Wealth Management Administrator

Switch Recruitment; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

A financial advisory firm is seeking an IFA Administrator to provide support to Financial Planners. Responsibilities include client administration, preparing documentation for reviews, and liaising with insurers. Strong experience in financial services is essential. This role offers a competitive salary, benefits, and flexible working arrangements.

Benefits

Competitive salary

Flexible home and office working

Benefits and bonus package

Qualifications

• Experience working in wealth management or financial services administration.
• Good verbal and written communication skills.
• Ability to manage multiple tasks effectively.

Responsibilities

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

Skills

Financial services administration

Communication skills

Technical knowledge of pensions and investments

Education

Professional qualifications in financial services

Job description

Overview

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 a competent IFA 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

Qualifications

• Experience of working within wealth management / financial services administration
• Ideally hold some professional qualifications, although this is not essential
• Strong technical knowledge of pensions, investments, protection etc
• Good verbal and written communication skills
• Ability to manage multiple tasks

Benefits

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