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Financial Services Administrator, worcester
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Client:
Location:
worcester, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
2
Posted:
22.08.2025
Expiry Date:
06.10.2025
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Job Description:
IFA Administrator/ Fully Funded Exam Support
? Glynde, East Sussex
? Full-time, 37.5 hours/week (Monday to Friday, 9am–5pm)
? Office-based
? 25 days holiday + bank holidays + birthday off
? Discretionary bonus
About Us
Barwell's Wealth is a long-established, client-focused financial planning firm with circa £100m AUM. We deliver proper financial planning, not sales, not volume, built around long-term relationships and detailed client understanding. With two advisers soon to be three, we’re looking for a dependable, career-minded administrator who wants to be part of a close-knit, growing team.
* First point of contact for clients, phone, email, and in person
* Prepare the meeting room, refreshments, and paperwork
* Coordinate birthday cards, thank you notes, client gifts
* Manage incoming/outgoing post and occasional Post Office trips
* Keep the CRM, Enable, accurate and up to date
Annual Review Support
* Carry out AML and ID checks
* Pull valuation statements and prep review packs
* Book and follow up on client meetings
* Handle post-meeting admin
Business Processing
* Issue Letters of Authority, chase providers, track new business
* Submit new business applications and keep clients informed
Light Operational Tasks
* Help with things like the stationery order, fire alarm tests, and general office upkeep
* Be a reliable team presence when others are out of the office
Must-Haves:
* A few years’ admin experience in an IFA, financial planning environment
* Confident handling pensions and investments admin processes
* Excellent attention to detail and organisation
* Strong communication and a professional manner
* Proactive and dependable, you take pride in doing things properly
Nice-to-Haves:
* Experience with Enable or similar CRM e.g. iO
* Familiar with Voyant helpful but not essential
* Some exams completed or working towards them
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