Financial Service Administrator

Redwood Search are recruiting on behalf of a respected and award-winning firm of Independent Financial Advisers and Wealth Managers based in Worcester. Due to continued growth, they re looking for a Financial Services Administrator to join their friendly, professional team.

Job role: Administrative & Financial Support Role Worcester

Location: Worcester City Centre

Salary & Benefits: £28,500 per year pro rata (negotiable based on experience)

Working Hours: Four days per week specific days and times to be agreed with the successful candidate. 5 days could be considered.

Role Overview:

This is a varied and rewarding role supporting a professional financial services team. You ll be involved in a wide range of administrative and client service tasks.

Key responsibilities include (but are not limited to):

Handling incoming calls, taking messages, and responding to routine enquiries

Welcoming and assisting visitors in a professional manner

Preparing client reports and valuations (e.g., Statement of Worths)

Maintaining and updating client records using Intelligent Office (IO)

Drafting client correspondence including letters and emails

Managing Letters of Authority and service transfers

Preparing illustrations and new business documentation

Creating Replacement Policy Checklists (RPCs)

Conducting product research (protection and annuities)

Compiling financial planning and annual review reports

Processing fund switch and withdrawal requests

Handling top-ups and suitability reports for existing plans

Processing OEIC to ISA transfers

Liaising with providers for updates and progress tracking

Preparing Pension Crystallisation Reports (PCRs)

Supporting other tasks as requested by management

Skills & Experience Required:

Proficiency in Microsoft Office (Word, Excel, Outlook)

Strong IT skills and a willingness to learn new systems

Excellent written and verbal communication skills

Previous experience in an office environment, ideally within financial services

High level of professionalism, organisation, and attention to detail

Familiarity with Intelligent Office and provider platforms is desirable but not essential

If you're looking for a role where you can make a meaningful contribution and grow professionally, we d love to hear from you