Average Financial Services salary in Wales

Financial Services Administrator Location: Cheltenham Salary: Up to £35,000 (Depending on experience)Hours: Full-time or Part-time (Flexible) Are you an experienced financial services professional looking for a hands-on role where you can make a real impact? We’re recruiting on behalf of a friendly and professional boutique Independent Financial Planning Practice based in the heart of Cheltenham. This is a fantastic opportunity to join a close-knit team and provide essential support to the Managing Director, playing a key role in delivering high-quality advice to clients. The Role: Act as a vital point of contact for clients, engaging with them daily.Provide administrative support to the Managing Director and wider team.Assist with financial planning processes, ensuring smooth client journeys.Work across various financial services areas, including financial planning, pensions, investments, and platforms. What We’re Looking For: Financial services experience is essential - ideally from financial planning, pensions, investments, or platforms.Strong administrative and organisational skills.A proactive and client-focused approach.Ability to work independently and as part of a team. What’s on Offer: Competitive salary up to £35,000 (DOE).Flexible working options - full-time or part-time considered.A welcoming, professional team in a boutique financial planning firm. This is an excellent opportunity for someone looking to join a supportive firm where you’ll be a key member of the team and have a direct impact on the client experience.

Due to continued growth, our award-winning Estate Agency client is seeking an Experienced Sales Manager to join their successful Financial Services team. You will work on a full time permanent basis and will be based within their main hub based in Quedgeley, Gloucester. This is a fantastic opportunity to join a well-established company that prides itself on providing an exceptional service to all its customers! You will oversee the day-to-day operations of the advisor teams ensuring targets are met. You will also manage team productivity, maintain key relationships, and provide support to advisors. You will also be responsible for overseeing the progression team ensuring KPIs are met whilst driving continuous improvements across the board. Responsibilities: Team Management: -Oversee activity and productivity levels for advisors, ensuring all targets are met -Manage and maintain relationships with key internal teams -Lead and facilitate monthly team meetings, including business reviews and 121’s -Supervise the mortgage progression team to drive performance Training and Development: -Identify training needs and deliver training as required, providing ongoing feedback & coaching to advisors to improve sales and performance Support and Operations: -Provide both technical and sales support to advisors on cases, ensuring smooth case progression -Identify and pursue business opportunities for the team to maximise growth Reporting and Communication: -Regularly report on team progress and performance to senior partners. Continuous Improvement: -Collaborate with the team to develop and implement strategies to improve KPI’s and overall team performance. Candidate Attributes: -Proven experience in financial services management or leadership -In-depth knowledge of financial services, sales processes, and industry regulations -Good people management skills -Strong communication, presentation, and coaching abilities Hours: 38.75 hours per week, Monday - Friday, 9am - 5:30pm Salary: £50k per annum + profit share bonus, £4.8k car allowance, free parking and a generous holiday allowance of 30 days holiday + bank holidays!

We are partnering with a well-established and highly regarded Financial Services organisation to recruit an additional Corporate Administrator. Our client is a leading firm in the industry, offering comprehensive services across corporate financial planning, employee benefits, and mortgages. With multiple offices across the UK, their primary presence is in the South West of England. The company has experienced impressive growth over the past five years and is set for further expansion. The Role Our client is looking for a motivated and professional Corporate Administrator to join their corporate team. This position will play a vital role in supporting a team of corporate financial planners and consultants, ensuring seamless service delivery to their growing client base. Key Responsibilities: Acting as the first point of contact for clients, product providers, and consultantsManaging client data, processing new business, and ensuring compliance with FCA regulationsSupporting corporate financial planners with scheme implementation and renewalsMaintaining strong client relationships and identifying opportunities to enhance their experienceEnsuring service standards are met while looking for ways to improve processes About You: Previous experience in corporate administration, financial services administration, or a similar role (experience in pensions or employee benefits is desirable but not essential)Strong communication skills with a client-focused approachExcellent organisational skills and keen attention to detailAbility to work efficiently in a fast-paced environmentProficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) Why Join? This is an excellent opportunity to become part of a growing business, where you’ll play a key role in supporting corporate clients while building a long-term career. The company is known for providing high-quality training, supporting professional development, and encouraging internal progression. The Package: Salary: Up to £28,000Discretionary bonusHybrid working - 2 days in the office, 3 days from home25 days holiday + bank holidays (option to buy/sell)Group Life Assurance (x4 salary)5% employer pension contributionPrivate Medical InsuranceGroup Income ProtectionAdditional benefits package If you’re looking to join a forward-thinking, professional organisation where you can develop and grow, we’d love to hear from you!