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IFA Administrator

Job in Worcester, Worcestershire, WR1, England, UK
Listing for: CAP Resourcing LTD
Full Time position
Listed on 2026-06-03
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below

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.

Qualifications
  • Experience with in 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
  • 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.

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