Average Financial Administrator salary in the UK

Working for a leading broker offering an array of financial services products to nationwide clients. Duties include: Provide high level technical and administrative support to the Advisers;Understand complex information and utilise this to write accurate and professional suitability letters;Ensure that files are complete with all required client documentation;Deal effectively with queries from clients and other parties through effective communication;Book appointments, liaise with GP surgeries and insurance companies to ensure positive client outcomes;Assist with trust forms;Maintain accurate computer records and follow the company’s compliance process at all times. Skills/criteria required: Previous experience in a similar support role in financial services or the protection sector;Able to understand complex information to produce accurate suitability letters;Knowledge of relevant regulation and legislation (desirable);Experience of client management systems;Excellent telephone client interaction skills and ability to build rapport swiftly;Excellent written communication skills;Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);Good organisation skills;Very strong attention to detail;Manages time effectively with the ability to multi-task;Keeps calm when faced with conflicting demands and handles these effectively;Demonstrates a positive attitude at all times. Additional Information: Reigate based - Hybrid after trainingMonday - Friday - 35 hour weekSalary: £25-26000Attractive benefits package including bonus, PMI, pension + more

Are you an organised, detail-oriented professional looking to join a market-leading financial services organisation? We are working with a market leading financial services organisation to recruit an additional Financial Services Administrator. The business we are working with have a fantastic reputation and have grown considerably over the past few years, they are an exciting business who are a very strong name in the industry. The role will focus on supporting senior members of the team, working closely with clients (over the phone and by email), working with financial advisers, third parties and undertaking full administration. Key Responsibilities: Providing administrative support to senior team members, assisting in day-to-day operations.Managing and maintaining a portfolio of existing clients, acting as a point of contact for any queries and ensuring excellent service delivery.Assisting with client communications, documentation, and ensuring compliance with company standards.Organising and coordinating meetings, appointments, and schedules as required.Preparing and processing paperwork related to client accounts. Who we are looking for: Previous experience in a similar administrative role within the financial services industry is desirable.Strong organisational skills with the ability to manage multiple tasks efficiently.Excellent written and verbal communication skills.Proactive approach with a keen eye for detail and a commitment to delivering top-tier client service.Proficiency in MS Office and other administrative software. What’s on offer: Competitive Salary: Up to £28,000 depending on experience.Discretionary Bonus: Recognising your contribution to the team's success.Full exam support to help you achieve your career aspirations within the sector.Progression opportunities within the business.Generous holiday entitlement. If you're ready to advance your career and join a dynamic team within a supportive and professional environment, we want to hear from you!

A highly reputable and well-respected boutique financial planning practice in Trowbridge is looking for a Financial Services Administrator / Financial Planning Administrator to join their team. This firm is an established and highly regarded name within the industry, working exclusively with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients across the local region. They have built a strong reputation for delivering bespoke financial planning solutions, exceptional client service, and maintaining the highest professional standards. This is a fantastic opportunity to work closely with a team of Paraplanners, Financial Advisers, and clients, playing a key role in delivering exceptional financial planning support. The Role: Provide comprehensive administrative support to Financial Advisers and Paraplanners.Manage client records and process new business applications.Liaise with clients and providers to ensure smooth workflow and outstanding service.Assist with client reviews, document preparation, and compliance support.Handle client queries professionally and efficiently.Support financial planning processes and ensure regulatory requirements are met. About You: Experience in financial planning administration is preferred, though candidates with broader financial services experience will be considered.A proactive and client-focused approach with excellent communication skills.Strong organisational skills and attention to detail.Ability to work effectively as part of a team and independently.A keen interest in developing within the financial planning profession. What’s on Offer: Basic salary up to £31,000 plus bonuses and company benefits.First-class training and development, including support towards market exams.Clear career progression within a well-established and respected firm.The chance to build strong client relationships and develop your expertise in financial planning.