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 ...