6 jobs found in Birmingham

Relationship Coordinator - SRC Salary: Up to £24,480 , based on skills and experience Contract Type: Fixed Term - 35 hours a week Location: Hybrid working (office based in Birmingham ) - typically 2 days in the office per week Summary of the role A financial service company is seeking a dedicated professional to join the company, as a Relationship Coordinator. They are looking for someone who will be responsible for the management of Financial Consultant's (FC's) customer territories in respect of booking quality first appointments, primarily via telephoning customers according to statutory, regulatory and the Society's compliance requirements. The purpose of the role is to drive, action and manage prospecting and opportunities including lead management with the aim of increasing the number of quality appointments booked into FC diaries. What you'll be doing Arranging carefully considered and quality tailored first appointments, seminars, events and lunch...

IFA Administrator An exciting opportunity has arisen for an experienced IFA Administrator to join a growing and highly regarded financial planning business. These positions have been created due to new business growth and internal movement, offering the chance to be part of a busy, supportive and forward-thinking team. The Role You will provide full administrative support to a team of 2 Financial Advisers in a fast-paced, high-volume environment. Key responsibilities will include: Processing new business applications and managing cases through to completion Maintaining accurate client records and documentation Liaising with providers, clients and advisers to progress cases efficiently Supporting advisers with client preparation, quotations and documentation Managing ongoing servicing requests and policy administration About You Minimum 1+ year experience within financial services administration Strong organisational skills with the ability to manage multiple...

Financial Planning Administrator - Broadway near Evesham (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Broadway near Evesham. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within...

Benefits: 26 days holiday + bank holidays, private healthcare About the Role We are seeking a knowledgeable and driven SSAS Administrator to join our Operational Team. You will be responsible for managing a portfolio of SSAS clients, delivering full cradle-to-grave administration while maintaining high standards of technical accuracy and customer service. This role requires you to build strong relationships with clients and intermediaries through clear and effective communication, while ensuring compliance with regulatory requirements and internal policies. You will also play an active role in supporting a positive and collaborative workplace culture. Key Responsibilities Manage all aspects of SSAS scheme administration for your allocated portfolio, ensuring work is completed accurately and within agreed deadlines Build and maintain strong relationships with clients and their advisers to achieve the best possible outcomes Ensure compliance with all internal procedures...

Our client, a UK-wide independent financial advice business, is seeking a Financial Services Administrator to join their Gloucester office on a full-time, permanent basis. This is an excellent opportunity to join a successful and growing business, providing efficient administrative support to a team of advisers. The role plays a key part in helping advisers deliver ongoing client service, with a strong focus on client satisfaction, retention, and delivering on commitments. The successful candidate will demonstrate strong communication skills and a commitment to delivering high-quality client service. Using initiative effectively and work collaboratively to support positive client and business outcomes. Responsibilities: New Business & Client Administration -Process new business applications and associated paperwork through to submission -Carry out client identity verification checks where required -Chase applications, transactions and client requests...

Remote Administrator Immediate Start Up to 30k Pro Rata Short-Term Contract Excel & Data Entry Skills Required Immediate requirement for a detail-oriented Administrator to support a large-scale employee records migration project. This is an excellent opportunity for an experienced Administrator with strong Microsoft Office skills who enjoys accurate, process-driven work. Previous HR or Legal Administration experience is beneficial but not essential. Full training will be provided. The Role Transfer employee records and documentation into a new HR system Maintain accurate Excel trackers and data records Ensure confidentiality and accuracy when handling sensitive information Work remotely following a short onboarding and training session Support a time-critical business project through to completion The Person Previous Administration, Office Support, Data Entry or Document Control experience Strong Microsoft Office and Excel skills High attention to detail...