Full job description Financial Administrator / IFA Administrator
Worcester | Office Based
£30,000 – £34,000 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.