LoginRegister

Financial Services Associate jobs in West Midlands, England

Now available 12 results are consistent

Sort by:relevance - date

FINANCIAL SERVICES ADMINISTRATOR

Conduct research and analysis to support clients and advisers in understanding their requirements. Compile new business files, collaborating with external paraplanners when necessary, and maintain responsibility for client files a...

CompanyTirebuck Recruitment
AddressWest Midlands, England
CategoryAdministrative
Salary£30,000 - £35,000 per annum
Job typePermanent, full-time
Date Posted 3 days ago See detail

Financial Services Administrator

Tirebuck Recruitment

West Midlands, England

£30,000 - £35,000 per annum

Conduct research and analysis to support clients and advisers in understanding their requirements. Compile new business files, collaborating with external paraplanners when necessary, and maintain responsibility for client files a...

3 days ago seen See more...

Financial Services Administrator

Hays Specialist Recruitment Limited

West Midlands, England

£25,000 - £27,000 per annum

Booking appointment for clients. Completing pre-meeting administrative tasks and sending out welcome packs. Log all client calls and queries into an internal CRM system. Ensure protocols are followed, including FCA, GDPR. Inputtin...

5 days ago seen See more...

Trainee Financial Services Administrator

Pertemps Redditch Commercial

Solihull, West Midlands

£20,000 - £30,000/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...

2 weeks ago seen See more...

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...

a month ago seen See more...

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....

a month ago seen See more...

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...

a month ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

Apprentice Financial Client Services Executive

Winner Recruitment

Birmingham, West Midlands

£7.50/hour

Quick Learner: Ability to rapidly absorb and apply new information. Service Excellence: A positive and customer-centric attitude. Communication Skills: Strong verbal and written communication abilities. IT Proficiency: Competency...

2 months ago seen See more...

Compliance, Financial Crime Controls Conduct & Integrity Associate, Birmingham

Efinancialcareers

West Midlands, England

Competitive salary

Managing conduct risk-related data feeds, sources and archives that support and enable the firm's conduct outcome inventory and conduct risk monitoring platform. Generating conduct risk metrics and associated reporting to regulato...

2 months ago seen See more...

Financial Client Services Executive

Winner Recruitment

Birmingham, West Midlands

£25,000 - £35,000/annum

Engage with clients in a professional and courteous manner, addressing inquiries and providing support as needed. Conduct thorough product and market research to enhance client interactions and provide tailored solutions. Maintain...

2 months ago seen See more...

What should I search to find Financial Services Associate jobs in West Midlands?

People who searched for Financial Services Associate jobs in West Midlands also searched for Assistant Service Manager, Customer Services, Customer Service Associate, It Customer Service, Customer Service Assistant, Customer Service Executive, Banking Customer Service, Inbound Customer Service, Senior Services Manager, Customer Service Consultant, Customer Services Advisor, Mortgage Customer Service, Director Of Services, Customer Services Assistant, Associate Director Of, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in West Midlands

Legal Assistant, Commercial Contract Manager,

Fastest job search tips

Search on Google

"Keyword" + uk.123work.net

For example: Financial Services Associate jobs in West Midlands, England uk.123work.net

Home
Create Cover Letter
Create CV
Account
More