Average Financial Administrator salary in the UK

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 Services AdministratorLeicester (potential of hybrid/1 day per week at home after qualifying period)Salary £25,000 - £28,000 benefits (our ref AL1386)Full time or 4 days per week available My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team.ResponsibilitiesResearch a broad range of financial products across all financial sectorsMaintain regular contact with clients providing assistance where requiredLiaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business processManaging and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordinglySending Letters of AuthorityCollate and evaluate client policy/investment/pensionResearching products and funds using software such as SelectAPension and FE AnalyticsGeneral Administration and client support dutiesCreate and maintain client files and enter details onto back-office databaseSubmitting New Business on internal and external systemsPrepare paperwork for pre-sale and post-saleMaintain regular contact with clients, booking clients in for annual reviews and management of review processMonitoring of trail fees, Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow upDevelop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection productsThe ideal person - AdministratorAbility to build strong working relationships with both the IFA, and the rest of the team.Previous experience of working within a similar role within a financial services business is desirable.Experience using Financial research tools.Working towards diploma qualification preferred, but not essential.It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.You must be happy to work on your own and as part of a team and have excellent time management skills.Good IT skills including Office 365.Capable of meeting deadlines and being able to prioritise effectively.Good telephone manner.Benefits - Company pension scheme | Death in service | 25 days annual leave | Flexible Benefits | Birthday as an additional day off | Opportunity to purchase additional holidays | Enhanced family friendly policies | Cycle to work schemeIf this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Job Title/Location: Financial Services Administrator, South GloucestershireSalary: To £34,000 + bonus + pension + life/health benefitsOffice/WFH: Fully office basedRequirements: Previous IFA administration experience preferred, but will also consider those working in areas such as Pensions Admin, SIPP Admin, Life & Protection Admin, Mortgage Admin, Banking Admin etc.Role Snapshot: Preparing annual reviews, provider & client liaison, helping to prepare suitability reports, processing & submitting new businessThis office enjoys very low staff turnover and is happy to help develop people towards careers in paraplanning or advising long-term, with study support provided.The Company/Team: This role, which is open purely due to business growth, is one of 7-8 Administrators within the office and the team as a whole numbers 15-20 including Paraplanners & Advisors. The office is based just South of Yate.The Role: This Financial Services Administrator role supports two Advisors, one very established and one relatively new to advising. Key responsibilities include:Assisting in preparing annual reviewsCompleting files to meet company compliance standardsLiaising with providers & clients by telephone/correspondence in relation to new and existing business including Pensions, Investments, Life Cover & Employee BenefitsAssist in preparing simple suitability reportsProcessing & submitting new business (online + postal applications) and monitoring applicationsInput of adviser fees/commission onto IO, raising invoicesProcessing amendments to existing plans e.g. fund switchesPersonal diary management in Outlook & IntellifloSkills / Experience Required: For this Financial Services Administrator opening, previous IFA administration experience is our clients preference, but also open to those working in areas such as pensions admin, SIPP admin, life & protection admin, banking admin etc. A good understanding of MS Office is helpful, as would any previous exposure to Intelligent Office, but that is not essential. Really keen to find people with a ‘can do’ attitude, a team player, good attention to detail. This is a busy, vibrant office, so the ability to multi-task is key and you should also be a car driver.Additional Information: The salary for the Financial Services Administrator post is to £34,000 + bonus, pension, life and health benefits and study support. Please apply below.The IFA Administrator role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.