Wealth Management Administrator

Switch Recruitment Services Ltd; Bury St Edmunds; On-site; GBP 30,000 - 45,000; Full time

Job summary

A reputable financial advisory provider seeks an experienced Wealth Management Administrator in Bury St Edmunds. This role involves administrative support to Financial Planners and managing client documentation. Candidates with wealth management or financial services experience are preferred. The company offers competitive salary and flexible working arrangements.

Benefits

Competitive salary

Benefits

Bonus

Flexible working options (home, office, hybrid)

Qualifications

• Experience in wealth management or financial services administration.
• Strong technical knowledge of pensions, investments, and protection.
• Good communication skills.

Responsibilities

• Providing administration and planning support to Financial Planners and clients.
• Undertaking client valuations and preparing documentation for reviews.
• Liaising with insurers/providers for quotations and updating software.
• Maintaining accurate client records and completing relevant checks.

Skills

Communication

Technical knowledge of pensions

Technical knowledge of investments

Technical knowledge of protection

Multi-tasking

Education

Professional qualifications (preferred but not essential)

Job description

Social network you want to login/join with:

Wealth Management Administrator, Bury Saint Edmunds

Client:

Switch Recruitment Services Ltd

Location:

Bury Saint Edmunds, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

Job Reference:

9c58f5237cff

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

Job Description:

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

Responsibilities:

• Providing administration and planning support to Financial Planners and clients
• Undertaking client valuations and preparing documentation for reviews
• Liaising with insurers/providers for quotations and updating software
• Maintaining accurate client records and completing relevant checks

Candidates should have experience in wealth management or financial services administration, with some professional qualifications preferred but not essential. Strong technical knowledge of pensions, investments, and protection is required, along with good communication skills and the ability to manage multiple tasks.

In return, the client offers a competitive salary, benefits, bonus, and flexible working options including home, office, or hybrid arrangements.