via reed · 29 May 2026 ·8 days ago

IFA Administrator

Cap Resourcing Ltd
Worcester Full-time GBP 30,000 – 34,000
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Financial Administrator / IFA Administrator

Worcester | Office Based

£30,000 – £34,000 DOE + excellent benefits

Are you an organised, proactive and people-focused administrator looking to build your career within Financial Services?

This is a fantastic opportunity to join a busy and supportive Wealth Management team where you’ll play a central role in supporting Advisers, clients and providers while helping deliver a first-class client experience.

If you thrive in a fast-paced environment, enjoy variety in your day and love being the person who keeps everything running smoothly, we’d love to hear from you.

What We’re Looking For

  • Experience within Financial Planning or Wealth Management

  • Strong communication skills with a professional and friendly approach

  • Excellent organisation and multitasking abilities

  • High attention to detail and accuracy

  • Confidence using systems such as Outlook, Word, Excel and Teams

  • Ability to learn platforms including IO and provider systems

  • A positive, team-oriented mindset

What’s On Offer

25 days holiday + bank holidays

Holiday purchase scheme

In-house training academy & ongoing development

Annual salary reviews

Birthday day off

Life assurance & pension

Enhanced parental leave

This is an excellent opportunity for a motivated Administrator looking to grow their career within a respected and supportive Financial Planning environment.

Interested? Get in touch to learn more.

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Cap Resourcing Ltd

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