143 Investment Sales jobs in the United Kingdom

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 – 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.

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.

• Pension, Investment and Protection research

• Preparing Discussion Documents for Financial Advisor Meetings

• Pre-Submission Process

• Producing Suitability Reports

• Arranging Advisor Diaries

• Arranging Annual Reviews

• Running Advisor back-office system

• Meeting & greeting clients for advisors
• Point of contact for clients for self-employed advisor

• Ability to work under pressure

• Fast learner

• Meticulous attention to detail

• Problem solver

• Excellent Time Management

• Very comfortable with numbers

• Good telephone manner

• Desire to learn, develop and progress in Financial Services

• GCSE A or B in Maths (essential)

• Strong A Levels or recent graduate ideally in maths or sciences- Desirable

• CII Financial Adviser Exam- Desirable
• Must be a car driver

Take the Next Step in Your Career - Join a Dynamic Financial Services Team in Taunton

Are you an organised and proactive administrator looking to build your future in financial services? Do you thrive in a collaborative environment where your skills are recognised and your development is supported? If so, we'd love to hear from you.

Role: Financial Services Administrator
Location: Taunton, Somerset (Office-based)
Hours: Monday to Friday, 8:45 AM - 5:15 PM
Salary: 24,000 - 26,500 (depending on industry experience)

What's in It for You?

• Pension Contributions - Helping you plan for tomorrow.
• Extra Time Off - Celebrate your birthday and enjoy a well-earned break over Christmas.
• Professional Growth - Support for qualifications and study time.
• Warm Welcome - A structured induction to help you settle in smoothly.
• Recognition & Rewards - Annual reviews and a performance-based bonus scheme.
• Wellbeing Matters - Access to an Employee Assistance Programme.
• Modern Facilities - Work in a bright, open-plan office with a gym, showers, and a stylish staff lounge.
• Supportive Culture - Join a values-led team that genuinely cares.

About the Role

Due to team expansion this firm is looking to add to their mortgages team. As a Financial Services Administrator, you'll be a key part of the Client Relations team, ensuring clients receive a seamless and professional experience. You'll provide essential administrative support to consultants and clients, helping to manage financial applications and maintain accurate records.

Your Responsibilities Will Include:

• Handling client enquiries with professionalism and empathy.
• Processing financial applications and tracking progress.
• Liaising with providers and third parties to ensure timely updates.
• Maintaining accurate records using internal systems.
• Supporting consultants with documentation and case management.
• Assisting with meeting coordination, post, and general office duties.

What We're Looking For

You'll bring strong administrative experience, ideally from a financial or professional services background. You're someone who enjoys helping others, is detail-oriented, and thrives in a busy, team-focused environment.

Key Skills & Attributes:

• Proven admin experience in a professional setting.
• Excellent attention to detail and organisational skills.
• Friendly and confident communicator.
• Tech-savvy and comfortable with databases and systems.
• Reliable, adaptable, and well-presented.

Interested?

Send your CV to (url removed) or apply online today.
For a friendly, informal chat about the role, contact Catherine or Georgie on (phone number removed) .

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.

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.

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

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.