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