Plum Personnel is recruiting an IFA Administrator for a brand new Wealth Management practice in Worcester. This full-time role runs 08:30–17:00, with part-time hours considered and hybrid working (1 day from home). Salary £28,500–£32,750 depending on experience, plus free parking.
You will coordinate planner diaries and client meetings, prepare meeting docs, process new business with providers, and maintain records across back-office systems while delivering proactive client service.
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IFA Administrator – Hybrid Wealth Management in Worcester employer: Plum Personnel
Join a dynamic team in Solihull where your passion for helping others is truly valued. As a Customer Service Representative, you'll enjoy a supportive work culture that encourages personal growth and offers competitive benefits, including generous holiday allowances and convenient parking. This role not only allows you to make a meaningful impact on customer experiences but also provides opportunities for professional development in a relaxed office environment.
