Average Financial Services salary in the UK

KCR Solutions are delighted to be working with this successful financial services business to recruit a Financial Services Administrator. Your duties will be as follows: Providing efficient and effective administrative support to the financial advisersCreating new client packsOrganising and producing all documentation as requiredContacting providers regarding client’s policiesInputting data on the system and ensuring all information is up to dateProviding weekly reports for the advisorsLiaising with clients via telephone and email You will have strong organisational and time management skills and have worked in a similar role in the financial services industry. Solid Microsoft Office skills are essential. This role will suit someone who is keen to develop and progress with a successful business.

Our client an award winning, chartered and highly respected financial planning practice is seeking to recruit a Financial Services Administrator to join their friendly team. The business has an excellent name in the industry, they are committed to providing first class holistic financial advice to their portfolio of HNW & UHNW clients. Role Overview: As a Financial Services Administrator, you will play a crucial role in supporting the overall practice. You will work very closely with a senior financial planner, providing essential support and liaising with high-net-worth (HNW) clients. This position is integral to ensuring the smooth operation and success of the practice. Key Responsibilities: Provide comprehensive administrative support to a senior financial plannerManage and maintain accurate client documentation and recordsCoordinate and schedule meetings, prepare reports, and handle correspondenceLiaise with clients, addressing queries and providing timely updatesAssist in the preparation and review of financial plans and reportsEnsure compliance with all regulatory requirements and company policies Ideal Candidate: The ideal candidate will have a background in financial planning. However, candidates from wider financial services backgrounds such as investments, pensions, life & platform companies are also encouraged to apply. Additionally, ambitious graduates with relevant degrees in Economics, Mathematics, or Business who are eager to enter the financial services industry are welcome. Qualifications & Skills: Experience in financial planning or a related financial services field is preferredStrong organisational and time management skillsExcellent communication skills, both written and verbalProficiency in Microsoft Office and financial planning softwareAbility to work independently and collaboratively within a teamA proactive and client-centric approach What’s on offer: Basic salary to £32,000Discretionary bonus & company benefitsFull on the job training & supportA supportive and dynamic working environmentOpportunities for professional development and career advancementThe chance to work closely with industry leaders and high-net-worth clients

Are you an ambitious & motivated individual who is looking to join a market leading financial services business where you can have a long term & successful career?Mbf are working with one of our very best clients to recruit an Administrator. Our client is an award winning and fully independent Financial Planning organisation. The business has offices across the country with a very strong presence in the South West of England, this particular position will work out of their busy Gloucester offices.DutiesIn this role you will provide comprehensive administrative support, working closely with Senior Administrators, Paraplanners, Financial Advisers and clients. Duties will include but are not limited to: Prepare information for reportsLiaise with third parties including providers to obtain informationMaintain accurate client information on the internal back office systemAssist with onboarding new clientsOpening and handling client postGeneral administration for the overall department Our client is looking to recruit an individual with a genuine interest in the Financial Services industry. To be considered you should either have previous experience as an Administrator within a professional environment or will be a graduate who is looking to get a foot in the door (ideally with a relevant degree such as economics, business etc).This is a great opportunity to join a national organisation who value their staff. You will be provided with full on the job training & support, help with market exams and numerous opportunities to progress.The Client Is offering a competitive package Basic salary to £25,000Hybrid workingGenerous pensionGenerous holiday entitlementFull exam supportPMIDeath in serviceAnd much more!