Job Title: IFA Administrator
Location: Droitwich
Salary: £26,000 – £32,000 (DOE)
This is a great opportunity to join a respected and growing Wealth Management firm in Droitwich. You’ll be joining one of the firm’s adviser pods, providing essential administrative support to Financial Advisers and Paraplanners within a friendly, close-knit team.
The firm has a strong, people-focused culture and is looking for someone who will fit in well and bring energy, initiative, and reliability to the role. You’ll be joining a supportive environment where attention to detail and teamwork are valued, with opportunities for development once you’re fully settled in.
The Role:
*Provide day-to-day administrative support to Advisers and Paraplanners
*Prepare client documentation, meeting packs, and reports
*Process new business applications and ensure compliance requirements are met
*Liaise with clients, providers, and internal teams to ensure smooth case progression
*Maintain and update client information within back-office systems
*Assist with general operational tasks and contribute to team efficiency
The Required Skills & Experience:
*Previous experience within an IFA or Wealth Management environment
*Sound knowledge of financial products including pensions and investments
*Excellent organisational skills with high attention to detail
*Confident communicator with a proactive and team-oriented approach
*Experience using Intelligent Office (IO) or similar systems beneficial
*Ability to manage workloads effectively in a busy environment
What’s on Offer:
*Salary £26,000 – £32,000 depending on experience
*Supportive, professional, and friendly team culture
*Opportunity for future career progression within a growing business
*Structured training and development via the group’s academy
*Modern office environment with a collaborative atmosphere
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.