Financial Planning Administrator – Worcester
Salary: Up to £35,000 + excellent benefits
Location: Worcester (office-based, 5 days per week)
A fantastic opportunity has arisen for a skilled Financial Planning Administrator to join a highly reputable Wealth Management business in their Worcester office. This role offers the chance to be part of a professional, supportive team where you’ll provide first-class support to Financial Planners and play a key role in delivering excellent outcomes for clients.
The role:
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Provide high-quality administrative support to Financial Planners, ensuring cases and documentation are managed accurately and efficiently
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Act as a first point of contact for client queries, delivering excellent customer service
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Prepare client documentation, meeting packs, valuations, and handle post-meeting actions
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Coordinate with internal teams such as paraplanning, compliance, and client services to ensure smooth processes
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Support training and mentoring of junior team members, sharing your expertise
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Maintain accurate records on XPlan and other systems
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Ensure compliance with FCA and internal processes at all times
About you:
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Previous experience in a Financial Planning or Wealth Management support role
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Strong knowledge of financial planning processes and products
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Excellent communication and interpersonal skills
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High attention to detail with strong organisational skills
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Proficient in Microsoft Office; experience with XPlan or Voyant would be an advantage
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A proactive, collaborative team player with a commitment to delivering excellent client outcomes
What’s on offer:
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Salary up to £35,000 (depending on experience)
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Fantastic benefits package
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Full exam support to progress your career
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Clear opportunities for development and progression within the team
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A supportive and professional working environment
Sector:
- Financial Services
- Financial Planning
