Redwood Search are recruiting on behalf of a respected and award-winning firm of Independent Financial Advisers and Wealth Managers based in Worcester. Due to continued growth, they re looking for a Financial Services Administrator to join their friendly, professional team. Job role: Administrative and Financial Support Role Worcester Location: Worcester City Centre Salary and Benefits: £28,500 per year pro rata (negotiable based on experience) Working Hours: Four days per week specific days and times to be agreed with the successful candidate. 5 days could be considered. Role Overview: This is a varied and rewarding role supporting a professional financial services team. You ll be involved in a wide range of administrative and client service tasks. Key responsibilities include (but are not limited to): Handling incoming calls, taking messages, and responding to routine enquiries Welcoming and assisting visitors in a professional manner Preparing client reports and valuations (e.g., Statement of Worths) Maintaining and updating client records using Intelligent Office (IO) Drafting client correspondence including letters and emails Managing Letters of Authority and service transfers Preparing illustrations and new business documentation Creating Replacement Policy Checklists (RPCs) Conducting product research (protection and annuities) Compiling financial planning and annual review reports Processing fund switch and withdrawal requests Handling top-ups and ..... full job details .....