Average Financial Services salary in South East England

Financial Services AdministratorQuedgeley, GloucesterUp to £26,000 | Full-Time | Permanent | Office-Based What’s in it for you? Reputable award winning firm | Weekday hours | Full training | Free parking | Competitive holiday | Career progression | Supportive team Must-Have’s• Previous experience in administration or a customer service-based office role• Excellent attention to detail and organisational skills• Confident communication skills - written and verbal• Comfortable working to deadlines and managing multiple tasks• Strong IT skills, including experience using MS Office Nice-to-Have’s• Previous experience within financial services, mortgages, or protection• Understanding of the mortgage or protection application process• Experience liaising with lenders, providers, or solicitors So, what will you be doing?• Supporting the Financial Services team with administration of mortgage and protection applications• Liaising with lenders, providers, solicitors, and clients to progress applications smoothly• Managing data entry and updating CRM systems with accurate records• Uploading and tracking key documentation within required timeframes• Responding to client and third-party enquiries by phone, email, and post• Supporting the team with general office duties as neededThis is a fantastic opportunity for someone with strong admin skills and an eye for detail, who’s looking to grow within the financial services industry. You’ll join a friendly and hardworking team with full training provided to help you succeed.Please contact Fran if this role is of interest! Our mission of 'Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.

Financial Services Administrator Leicester (our ref AL1377) - hybrid (1 day per week working from home after initial training) Salary to £30,000 per annum dep on experience plus full benefits package We are currently recruiting for a Financial Services Administrator with at least 2 years’ experience to join the team of a highly successful wealth management company in Leicester. As a Financial Services Administrator, you will be responsible for managing and administering a portfolio of SIPP, SSAS and personal clients. You will be working with a team of Client Relationship Managers (CRMs) in assisting advisers in the proactive management of clients’ financial affairs. In addition to excellent career progression - with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. APPLICANT REQUIREMENTS Have a minimum 2 years’ experience in a similar rolePossess an understanding of financial services and SSAS/SIPP pension schemesHave excellent customer service skills and attention to detailBe able to proactively manage client affairs in a prompt and efficient mannerHave excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levelsHave an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment MORE ABOUT THE ROLE The role is fundamental to the company’s success, and as a Financial Services Administrator, you will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders. Other responsibilities may include: Working closely with the consultants to support and ensure clients’ needs are metPreparation work for client meetings (including coordination of work required by other team members where applicable)Attending clients’ meetings, taking of meeting notes (on/off site)Coordinating action points from meetings and completing work requiredResponsible for communication with clients (phone calls/emails etc.)Researching and collation of information in relation to advice being given to clientsLiaising with insurance companies on client queriesRequesting illustrations required in respect of new and existing businessProcessing of new business and ensuring any administration work completed is compliant and completed within the procedures and policiesUpdating client records and ensuring that the systems, electronic folders and paper files are in good orderParticipation in projects which may require your assistance from time to time If 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.

We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Senior Platform Administrator. Our client is a recognised leader in the industry, delivering comprehensive services across Financial Planning, Employee Benefits and Mortgages to clients across the UK. This award-winning firm is renowned for its outstanding reputation and commitment to excellence. With a supportive and forward-thinking culture, they have a strong track record of investing in their people, offering clear pathways for development and career progression. Having experienced substantial growth over the past five years, the business is entering an exciting new phase of expansion, making this a fantastic time to come on board. The Role: This is a brilliant opportunity to join a busy and collaborative Platform Support team. You will be responsible for delivering high-quality administrative and client servicing support relating to investment platforms. From processing new applications to handling platform queries, exits and client transactions, you’ll play a key part in ensuring efficient and compliant platform operations. Key responsibilities include: Supporting colleagues and clients by managing platform queries via email and helplineProcessing transactions, account exits, Letters of Authority, and death notificationsYou’ll also support wider process improvement initiatives and play a key role in coordinating team workflows to ensure smooth, timely client service.Monitoring cash accounts and ensuring adequate balances for investment activityLiaising with platform providers and internal teams to resolve queries and progress transactionsIssuing statements and client documentation in line with SLAsKeeping accurate and up-to-date client records in back-office systemsContributing to ongoing process improvements and supporting project work What we’re looking for: Previous experience in an administrative role within Financial ServicesStrong working knowledge of Microsoft Office (especially Outlook, Word & Excel)Ability to manage workloads in a fast-paced environment and meet deadlinesExcellent attention to detail, organisation, and communication skillsExperience with investment platforms and client servicing is desirable The package: Basic salary up to £34,000Discretionary bonusHybrid working model: 2 days in the office, 3 days from home (more during training)25 days holiday plus bank holidays, with the ability to buy/sell leavePrivate Medical Insurance5% employer pension contributionGroup Life Assurance (x4 salary)Group Income Protection This is a fantastic opportunity to join a highly professional, people-focused business where you'll be supported to grow and develop your career.