Part-Time Administrator
đź“Ť North Worcestershire
🕒 Approx. 20 hours per week (around 4 hours per day – ideal for school hours)
đź“… Start date: April 2026
A highly regarded, boutique wealth management and financial planning firm based in North Worcestershire is seeking a proactive and organised Administrator to join their growing team.
Due to a rapidly expanding client base – driven by their outstanding reputation within the local business community – this is a newly available position offering a fantastic opportunity to become part of a supportive and professional environment.
The Role
This is a key administrative role supporting the business with:
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Reviewing and maintaining client files
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Assisting with portfolio reviews and documentation
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Ensuring records are accurate and compliant
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Preparing and organising client documentation
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Supporting the wider team with general administrative duties
This is a part-time position of approximately 20 hours per week (around 4 hours per day), which may particularly suit a parent looking to work school-friendly hours.
About You
You do not need direct experience within financial services, although previous administration experience within a financial or professional services environment would be advantageous.
We’re looking for someone who:
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Has strong administrative experience and excellent attention to detail
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Is highly organised and able to manage multiple tasks
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Works well to deadlines
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Has a positive, can-do attitude
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Is professional, discreet and client-focused
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Is confident using standard office systems and software
What’s on Offer
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A supportive, boutique working environment
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Flexibility around part-time hours
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The opportunity to join a respected and growing firm
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A stable role within a professional services setting
If you’re an experienced administrator looking for a part-time role within a reputable and expanding wealth management business, this could be the perfect next step.
Please get in touch for further details