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

Mbf are working with a national financial planning organisation in Whiteley to recruit a Financial Services Administrator. Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth. This will be a hands on and exciting position working closely with a senior member of the business. Your role will be to provide an exceptional level of service to clients. Duties will include: Maintain accurate client information on the internal back-office systemAssist with onboarding new clientsLiaise with third parties including providers to obtain informationPrepare information for reports This role would suit an individual with previous administration experience within a financial services organisation. You should have good problem-solving skills and a strong understanding of the industry as a whole. Our client is well known for providing comprehensive training & support, you can expect develop/expand your knowledge of the industry and will be supported for all market exams. This is a growing business and there is genuine opportunity to progress within the company. They are offering a competitive basic salary plus bonus and very strong company benefits. The business also offers hybrid working with two days in the office and three days working from home.

Mbf are working with a national financial planning organisation in Guildford to recruit a Financial Services Administrator. Our client has offices across the UK, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth. The role will involve working closely with senior members of the team (who will provide ongoing training, support and guidance). You will work with both Paraplanners & Financial Planners on a daily basis and will be an integral part of the team. Duties will include: Maintain accurate client information on the internal back-office systemAssist with onboarding new clientsLiaise with third parties including providers to obtain informationPrepare information for reportsWork closely with Paraplanners & Financial Planners to ensure clients receive the highest level of serviceBe a main point of contact for clients queries This role would suit an individual with previous administration experience within a financial services organisation. Our client will consider individuals from any of the following areas: financial planning/wealth management, pensions, investments, mortgages, platforms or banking. You should have good problem-solving skills and a strong understanding of the industry as a whole. Our client is well known for providing comprehensive training & support, you can expect develop/expand your knowledge of the industry and will be supported for all market exams. This is a growing business and there is genuine opportunity to progress. They are offering an excellent over package: Basic salary to £36,000Discretionary bonusGenerous pensionsDeath in servicePMIFull exam support and much more!Hybrid working with 3 days in the office & 2 working from home.