Average Financial Services salary in the UK

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA practice in Edinburgh City Centre.You will be part of a team providing support to Financial Advisers, which includes the Company Directors:Prepare suitability reportsObtain quotes, illustrations, product information and appropriate paperworkPrepare annual reviews/valuationsProcess new businessLiaise with providersDeal with client queriesAbout you:Experience in financial services administration (IFA/wealth preferred)Strong organisation and attention to detailGood communication and client service skillsConfident using CRM systemsVisit 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.

We are working with a successful and growing Chartered financial planning and wealth management organisation to recruit a Financial Services Administrator. Our client places a strong emphasis on developing its people and creating long-term career opportunities.Based in the Woking office, this position offers an excellent opportunity for a graduate, experienced administrator or someone looking to move into financial services. You will receive structured training and ongoing support while gaining valuable experience working alongside experienced Financial Planners and developing your knowledge of the wider financial planning process.The RoleProvide administrative support to Financial Planners and the wider team.Assist with client documentation, applications and general administration.Liaise with providers and internal teams to obtain information and resolve queries.Maintain accurate client records and support the smooth running of the client journey.Develop your knowledge of financial planning and financial services.Work towards professional qualifications as you progress.About YouThis role would suit a graduate, financial services administrator or someone looking for a new challenge and a long-term career in financial planning.You will be organised, proactive and keen to learn, with strong attention to detail and a professional approach. Most importantly, you will be ambitious, hardworking and committed to developing your career within financial services.PackageSalary up to £30,000BonusStrong company benefitsFull training and ongoing supportProfessional qualification supportExcellent career progression opportunitiesWoking-basedFull-time office based during probationary periodTravel to London during probation for training and to meet wider teams, with expenses coveredHybrid working from the Woking office following successful completion of probationThis is a fantastic opportunity to join a growing organisation that genuinely invests in its people and provides the training, support and progression needed to build a successful career within financial services.

Financial Services AdministratorLincoln, Full Time, PermanentUp to £28,000 per annum DOE + discretionary bonusWe are seeking an Financial Services Administrator to join our Lincoln based client on a full time permanent basis. You’ll be providing administration support to senior members of the team ensuring the company is represented in a professional and courteous manner.THE ROLEAs an Financial Services Administrator, your key duties will be the following:Always comply with the Financial Services and Markets Act 2000 and the relevant FCA rules, as well as, regulatory requirements and company policiesComply with the relevant compliance, Consumer Duty, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all timesKeep up to date with all relevant product, legislative and technical changesPreparing documentation for client meetings, packaging suitability letters, keeping the client files up to date in SharePoint, scanning and printing, keeping detailed file notesMaintaining accurate client data, policy information, and critical records using a back-office systemProcessing new business both online and via paper applicationsResponding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providersCommunicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing postOccasionally providing administration support for local marketing initiativesTHE CANDIDATEThe ideal Financial Services Administrator will possess the following skills:Excellent communication skills, a good understanding of Word, Excel, Outlook and TeamsBasic understanding of investments, pensions and protectionThe ability to learn and understand the firm’s record keeping requirements and compliance proceduresGood understanding of the major platforms and providers and up to date knowledge of their websites and formsBeing self-motivated, efficient, thorough and forward thinkingThe ability to multi-task and manage several cases at onceSelf-organised and able to prioritise workload to meet agreed deadlinesProactive, high standards of accuracy and attention to detailTHE BENEFITSAs an Financial Services Administrator, you will receive the following benefits:25 days annual leave, increasing with length of service + birthday offCompany pensionDeath in serviceSick PayEmployee assistance planStudy leaveCycle to work schemeThank you for your interest in this vacancy and good luck with your application.If you have not heard from a member of the Future Prospects team within 7 days from your application, please assume that your application has not been successful on this occasion. Unfortunately, due to the high volume of applications we receive, we are unable to provide individual feedbackThe services of Future Prospects are those of an Employment Agency.