More jobs:
IFA Administrator
Job in
Worcester, Worcestershire, WR1, England, UK
Listed on 2026-06-03
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
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
- 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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