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