Average Service Administrator salary in South West England

A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Basingstoke. This is an exciting time to join a growing and well-established wealth management firm with an excellent reputation for client service and employee development.You will be joining a collaborative and high-performing team, providing essential administrative support to experienced Paraplanners and highly successful Financial Planners. The business prides itself on delivering a high-quality, personalised service to clients, and you will play a key role in ensuring the smooth day-to-day running of the advice process.Key Responsibilities:Providing administrative support across the financial planning process Managing annual reviews and preparing client documentation Processing change of address updates and maintaining accurate client records Handling general client servicing and administrative tasks Liaising with providers, platforms, and internal teams to ensure efficient case progression About You:Previous experience within financial planning or the wider financial services sector Candidates from pensions, investments, platforms, or mortgage backgrounds will also be considered Strong organisational skills with excellent attention to detail A proactive and team-oriented approach Confident communication skills and a client-focused mindset What’s on Offer:Basic salary up to £32,000 Hybrid working – 3 days in the office & 2 days WFH Competitive benefits package Opportunity to join a growing and highly regarded firm Supportive and collaborative working environment Genuine opportunities for career progression and development This is an excellent opportunity for an ambitious individual looking to further their career within a dynamic and expanding financial planning business.

A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Bristol. This is an exciting time to join a growing and well-established wealth management firm with an excellent reputation for client service and employee development.You will be joining a collaborative and high-performing team, providing essential administrative support to experienced Paraplanners and highly successful Financial Planners. The business prides itself on delivering a high-quality, personalised service to clients, and you will play a key role in ensuring the smooth day-to-day running of the advice process.Key Responsibilities:Providing administrative support across the financial planning processManaging annual reviews and preparing client documentationProcessing change of address updates and maintaining accurate client recordsHandling general client servicing and administrative tasksLiaising with providers, platforms, and internal teams to ensure efficient case progressionAbout You:Previous experience within financial planning or the wider financial services sectorCandidates from pensions, investments, platforms, or mortgage backgrounds will also be consideredStrong organisational skills with excellent attention to detailA proactive and team-oriented approachConfident communication skills and a client-focused mindsetWhat’s on Offer:Basic salary up to £30,000Hybrid working – 3 days in the office & 2 days WFHCompetitive benefits packageOpportunity to join a growing and highly regarded firmSupportive and collaborative working environmentGenuine opportunities for career progression and developmentThis is an excellent opportunity for an ambitious individual looking to further their career within a dynamic and expanding financial planning business.

A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Bracknell. This is an exciting time to join a growing and well-established wealth management firm with an excellent reputation for client service and employee development.You will be joining a collaborative and high-performing team, providing essential administrative support to experienced Paraplanners and highly successful Financial Planners. The business prides itself on delivering a high-quality, personalised service to clients, and you will play a key role in ensuring the smooth day-to-day running of the advice process.Key Responsibilities:Providing administrative support across the financial planning processManaging annual reviews and preparing client documentationProcessing change of address updates and maintaining accurate client recordsHandling general client servicing and administrative tasksLiaising with providers, platforms, and internal teams to ensure efficient case progressionAbout You:Previous experience within financial planning or the wider financial services sectorCandidates from pensions, investments, platforms, or mortgage backgrounds will also be consideredStrong organisational skills with excellent attention to detailA proactive and team-oriented approachConfident communication skills and a client-focused mindsetWhat’s on Offer:Basic salary up to £31,000Hybrid working – 3 days in the office & 2 days WFHCompetitive benefits packageOpportunity to join a growing and highly regarded firmSupportive and collaborative working environmentGenuine opportunities for career progression and developmentThis is an excellent opportunity for an ambitious individual looking to further their career within a dynamic and expanding financial planning business.