Average Financial Services salary in the UK

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.

Office Manager – Financial Services Newcastle-Under Lyme£40,000 - £45,000We are working with a growing, forward-thinking financial planning organisation committed to helping clients live well today while planning confidently for tomorrow. They believe success is rooted in meaningful relationships, a positive culture, and a shared commitment to continuous improvement. Their people thrive in an environment where they are encouraged to grow, contribute ideas, and make a genuine difference every day.We are seeking an experienced Office Manager with a strong background in financial services, to play a central role in ensuring the smooth and effective running of office and operational functions. In this position, you will act as a key escalation point for both staff and client issues, manage support staff, oversee workloads and task allocation, ensure that back-office systems and procedures are consistently followed, and deliver training. You will also be responsible for fostering a high-performance culture by working closely with HR to support objective-setting, feedback, and development conversations. You’ll collaborate with senior leaders to maintain clear communication with internal and external stakeholders, coordinate logistics, and support operational planning. You will also monitor operational, regulatory, and conduct risks, escalating issues appropriately, and ensure the office environment and facilities are well managed to support the teams’ ongoing success.What’s needed? At least 2 years’ experience as an Office Manager within an IFA or financial services environment.Proven experience managing staff and supporting team development.Strong organisational skills with the ability to prioritise effectively in a changing environment.Excellent communication and relationship-building skills at all levels.High levels of confidentiality, trustworthiness, and attention to detail.Experience working with third-party providers.Understanding of FCA requirements and compliance principles.Confidence in preparing and presenting management information and key data.What’s in it for you?Auto enrolment pension23 days annual leave + Bank Holidays (increasing with service up to 25 days)Death in Service x4, Income Protection, EAP, Financial Wellbeing SupportIf you are interested in exploring this opportunity further, please get in contact with Adele at Capio Recruitment. We look forward to hearing from you!