Financial Administrator

RGH-Global Ltd; Birmingham; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial services company in Birmingham is seeking a Financial Administrator to provide administrative support to financial advisers. You will ensure client records are maintained, assist in compliance, and facilitate effective communication with clients. Previous experience in financial services administration is preferred, along with strong organisational skills and proficiency in Microsoft Office.

Qualifications

• Previous experience in a financial services administration role (IFA/wealth management background desirable).
• Strong knowledge of financial products (pensions, investments, protection) is an advantage.
• Confident communicator, able to liaise professionally with clients and providers.

Responsibilities

• Provide full administrative support to advisers and paraplanners.
• Prepare and process new business applications and client reviews.
• Ensure compliance and regulatory requirements are met.

Skills

Organisational skills

Communication skills

Attention to detail

Proficiency in Microsoft Office

Job description

Overview

Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers and paraplanners by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful candidate will play a key role in providing an excellent client experience and enabling the smooth delivery of financial advice.

Key Responsibilities

• Provide full administrative support to advisers and paraplanners.
• Prepare and process new business applications, client reviews, and policy administration.
• Maintain and update client records and financial planning systems with accuracy.
• Produce valuations, illustrations, and reports as required.
• Liaise with providers, clients, and other stakeholders to obtain policy information and updates.
• Ensure compliance and regulatory requirements are met.
• Handle correspondence via phone, email, and post, ensuring queries are dealt with promptly.
• Support the preparation of client meetings, including producing packs and documentation.

About You

• Previous experience in a financial services administration role (IFA/wealth management background desirable).
• Strong knowledge of financial products (pensions, investments, protection) is an advantage.
• Excellent organisational skills with high attention to detail and accuracy.
• Confident communicator, able to liaise professionally with clients and providers.
• Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning new systems.
• Ability to prioritise tasks and work effectively under pressure.
• A proactive team player with a positive, can-do attitude.