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.

JRRL have an exciting opportunity for an experienced Financial Services Administrator to join a professional and supportive financial advice firm in Westerham. The company provides personalised financial planning and investment advice to individuals, families and businesses. The successful candidate will support Financial Advisers and help ensure clients receive an efficient, friendly and responsive service.After successfully completing probation, there may be the opportunity to work 8:30am to 5pm, with a 45-minute unpaid lunch break and every second Friday off. The working-from-home day is not fixed.Duties for the Financial Services Administrator:Providing day-to-day administrative support to Financial AdvisersPreparing and processing client documentation and new businessSupporting ongoing client servicing and annual review administrationLiaising with clients, financial providers and other professional contacts by phone, email and letterObtaining information from investment, pension and insurance providersMonitoring outstanding requirements and progressing cases within appropriate timescalesPreparing documentation for client meetings and following up on agreed actionsMaintaining accurate client records, internal systems and audit trailsProcessing authorised client instructions and transactions accuratelyFollowing company procedures and regulatory requirements, including Consumer DutyHandling personal and financial information securely and confidentiallyIdentifying and escalating complaints, errors, delays, potential client detriment or other concerns Supporting the wider administration team as required Person Specification for the Financial Services Administrator:Previous financial services experience is essential, ideally within financial advice, wealth management or a similar environmentA good understanding of financial products such as pensions, investments, ISAs and protectionExperience working in a regulated environmentExcellent attention to detail and a strong focus on accuracyGood written and verbal communication skillsAbility to manage multiple tasks and prioritise workload effectivelyGood working knowledge of Microsoft Office, particularly Outlook, Word and ExcelExperience using a CRM system; Xplan experience would be highly desirableOrganised, proactive and reliable, with a professional and approachable mannerAble to handle confidential information with discretion and provide excellent client service Hours: 9am to 5pm, with a one-hour unpaid lunch breakBenefits: 24 days’ holiday plus bank holidays (three days to be used for the Christmas closure), death-in-service cover, private medical, pension and one day working from home each week after probation This is a full-time position. The salary range reflects the candidate’s level of experience, the lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above.

Administrator Support – Finance & Wealth ManagementLocation: Leicester – fully office based role, Monday to Friday 8am to 4pmSalary: £26,000 + benefits (our ref AL1416)My client is well-established wealth management firm, and they are now seeking a highly organised and proactive Financial Services Administrator to support their advisers and ensure the smooth day-to-day running of the office.This role is ideal for someone with strong administrative skills, excellent attention to detail, and a professional, client-focused approach. It offers a great opportunity to build a career within the finance and wealth management sector.You will play a key role in supporting client interactions, managing documentation, and assisting advisers with administrative processes to ensure a seamless client experience.Key Responsibilities:Answering incoming phone calls and acting as the first point of contact for clients Welcoming clients into the office and preparing meeting rooms and refreshments Managing incoming and outgoing post, including trips to the post office Scanning, organising, and uploading documents to internal CRM systems Monitoring shared inboxes and responding or redirecting queries as required Liaising with providers to chase outstanding information Processing letters of authority and organising policy documentation Supporting advisers with post-meeting administration and client file management Preparing annual review documentation, including: Portfolio valuations Fund performance and information Cashflow reports (where required) Assisting with submissions through internal systems and simple online processesAbout You - The ideal candidate will:Have excellent organisational skills and strong attention to detail Be confident communicating via phone, email, and in person Be professional, personable, and client-focused Have the ability to prioritise and manage multiple tasks efficiently Be comfortable using systems and handling sensitive information securely Have good working knowledge of Microsoft OfficePrevious experience or knowledge of financial services is beneficial but not essential. What’s on offer:28 days holiday (including bank holidays) Additional holiday per year of service (capped at 5 days) Option to carry over up to 3 unused holiday days Workplace pension (5% employee / 3% employer via True Potential) Free gym membership Discretionary quarterly team bonus awards Employee and client referral scheme Supportive team environment within a growing business Parking assistanceIf 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.