Financial Administrator/IFA Administrator
Worcester – office based
Salary - £30,000 - £34,000 (DOE) + benefits
Are you an organised, proactive and people focused administrator looking for your next step in financial services? This role puts you right at the heart of a busy Wealth Management office, supporting advisers, clients and providers to keep everything running smoothly.
If you love variety, accuracy and being the go to person who keeps the wheels turning, this one’s for you.
💼 What You’ll Be Doing
- Managing day‑to‑day administration across pensions, investments and protection
- Handling client queries (phone & email) with confidence and professionalism
- Processing new business and preparing client review packs
- Coordinating adviser diaries and arranging client meetings
- Requesting illustrations and supporting the advice process
- Maintaining accurate client records and ensuring files are compliant
- Providing essential back-office support to the wider team
🌟 What You’ll Bring
- Experience working in a Financial Planning or Wealth Management environment
- Strong communication skills and a friendly, professional manner
- Excellent organisation, multitasking and prioritisation abilities
- High attention to detail, especially with written correspondence
- Confidence using IT systems (Outlook, Word, Excel, Teams)
- Ability to learn platforms such as IO and provider systems
- A positive, team focused attitude
🎁 What’s On Offer
- 25 days holiday + bank holidays
- Holiday purchase scheme
- In‑house training academy & ongoing development
- Annual salary review
- Birthday day off
- Life assurance & pension
- Enhanced parental leave
If you’re motivated, detail driven and enjoy supporting clients and advisers to deliver a first class service, this role offers a brilliant opportunity to grow your career in financial services.