Part-Time Client Administrator

Location: Droitwich

Part-Time Administrator
📍 North Worcestershire
🕒 Approx. 20 hours per week (around 4 hours per day – ideal for school hours)
📅

Start date:

April 2026

A highly regarded, boutique wealth management and financial planning firm based in North Worcestershire is seeking a proactive and organised Administrator to join their growing team.

Due to a rapidly expanding client base – driven by their outstanding reputation within the local business community – this is a newly available position offering a fantastic opportunity to become part of a supportive and professional environment.

The Role

This is a key administrative role supporting the business with:

* Reviewing and maintaining client files

* Assisting with portfolio reviews and documentation

* Ensuring records are accurate and compliant

* Preparing and organising client documentation

* Supporting the wider team with general administrative duties

This is a part-time position of approximately 20 hours per week (around 4 hours per day), which may particularly suit a parent looking to work school-friendly hours.

About You

You do not need direct experience within financial services, although previous administration experience within a financial or professional services environment would be advantageous.

We’re looking for someone who:

* Has strong administrative experience and excellent attention to detail

* Is highly organised and able to manage multiple tasks

* Works well to deadlines

* Has a positive, can-do attitude

* Is professional, discreet and client-focused

* Is confident using standard office systems and software

What’s on Offer

* A supportive, boutique working environment

* Flexibility around part-time hours

* The opportunity to join a respected and growing firm

* A stable role within a professional services setting

If you’re an experienced administrator looking for a part-time role within a reputable and expanding wealth management business, this could be the perfect next step.

Please get in touch for further details