Average Financial Administrator salary in the UK

My client is currently looking for an experienced Financial Planning Administrator to join their team in MaidstoneThe Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.To work closely with the aligned Financial Planners to deliver excellent client outcomes.To build relationships with clients and maintain regular contact.Maintain back-office systems and client records in line with the company policies.Request policy information from third party policy providers if applicable.Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.Preparation of meeting packs and valuations (as required)Assist investment managers in the preparation of new business pitches and presentations To be successful in this role, you should have: Experience working in the financial services industry.A strong ethic of client service.Ability to work under pressure and to prioritise work.Excellent communication skills both written and verbal, influencing and organisational skills.Ability to use judgement and reasoning to propose solutions to problems. As a colleague here you will have access to benefits that include: Competitive salaryFull training and exam supportPrivate medical insuranceLife assurancePension contributionHybrid working modeOption to purchase additional holidayShared parental leave Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

We are seeking a Financial Services Administrator to join a well-established and truly independent financial planning firm in Bath. This position provides the chance to become part of a supportive, collaborative environment, delivering high-quality administrative support to financial advisers and clients while building valuable skills and experience within the industry.Key ResponsibilitiesProvide full administrative support to financial advisers and clientsHandle client queries and maintain regular client contactManage documentation, reports, and client records with accuracy and professionalismAssist with preparation of client meetings and follow-up actionsRequirementsBackground in financial planning or wider financial services such as pensions, investments, or platforms is preferredGood understanding of financial services and ambition to build a long-term career in the sectorAmbitious graduates seeking their first role in financial services will also be consideredStrong communication, organisational, and administrative skillsWhat’s on OfferCompetitive salary up to £35,000 – dependant on experience Discretionary bonusFull training and support for market examsClear career progression opportunities with a company known for internal promotionsCompany benefits package This is a fantastic opportunity to join an established financial planning practice that has an excellent reputation and where you can have a long-term career. The client will provide you with first class on the job training, support for market exams and they actively encourage progression within the business.

Financial Planning AdministratorLocation: NorwichSalary: £ NegotiableThe OpportunityOur client is a modern, independent financial planning firm seeking an organised and proactive IFA Administrator to join its growing team in Bristol. This is an excellent opportunity for someone looking to build a long-term career in financial services within a supportive and professional environment.Role OverviewThe successful candidate will provide essential administrative support to Financial Planners and Paraplanners, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and a genuine interest in financial planning.Key ResponsibilitiesProcessing new business applications and maintaining accurate client records.Liaising with providers to obtain policy information and updates.Preparing documentation for client meetings, including valuations and reports.Managing client communications and scheduling appointments.Supporting the team with compliance and regulatory requirements.Assisting with annual reviews and updating client files accordingly.Candidate SkillsEssential:Previous experience in an IFA or financial services administration role.Strong organisational and communication skills.High level of accuracy and attention to detail.Proficient in Microsoft Office and CRM systems.Desirable:Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent).Experience with Intelligent Office (IO) would be advantageousA proactive attitude and willingness to learn and grow within the role.Some of the Benefits on offer include:Up to 30 days Annual HolidayPrivate Medical InsuranceFlexible working (can be partly home based)Pension SchemeExam Support