Average Financial Administrator salary in the UK

I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Brighton and Hove.Within this small practice the Advisors have a team of support specialists who assist with the general day to day administration for the Advisors. This includes submitting new business onto various back office systems, creating documentation for clients, preparing meeting packs for client appointments, dealing with basic queries over the phone or on email, filing, data handling and various other ad-hoc tasks.This is an excellent opportunity for someone who is genuinely interested in forging a career in the financial advice industry. You will learn on the job with excellent training, develop a strong understanding of the advice process and develop knowledge of various products including investments, pensions and protection. You will also be fully supported to study for an sit relevant industry exams that will help develop your career.This role is ideal for someone new in the industry and would suit someone with administrative experience from a different professional services sector or perhaps a college or university graduate. The role is based in Horsham and is office based so you must be able to get to the offices on a daily basis.If you are keen and would like to hear more then please apply. 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.

I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Brighton and Hove.Within this small practice the Advisors have a team of support specialists who assist with the general day to day administration for the Advisors. This includes submitting new business onto various back office systems, creating documentation for clients, preparing meeting packs for client appointments, dealing with basic queries over the phone or on email, filing, data handling and various other ad-hoc tasks.This is an excellent opportunity for someone who is genuinely interested in forging a career in the financial advice industry. You will learn on the job with excellent training, develop a strong understanding of the advice process and develop knowledge of various products including investments, pensions and protection. You will also be fully supported to study for an sit relevant industry exams that will help develop your career.This role is ideal for someone new in the industry and would suit someone with administrative experience from a different professional services sector or perhaps a college or university graduate. The role is based in Horsham and is office based so you must be able to get to the offices on a daily basis.If you are keen and would like to hear more then please apply. 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 Planning Administrator Location: Horsham Salary: Up to £30,000 per annum (pro-rata for part-time) Employment Type: Full-time or Part-time Job Description: We are seeking a motivated and detail-oriented Financial Planning Administrator to join our team based outside of Horsham. The successful candidate will play a key role in supporting our financial planning operations, ensuring smooth and efficient administrative processes. Responsibilities: Provide administrative support to financial planners, including preparing client documentation, processing transactions, and maintaining client records.Assist with client communication, scheduling appointments, and responding to inquiries in a timely and professional manner.Liaise with product providers and third-party suppliers to obtain information and documentation as required.Submitting new business applicationsHelp to prepare financial reports, presentations, and proposals for clients.Support compliance processes by ensuring all documentation and procedures adhere to regulatory standards.Contribute to the ongoing improvement of administrative processes and systems to enhance efficiency and effectiveness.Collaborate with team members to achieve business objectives and deliver exceptional service to clients.Keep abreast of industry developments and regulatory changes to maintain knowledge and skills relevant to the role. Requirements: Minimum of 1 year of experience working within a financial planning firm.Strong organizational skills with the ability to manage multiple tasks and prioritize effectively.Excellent attention to detail and accuracy in work.Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant software applications.Effective communication skills, both written and verbal.A proactive and adaptable approach to work, with the ability to work independently and as part of a team.Commitment to maintaining confidentiality and handling sensitive information appropriately.Relevant qualifications or willingness to pursue further professional development (e.g., Diploma in Financial Planning) would be advantageous. This position offers the opportunity to work either on a full-time or part-time basis, providing flexibility to suit individual circumstances. If you are a dedicated professional with a passion for financial planning and administration, we encourage you to apply. To apply, please submit your CV and a cover letter outlining your suitability for the role.