Average Financial Services salary in the UK

Our client is a successful Independent Financial Advice Practice who are a personable collective of likeminded professionals who really care about the clients they service. Our client prides themselves on their exceptional level of client service and expertise and this is a fantastic opportunity to build your career. This is an interesting and challenging role that would suit a professional and adaptable Administrator who enjoys using their initiative and who has a 'can do' working style. You will undertake client related administration in order to assist Independent Financial Advisers in the provision of independent financial services to clients. Key responsibilities of the Financial Services Administrator includes: You will be working as part of their team helping with all aspects of office administration including: Diary and email managementArranging appointmentsClient communications by telephone and e-mailPreparing letters, presentations, and reportsSupporting Consultants with client related administrationPreparing all documentation for client meetings and ensuring client information is recorded accuratelyMaintaining client and portfolio recordsProcessing client new business and general client administration as requiredProducing financial product and investment product recommendation reportsMaintaining client and portfolio records To be a successful Financial Services Administrator you will demonstrate: Office Administration experience, ideally in Financial ServicesGood team player with a flexible approachExcellent organisational skills, and be a self-starterAttention to detail to ensure production of accurate and timely documentsExcellent communication skills (both verbal and written)Confidence to deal with third parties and can work with total discretion

Job Title: Financial Services Administrator Location: Kettering Salary: £25,000 - £30,000 The Company: This firm is a highly professional, growing Financial Planning firm that offers holistic Financial Advice to both private individuals and businesses as well as offering Investment Management services. A modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction. Having seen huge amounts of growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career within Financial Services. Offering exam support and a strong benefits package, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available. The Role: This role would sit within the administrative function of the business and would involve a combination of administrative and PA style duties. The ideal candidate would be comfortable meeting clients and able to manage adviser diaries, workflows and transcribe client meeting notes. Someone who is able to present information clearly and concisely with strong written and verbal communication skills is key. If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you. The Required Skills: Experience in managing diaries and providing secretarial/administrative support within a financial services environmentPrevious experience of working within a Wealth Management or Financial Planning business previouslyExcellent communication skills, both written and verbal.Strong analytical and numerical skills If you are interested in discussing this position, then please get in touch with Capio Recruitment.

Mbf are working with a national financial planning organisation in Whiteley to recruit a Financial Services Administrator. Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth. This will be a hands on and exciting position working closely with a senior member of the business. Your role will be to provide an exceptional level of service to clients. Duties will include: Maintain accurate client information on the internal back-office systemAssist with onboarding new clientsLiaise with third parties including providers to obtain informationPrepare information for reports This role would suit an individual with previous administration experience within a financial services organisation. You should have good problem-solving skills and a strong understanding of the industry as a whole. Our client is well known for providing comprehensive training & support, you can expect develop/expand your knowledge of the industry and will be supported for all market exams. This is a growing business and there is genuine opportunity to progress within the company. They are offering a competitive basic salary plus bonus and very strong company benefits. The business also offers hybrid working with two days in the office and three days working from home.