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Financial Administrator

West Midlands
£22,000 to £28,000
Job Type
21 Jul 2022

Financial Administrator Coventry CV3 2TQ Full Time £22,000 pa to £28,000 per annum, depending on your financial services experience and qualifications

Established in 1989, our client has a team of 14 Financial Advisers, ably supported by a well-trained, experienced, and efficient administrative office team. The company looks after around 6,000 client households across the Midlands and has grown through its ethos of offering quality face-to-face financial planning advice and its commitment to building trusted and enduring relationships with clients.

As a Financial Administrator, you will support Financial Advisers in all capacities to allow them to concentrate on client-facing work.

After 6 months, you will join a part-time 18 month study programme to gain the Chartered Insurance Institute Level 4 Diploma in Paraplanning, while continuing to do your current role. (Paraplanning is the name given to qualified client service administrators in the financial advisory world).

The Diploma consists of 6 units, each with study material and an examination. The study material, examinations (but not re-sits), workshops, and training courses are all paid for by Future Perfect. We also run 2-day workshops for each unit.

What can you expect in return?

  • Every time you pass a unit, the employer will increase your salary by £500 pa. First time pass rates average 94%
  • Later in your career the employer can fund you to achieve the Level 6 Chartered Financial Planner qualification
  • Salary increases when units passed
  • Free office parking
  • 4 weeks paid holiday and bank holidays
  • NEST pension
  • Study Support towards further qualifications
  • Staff events

Are you the right person for the job?

If you have the following, then the answer is yes!

  • Have at least 12 month s office experience (Essential)
  • Excellent communication skills, both written and verbal
  • Highly organised with strong attention to detail
  • IT proficient

What will your role as a Financial Administrator look like?

  • Shadowing a senior administrator
  • Attending training courses
  • Collating client information
  • Preparing illustrations and reports for client meetings
  • Regularly speaking with clients and advisers over the telephone
  • Writing Suitability Letters
  • Chasing business pipeline
  • Booking and confirming appointments
  • Updating our CRM system

What s next? It s easy! Click "APPLY" now! We can t wait to hear from you!

Apply for this job now


  • Job Reference: 663292188-2
  • Date Posted: 21 July 2022
  • Recruiter: Talent Finder
    Talent Finder
  • Location: West Midlands
  • Salary: £22,000 to £28,000
  • Sector: Accounting
  • Job Type: Permanent