IFA Administrator

Switch Recruitment Services Ltd; Greater London; Hybrid; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

Bonus package

Flexible working arrangements

Job summary

Switch Recruitment Services Ltd is seeking an experienced IFA Administrator or Wealth Planning Administrator to join their team in Greater London. The ideal candidate will provide administration and planning support to Financial Planners, undertake client valuations, and liaise with insurers for quotations.

Candidates should have experience in wealth management and a strong technical understanding of financial products. This position offers a competitive salary and benefits, with flexibility for home, office, or hybrid working arrangements.

Qualifications

• Experience in wealth management or financial services administration.
• Professional qualifications preferred but not essential.
• Strong technical knowledge of financial products.

Responsibilities

• Provide administration and planning support to Financial Planners.
• Undertake client valuations and prepare documentation for reviews.
• Liaise with insurers for new business quotations.

Skills

Experience in wealth management

Strong technical knowledge of pensions and investments

Good verbal and written communication skills

Ability to manage multiple tasks

Job description

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team.

Responsibilities

• Providing administration and planning support to Financial Planners and a professional service to new and existing clients
• Undertake client valuations and preparing documentation ahead of client reviews
• Liaising with insurers / providers for new business quotations and updating software accordingly
• Ensuring all client records are kept up to stand and all relevant checks etc are completed

Experience required

• Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential.
• You will have strong technical knowledge of pensions, investments, protection etc
• Good verbal and written communication skills
• Ability to manage multiple tasks.

In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.