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Financial administrator United Kingdom Jobs

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Financial Services Administrator
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Join our award-winning team in Taunton as a Financial Services Administrator. You will provide exceptional client relations and administrative support for our Mortgages team. The role requires strong organizational skills, meticulous attention to detail, and excellent communication. We offer a ge...
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United Kingdom , Taunton
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24000.00 - 26500.00 GBP / Year
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Office Angels
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Financial Services Administrator
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Join our team in Taunton as a Financial Services Administrator. This role is ideal for a proactive, detail-oriented professional with strong admin experience. You will handle client enquiries, process applications, and support consultants in a collaborative environment. We offer a supportive cult...
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United Kingdom , Taunton
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24000.00 - 26500.00 GBP / Year
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Office Angels
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Financial Services Administrator
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Join a respected South Belfast wealth management firm as a Financial Services Administrator. This role requires strong administrative and client-facing skills from a professional services background. You will support senior staff with client account management and a variety of administrative task...
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United Kingdom , South Belfast
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27000.00 - 30000.00 GBP / Year
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Brook-St Hiredonline
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Financial Services Administrator
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Join our Wellington team as a Financial Services Administrator. You will provide crucial support to consultants, handling client queries, scheduling, and ensuring compliant processing. We seek a detail-oriented, proactive team player with financial product knowledge. Enjoy a generous bonus, pensi...
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United Kingdom , Wellington
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35000.00 GBP / Year
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Office Angels
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Financial Services Administrator
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Join a respected financial services team in Colchester for a 6-month maternity cover contract starting mid-January 2026. As a Financial Services Administrator, you will provide crucial support to an Advisor, managing diaries, client meetings, and back-office systems. This role requires a proactiv...
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United Kingdom , Colchester
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28000.00 - 30000.00 GBP / Year
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Office Angels
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Senior Financial Services Administrator
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Join a leading Belfast firm as a Senior Financial Services Administrator. You will support financial advisers, manage client servicing, and ensure strict FCA compliance. This role requires 3+ years of IFA experience and strong organisational skills. Be part of a team dedicated to exceptional weal...
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United Kingdom , County Antrim
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Not provided
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Brook-St Hiredonline
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Financial Administrator
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Join our busy Worthing office as a Financial Administrator. This integral role involves client queries on pensions and investments, plus office administration. Ideal candidates have Financial Planning experience and proficiency in IO, Outlook, and Excel. Enjoy benefits like 25 days holiday, birth...
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United Kingdom , Worthing
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Not provided
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Perspective Financial Group Ltd
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Financial Administrator
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Join our Cambridge office as a Financial Administrator, a key role supporting financial planning. You will manage client queries on pensions and investments, process new business, and liaise with providers. Essential experience includes working in a Financial Planning firm with platforms like IO,...
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United Kingdom , Cambridge
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Not provided
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Perspective Financial Group Ltd
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Financial Administrator
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Join our Newcastle Under Lyme office as a Financial Administrator, a key role supporting our financial planning team. You will manage client queries on pensions and investments, process new business, and ensure excellent service. We seek an experienced professional with strong IO/Platform knowled...
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United Kingdom , Newcastle Under Lyme
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Not provided
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Perspective Financial Group Ltd
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Financial Administrator
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Join our busy Chorley office as a Financial Administrator, an integral role supporting financial planning. You will handle client queries on pensions and investments, process new business, and liaise with providers. We seek an experienced, organised professional with strong IT skills. Enjoy benef...
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United Kingdom , Chorley
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Not provided
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Perspective Financial Group Ltd
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Financial Administrator
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Join our Braintree office as a Financial Administrator, a key role supporting our financial planning team. You will manage client queries on pensions and investments, process new business, and ensure excellent service. We seek an experienced, organised professional with strong IT skills. Enjoy be...
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United Kingdom , Braintree
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Not provided
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Perspective Financial Group Ltd
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Financial Administrator
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Join our busy Marlborough office as a Financial Administrator. This integral role involves client queries on pensions and investments, liaising with providers, and ensuring first-class service. We seek an experienced, proactive professional with strong IT and organisational skills. Enjoy benefits...
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United Kingdom , Marlborough
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Not provided
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Perspective Financial Group Ltd
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Financial Services Administrator
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Join a respected financial advisory firm in Colchester for a 6-month maternity cover role. As a key support to a Financial Advisor, you will manage diaries, client meetings, and reports. The ideal candidate is a proactive, detail-oriented administrator with access to a vehicle. This is a fantasti...
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United Kingdom , Colchester
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28000.00 - 30000.00 GBP / Year
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Office Angels
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Financial Administrator
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Join our Droitwich office as a Financial Administrator, a key role supporting our financial planning team. You will manage client queries on pensions and investments, process new business, and ensure excellent service. We seek an experienced, organised professional with strong IT and communicatio...
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United Kingdom , Droitwich
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Not provided
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Perspective Financial Group Ltd
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Senior Financial Services Administrator
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Join a Belfast team as a Senior Financial Services Administrator. This role requires 3+ years' IFA or wealth management experience and strong compliance knowledge. You will support advisers, manage client transactions, and ensure exceptional service delivery.
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United Kingdom , County Antrim
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Not provided
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Brook-St Hiredonline
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Financial Services Administrator
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Seeking a detail-oriented Financial Services Administrator for a permanent, office-based role in Clevedon. You will provide key administrative support, process new business, and act as a client contact point. The role requires 2+ years of financial services experience and offers a pension, develo...
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United Kingdom , Clevedon
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28000.00 - 34000.00 GBP / Year
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Brook-St Hiredonline
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Financial Services Administrator
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Join a respected South Belfast wealth management firm as a Financial Services Administrator. This client-facing role requires professional services experience and strong communication skills. You will support senior staff with client account management and administrative tasks. Ideal for organise...
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United Kingdom , South Belfast
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Salary
27000.00 - 30000.00 GBP / Year
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Brook-St Hiredonline
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Until further notice
Financial Services Administrator
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Join a reputable financial services firm in East Belfast as a full-time, permanent Financial Services Administrator. You will provide crucial support to advisors, handling client files, new business applications, and compliance. The role requires prior experience in a wealth management FSA role a...
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United Kingdom , East Belfast
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Not provided
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Brook-St Hiredonline
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Financial Administrator
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Join our Warrington office as a Financial Administrator, a key role providing high-quality support to our financial planning team. You will manage client queries on pensions and investments, liaise with providers, and handle varied office administration. We seek an experienced, organised professi...
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United Kingdom , Warrington
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Not provided
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Perspective Financial Group Ltd
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Financial Services Administrator
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Join our Taunton team as a Financial Services Administrator. You will manage client relationships, ensure FCA compliance, and support consultants with exceptional service. We seek a detail-oriented, professional communicator experienced in financial services. Enjoy a competitive pension, study su...
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United Kingdom , Taunton
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Salary
25000.00 - 30000.00 GBP / Year
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Office Angels
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Explore rewarding Financial Administrator jobs, a critical and dynamic profession at the heart of any organization's fiscal health and operational efficiency. Financial Administrators are the essential backbone of finance departments, accounting firms, wealth management practices, and corporate offices, ensuring the seamless execution of day-to-day financial and administrative operations. This career path is ideal for detail-oriented individuals who thrive on organization, precision, and supporting the broader financial strategy of a business. Professionals in these roles typically manage a diverse portfolio of responsibilities centered on financial record-keeping, transaction processing, and client or internal stakeholder support. A core duty involves maintaining accurate and up-to-date financial records, which includes data entry into specialized software, reconciling bank statements, and processing invoices and expenses. They are often responsible for preparing routine financial reports, assisting with payroll administration, and managing accounts payable and receivable cycles. In client-facing environments, such as Independent Financial Advisor (IFA) practices, Financial Administrators play a key role in supporting advisors by preparing client review documentation, processing new business applications, and acting as a liaison between clients and product providers. Across all sectors, ensuring strict compliance with financial regulations and internal quality standards is a fundamental and non-negotiable aspect of the job. The typical skill set required for Financial Administrator jobs blends strong technical aptitude with exceptional soft skills. Foundational numerical and accounting knowledge is paramount, often supported by proficiency in Microsoft Office Suite, particularly Excel, and industry-specific platforms. Unwavering attention to detail and superior organizational skills are crucial for managing multiple priorities and maintaining flawless records. Excellent written and verbal communication skills are essential for interacting with colleagues, clients, and external institutions. Employers commonly seek candidates who are proactive, self-motivated, and possess a strong ethical compass regarding confidentiality. While entry-level positions may be available for those with a keen interest in finance, many roles require several years of relevant experience in a financial services, accounting, or administrative setting. A commitment to continuous professional development, potentially through qualifications like those from the Chartered Institute for Securities & Investment (CISI) or similar bodies, is highly valued and can significantly enhance career prospects. Pursuing Financial Administrator jobs means stepping into a stable yet evolving profession that offers clear pathways for advancement into senior administration, paraplanning, or management roles. It is a career built on trust, accuracy, and the vital administrative support that allows financial systems to function effectively. If you are seeking a role where your meticulous work directly contributes to financial clarity and operational success, exploring opportunities in financial administration could be your ideal next career move.

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