More jobs:
Financial Administrator
Job in
Wolverhampton, West Midlands, WV98, England, UK
Listed on 2026-07-27
Listing for:
Artemis Clarke Ltd
Full Time
position Listed on 2026-07-27
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Financial Administrator
We are recruiting on behalf of a highly regarded financial planning firm looking to welcome a motivated Administrator to its growing team in Wolverhampton. This is an excellent opportunity to join a supportive business delivering exceptional service to advisers and clients.
What You Will Be Doing- Preparing monthly client valuations and supporting review processes
- Contacting product providers to obtain plan information for new and existing clients
- Scheduling client review meetings and assisting with report preparation
- Liaising with providers and stakeholders to progress client transfers
- Maintaining accurate client records and updating internal systems
- Has excellent organisational and time management skills
- Has exceptional attention to detail and is proactive under pressure
- Enjoys working collaboratively within a team
- Ideally has previous experience within financial services or an IFA environment
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