Administrator (Financial Services)

JAM Recruitment Ltd; Worcester; On-site; GBP 30,000 - 35,000; Part time

Job summary

Amida is seeking an Administrator (Financial Services) in Worcester to support advisers and operations. The part-time contract pays £30,000 to £35,000 pro rata, with a minimum of 21 hours weekly; full-time considered for suitable backgrounds.

The role handles new business applications and paperwork, liaising with providers and internal colleagues to ensure timely processing. The ideal candidate will have financial services experience, be highly organised, and demonstrate a professional

Qualifications

• Experience using a CRM specific to financial services.
• Calm, highly organised administrator with solutions focus.
• Good telephone manner and professional demeanour.

Responsibilities

• Process new business applications and open accounts (investment, pension, ISA).
• Prepare paperwork for clients and advisers; chase providers for updates.
• Manage letters of authority and contact third parties (pension/insurance).
• Track fund switches, transfers and withdrawals; schedule reviews.
• Prepare review packs and valuation reports; ensure FCA requirements.
• Maintain accurate client files; assist with audits.

Skills

Financial services

CRM software

Organised

Attention to detail

Tools

CRM system

Job description

The Administrator (Financial Services) position in Worcester supports a growing firm’s advisers and wider operations. This part-time contract, paying £30,000 to £35,000 pro rata, requires precise handling of new business applications and associated paperwork. Candidates must bring prior financial services experience alongside strong organisational skills. The role involves liaising with providers and internal colleagues to ensure accurate, timely processing. A meticulous approach and professional demeanour are essential. While the minimum commitment is 21 hours weekly, those seeking full-time hours with suitable backgrounds may also apply. This position suits a confident administrator who works effectively within a high-performing team, where diligence and productivity are valued. Are you an organised and confident Administrator with financial services experience who thrives in a busy, high-performance environment£ Are you highly professional and proactive with excellent attention to detail£ Our client is an ambitious and growing financial services business with a reputation for integrity, exceptional client services and a rewarding culture. As the business continues to expand, they are seeking an experienced Administrator to support the wider team including the IFA''s. Please note that whilst this is offered on a part time basis, (minimum 21 hours a week) full time candidateswith the right experience will be considered. This is an opportunity to join a thriving organisation where hard work is recognised and rewarded.

Key duties will involve:

• Processing new business applications and opening investment, pension, and ISA accounts
• Preparing paperwork for clients and advisers and chasing providers for information and updates
• Managing letters of authority and contacting third parties such as pension and insurance providers
• Tracking fund switches, transfers, and withdrawals
• Preparing review packs and valuation reports and scheduling annual review meetings
• In addition you will be maintaining accurate client files and ensuring FCA regulatory requirements are met as well as recording client interactions and documentation.
• Assisting with audits will also be part of your role.

The ideal candidate will have experience of using a CRM specific to financial services as well as being a confident, calm and highly organised and solutions focussed administrator. A good telephone manner is also important to be successful in this role.

If you are an experienced Administrator from a financial services background and are looking to work 21 hours week or more (full time considered ) opportunity within a growing, ambitious organisation, we''d love to hear from you.

Please note this is a job advertisement and full job descriptions and company details will be provided to candidates after an initial successful screening.

Amida is an equal opportunities employer and we welcome applications from all demographics.