590 Financial Services jobs in the United Kingdom

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.

We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. 

Specifically you'll be responsible for:

• New business processing (investments, pensions, mortgages & life).
li>Valuations.
• Client servicing, e.g., switches, rebalance, withdrawals etc.
• Providing quotes using exchange and platforms.
• Dealing with policy enquiries.
• Telephone and reception duties as required.
• General Admin support including handling post and typing.

The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm.  You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal.  If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator, to join the team on a permanent basis.

Working Monday to Friday, 35 hours per week from 9am to 5pm with one hour for lunch. 

• Hybrid or remote working available. 
li>Salary of £28,000 li>27 days annual leave PLUS Bank Holidays
• Private Medical
• Life Assurance
• Discretionary Annual Bonus
• Pension Scheme
• Employee Assistance Programme
• Preferential rates for financial services
• Other perks and benefits

Within this role you will work as part of a friendly team, closely supporting the Paraplanner and Financial Advisors in the business, and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis. 

li>Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts.
• Accurately manage administration tasks and client records to ensure compliance protocols are followed, records are up to date and all requests are logged. 
li>Supporting with diary management and coordinating appointments
• Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital)
• Assist with compliance tasks
• Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner

We are looking for candidates with a minimum of 2 years  existing experience within an IFA/ financial services,  who are confident managing their own workload with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude and ability to use intiative.

If you're interested in this fantastic opportunity, please ensure your CV is up-to-date and apply online as soon as possible. You will be provided more information on the opporutnity if you are shortlisted through meeting the initial requirements, and will be contacted to discuss the opporutnity further.

Please note, due to the volume of applicants we are unable to provide specific feedback to every applicant.

Financial Services | IFA | Financial Planning | Financial Advisor | Wealth Management | Estate Planning

Financial Services Administrator/Client Liaison
Office Based – Derby (our Ref AL1383)

Competitive Salary to c£27,000 + discretionary bonus and  exceptional benefits

At the heart of everything this client centric wealth management company does, is a genuine commitment to placing their clients’ interests first. As a well-established and highly regarded wealth and investment management firm in Derby, they are searching for a Financial Services Administrator who shares their core values of integrity, professionalism, and dedication to exceptional client service. If you are looking to grow your career within a collaborative, supportive environment that encourages personal development and ethical practice, we would love to hear from you.

About the Role

As a valued member of the team, you will work alongside Financial Planners and colleagues, delivering administrative support that underpins their promise of a seamless, high-quality experience for their clients. You will play a crucial role in maintaining high standards, helping to ensure every client interaction, both phone and face-to-face, is handled with care, discretion, and diligence.

• Provide comprehensive administrative support to Financial Planners in their day-to-day work.
li>Maintain and update client records with accuracy and attention to confidentiality.
• Foster strong relationships with clients and third-party providers, ensuring clear and professional communication.
• Prepare valuations, meeting packs, and essential client documentation to the highest standard.
• Champion the use of secure digital tools and client portals to support an efficient, modern service.
• Book appointments for advisers and help them manage their workflows.
• Meet and greet clients.
• Commit to ensuring we adhere to compliance policies.

About You

• At least 2 years’ experience in a financial services administrative role.
< i>Strong organisational skills, attention to detail, and a client-first mindset.
• Professional communication skills, both written and verbal.
• Ability to balance multiple priorities within deadlines.
• Proficient with Microsoft Office and financial back-office systems.
• Motivated to pursue further qualifications after 12 months.

Benefits

• Group Life Assurance (3x salary).
• Employer-contributed Pension Scheme.
• Generous holiday allowance.

Why Join?

This Company is proud of its’ open and inclusive culture, where your contribution is valued and your continued growth is supported. You will be joining a forward-thinking firm that is committed to ethical practice, exceptional client care, and the professional development of every team member.

This is an outstanding opportunity to further your career in financial services within a progressive, values-driven organisation. If you are ready to take the next step and align yourself with a firm that believes in doing the right thing for clients and colleagues alike, please send us your CV to apply.  All CVs will be reviewed and responded to within 10 days

Role: Financial Services Manager
Type: Contract - 3 to 6 months
Salary: Competitive
Hybrid: 1 to 2 days per week onsite ideally
Location: Leicestershire

Sellick Partnership is partnering with a Local Authority to recruit a Financial Services Manager on an interim basis.

The Responsibilities of the Financial Services Manager will be:

• Leading and developing the transactional finance team across Income and Banking, Debtors, Creditors, Procure to Pay, Suspense Accounts and Reconciliation.
• Driving financial excellence by ensuring efficient, accurate, and fit-for-purpose end-to-end financial processes.
• Ensuring compliance with national legislation, council policies, and timetables while maintaining high standards of financial integrity.
• Overseeing month-end reporting, KPIs, and critical success factors for all transactional areas.
• Implementing strong internal controls and fostering a culture of accountability and financial literacy across the organisation.
• Leading on performance management, talent development, and team engagement to deliver a collaborative and customer-focused service.
• Driving continuous improvement in systems, processes, and financial operations.

The Ideal candidate for the Financial Services Manager will have:

• Proven experience in managing transactional finance functions within a complex organisation.
• Strong leadership and people management skills, with the ability to develop and motivate teams.
• Excellent knowledge of financial controls, reporting requirements, and compliance standards.
• A track record of delivering process improvements and embedding best practice.
• Strong communication skills with the ability to build positive relationships with colleagues, senior stakeholders, and elected members.

How to apply for the Financial Services Manager role:

If you believe that you are well-suited to this excellent opportunity of Financial Services Manager , please apply directly or contact Tim Farnsworth at Sellick Partnership Derby Office for more information.

The closing date for CVs is Friday 29th August due to the urgent requirement of this role. Interviews will be arranged as soon as possible.

Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.

Financial Services Administrator – Spider is advertising on behalf of a financial services firm who are looking for an experienced Administrator to join their busy team in Ipswich, Suffolk in this full-time, permanent position.

Why them

Known for their transparent, simplified advice, FCA regulation, and track record of satisfied clients, this well-established firm services a broad range of financial services to their clients, who range from Individuals to trustees and small businesses.  

Fantastic company package include:

• Salary: Competitive salary ranging from £25,000 - £30,000 per annum based on skills and experience
• Holiday: 20 days plus bank holidays / annual shutdown between Christmas and New Year.
• Working hours 35 per week – Monday to Friday 9am – 5pm

About the role:

As a Financial Services Administrator you will be an enthusiastic individual who is highly organised with good attention to detail and the ability to multi-task in a busy environment.  This is a varied role that would suit someone with high level administrative skills working for a customer focused business. 

Responsibilities:

• Supporting the adviser administratively.  This can involve but is not limited to, research, calculations, collating data, arranging meetings and corresponding with clients.
• Communicate with providers and clients as required.
• Assisting advisers by preparing documentation such as letters of authority, illustrations, application forms and annual reports.
• Processing client requests such as withdrawals, regular contributions or adhoc investment management requirements.
• Confident IT skills including use of online and internal client management systems, training will be given to support this.

About You:

Experience of working in financial services/financial advisers would be beneficial but not essential. The role is administrative but with a technical element in relation to the involvement of investment and financial terms and procedures. Efficiency and an accurate approach to your work are essential.

If you have the relevant skills and experience for this Financial Services Administrator role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you.

If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments.

Please check your email inbox and spam / junk mail folder for any email correspondence for this role.

Additional keywords: Administrator, Financial Services, Admin, Finance Support, Financial Admin Officer, Coordinator, FCA, Financial Administration

This vacancy is being advertised and handled through Spider, the region’s Online Job Advertiser. We take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.

FinancialServicesAdministrator

Leicester(potentialofhybrid/1dayperweekathomeafterqualifyingperiod)

Salary25,000-28,000+benefits(ourrefAL1386)

Fulltimeor4daysperweekavailable

Myclient,withvariouslocationsacrosstheUK,hasanenviablereputationwithintheindependentwealthmanagementindustry,andtheynowhaveanexcitingnewopportunityforanexperiencedWealthManagementAdministratortojointheirLeicesterbasedteam.

Responsibilities

• Researchabroadrangeoffinancialproductsacrossallfinancialsectors
• Maintainregularcontactwithclientsprovidingassistancewhererequired
• Liaisewithvariousproviders,gatheringandcorrelatingplan/policyinformationandensuringasmoothandtimelybusinessprocess
• ManagingandmaintainingapreciserecordofpipelineandsubmittedbusinessinordertobeabletoupdateclientsandAdviseraccordingly
• SendingLettersofAuthority
• Collateandevaluateclientpolicy/investment/pension
• ResearchingproductsandfundsusingsoftwaresuchasSelectAPensionandFEAnalytics
• GeneralAdministrationandclientsupportduties
• Createandmaintainclientfilesandenterdetailsontoback-officedatabase
• SubmittingNewBusinessoninternalandexternalsystems
• Preparepaperworkforpre-saleandpost-sale
• Maintainregularcontactwithclients,bookingclientsinforannualreviewsandmanagementofreviewprocess
• Monitoringoftrailfees,Invoicingclientsfornewandongoingfeeswhereapplicableandsubsequentmonitoringandfollowup
• Developabroadknowledgeoffinancialproductsincludingbothindividualandemployerpensionknowledge,investmentsandprotectionproducts

Theidealperson-Administrator

• AbilitytobuildstrongworkingrelationshipswithboththeIFA,andtherestoftheteam.
• Previousexperienceofworkingwithinasimilarrolewithinafinancialservicesbusinessisdesirable.
• ExperienceusingFinancialresearchtools.
• Workingtowardsdiplomaqualificationpreferred,butnotessential.
• Itisessentialthatyoupossessstrongcommunicationskills,haveahighattentionfordetail,andhaveinterpersonalandorganisationalskillswiththeabilitytoworkinabusy,funandprofessionalenvironment.
• Youmustbehappytoworkonyourownandaspartofateamandhaveexcellenttimemanagementskills.
• GoodITskillsincludingOffice365.
• Capableofmeetingdeadlinesandbeingabletoprioritiseeffectively.
• Goodtelephonemanner.

Benefits -Companypensionscheme|Deathinservice|25daysannualleave|FlexibleBenefits|Birthdayasanadditionaldayoff|Opportunitytopurchaseadditionalholidays|Enhancedfamilyfriendlypolicies|Cycletoworkscheme

Ifthisroleisofinterest,pleaseapplywithanup-to-dateCV.Weaimtorespondtoallapplicationswithin10days.BysubmittingyourCVyouconsenttoitbeingretainedforuseinconnectionwiththisandfuturerelevantand/orsimilarvacancies,youcanofcourse,optoutofthisatanytimebyemailingus.FullPrivacyNoticecanbefoundonourwebsite.

This Financial Services Trainer job in Scotland is ideal for individuals experienced in training IFAs, Paraplanners and Administrators

As a Financial Services Trainer, you will be joining their Performance & Excellence team, playing a key role in helping our client achieve its business objectives, ensuring advice and service standards are maintained at a high standard and supporting continuous development across the team members

The key responsibilities of your duties are:

• Create a culture of high performance and excellence with their Financial Advisers, Paraplanners and support staff
• Encourage the team to educate, inform and influence clients positively
• Develop a supportive network between the advice hubs and share best practice across the national business
• Use data to identify opportunities for improvement and mitigate risks
• Deliver learning and development through face-to-face events, webinars and e-learning
• Support pre-CAS / inexperienced joiners and experienced team members in identifying growth areas
• Provide technical training on individual improvement plans as appropriate

Financial Services Trainer

• You must have technical financial planning product and advice knowledge
• You must be comfortable training individuals and groups including Financial Advisers and Paraplanners
• Seeking individuals from a learning and development background within Financial Services
• You must be willing to travel as part of your role
• Ideally you should hold your full Level 4 Diploma in financial planning or equivalent

The Company

This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already 4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.

Financial Services Trainer Benefits

• Salary of circa 50,000 plus car allowance
• Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
• Hybrid working with attendance at a local office 2 days per week (such as Glasgow or Falkirk), plus occasional travel for monthly planner meetings and quarterly in-person meetings
• 37.5 hours per week
• Excellent working culture with good staff retention
• Great time to join a rapidly growing business

Locations

Scotland

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Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Our client is a well-established independent financial advisory firm that's genuinely committed to delivering exceptional client outcomes. They pride themselves on their high standards, collaborative team culture, and strong focus on professional development. Located in the beautiful setting of Ottery St Mary, they offer a supportive environment where being nice, helping colleagues, and focusing on client service are at the heart of everything they do.

This is a fantastic opportunity to join a busy financial planning team as a Financial Services Administrator. You'll be playing a crucial role in delivering the firm's client service proposition to the highest standards while working within FCA regulatory requirements. It's a varied role where you'll be supporting both new and existing clients, working alongside advisers and the planning team to ensure everything runs smoothly from start to finish.

• Handle general administration duties including answering phones, client liaison, and managing post
li>Process new business by entering details onto systems and provider portals, following through to completion
• Complete application forms, process letters of authority, and chase providers for information
• Provide admin support including typing correspondence, letters, and reports
• Maintain accurate and up-to-date customer files in accordance with procedures
• Ensure all FCA compliance procedures are followed on a daily basis
• Support office facilities maintenance and contribute to smooth day-to-day operations
• Participate in firm projects and initiatives as business needs evolve
• Undertake continuous professional development and learning activities

• Commitment to achieving CII R01 and LP2 qualifications (minimum requirement)
• Exceptional ability to use various software systems including MS Office Suite and financial planning software
• Outstanding written and verbal communication skills with exceptional attention to detail
• Strong organisational skills and ability to prioritise workload without supervision
• Understanding of the financial planning process and regulatory framework
• Experience maintaining good working relationships in financial services or similar environment
• Ability to work independently and as part of a collaborative team
• Professional telephone manner and client service focus
• Flexibility to adapt as the business and role evolve

• Competitive salary of £30k - £32k DOE
Beautiful office location
• Comprehensive learning and development program
• Pension and Healthcare
• Plus so much more!

You're someone who thrives in a client-focused environment and understands the importance of accuracy and attention to detail in financial services. You've got experience in financial planning administration or a similar role and genuinely enjoy helping people achieve their financial goals. You're naturally organised, can juggle multiple priorities, and take pride in delivering exceptional service. Most importantly, you're committed to professional development and ready to contribute to a team that values collaboration and high standards.

This is an excellent opportunity to join a respected independent advisory firm that invests in its people and maintains the highest standards of client service. If you're an experienced administrator looking for a role where you can make a real difference in a supportive, professional environment, we'd love to hear from you.

Get in touch with Mrs H at Avocet Commercial Careers today on (phone number removed) or email (url removed) to discover more about this exciting opportunity.

FinancialServicesAdministrator

Leicester(potentialofhybrid/1dayperweekathomeafterqualifyingperiod)

Salary25,000-28,000+benefits(ourrefAL1386)

Fulltimeor4daysperweekavailable

Myclient,withvariouslocationsacrosstheUK,hasanenviablereputationwithintheindependentwealthmanagementindustry,andtheynowhaveanexcitingnewopportunityforanexperiencedWealthManagementAdministratortojointheirLeicesterbasedteam.

Responsibilities

• Researchabroadrangeoffinancialproductsacrossallfinancialsectors
• Maintainregularcontactwithclientsprovidingassistancewhererequired
• Liaisewithvariousproviders,gatheringandcorrelatingplan/policyinformationandensuringasmoothandtimelybusinessprocess
• ManagingandmaintainingapreciserecordofpipelineandsubmittedbusinessinordertobeabletoupdateclientsandAdviseraccordingly
• SendingLettersofAuthority
• Collateandevaluateclientpolicy/investment/pension
• ResearchingproductsandfundsusingsoftwaresuchasSelectAPensionandFEAnalytics
• GeneralAdministrationandclientsupportduties
• Createandmaintainclientfilesandenterdetailsontoback-officedatabase
• SubmittingNewBusinessoninternalandexternalsystems
• Preparepaperworkforpre-saleandpost-sale
• Maintainregularcontactwithclients,bookingclientsinforannualreviewsandmanagementofreviewprocess
• Monitoringoftrailfees,Invoicingclientsfornewandongoingfeeswhereapplicableandsubsequentmonitoringandfollowup
• Developabroadknowledgeoffinancialproductsincludingbothindividualandemployerpensionknowledge,investmentsandprotectionproducts

Theidealperson-Administrator

• AbilitytobuildstrongworkingrelationshipswithboththeIFA,andtherestoftheteam.
• Previousexperienceofworkingwithinasimilarrolewithinafinancialservicesbusinessisdesirable.
• ExperienceusingFinancialresearchtools.
• Workingtowardsdiplomaqualificationpreferred,butnotessential.
• Itisessentialthatyoupossessstrongcommunicationskills,haveahighattentionfordetail,andhaveinterpersonalandorganisationalskillswiththeabilitytoworkinabusy,funandprofessionalenvironment.
• Youmustbehappytoworkonyourownandaspartofateamandhaveexcellenttimemanagementskills.
• GoodITskillsincludingOffice365.
• Capableofmeetingdeadlinesandbeingabletoprioritiseeffectively.
• Goodtelephonemanner.

Benefits -Companypensionscheme|Deathinservice|25daysannualleave|FlexibleBenefits|Birthdayasanadditionaldayoff|Opportunitytopurchaseadditionalholidays|Enhancedfamilyfriendlypolicies|Cycletoworkscheme

Ifthisroleisofinterest,pleaseapplywithanup-to-dateCV.Weaimtorespondtoallapplicationswithin10days.BysubmittingyourCVyouconsenttoitbeingretainedforuseinconnectionwiththisandfuturerelevantand/orsimilarvacancies,youcanofcourse,optoutofthisatanytimebyemailingus.FullPrivacyNoticecanbefoundonourwebsite.