• Financial Administrator

Financial Administrator in Birmingham

Location: Birmingham

Salary: £25,000 per year

Recruiter: Bell Cornwall

Date Advertised: 2024-06-28

Financial Administrator


Salary: £25,000 – £28,000


Location: Harborne, Birmingham


Reference: BCR/JH/10838


Bell Cornwall Recruitment currently have a fantastic opportunity for a Financial Administrator to join a financial firm based in Harborne.

We are looking for an individual who is passionate about offering professional support!


Responsibilities…


  • Liaising with clients and providers
  • Dealing with any client queries
  • Organising and setting up client meetings
  • Taking ownership of the client on boarding process and gathering accurate information
  • Maintaining client files and updating data into systems
  • Coordinating the Managing Director’s diary
  • Preparing for client review meetings, ensuring all documentation/information is available
  • Meeting and greeting clients and maintaining a professional and friendly approach

    • Ideal Candidate…


  • Previous experience in a similar role within a Professional Services environment
  • Excellent communications skills
  • Professional, pro-active and organised
  • Proven ability to manage complex diaries
  • Ideally some knowledge or experience within Financial Services / Wealth Management

    • If you believe this Financial Administrator role could suit you, please apply now!



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