Wealth Management Administrator

Switch Recruitment Services Ltd; Ipswich; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory service provider in Ipswich is seeking an experienced IFA Administrator to support Financial Planners and manage client documentation. The ideal candidate will have industry experience, strong technical knowledge of pensions and investments, along with excellent communication skills. This role offers a competitive salary, benefits, and flexible working arrangements including options for home, office, or hybrid work.

Benefits

Competitive salary

Bonus package

Flexible working arrangements

Qualifications

• Experience working within wealth management or financial services administration.
• Strong communication skills and attention to detail.
• Ability to work with financial planners and clients effectively.

Responsibilities

• Provide administration and planning support to Financial Planners.
• Undertake client valuations and prepare documentation for reviews.
• Liaise with insurers/providers for new business quotations.
• Ensure client records are kept up to date and relevant checks are completed.

Skills

Technical knowledge of pensions

Technical knowledge of investments

Good communication skills

Ability to manage multiple tasks

Job description

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Client:

Switch Recruitment Services Ltd

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

07abe9c8ac90

Job Views:

8

Posted:

12.08.2025

Expiry Date:

26.09.2025

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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 include:

• Providing administration and planning support to Financial Planners and a professional service to new and existing clients
• Undertaking 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 date and all relevant checks are completed

Candidates should have experience working within wealth management / financial services administration, and ideally hold some professional qualifications, though this is not essential. Strong technical knowledge of pensions, investments, protection, etc., as well as good communication skills and the ability to manage multiple tasks, are required.

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