828 Financial Roles jobs in the United Kingdom

A well-established and client-focused financial services firm is seeking a Senior Administrator to lead its Administration Team on a 6-month fixed-term contract , with the potential for a permanent position based on performance and business needs. This key role will act as the primary point of contact for all administrative matters, ensuring the team delivers consistently high standards in line with Service Level Agreements (SLAs), while maintaining a professional and client-centric approach in all interactions.

The ideal candidate will be a motivated, detail-oriented individual who understands the value of strong relationships-both with clients and colleagues. They will demonstrate exceptional organisational skills, a methodical work ethic, and the ability to lead by example.

Key Responsibilities:

• Act as the lead representative of the Administration Team, managing workflow and service delivery.

• Ensure all administrative support provided to advisers is accurate, timely, and in line with regulatory requirements.

• Maintain high-quality client communications and documentation standards.

• Mentor and support team members, including delivering training and fostering professional development.

• Drive efficiency and continuous improvement across systems and administrative processes.

Required Experience & Skills:

• Minimum of three years' experience in financial services administration.

• Sound understanding of UK financial products, industry regulations, and provider processes.

• Proven ability to process and manage pension applications and associated transactions.

• Experience delivering technical training and identifying operational improvements within admin functions.

• Proficiency in working with major platforms and providers (e.g., Aviva, Fidelity, Legal & General, Aegon, Standard Life, Prudential).

Desirable Qualifications:

• Chartered Insurance Institute (CII) Diploma or Advanced Diploma in Financial Planning (or equivalent professional qualifications).

Personal Attributes:

• Impeccable written communication skills.

• Excellent attention to detail.

• Strong multitasking abilities and capability to prioritise under pressure.

• A proactive, supportive approach with a commitment to team and client success.

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

Financial Services Administrator
Full Time & Permanent
Trowbridge - Office Based
Up to 31,000 per annum + Bonuses + Benefits

Have you gained good administration experience within a Financial Services environment?
Interested in joining a growing firm that like to develop their staff?

If you have answered yes to the above, then this could be the role for you!

Our client is a growing financial services practice that specialise in giving expert financial planning advice to Business Owners and Private Clients.
They now seek a dedicated, full time Administrator to join their friendly, busy and vibrant Service Team. They are a small but established company with big ambitions, so it is normal practice to encourage individuals to develop ongoing 'value adding' projects alongside their everyday responsibilities.

Their programme trains and mentors the candidate for three months, where they will be expected to work in multiple roles within the department, to get a true feel for how the company operates and evolves. In this way, the candidate should be confident in their ability to be flexible and adaptable.

Day to day responsibilities include:

• Communicating with policy providers
• Submitting new business
• Facilitating the annual review process

The successful candidate will demonstrate high interpersonal and organisation attributes and be ready to support the rapid growth of this dynamic Financial Planning practice.

High level of experience in administration within a financial sector is required for this role.

For example:

• Has worked/working for an IFA
• Part of a technical team within a financial services company
• Administration role within pensions / investments / insurance
• Excellent IT skills in MS Word & Excel
• Professional telephone manner and superb customer service skills

Many thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unsuccessful.

An international law firm based in Central London is seeking a financial services lawyer at Mid Associate/Manager level to join their well-established Banking & Finance division. This is an excellent opportunity for a financial services lawyer to become part of a highly respected team advising major financial institutions, fintechs, and global corporates. The firm is known for its collaborative culture, international reach, and complex cross-border mandates.

The successful financial services lawyer will play a key role in advising clients on UK and EU regulatory frameworks, working across a mix of advisory, transactional, and strategic matters. This position is suited to a financial services lawyer with at least 3 years' post-qualification experience, looking to step into a more senior and client-facing role with clear progression opportunities.

The financial services lawyer's role

The financial services lawyer will support a wide-ranging client base including banks, asset managers, insurers, and fintech firms. The work will cover financial services regulation, licensing issues, payments law, ESG regulation, and regulatory aspects of M&A and financing transactions.

This role offers the chance to contribute to high-profile projects and gain exposure to international workstreams. The financial services lawyer will also be expected to support business development initiatives and contribute to internal knowledge-sharing and client training sessions.

The financial services lawyer

To be considered for this financial services lawyer position, candidates must have:

• UK qualification (or equivalent rights to practise in England & Wales)
• A strong academic background
• A minimum of 3 years' PQE in financial regulation or banking and finance law
• Experience gained at a recognised law firm or within an in-house legal team in financial services
• Strong knowledge of FSMA, FCA/PRA regulations, and relevant EU directives (e.g. PSD2)
• Commercial awareness and sound legal judgement
• Excellent communication skills and the ability to manage client relationships effectively

In Return?

This is a standout opportunity for a financial services lawyer to join a forward-thinking, international law firm offering:

• Long-term career development and progression
• A competitive salary of 90,000-115,000
• Private healthcare
• Pension scheme
• Generous holiday allowance
• Exposure to high-profile, cross-border financial services matters

Keywords: Financial Services Lawyer | Regulatory Lawyer | Banking & Finance | Mid Associate | London Law Jobs | FCA Compliance

Job Title: Financial Services Administrator

Location:  Remote

Salary:   £25,000 - £30,000

The Client

We have an exciting opportunity for a growing Independent Financial Advisory (IFA) business, they are looking to add an experienced Financial Services Administrator from a wealth management background to their team.

The Role of Financial Services Administrator - IFA

This is a client-focused and detail-oriented role, supporting advisers in delivering high-quality service and advice.

Key Responsibilities:

• Act as the first point of contact for new and existing clients, dealing with queries professionally and efficiently.
• Coordinate adviser review meetings, ensuring all are booked within appropriate timeframes.
• Prepare review letters and meeting packs ahead of client reviews.
• Maintain accurate and up-to-date client records on the CRM system.
• Process withdrawals, fund switches, and portfolio rebalancing instructions.
• Manage the submission and tracking of new business, including preparation of application and trust documents.
• Handle Letters of Authority and liaise with product providers to obtain and chase information.
• Draft suitability letters for ISAs, Investment Bonds, and Pension new business (replacement business experience is helpful but not essential).

The Person:

• Proven experience in an IFA support role is essential.
• The candidate must have 2Plan experience.
• Proficient in using CRM platforms.
• Strong attention to detail and ability to prioritise tasks effectively.
• Clear and confident communication skills.
• Able to work well both independently and as part of a small, collaborative team.
  
  

Keywords: Financial Advisor, IFA, Financial Services, Finance Administrator, Administrator, Financial Administrator, Remote Working, Wealth Management, Finacial Services Administrator

Bowdon Associates is a member of the Guild of Quality Employment Agencies and has agreed to adopt the compliance and recruitment standards that form the basis their code of conduct. A quality, transparent and responsible recruitment agency committed to raising the industry standards.

Join Our Team as a Financial Services Administrator!

Are you an experienced Financial Services Administrator with a passion for pensions and Independent Financial Adviser (IFA) support? If you thrive in a professional yet relaxed atmosphere and are eager to provide high-quality administrative support, we have the perfect opportunity for you in Horsham!

About the Role:
As a Financial Services Administrator, you will be an integral part of our dynamic team, supporting our IFAs in all aspects of pensions and investment administration. Your expertise in pension products and processes will ensure our clients receive exceptional service.

Key Responsibilities:

• Provide comprehensive administrative support for Financial Advisers.
• Manage and maintain client records within our CRM system (XPLAN/360) Produce client documentation on behalf of Advisers.
• Process new business applications and ongoing client transactions, including fund switches, income and withdrawals.
• Liaise with product providers to monitor and progress new business.
• Keep clients updated throughout the process.
• Processing and chasing Letters of Authority.

What We're Looking For:

• Previous experience within the Financial Services industry is essential.
• Strong organisational skills with a methodical and accurate approach.
• Ability to work under pressure and manage multiple tasks efficiently.
• Excellent communication skills across all levels.

Why Join Us?

• Competitive Salary: 30k - 33k, depending on experience.
• Work-Life Balance: Full-time hours, 9am to 5pm.
• Convenient Location: Just a 12-minute walk from Horsham train station.

How to Apply:
If you have the pension expertise and IFA background we're looking for, we'd love to hear from you! Please send your CV and a cover letter outlining your relevant experience and why you'd be a great fit for our team.

Join us in making a difference in the financial services industry-apply today! Your next exciting career adventure awaits!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Are you experienced in sales, telesales or retention's? Are you looking to work in a fun filled supportive environment with excellent career progression?

We have a great opportunity for a Technical Sales Consultant to join a Financial Services Company in LS1. On a daily basis you will be calling warm leads and qualifying customers in regard to product needs. You will earn commission for every successful qualification.

Our client prides themselves on their fun, loving and friendly team. They're looking for someone who appreciates a good office culture and can balance professionalism alongside having fun.

There are numerous opportunities for progression whether this be in sales or gaining Financial Services qualifications.

Working hours: A mix of three shifts between 9am-6:30pm (Finish at 4pm on a Friday) and after probation 1 in 4 Saturday mornings 9-2.30 either paid or TOIL

Key Responsibilities:

• Daily inbound/outbound calls working towards KPI's
• Providing solutions in line with consumer objectives
• Have the ability to maintain your own workload
• Updating the CRM accurately and consistently
• Adhering to OFCOM standards and TCF

Skills Required:

• Minimum of 2 years sales experience working in a target driven environment
• Strong attention to detail
• Excellent interpersonal skills
• Excellent time management and organisational skills
• RO1 / CMAP / DIPFA would be desirable

Salary & Benefits

• 24,000 - 27,000 (OTE up to 40,000)
• 25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days)
• 4pm Finish on a Friday
• Annual performance related Company bonus and salary review
• 5% Employer pension contribution
• Opportunities for continuous professional development
• Discounted annual rail season ticket
• Buying and selling annual leave scheme
• Regular social events throughout the year
• Smart/casual dress code

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

Your new company

A well-established and growing professional services business based in Bolton are now looking to hire on a permanent full-time basis. This is due to development and internal progression, as the business is now expanding, and this company is now seeking an Administrator to join their growing financial services team. The working pattern for this position is Monday to Friday on-site, with standard working hours of 9am - 5pm. However, there is flexibility on this EG, 8am - 4pm etc.

Your new role

As Financial Services Administrator you will be expected to support the wider business with day-to-day operations which entail:

• Liaise with clients to help with any questions and queries and booking in review meetings as appropriate
• Liaise with third parties to provide information on clients plans & using checklists to ensure all information has been provided once received and chasing up outstanding information
• Obtain quotations from product providers and provide information
• Prepare files including compliance required documentation; research; illustrations; supporting documentation, prior to sale
• Ensure that files are complete and all required client identification documentation and necessary application forms
• Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Adviser.
• Process new business applications
• Maintain a good working relationship with colleagues, clients and third parties.
• Previous experience in an administration role, ideally in financial services or related sector
• Knowledge of relevant regulation and legislation
• Experience of setting up and maintaining systems, processes and procedures, Such as Salesforce CRM System

What you'll need to succeed

To be successful in securing this position, you will need to have strong administrative skills, along with:

* Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.

* Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)

* Good organisation skills and excellent attention to detail

* Manage time effectively with the ability to multi-task

* Keep calm when faced with conflicting demands and handles these effectively

* Always demonstrate a positive attitude

* Work well on own tasks as well as on shared goals as part of a team

* Open to change with a creative approach to problem solving

What you'll get in return

In return, you will be paid a competitive annual salary up to 26,000 depending on experience and will be joining a successful growing business during an exciting period.

• 23,800 - 26,000 depending on experience
• 24 days annual leave, plus your birthday, plus bank holidays
• Social events throughout the year
• Annual Bonus schemes
• NHS cash back
• 24 hours GP access and Counselling
• Pension 4%
• Free parking

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Financial Services Administrator

Harrogate | Office Based, Monday to Friday 9am – 5pm
£30,000 – £32,000 | Full time preferred – Part time considered
Free on-site parking | 27 days holiday plus bank holidays | Group pension scheme | 2x death in service

We are recruiting an experienced Financial Services Administrator on behalf of a well-established and highly regarded Independent Financial Adviser firm based in central Harrogate. This is a fantastic opportunity to join a supportive team in a varied and fast-paced administrative role.

The successful candidate will have a minimum of 2 years’ experience in financial services , ideally within an IFA or financial planning environment , and will be confident handling client documentation, liaising with providers, and supporting advisers with investment and pension administration.

Key Responsibilities:

• p>Supporting Financial Advisers and Planners with day-to-day administrative tasks

• Liaising with policy providers regarding pensions, investments, and insurance products

• Processing new business applications, fund switches, income and withdrawal requests

• Managing live dealing (online investment instructions)

• Handling desk-based claims

• Ensuring client records are accurately maintained 

• Managing workload independently while contributing to a close-knit team

• Communicating professionally with clients and providers

Requirements:

• Minimum 2 years experience in a financial services admin role (IFA experience preferred)

• Strong knowledge of investment products, pensions, SIPPs, and SSASs

• Experience with financial software and Microsoft Office 

• Excellent communication and organisational skills

• High attention to detail and ability to prioritise tasks

• A proactive, team-focused attitude with the confidence to work independently

If you're an experienced Financial Services Administrator looking for a long-term role within a friendly and professional environment, we’d love to hear from you.

Apply now or contact Unity Resourcing for more details.

Financial Services Administrator

Harrogate | Office Based, Monday to Friday 9am – 5pm
£30,000 – £32,000 | Full time preferred – Part time considered
Free on-site parking | 27 days holiday plus bank holidays | Group pension scheme | 2x death in service

We are recruiting an experienced Financial Services Administrator on behalf of a well-established and highly regarded Independent Financial Adviser firm based in central Harrogate. This is a fantastic opportunity to join a supportive team in a varied and fast-paced administrative role.

The successful candidate will have a minimum of 2 years’ experience in financial services , ideally within an IFA or financial planning environment , and will be confident handling client documentation, liaising with providers, and supporting advisers with investment and pension administration.

Key Responsibilities:

• p>Supporting Financial Advisers and Planners with day-to-day administrative tasks

• Liaising with policy providers regarding pensions, investments, and insurance products

• Processing new business applications, fund switches, income and withdrawal requests

• Managing live dealing (online investment instructions)

• Handling desk-based claims

• Ensuring client records are accurately maintained 

• Managing workload independently while contributing to a close-knit team

• Communicating professionally with clients and providers

Requirements:

• Minimum 2 years experience in a financial services admin role (IFA experience preferred)

• Strong knowledge of investment products, pensions, SIPPs, and SSASs

• Experience with financial software and Microsoft Office 

• Excellent communication and organisational skills

• High attention to detail and ability to prioritise tasks

• A proactive, team-focused attitude with the confidence to work independently

If you're an experienced Financial Services Administrator looking for a long-term role within a friendly and professional environment, we’d love to hear from you.

Apply now or contact Unity Resourcing for more details.