Average Financial Services salary in Yorkshire and Humberside

Financial Services Administrator / Client Services CoordinatorNottinghamshire (our Ref AL1425)Salary £25,500 - £27,500 dep on experience + full benefits packageMy client is a growing nationwide, independent financial planning company and they are committed to delivering clear, professional and client focused advice to individuals and families, trustees and business owners. They are looking to recruit an Administrator / Client Services Coordinator to support their advisers and begin a long-term career within wealth management.This role is ideal for someone with prior administrative experience in client service and client administration within a professional office environment who is keen to develop a career in financial services. Full training will be provided. The role is fully office-based for at least the first year and includes responsibility for front of house duties.ResponsibilitiesProvide administrative support to two Financial Planners.Maintain and accurately update client information on internal systems.Assist with the preparation of valuations, meeting packs and client documentation.Process new business applications and monitor progress through to completion.Manage incoming and outgoing post.Greet clients professionally and act as a first point of contact.Answer and manage telephone and email enquiries.Support compliance procedures and internal processes.Deliver a friendly, professional and organised office environment.About YouPrevious administrative experience in a client service and client administration within a professional office environment.No previous experience in wealth management required.Strong IT skills, including Microsoft Office.Highly organised with strong attention to detail.Professional communication skills and confident telephone manner.Willingness to learn and develop and undertake professional qualifications.Reliable, proactive and enthusiastic.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.

Client Experience AdministratorLeicestershire/Derbys Border DE74 (AL1427)Salary c£24,000 dep on experienceMy client is a multi award winning, national and they have an exciting new opportunity for an experienced administrator to help to deliver their Client Services Proposition by providing a high-quality administration and support service to high-net-worth clients and Partners. This allows the Partners to focus on the client relationship and developing relationships with new clients. Job SummaryReporting directly to a Senior Client Experience Executive, the role holder will work in support of one or more Client Experience Executives, to assist them in the providing admin support to a number of Partners. RequirementsEssential:Previous experience working in an administrative or customer service role.Strong track record developing and maintaining good working relationshipsExcellent knowledge of Microsoft Office packages including Word, Excel and Outlook. · Experience of working in a fast-paced environmentAbility to embrace changeAbility to work on own initiative and within a teamCommitment to pass basic financial industry exam within 3 months of employment (internal exam)Desirable:Previous experience in a financial administration roleGood knowledge of pensions and investmentsPrevious experience of Intelligent officeMain responsibilities of the role:To have a thorough understanding of the advice process, client file requirements and the regulatory requirements imposed by the FCA and deliver against these agreed service standards.To follow Company processes to deliver what clients and Partners perceive to be a personalized and high-quality service. Prepare personalized client packs for Partners prior to client meetings, in accordance with agreed format and SLAs.Complete post review meeting work and evidence of reviewContact providers to obtain valuations and up to date plan information.Input all information into our back-office system (Intelligent Office) to the required data quality standard.Enter client details onto application forms for the Client Experience Executive to process.Provide regular updates to Client Experience Executives to enable them to keep clients and Partners updated.Provide general day-to-day admin support to allocated Client Experience Process submissions using our submissions checklistProvide cover for reception team as and when required.Provide support with incoming and outgoing post as required.To participate in appropriate company and departmental training, competence and development initiatives.In line with Company service excellence program, the role holder will be expected to always provide exceptional client service. They will be required to keep up to date with all relevant organisational training and best practice to enable this standard to be met.Personal AttributesA positive, friendly service-orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice.An articulate communicator.Confident telephone manner with the ability to build rapport quicklyHonesty, integrity and ability to maintain confidentiality.Hard-working and responsive to the need to deliver a high-quality support service. Attention to detail and high standards of work.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.

Financial Services GraduateSalary: Entry-Level SalaryJob Type: Full-Time | PermanentAbout the RoleAre you a recent graduate looking to kick-start your career in financial services?We're working with a range of respected employers who are seeking ambitious graduates to join their teams. These opportunities provide an excellent foundation for a long-term career in financial planning, wealth management, financial advice, banking, accountancy, investments and wider financial services.You'll gain hands-on experience, receive ongoing training and development, and have the opportunity to work towards industry-recognised professional qualifications while building your career.ResponsibilitiesSupport experienced financial professionals with day-to-day client work.Build and maintain strong relationships with clients and colleagues.Assist with financial research, reporting and data analysis.Prepare documentation and ensure records are accurate and compliant.Liaise with clients regarding queries and administrative requests.Support investment, financial planning or accounting processes depending on the role.Learn industry regulations and maintain high standards of compliance.Contribute to team projects and business initiatives.Continuously develop your knowledge of financial services and the wider market.RequirementsA recent graduate (within the last three years) with a degree in Finance, Accounting, Economics, Business, Mathematics or another related discipline.Some previous work experience through internships, placements, part-time employment or summer work.Strong communication and interpersonal skills.Excellent organisational skills and attention to detail.A proactive attitude with a willingness to learn and develop professionally.Good analytical and problem-solving abilities.Proficient in Microsoft Office, particularly Excel.A genuine interest in building a career within financial services.What You'll ReceiveCompetitive entry-level salary.Comprehensive training and mentoring.Clear progression opportunities.Support towards professional qualifications where applicable.Exposure to a variety of financial disciplines and clients.A collaborative and supportive working environment.Excellent long-term career prospects within a growing industry.Ideal DegreesApplications are welcomed from graduates in:FinanceAccounting & FinanceEconomicsBusiness ManagementBusiness & FinanceBanking & FinanceMathematicsStatisticsActuarial ScienceFinancial EconomicsBusiness AnalyticsInvestment & Financial Risk ManagementCommerceOther related disciplinesIf you're a motivated graduate looking to launch your career in financial services, we'd love to hear from you. Apply today to explore a range of exciting graduate opportunities with leading employers across the UK.