Dynamic Financial Services Administrator – Part Time

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

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