Financial Services Administrator

Worcester (Office-Based)

Up to £32,000 per annum (depending on experience)

Full-Time | Permanent

NJR Recruitment are delighted to be working with a highly respected and award-winning firm of Independent Financial Advisers and Wealth Managers based in Worcester. Due to continued success and business growth, an exciting opportunity has arisen for a Financial Services Administrator to join their professional and friendly team.

This is a fantastic opportunity for an experienced administrator who is passionate about delivering a high-quality service, supporting financial advisers, and developing their career within a well-established and forward-thinking financial planning business.

This role will involve working alongside and supporting on of the Firms Director and will be responsible for playing a pivotal role in ensuring the Client journey remains seamless.

Key Responsibilities

" Handle incoming calls, take messages, and respond to client enquiries.

" Greet and assist visitors in a professional and welcoming manner.

" Prepare and update client reports, valuations, and statements of worth.

" Maintain accurate client records on Intelligent Office (IO) and ensure all documentation is uploaded correctly.

" Draft client correspondence including letters and emails.

" Manage Letters of Authority and Transfers of Servicing from start to completion.

" Prepare new business packs, illustrations, and financial planning reports.

" Obtain research for protection and annuity products.

" Process fund switches, withdrawals, and top-ups to existing plans.

" Liaise with providers for updates and ensure timely progress of all client requests.

About You

" Previous experience in a financial services administration or IFA support role.

" Strong knowledge of Microsoft Office (Word, Excel, Outlook).

" Excellent communication skills, both written and verbal.

" Highly organised with exceptional attention to detail.

" Professional, client-focused approach with the ability to multitask effectively.

" Experience with Intelligent Office (IO) and provider platforms is desirable but not essential.

What's on Offer

" Competitive salary up to £32,000

" Company pension scheme

" Additional holiday allowance with length of service

" Tailored learning and development programmes to support career growth

" Opportunity to join an award-winning, values-driven team

" Supportive working environment in a modern Worcester office

If you're an organised, motivated administrator with experience in financial services and looking to join a dynamic, client-focused firm - we'd love to hear from you.

Apply today via NJR Recruitment, quoting Ref: NJR16664