Financial Services Administrator
16 hours ago
We 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 support within the financial services sector. Our competitive salary is £32,500 per annum, depending on experience.
- Assessing client data and transactions efficiently across various platform sites
- Conducting research on investments, pensions, tax planning, and protection cases
To succeed in this position, you will need strong IT skills and the ability to use Microsoft Office proficiently.
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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...
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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...
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Administrative Support for Financial Services
4 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...
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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...
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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,...
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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...
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Financial Administrator
15 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...
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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,...
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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.
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Financial Administrator Specialist
4 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...
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Financial Services Coordinator
16 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...
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Trainee Administrator Position in Financial Services
17 hours ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeJob Overview: We are currently seeking a Trainee Financial Services Administrator to join our team at our office location in Wolverhampton.The ideal candidate will have some form of FCA or Financial Services experience, although we provide extensive training for those who meet the requirements.This is an exciting opportunity to develop yourself in Financial...
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Senior Financial Administrator
2 weeks ago
Birmingham, Birmingham, United Kingdom Smile Education Full timeJob Title: Senior Financial AdministratorSalary: £28,000 - £35,000 per annum.Smile Education is seeking an experienced Senior Financial Administrator to join our team. In this role, you will be responsible for providing financial support to the Business Manager, including budget administration, bank statement reconciliation, and accountancy for school...
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Financial Services Coordinator
11 hours ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeWe are seeking an experienced administrator to join our team as a Financial Services Coordinator. This role will involve providing high-quality administrative support to a team of financial advisors and paraplanners.The successful candidate will be responsible for delivering seamless administrative support, managing client communications, and ensuring all...
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Financial Administrator
3 weeks ago
Birmingham, Birmingham, United Kingdom B:Music Ltd Full timeJob SummaryWe are seeking a highly organized and detail-focused Financial Administrator to join our team. This is a challenging and rewarding role that supports our finance department.The ideal candidate will have a good understanding of current accounting procedures and financial regulations, with a willingness to learn and adapt to our processes.This is a...
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Corporate Financial Administrator
1 week ago
Birmingham, Birmingham, United Kingdom CleverHR Full timeAbout CleverHR:We are a leading provider of HR services, dedicated to helping businesses succeed. As a Corporate Financial Administrator, you will have the opportunity to work closely with our team of experts to deliver high-quality financial administration services to our corporate clients. This role requires strong organizational skills, attention to...
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Financial Administrator
3 weeks ago
Birmingham, Birmingham, United Kingdom KCGroup Full timeJob Summary:We are seeking an experienced Financial Administrator to join our dynamic team in a fast-paced, supportive environment. The successful candidate will be responsible for processing end-to-end payroll for all employees, ensuring accuracy and timeliness.The ideal candidate will have a minimum of 1 year of experience in payroll or a similar role,...
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Financial Services Administrator
1 week ago
Birmingham, Birmingham, United Kingdom LGBT Great Full timeDescription of the RoleThis is an exciting opportunity to join our Financial Services team as a Financial Services Administrator - Pensions Team. The successful candidate will be responsible for supporting the delivery of excellent customer service and achieving service level agreements.The role involves building relationships with clients, managing multiple...
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Financial Administrator
7 minutes ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeJob DescriptionWe are seeking an experienced Billing Assistant to join our team in Birmingham, West Midlands. As a key member of our finance team, you will be responsible for managing the day-to-day billing process, including raising and processing sales invoices, and providing financial invoicing and general administration support.About YouTo be successful...
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Financial Administrator
10 hours ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeJoin CV-Library, a leading job search platform, as we seek a skilled Financial Administrator to join our Accounting and Finance department. This role offers a competitive salary of around £26,000.About the RoleThe successful candidate will be responsible for maintaining accurate financial records, ensuring all transactions are correctly recorded. They will...