Average Financial Services salary in the UK

Mbf are working with a well-established Financial Planning and Investment Management organisation; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future. Their current requirement is for an IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients. The Role Build & maintain strong relationships with the Financial Planners and their clientsWork closely Paraplanning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomesEnsure client reviews are timely & appropriate as per documented service levels and in line with regulation.Assist with structured scheduling of reviews and for the preparation for meetingsEnsure that client files pre & post meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up to dateBe responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completionMaintain a basic level of industry knowledge through private reading/attending workshops etc. To Be Considered Responsibility, accountability and the ability to be pro-active and intuitive in roleAttention to detail and pride in workStrong communicator, Written, verbal, and listening This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well-known and highly respected organisation where you can start an exciting career. Package To £28,000Discretionary Bonus & benefits including pension, death in service, phi and much moreHybrid working split 3 days in the office & 2 working from home. If you are looking to kick-start your career in financial services, or build on skills that you already posess, this is a fantastic opportunity.

Want to work for an award winning company? Looking for a great team of people to work with who will support you? Then this could be for you.... This fantastic opportunity is with a firm of chartered financial planners, who are passionate about their work, driving up standards in the industry and delivering an outstanding service to their customers. A great team to join, they are all trained by the MD and have been recognised as one of the top 100 financial advisors in the country. Key areas of responsibility and duties: Preparing LettersCalling ProvidersMaintaining client data on the CRM and informing Providers where appropriateManaging day to day client enquiriesProviding cover of reception duties to include answering the phones, scanning and dealing with inbound and outbound postComply with the relevant Compliance, Treating Customers Fairly, SMCR, Anti-Money laundering procedures and relevant FCA rules at all times Full time hours - 35 hours p.w. 9.00 - 5.00 (100% site based) GBP23500-GBP25000 neg. + benefits About you: This is the perfect opportunity for an enthusiastic, motivated candidate who ideally has previous financial administration experience or you may be a graduate who is looking to gain experience of working within a financial services sector. A rare opportunity to join this forward thinking boutique firm. Call today for more details!

Our client an award winning, chartered and highly respected financial planning practice is seeking to recruit a Financial Services Administrator to join their friendly team. The business has an excellent name in the industry, they are committed to providing first class holistic financial advice to their portfolio of HNW & UHNW clients.Role overviewAs a Financial Services Administrator, you will play a crucial role in supporting the overall practice. You will work very closely with a senior financial planner, providing essential support and liaising with high-net-worth (HNW) clients. This position is integral to ensuring the smooth operation and success of the practice.Key Responsibilities Provide comprehensive administrative supportManage and maintain accurate client documentation and recordsCoordinate and schedule meetings, prepare reports, and handle correspondenceLiaise with clients, addressing queries and providing timely updatesAssist in the preparation and review of financial plans and reportsEnsure compliance with all regulatory requirements and company policies Ideal candidateThe ideal candidate will have a background in financial planning. However, candidates from wider financial services backgrounds such as investments, pensions, life & platform companies are also encouraged to apply. Additionally, ambitious graduates with relevant degrees in Economics, Mathematics, or Business who are eager to enter the financial services industry are welcome.Qualifications & Skills Experience in financial planning or a related financial services field is preferredStrong organisational and time management skillsExcellent communication skills, both written and verbalProficiency in Microsoft Office and financial planning softwareAbility to work independently and collaboratively within a teamA proactive and client-centric approach What’s On Offer Basic salary to £32,000Discretionary bonus & company benefitsStaff parking in the centre of TauntonFull on the job training & supportA supportive and dynamic working environmentOpportunities for professional development and career advancementThe chance to work closely with industry leaders and high-net-worth clients