Wealth Planning Administrator (Hybrid/Remote)

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

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.