Average Financial Services salary in the UK

Our client is a successful Independent Financial Advice Practice who are a personable collective of likeminded professionals who really care about the clients they service. Our client prides themselves on their exceptional level of client service and expertise and this is a fantastic opportunity to build your career. This is an interesting and challenging role that would suit a professional and adaptable Administrator who enjoys using their initiative and who has a 'can do' working style. You will undertake client related administration in order to assist Independent Financial Advisers in the provision of independent financial services to clients. Key responsibilities of the Financial Services Administrator includes: You will be working as part of their team helping with all aspects of office administration including: Diary and email managementArranging appointmentsClient communications by telephone and e-mailPreparing letters, presentations, and reportsSupporting Consultants with client related administrationPreparing all documentation for client meetings and ensuring client information is recorded accuratelyMaintaining client and portfolio recordsProcessing client new business and general client administration as requiredProducing financial product and investment product recommendation reportsMaintaining client and portfolio records To be a successful Financial Services Administrator you will demonstrate: Office Administration experience, ideally in Financial ServicesGood team player with a flexible approachExcellent organisational skills, and be a self-starterAttention to detail to ensure production of accurate and timely documentsExcellent communication skills (both verbal and written)Confidence to deal with third parties and can work with total discretion

IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM and require a Financial Services Administrator to join their Leeds based offices.This is a newly created role and will be responsible for assisting the Investment Management team in various aspects.What's in it for you? Opportunity to progress in a variety of directions including senior office support or into a front office Investment Management of Financial Planning capacity, with study support provided.Exposure to high-net-worth private clients including entrepreneurs, business owners and charities.Become an integral part of the office and be a key decision maker within your role, receiving autonomy whilst working with an open-minded leadership team.Work in the heart of Leeds, just a few minutes' walk from the train station As part of a small and close-knit office, the team has a strong work-ethic with a collaborative mindset which is also demonstrated by their engagement in regular sociable activities outside of work. The ideal candidate; Experience within a wealth management/financial services environment within the administrative teams.Enthusiastic and confident individual, comfortable liaising with internal stakeholders and external clientsA strong numerical backgroundA genuine interest within the financial services industry Key responsibilities of the role include; Preparing meeting and presentation documentsEnsuring all client verification is up to date and maintainedOnboarding and suitability processesLiaising with clients and intermediaries to take instructions on the portfolio in respect of third party payments and the receipt of funds.Diary management for the Senior Investment Directors Due to the nature of the role, the successful candidate will be office based Monday-Thursday. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Job Title: Financial Services Administrator Location: Kettering Salary: £25,000 - £30,000 The Company: This firm is a highly professional, growing Financial Planning firm that offers holistic Financial Advice to both private individuals and businesses as well as offering Investment Management services. A modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction. Having seen huge amounts of growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career within Financial Services. Offering exam support and a strong benefits package, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available. The Role: This role would sit within the administrative function of the business and would involve a combination of administrative and PA style duties. The ideal candidate would be comfortable meeting clients and able to manage adviser diaries, workflows and transcribe client meeting notes. Someone who is able to present information clearly and concisely with strong written and verbal communication skills is key. If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you. The Required Skills: Experience in managing diaries and providing secretarial/administrative support within a financial services environmentPrevious experience of working within a Wealth Management or Financial Planning business previouslyExcellent communication skills, both written and verbal.Strong analytical and numerical skills If you are interested in discussing this position, then please get in touch with Capio Recruitment.