At a Glance
- Tasks: Support financial advisers by managing client processes and maintaining accurate records.
- Company: Join a growing Independent Financial Advice firm with a supportive culture.
- Benefits: Enjoy a competitive salary, private medical insurance, and 25 days holiday.
- Other info: Be part of a professional team dedicated to high standards and client care.
- Why this job: Kickstart your career in finance with training support and real growth opportunities.
- Qualifications: Organised, detail-focused, and competent in Microsoft Office.
The predicted salary is between 25000 - 25000 £ per year.
Worcester – Onsite
£25,000 + Private Medical Insurance + 25 Days Holiday + Pension + Life Cover + Critical Illness Cover + Training Support + Volunteering Days + Sustainability Initiative
Are you an organised and detail-focused Financial Services Administrator looking to join a growing IFA business where you can develop your career within a supportive and professional environment? This is an excellent opportunity to join a rapidly expanding national Independent Financial Advice firm supporting a team of advisers and administrators in delivering high-quality financial planning and outstanding client service. The business is continuing to grow and is investing in its support function to ensure strong operational delivery and regulatory excellence.
You’ll work closely with advisers and internal teams, supporting the end-to-end client process from new business submission through to ongoing servicing. The firm uses established systems including Intelligent Office and SharePoint to manage workflows, maintain accurate records, and ensure efficient case progression.
You’ll be joining a professional environment that values development, consistency, and high standards of client care. There are genuine opportunities to develop your career within financial services, with exposure to a wide range of administrative processes and ongoing training support.
- Preparing advice packs, application forms and supporting documentation
- Submitting requests for information to financial providers
- Processing policy amendments, adjustments and new business applications
- Maintaining accurate client records across Intelligent Office and SharePoint
- Completing AML (anti–money laundering) checks
- Basic understanding of financial services regulation and compliance
- Competent in Microsoft Word, Excel and Outlook
Administrator and Finance Officer in Worcester employer: Eden Rose
Join a dynamic and expanding Independent Financial Advice firm in Worcester, where your role as an Administrator and Finance Officer will be supported by a culture of professional development and high standards. With competitive benefits including private medical insurance, generous holiday allowance, and opportunities for training and volunteering, this is an excellent place to grow your career while contributing to a team dedicated to outstanding client service and operational excellence.
