Current jobs related to Financial Services Administrator - Bromsgrove, Worcestershire - AFH Wealth Management
-
Financial Administrator
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Pertemps Bond Full timeFinancial Administrator OpportunityPertemps Bond is seeking a skilled Financial Administrator to join their finance team in a supportive and fast-paced environment. As a key member of the team, you will be responsible for processing invoices, reconciling accounts, and ensuring the smooth operation of financial processes.Key Responsibilities:Inputting sales...
-
Financial Services Coordinator
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Gleeson Recruitment Group Full timeFinancial Services AdministratorGleeson Recruitment Group is seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisers, ensuring that all client needs are met in a timely and...
-
Financial Services Coordinator
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Gleeson Recruitment Group Full timeFinancial Services AdministratorGleeson Recruitment Group is seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisers, ensuring that all client needs are met in a timely and...
-
Financial Services Coordinator
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Gleeson Recruitment Group Full timeFinancial Services AdministratorLocation: Bromsgrove, WorcestershireSalary Range: £22,000 - £25,000Gleeson Recruitment Group is seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to financial advisers,...
-
Financial Services Coordinator
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Gleeson Recruitment Group Full timeFinancial Services AdministratorLocation: Bromsgrove, WorcestershireSalary Range: £22,000 - £25,000Gleeson Recruitment Group is seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to financial advisers,...
-
Financial Administrator
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Pertemps Bond Full timeAccounts Assistant Job DescriptionPertemps Bond is seeking an experienced Accounts Assistant to join their finance team in a supportive and fast-paced environment.Key Responsibilities:Process invoices and reconcile accounts to ensure smooth financial operations.Maintain sales, purchase, and nominal ledgers to ensure accurate financial records.Raise and...
-
Financial Administrator
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Pertemps Bond Full timeAccounts Assistant Job DescriptionPertemps Bond is seeking an experienced Accounts Assistant to join their finance team in a supportive and fast-paced environment.Key Responsibilities:Process invoices and reconcile accounts to ensure smooth financial operations.Maintain sales, purchase, and nominal ledgers to ensure accurate financial records.Raise and...
-
Financial Administrator
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Pertemps Bond Full timeAccounts Assistant Job DescriptionPertemps Bond is seeking an experienced Accounts Assistant to join their finance team in a supportive and fast-paced environment.Key Responsibilities:Process invoices and reconcile accounts to ensure smooth financial operations.Maintain sales, purchase, and nominal ledgers to ensure accurate financial records.Raise and...
-
Financial Administrator
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Pertemps Bond Full timeAccounts Assistant Job DescriptionPertemps Bond is seeking an experienced Accounts Assistant to join their finance team in a supportive and fast-paced environment.Key Responsibilities:Process invoices and reconcile accounts to ensure smooth financial operations.Maintain sales, purchase, and nominal ledgers to ensure accurate financial records.Raise and...
-
Financial Analyst
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom AFH financial group Full timeFinancial Analyst Role at AFH Wealth ManagementAFH Wealth Management is a leading independent financial advisory and wealth management firm in the UK. We are committed to providing exceptional services to our clients and are seeking a skilled Financial Analyst to join our team.The Financial Analyst will be responsible for providing day-to-day support to the...
-
Financial Assistant
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Clover HR Services Limited Full timeJob Title: Assistant AccountantWe are seeking a highly organized and detail-oriented Assistant Accountant to join our finance team at Clover HR Services Limited.Key Responsibilities:Assist in the preparation of management accounts and financial reports.Process purchase orders, invoices, payments, and receipts accurately and efficiently.Reconcile bank...
-
Financial Assistant
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Clover HR Services Limited Full timeJob Title: Assistant AccountantWe are seeking a highly organized and detail-oriented Assistant Accountant to join our finance team at Clover HR Services Limited.Key Responsibilities:Assist in the preparation of management accounts and financial reports.Process purchase orders, invoices, payments, and receipts accurately and efficiently.Reconcile bank...
-
Financial Director, Regulatory Services
7 hours ago
Bromsgrove, Worcestershire, United Kingdom Resolve Capital Group Full timeAbout Resolve Capital Group:Resolve Capital Group is a dynamic and rapidly expanding organisation with diversified businesses spanning Estate Agency, Financial Services, and Conveyancing. Our commitment to delivering exceptional service and expertise in each sector is unwavering, and we maintain the highest standards of professionalism and regulatory...
-
Financial Analyst
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Clover HR Services Limited Full timeAccounting Assistant Job DescriptionClover HR Services Limited is seeking a detail-oriented and proactive Accounting Assistant to join our busy finance team. The successful candidate will support the finance function in managing the financial operations of the group, ensuring accuracy and compliance with accounting standards.Key Responsibilities:Assist in...
-
Financial Analyst
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Clover HR Services Limited Full timeAccounting Assistant Job DescriptionClover HR Services Limited is seeking a detail-oriented and proactive Accounting Assistant to support the finance function in managing the financial operations of the group, ensuring accuracy and compliance with accounting standards.Key Responsibilities:Assist in the preparation of management accounts and reports.Process...
-
Financial Analyst
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Clover HR Services Limited Full timeAccounting Assistant Job DescriptionClover HR Services Limited is seeking a detail-oriented and proactive Accounting Assistant to support the finance function in managing the financial operations of the group, ensuring accuracy and compliance with accounting standards.Key Responsibilities:Assist in the preparation of management accounts and reports.Process...
-
Financial Analyst
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Clover HR Services Limited Full timeAccounting Assistant Job DescriptionClover HR Services Limited is seeking a detail-oriented and proactive Accounting Assistant to join our busy finance team. The successful candidate will support the finance function in managing the financial operations of the group, ensuring accuracy and compliance with accounting standards.Key Responsibilities:Assist in...
-
Financial Operations Assistant
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Clover HR Services Limited Full timeJob Title: Financial Operations AssistantJob Summary: Clover HR Services Limited is seeking a detail-oriented and proactive Accounts Assistant to support the finance function in managing the financial operations of the group. The successful candidate will ensure accuracy and compliance with accounting standards.Key Responsibilities:1. Assist in the...
-
Financial Director
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Resolve Capital Group Full timeAbout Resolve Capital Group:Resolve Capital Group is a dynamic and growing organisation with regulated businesses spanning Estate Agency, Financial Services, and Conveyancing. We are committed to delivering exceptional service and expertise in each of these sectors, maintaining the highest standards of professionalism and regulatory compliance.Role...
-
Financial Director
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Resolve Capital Group Full timeAbout Resolve Capital Group:Resolve Capital Group is a dynamic and growing organisation with regulated businesses spanning Estate Agency, Financial Services, and Conveyancing. We are committed to delivering exceptional service and expertise in each of these sectors, maintaining the highest standards of professionalism and regulatory compliance.Role...
Financial Services Administrator
2 months ago
Financial Services Administrator
A remarkable opportunity to become part of one of the UK's premier independent financial advisory and wealth management organizations.
We are thrilled to present an opportunity to join our dedicated Administration team. While prior experience is advantageous, we are equally interested in candidates who possess a strong desire to learn and grow alongside us in our dynamic work environment.
This position is full-time and permanent, offering a competitive salary along with a comprehensive benefits package. As a Financial Services Administrator, you will collaborate with a team to deliver prompt and effective administrative support that aligns with the strategic objectives of the financial advisors and AFH Wealth Management.
Key Responsibilities:
- Provide proficient administrative assistance to multiple financial advisors.
- Draft correspondence, including letters and emails.
- Act as a primary contact for clients, insurance providers, and internal team members.
- Maintain all administrative systems, ensuring client data is accurate and current.
- Oversee diary management systems, ensuring daily tasks are completed in accordance with established service level agreements.
- Support the management of the financial advisors' existing client portfolios.
- Ensure all relevant documentation is scanned and attached to appropriate client records.
- Prepare new business and review materials for client meetings.
- Conduct research as needed for protection and annuity products.
- Provide mortgage research for financial advisors using online resources.
- Request product illustrations from providers via online platforms or phone.
- Perform filing, photocopying, and scanning tasks as necessary.
- Handle fund switches and surrenders in compliance with service level agreements and regulatory guidelines.
- Gather valuations and details on existing policies, ensuring administrative systems are updated accurately.
- Participate in one-on-one meetings with financial advisors as required.
- Attach correspondence to relevant client records and manage urgent mail within service level agreements.
- Fulfill any other reasonable requests made by a Director or Manager.
Ideal Candidate Profile:
- Previous experience in a similar administrative role.
- Strong organizational and planning abilities.
- Ability to meet deadlines effectively.
- Proficient in building and nurturing relationships.
- Experienced in using Microsoft Word, Excel, and Outlook.
- Focused on delivering quality results.
- Excellent interpersonal and communication skills.
- A keen eye for detail.
- Willingness to learn and develop professionally.
- Able to work collaboratively within a team or independently when necessary.
- Flexible to work within a shift pattern.
Benefits of Joining AFH Wealth Management:
- Support for training and professional qualifications relevant to your role after a probationary period.
- Contributory pension scheme and death-in-service benefit.
- Competitive salary with an annual discretionary bonus after one year of service.
- Health benefits, including digital gym subscriptions and optional treatments.
- Flexible working arrangements and a competitive holiday allowance.
- Loyalty bonuses and additional holiday days based on tenure.
- Employee referral bonus program.
With over 30 years of experience and more than 200 accredited advisors nationwide, AFH is recognized as one of the UK's leading independent financial advisory firms.
We look forward to welcoming new talent to our growing community.
