Average Financial Administrator salary in the UK

Financial Services Administrator required by a foward thinking wealth management firm based in Aberdeen. Due to growth, they now require an Administrator to provide support to the financial planners. You will work across the full range of wealth management products and be responsible for managing the 'Letter of Authority’ process, valuations, chasing providers for outstanding documentation, processing new business, liaising with clients, booking client review meetings, preparation for client meetings, compliance, and data base management. To be considered for this opportunity, candidates need to have - Previous experience working in financial servicesProfessional communication manner, both written and verballyProfessional qualifications would be an advantage This is an excellent opportunity for someone working in a provider environment that has the goal of becoming an IFA Administrator or someone who is already working as an Administrator and is ready to take the next steps towards Paraplanning To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.

Financial Services Administrator required by a foward thinking wealth management firm based at Edinburgh Park. Due to growth, they now require an Administrator to provide support to the financial planners. You will work across the full range of wealth management products and be responsible for managing the 'Letter of Authority’ process, valuations, chasing providers for outstanding documentation, processing new business, liaising with clients, booking client review meetings, preparation for client meetings, compliance, and data base management. To be considered for this opportunity, candidates need to have - Previous experience working in financial servicesProfessional communication manner, both written and verballyProfessional qualifications would be an advantage This is an excellent opportunity for someone working in a provider environment that has the goal of becoming an IFA Administrator or someone who is already working as an Administrator and is ready to take the next steps towards Paraplanning To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.

Working for a leading broker offering an array of financial services products to nationwide clients. Duties include: Provide high level technical and administrative support to the Advisers;Understand complex information and utilise this to write accurate and professional suitability letters;Ensure that files are complete with all required client documentation;Deal effectively with queries from clients and other parties through effective communication;Book appointments, liaise with GP surgeries and insurance companies to ensure positive client outcomes;Assist with trust forms;Maintain accurate computer records and follow the company’s compliance process at all times. Skills/criteria required: Previous experience in a similar support role in financial services or the protection sector;Able to understand complex information to produce accurate suitability letters;Knowledge of relevant regulation and legislation (desirable);Experience of client management systems;Excellent telephone client interaction skills and ability to build rapport swiftly;Excellent written communication skills;Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);Good organisation skills;Very strong attention to detail;Manages time effectively with the ability to multi-task;Keeps calm when faced with conflicting demands and handles these effectively;Demonstrates a positive attitude at all times. Additional Information: Reigate based - Hybrid after trainingMonday - Friday - 35 hour weekSalary: £25-26000Attractive benefits package including bonus, PMI, pension + more