Average Financial Services salary in the UK

A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Bristol. This is an exciting time to join a growing and well-established wealth management firm with an excellent reputation for client service and employee development.You will be joining a collaborative and high-performing team, providing essential administrative support to experienced Paraplanners and highly successful Financial Planners. The business prides itself on delivering a high-quality, personalised service to clients, and you will play a key role in ensuring the smooth day-to-day running of the advice process.Key Responsibilities:Providing administrative support across the financial planning processManaging annual reviews and preparing client documentationProcessing change of address updates and maintaining accurate client recordsHandling general client servicing and administrative tasksLiaising with providers, platforms, and internal teams to ensure efficient case progressionAbout You:Previous experience within financial planning or the wider financial services sectorCandidates from pensions, investments, platforms, or mortgage backgrounds will also be consideredStrong organisational skills with excellent attention to detailA proactive and team-oriented approachConfident communication skills and a client-focused mindsetWhat’s on Offer:Basic salary up to £30,000Hybrid working – 3 days in the office & 2 days WFHCompetitive benefits packageOpportunity to join a growing and highly regarded firmSupportive and collaborative working environmentGenuine opportunities for career progression and developmentThis is an excellent opportunity for an ambitious individual looking to further their career within a dynamic and expanding financial planning business.

A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Bracknell. This is an exciting time to join a growing and well-established wealth management firm with an excellent reputation for client service and employee development.You will be joining a collaborative and high-performing team, providing essential administrative support to experienced Paraplanners and highly successful Financial Planners. The business prides itself on delivering a high-quality, personalised service to clients, and you will play a key role in ensuring the smooth day-to-day running of the advice process.Key Responsibilities:Providing administrative support across the financial planning processManaging annual reviews and preparing client documentationProcessing change of address updates and maintaining accurate client recordsHandling general client servicing and administrative tasksLiaising with providers, platforms, and internal teams to ensure efficient case progressionAbout You:Previous experience within financial planning or the wider financial services sectorCandidates from pensions, investments, platforms, or mortgage backgrounds will also be consideredStrong organisational skills with excellent attention to detailA proactive and team-oriented approachConfident communication skills and a client-focused mindsetWhat’s on Offer:Basic salary up to £31,000Hybrid working – 3 days in the office & 2 days WFHCompetitive benefits packageOpportunity to join a growing and highly regarded firmSupportive and collaborative working environmentGenuine opportunities for career progression and developmentThis is an excellent opportunity for an ambitious individual looking to further their career within a dynamic and expanding financial planning business.

A highly regarded boutique financial planning practice based in Truro is seeking a Financial Services Administrator to join its close-knit, friendly and supportive team.This is an excellent opportunity for a proactive and detail-oriented individual looking to build or further their career within a professional and client-focused environment. The company is open to both full-time and part-time candidates and can offer a degree of flexibility around working arrangements for the right individual.The RoleAs a Financial Services Administrator, you will provide comprehensive administrative support across the business, assisting with client servicing, report preparation and the implementation of financial advice.Key responsibilities will include:Preparing client valuation reports and meeting packs Supporting the preparation of suitability reports and associated documentation Submitting applications and processing client instructions (e.g. fund switches, withdrawals) Liaising with providers and platforms to track and progress business Maintaining accurate and up-to-date client records Assisting advisers with pre- and post-meeting administration Providing general administrative support to the wider team About YouThe ideal candidate will have experience within financial planning or a broader financial services environment. However, individuals with strong administrative experience and a keen interest in the sector will also be considered.You will demonstrate:Excellent organisational skills and strong attention to detail A proactive and professional approach The ability to manage multiple tasks and meet deadlines Strong communication skills and a team-oriented mindset A commitment to delivering high standards of client service What’s on OfferCompetitive salary to £34,000. Flexible working options, with both full-time and part-time hours considered 28 days’ holiday plus bank holidays Additional office closure over Christmas (c. 4 days) without using annual leave — totalling approximately 40 days’ leave per year 5% employer pension contributions (matched) A supportive and collaborative working environment Ongoing professional development, including support towards industry qualifications This is a fantastic opportunity to join a respected and growing financial planning firm that places real value on its people and culture.