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Posted 21 July, 2026

IFA Administrator

Cap Resourcing Ltd
Worcester, ENG, GB Full Time

Job Description

Financial Administrator / IFA Administrator

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Worcester | Office Based

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£30,000 – £32,000 DOE + excellent benefits

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Are you an organised, proactive and people-focused administrator looking to build your career within Financial Services?

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This is a fantastic opportunity to join a busy and supportive Wealth Management team where you’ll play a central role in supporting Advisers, clients and providers while helping deliver a first-class client experience.

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If you thrive in a fast-paced environment, enjoy variety in your day and love being the person who keeps everything running smoothly, we’d love to hear from you.

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What We’re Looking For

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• Experience within Financial Planning or Wealth Management

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• Strong communication skills with a professional and friendly approach

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• Excellent organisation and multitasking abilities

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• High attention to detail and accuracy

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• Confidence using systems such as Outlook, Word, Excel and Teams

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• Ability to learn platforms including IO and provider systems

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• A positive, team-oriented mindset

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What’s On Offer

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25 days holiday + bank holidays

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Holiday purchase scheme

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In-house training academy & ongoing development

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Annual salary reviews

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Birthday day off

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Life assurance & pension

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Enhanced parental leave

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This is an excellent opportunity for a motivated Administrator looking to grow their career within a respected and supportive Financial Planning environment.

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Interested? Get in touch to learn more.