Average Financial Services salary in the UK

Role: Financial Services AdministratorLocation: NorthwichSalary: Up to £29,0002-3 days a week in the officeThis is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.Due to growth, this company have an exciting opportunity for an experienced financial services professional to join as a Financial Services Administrator which sits within the Intermediary Sales Support Team. This role is crucial to providing a high quality Advice service to clients.You will be responsible for: Dealing with queries from clients and IFAs, some of these being technical questions, which you will be expected to deal with to a high standardProviding Admin and technical support to various teams within the business such as (IFAs, Fund Managers, 3rd parties, Business Development team)Inbound and outbound communication via the telephone Dealing with complaints efficiently Monitoring the team inbox Full training is provided around technical knowledge but you need to be able to pick up information around tax requirements, regulations etc.The ideal candidate would have previous Financial Services experience, and they must be confident on the phone, dealing with queries from clients/IFAs etc. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion.What's on offer? Discretionary Annual Bonus10% Employer Pension ContributionPrivate Medical InsuranceLife AssuranceAnnual Leave - minimum of 25 daysAdditional days off at ChristmasDiscounted gym membership What’s needed for me to be considered? Previous experience within a Financial Planning practice or similar, such as for a Provider or Platform Experience in a customer service role within Financial ServicesExcellent phone manner, and confidence dealing with queries via the phoneStrong problem solving skills, and enjoy working in a fast-paced environmentStrong communication and rapport building skills What next?Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice advisory, platform administrator, customer services, customer relationship management#LI-AW1

Are you an ambitious & motivated individual who is looking to join a market leading financial services business where you can have a long term & successful career? Mbf are working with one of our very best clients to recruit an Administrator. Our client is an award winning and fully independent Financial Planning organisation. The business has offices across the country with a very strong presence in the South West of England, this particular position will work out of their busy Bristol offices. In this role you will provide comprehensive administrative support, working closely with Senior Administrators, Paraplanners, Financial Advisers and clients. Duties will include but are not limited to: Prepare information for reportsLiaise with third parties including providers to obtain informationMaintain accurate client information on the internal back office systemAssist with onboarding new clientsOpening and handling client postGeneral administration for the overall department Our client is looking to recruit an individual with a genuine interest in the Financial Services industry. To be considered you should either have previous experience as an Administrator within a professional environment or will be a graduate who is looking to get a foot in the door (ideally with a relevant degree such as economics, business etc). This is a great opportunity to join a national organisation who value their staff. You will be provided with full on the job training & support, help with market exams and numerous opportunities to progress.

Administrator - Financial Services Salary: £25k + Great company benefits Location: Eastbourne (office based) Hours: Mon-Fri 9am - 17.00 Do you want to work for a well-established organisation that offers great training and the opportunity to further your career within financial services? If so, I have a great opportunity to join a friendly and proactive team, assisting and supporting their financial planners based in their modern offices in Eastbourne. You will already have a proven administrative background and have great client relationship and customer service skills. Responsibilities: Deal with clients and be the first point of contact enquiries via phone, email and in person.Preparing client documentation in advance for existing and prospective client meetings.Liaise with other team members on work in progress for client accounts.Manage client service needs to ensure client expectations.Open and maintain client files to agreed FCA compliance standardsDiary management ensuring daily tasks are met.Send letters of authority and produce portfolio valuations as directed by the financial adviser.Supporting the financial adviser in preparing the annual revie process.Ordering stationary and other office supplies as required.Franking and posting of outgoing mail. Topping up franking machine.Scanning, filing and photocopying documents as required.Ensuring the CRM system is updated accurately. The right candidate will have the following skills and experience to apply: Strong administrative and customer client management skills.Great IT skills with the ability to pick up new systems and processes quickly.Ability to manage your own workload and prioritise effectively.A genuine interest in working within financial services industry.Confident communicator, with the ability to build strong business relationships.Efficient, great attention to detail and a strong team player. This is a great opportunity to join a highly reputable company that offers great benefits, an enjoyable working environment and the opportunity to further your career. To be considered for this role please submit your up-to-date CV ASAP.