CAP Resourcing LTD
IFA Administrator
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Client Services Administrator
Wealth | Pensions | Investments
Droitwich
Are you a skilled administrator from a wealth management, pensions, or investments background who takes pride in delivering exceptional client service? Want to join a firm where your experience is valued and your work truly makes a difference?
We’re working with a respected, long-established wealth management firm known for its personal approach, strong values, and commitment to doing the right thing for clients. With steady growth and an excellent reputation across the region, this is an opportunity to join a supportive team where you’ll feel trusted, valued, and part of something meaningful.
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The Role
As Client Services Administrator, you’ll be central to the client journey. Supporting Financial Planners, you’ll keep workflows running smoothly, manage client records, process new business, and ensure AML and compliance checks are completed accurately and efficiently.
You’ll also contribute to team success by sharing knowledge, supporting colleagues, and helping improve processes to enhance the overall client experience.
What You’ll Bring
✔ Experience in wealth management, pensions, or investment administration
✔ Strong organisation skills and the ability to prioritise effectively
✔ A proactive, team-focused approach
✔ A genuine passion for delivering outstanding client service
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What’s on Offer
✔ Competitive salary
✔ Private medical insurance
✔ 22 days holiday + bank holidays & Christmas closure
✔ Pension scheme
✔ A collaborative environment with real scope for growth
If you’re looking for a role where your expertise is recognised, your voice is heard, and your work has real impact, this could be your ideal next move.
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