Financial Administrator jobs in West Midlands, England

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FINANCIAL ADMINISTRATOR

Responding to enquiries received by phone and e-mails. Issuing formal letters. Loading cases on the systems and ensuring they are kept updated. Processing invoices. Financial services experience. Organised and ability to prioritis...

CompanyHuntress - Maidstone
AddressWolverhampton, West Midlands
CategoryAdministrative
Salary£25,000 - £27,000/annum + 12.5% BONUS
Job typePermanent
Date Posted 2 weeks ago See detail

Financial Administrator

Huntress - Maidstone

Wolverhampton, West Midlands

£25,000 - £27,000/annum + 12.5% BONUS

Responding to enquiries received by phone and e-mails. Issuing formal letters. Loading cases on the systems and ensuring they are kept updated. Processing invoices. Financial services experience. Organised and ability to prioritis...

Financial Planning Administrator

Recruit Wealth Ltd

Halesowen, West Midlands

£24,000 - £28,000/annum

Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the advisers diary. Illustration requests. Ensure that all Financial Planning client a...

Trainee Financial Services Administrator

Pertemps Redditch Commercial

Solihull, West Midlands

£20,000 - £25,000/annum

Complete administrative tasks in an efficient and accurate manner. Ensure clients files have the relevant documentation attached to their record. Collate information required for correspondence. Liaise internally as required to en...

Financial Administrator

Kent Recruitment Bureau

Birmingham, West Midlands

£25,000 - £30,000 a year

Ensure all dealings with customers are carried out in a professional and courteous manner. Undertake sufficient product and market research. Ensure all supporting documentation is maintained as per company procedures. Maintain all...

Senior Financial Services Administrator

Recruit Uk

West Midlands, England

£28,000 - £35,000 per annum

Experience as an IFA Administrator in a Wealth Management company. Excellent written and verbal communication skills. Ability to work independently and as part of a team....

Financial Services Administrator

Oakley Recruitment

Birmingham, West Midlands

30000.00 GBP Annual

Culture and Environment Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships click apply for full job details...

Financial Services Administrator

Pertemps Redditch Commercial

West Midlands, England

£25,000 - £30,000 per annum

Provide effective and efficient administrative support to a number of independent financial advisers and their clients. Process new business ensuring that all information input is accurate and is completed in a timely manner. Be a...

Trainee Financial Services Administrator

Pertemps Redditch Commercial

West Midlands, England

£20,000 - £25,000 per annum

Complete administrative tasks in an efficient and accurate manner. Ensure clients files have the relevant documentation attached to their record. Collate information required for correspondence. Liaise internally as required to en...

Junior Financial Services Administrator, Solihull (NT-2034)

Clever-Hr

Solihull, West Midlands

£18,000 - £22,000 Annual

Supporting the team in organising client meetings and appointments. Providing administrative support to the financial planning team, including data entry, filing, and record keeping. Maintaining accuracy of client information and...

Financial Services Administrator

Gmp Recruitment Ltd

Birmingham, West Midlands

£25,000 - £30,000/annum

Assist in delivering the advice proposition within agreed service levels. Support paraplanning team and advisers with day-to-day administrative tasks. Gather personal data, pension, investment, and life policy information. Respond...

Financial Planning Administrator

Recruit Uk

Sutton Coldfield, West Midlands

£25,000 - £35,000 Annual

Updating the CRM system. Processing new business. Diary management. Collating meeting packs. Assist with quotations and illustrations. Liaising with clients. General administration duties. Salaries from 25,000 - 35,000 (higher s...