Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Wednesbury

Sort by: -
    • As a Financial Services Administrator , the role will involve checking fact finds, preparing & processing authority letters, preparing review packs, creating…
    • Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
    • View all A01 Santander UK plc jobs - Birmingham jobs - Investment Consultant jobs in Birmingham
    • Salary Search: Select Investment Advisor | S2 | Private Banking and Select Investments | Birmingham salaries in Birmingham
    • See popular questions & answers about A01 Santander UK plc
    • Experience of budgeting, financial planning, forecasting and financial control.
    • You'll be confident analysing financial information, identifying risks and…
    • You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of investments, financial planning, and…
    • You will be a listener, a problem solver and in time a fountain of knowledge to help them achieve their financial goals.
    • Undertake valuations across a wide range of commercial property types.
    • Prepare RICS Red Book-compliant valuations and market appraisals.
    • The role may suit an experienced adviser or the right trainee candidate who is committed to completing the required Citizens Advice training and developing…
    • In this fully remote role, you will be responsible for providing expert mortgage advice to their diverse clientele, working closely with the qualifying and case…
    • The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.
    • Comparing products, providers and financial solutions.
    • Experience undertaking financial planning research and analysis.
    • Warm, approachable and down-to-earth.
    • Experience within an independent financial advice environment.
    • Strong knowledge of pensions, investments and financial planning.
    • Must have a minimum of 2 years experience within mortgages.
    • In this role, you will benefit from a consistent stream of high-quality, warm leads and quality pre…
    • Proficiency with financial planning back-office systems and Microsoft Office applications.
    • Strong technical knowledge of pensions, investments, protection, and…
    • Experience using financial planning back-office systems or investment platforms.
    • Preparing client meeting packs, valuations and supporting documentation ahead…
  • View similar jobs with this employer
    • Build confidence in sales with hands-on coaching from day one.
    • Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…

People also searched:

financial advisor
paraplanner
ifa
financial planner
part time
finance
mortgage advisor
wealth management
financial
trainee financial advisor
Financial Services Administrator
Recruit UK
·
5.0
Sutton Coldfield
•
Hybrid work
Up to £34,000 a year
Full-time
Apply now

Job details

Up to £34,000 a year
Annual leave, Transport links
Full-time
Hybrid work in Sutton Coldfield

Full job description

Job Title: Financial Services Administrator

Industry: Financial Planning

Location: Sutton Coldfield

Salary: up to £34,000

Job reference: 10617

Job Description:

Recruit UK are working on an excellent opportunity for an Financial Services Administrator in Sutton Coldfield to join a forward-thinking and unique financial planning practice.If you’re passionate about giving individual clients guiding and support and a quality service, this is the company for you.

My client are currently looking to bring on an Financial Services Administrator to join their team in their offices based in Sutton Coldfield. As a Financial Services Administrator , the role will involve checking fact finds, preparing & processing authority letters, preparing review packs, creating new client packs, updating the CRM system, liaising with clients over the telephone and much more.
What’s in it for you?

  • Competitive Salary up to £34,000, dependent on experience.
  • Professional Development - study support towards the Level 4 Diploma (if desirable)
  • Work-Life Balance - flexible home and office working (post probation)
  • Generous Holiday Package - 25 days of annual leave plus bank holidays
  • Lovely office in the heart of Sutton Coldfield
  • Brilliant work culture
  • Great transport links near the office

Skills and experience required:

  • 2+ years’ experience in an IFA Administration role
  • Excellent communication skills, both written and verbal
  • Good telephone manner
  • Experience with Intelligent Office is desirable

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based in Sutton Coldfield on an Financial Services Administrator role.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Pay: Up to £34,000.00 per year

Work Location: Hybrid remote in Sutton Coldfield

Let Employers Find YouUpload Your Resume