Financial Administrator

Financial Administrator / IFA Administrator

Worcester | Office Based

£30,000 – £32,000 DOE + excellent benefits

Are you an organised, proactive and people-focused administrator looking to build your career within Financial Services?

This is a fantastic opportunity to join a busy and supportive Wealth Management team where you’ll play a central role in supporting Advisers, clients and providers while helping deliver a first-class client experience.

If you thrive in a fast-paced environment, enjoy variety in your day and love being the person who keeps everything running smoothly, we’d love to hear from you.

What We’re Looking For

• Experience within Financial Planning or Wealth Management

• Strong communication skills with a professional and friendly approach

• Excellent organisation and multitasking abilities

• High attention to detail and accuracy

• Confidence using systems such as Outlook, Word, Excel and Teams

• Ability to learn platforms including IO and provider systems

• A positive, team-oriented mindset

What’s On Offer

25 days holiday + bank holidays

Holiday purchase scheme

In-house training academy & ongoing development

Annual salary reviews

Birthday day off

Life assurance & pension

Enhanced parental leave

This is an excellent opportunity for a motivated Administrator looking to grow their career within a respected and supportive Financial Planning environment.

Interested? Get in touch to learn more
Only candidates based in UK and eligible to work in UK are allowed