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Administrator - IFA
Job in
Worcester, Worcestershire, WR1, England, UK
Listed on 2026-11-02
Listing for:
Plum Personnel
Full Time, Part Time
position Listed on 2026-11-02
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
IFA Administrator - Full Time 08.30 – 5.00 (Part time hours also considered and hybrid working - 1 day from home)
Location:
WORCESTER (10 mins walk from Foregate station)
£28,500 - £32,750 neg, dependent on experience ( + Free parking )
My client is a very experienced Independent Financial Advisor who is seeking an experienced IFA Administrator to join their brand new Wealth Management practice.
We are seeking someone with a flexible and positive disposition who has previous experience of supporting an Independent Financial Advisor.
As an IFA Administrator you will be:- Coordinating planner diaries and client meetings
- Preparing comprehensive meeting documentation
- Processing new business applications and liaising with providers
- Producing illustrations, valuations and transfer documentation
- Maintaining accurate records across back-office systems
- Proactive client communication to progress cases efficiently
- Carrying out hospitality duties-creating the perfect customer journey for new and established clients on a daily basis
- Previous administration experience working for an IFA
- Knowledge of Investment, Pension and Life Assurance processing
- Possess strong organisational skills and excellent IT skills
Are you the ideal IFA Administrator - structured, highly organised and able to absorb new information? Do you enjoy providing the ultimate professional service to clients both in person and through correspondence?
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