Financial Administrator

RGH-Global Limited; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A growing financial services company in Birmingham is seeking a detail-oriented Financial Administrator to support advisers and paraplanners. You will manage client records, ensure compliance, and provide excellent client service. The ideal candidate has experience in financial services, strong organisational skills, and proficiency in Microsoft Office. This role offers a full-time position and is essential for delivering smooth financial advice.

Qualifications

• Previous experience in a financial services administration role is preferred.
• Strong knowledge of financial products like pensions and investments.
• Excellent organisational skills and attention to detail.

Responsibilities

• Provide administrative support to advisers and paraplanners.
• Prepare and process new business applications.
• Maintain and update client records and financial planning systems.

Skills

Financial Services

Financial Models

Account Management

General Ledger Accounts

ERP

Payroll

Customer Relationships

Financial Statements

Tools

Microsoft Office

Job description

Financial Administrator

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.

Key Skills

Financial Services,Financial Models,Account Management,General Ledger Accounts,ERP,Payroll,External Auditors,Customer Relationships,Credit Card,Financial Statements,Business Units,Annual Budget,Income,New Clients,Financial Management

Employment Type: Full Time

Experience: years

Vacancy: 1