Financial Planning Administrator

Salary: Up to £30,000 (potentially negotiable depending on experience)

Location: Droitwich, Worcestershire

Type: Full-time, permanent

An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a highly regarded and well-established financial planning firm based in Droitwich. This is a key position within the business, supporting advisers and paraplanners to deliver a high-quality service to clients.

Working as part of a close-knit and professional team, the successful candidate will take ownership of administrative processes across all aspects of financial planning, ensuring the smooth running of client accounts and adviser support functions.

• Provide comprehensive administrative support to Financial Advisers and Paraplanners.
• Prepare and process new business applications, valuations, and policy information.
• Liaise with product providers and clients to obtain and manage key documentation.
• Maintain accurate client records on internal systems and ensure all compliance requirements are met.
• Support advisers with meeting preparation, follow-up actions, and client communication.
• Assist with workflow management and contribute to the continuous improvement of administrative processes.

• Ideally 3+ years' experience in an IFA Administration role (2 years+ will be considered).
• Strong knowledge of financial planning processes, products, and platforms.
• Excellent organisational skills, with the ability to prioritise and manage multiple tasks effectively.
• High attention to detail and accuracy in data handling and documentation.
• Confident communication skills and a proactive, team-focused approach.
• Experience with back-office systems such as Intelligent Office (IO) would be advantageous.

• Salary up to around £30,000, depending on experience and qualifications.
• 100% office-based role in Droitwich, due to the collaborative and client-focused nature of the position.
• Supportive, professional working environment with long-term stability.
• Opportunity to work within a respected firm that values quality, integrity, and client service.

This is an ideal opportunity for an experienced IFA Administrator who enjoys working as part of a professional team and wants to play a key role in supporting high-quality financial advice delivery.