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 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 £32,000Hybrid 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.

Financial Services AdministratorNewcastle Upon Tyne£28,000 - £32,000 Hybrid Working | Career Progression | Supportive Team Culture | 5% Pension Contributions | Additional Health BenefitsAn established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners.This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience.The RoleActing as a key point of contact for clients, advisers and product providersCoordinating client reviews, booking meetings and preparing documentationProcessing new business and servicing requests across pensions, investments and protectionManaging Letters of Authority, fund switches, withdrawals and provider correspondenceMaintaining accurate client records and updating back-office systemsMonitoring cases through to completion and keeping all parties updated on progressSupporting advisers and paraplanners with the preparation and administration of client recommendationsAbout YouExperience within an IFA, Financial Planning or Wealth Management environmentStrong administrative and client service skillsExcellent attention to detail and organisational abilityComfortable managing multiple cases and deadlines simultaneouslyProfessional communication skills, both written and verbalExperience using XPLAN would be beneficial but is not essentialIf you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.

Financial Services AdministratorGlasgow£28,000 - £32,000 Hybrid Working | Career Progression | Supportive Team Culture | 5% Pension Contributions | Additional Health BenefitsAn established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners.This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience.The RoleActing as a key point of contact for clients, advisers and product providersCoordinating client reviews, booking meetings and preparing documentationProcessing new business and servicing requests across pensions, investments and protectionManaging Letters of Authority, fund switches, withdrawals and provider correspondenceMaintaining accurate client records and updating back-office systemsMonitoring cases through to completion and keeping all parties updated on progressSupporting advisers and paraplanners with the preparation and administration of client recommendationsAbout YouExperience within an IFA, Financial Planning or Wealth Management environmentStrong administrative and client service skillsExcellent attention to detail and organisational abilityComfortable managing multiple cases and deadlines simultaneouslyProfessional communication skills, both written and verbalExperience using XPLAN would be beneficial but is not essentialIf you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.