. You will be be responsible for collating and recording various contract submissions, accurately maintaining records and logs and carrying out general admin tasks. Ideally with an administrative or customer services background,...

Job Overview: A reputable wealth management firm is seeking a Client Services Executive to join the support team. This role is integral to providing excellent support for the financial advisors and ensuring that client administration and servicing are conducted efficiently and in compliance with company procedures. Key Responsibilities: Handle day-to-day...

**£26,000** **Team Administrator** **12 month Contract** **Office based 5 days per week in Birmingham City Centre** We are recruiting on behalf of our client for a Team Administrator. This is a well established client with lots of benefits, including fantastic offices to work from. The main purpose of this role is to provide administrative support to...

YSA Education are recruiting for a School Administrator to work in a vibrant and welcoming school in Great Barr. **Job Details - School Administrator** - welcoming visitors to the school and dealing with their enquiries. - answering the phone. - administration relating to pupil attendance. - monitoring school supplies. - keeping financial records - ASAP...

**Job Title**:Pensions Administrator - **Contract Type**:Permanent - **Location**:Birmingham, West Midlands - **Industry**:Financial Services - **Salary**:Negotiable - **Job base**:Hybrid - **Reference**:1374888 - **Contact Name**:Sammons Group - **Job Published**:06/01/2023 13:20 **Pensions Administrator**: **Birmingham, West Midlands | Negotiable | Posted...