99 Financial Transactions jobs in the United Kingdom

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)

Our client, a leading financial services company based in Ipswich, are recruiting for an Administrator to join their team. Our client provides fantastic promotional opportunities and benefits which include additional qualifications, and a great supporting work culture and environment.

Skills & Experience Required:

• Strong administration or customer service experience
• A genuine desire to build a career within the financial services industry
• A minimum of 5 GCSE passes at grades A-C (or equivalent) to include English and Maths
• Strong interpersonal skills communication skills, with the ability to build up effective relationships at all levels

Key Duties & Responsibilities:

• Administrative duties, including drafting emails and documents.
• Managing financial caseloads
• Managing relationships with internal and external customers and clients
• Utilising training and knowledge to identify and propose solutions.
• Working to targets and deadlines.
• Adhering to and promoting business and industry regulations

Benefits:

• Competitive Salary
• Generous Pension Scheme
• Fantastic promotional opportunities

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.

Are you ready to elevate your career? Do you thrive in a dynamic, fast-paced environment? Do you want to work for a company that understands the importance of work-life balance? We are seeking a talented administrator to join our award-winning client in the heart of Taunton.

Job Title: Financial Services Administrator

Location: Taunton, Somerset (Office-based)

Hours: Monday to Friday, 8:45 AM - 5:15 PM

Salary & Benefits: 24,000 - 26,500 PA DOE (Experience in financial services required for the higher end of the salary bracket)

• Generous Pension Scheme
• Generous annual leave package including additional days off for your birthday and Christmas!
• Professional Growth Opportunities : Study support provided both financially and with time to study during the working day.
• Comprehensive Induction Programme
• Annual Salary Review
• Annual Bonus Scheme
• Employee Assistance Program
• Supportive Company Culture with Excellent Values
• Modern, bright, open-plan, and luxurious offices
• Impressive staff room and fully equipped gym with showers and changing room facilities

The Role:

As part of the Client Relations (Mortgages) team, you will be responsible for addressing clients' needs through effective communication and accurate administration. The team is dedicated to delivering an exceptional client experience, meeting expectations, and providing support to the Mortgage Consultants.

Daily Duties Include:

• Efficiently handling all client enquiries.
• Preparing refreshments for client and company meetings.
• Proactively managing day-to-day administration tasks, including transacting cases onto the system and supporting consultants and clients throughout the application process.
• Liaising with providers to ensure seamless service delivery.
• Competently using various software packages for data entry and monitoring the company client database.
• Providing efficient client relations support through regular communication.
• Coordinating and implementing office procedures with the Head of Client Relations.
• Sorting and distributing incoming post and organising outgoing post.
• Booking meeting rooms and conference facilities as needed.

Ideal Candidate Attributes:

We are looking for someone who has worked in a role focused on client care, ideally within a professional services setting. You should be adept at nurturing clients, providing a professional service, and engaging with clients. A natural communicator, you will have:

• Proven experience in administration.
• Meticulous attention to detail and accuracy.
• Organised and self-motivated.
• Exceptional customer service skills with a flexible and adaptable approach.
• IT literate.
• Personable, presentable, and punctual.
• Excellent communication and interpersonal abilities.

Next Steps:

Apply online today or email your CV directly to (url removed). Alternatively, you can contact Catherine or Georgie on (phone number removed) to discuss over the phone.

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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

Do you want to work for an award winning business? Look no further! Our client has fantastic benefits and a great culture.

Our client is seeking a Financial Services Administrator to work supporting their financial planners and directors. This role includes ensuring all information is accurate, updated and to help support the financial planners with their administrative workload.

You will enjoy hybrid working (ability to work from multiple offices), free parking, qualifications all paid for up to chartered level, career progression, 30 days holiday plus bank holidays and much more!

Duties:

• Prepare and compile documents to create accurate client review packs and verification packs as needed.
• Deliver precise and timely information while coordinating with providers and third parties as required.
• Maintain a clear audit trail for all client records, ensuring documents are correctly saved and named.
• Keep Financial Planners and team members informed of progress, escalating any concerns or complaints. Hold weekly review meetings with Financial Planners to discuss priorities and any arising issues.
• Assist Financial Planners in client meetings by presenting relevant sections, such as cashflow, when appropriate and approved by a line manager (2-3 times per year).
• Conduct pre- and post-meeting reviews, delegating tasks to team support when appropriate. Ensure meeting notes are issued within two weeks and that all actions are completed.
• Mentor and support junior team members, enabling them to take on tasks that contribute to team efficiency and enhance client service.

Requirements:

• Experience from a financial services business in administration is essential
• Degree is desirable
• Experience dealing with documents that require a high attention to detail

If you think this role might be for you - apply today!

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.