Wealth Planning Administrator — Hybrid Role & Growth

Switch Recruitment Services Ltd; Bury St Edmunds; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A reputable financial advisory firm is seeking an experienced IFA Administrator or Wealth Planning Administrator to support their Financial Planners. Key responsibilities include providing administration and planning support, preparing client documentation, and maintaining accurate client records. Applicants should have experience in financial services administration and strong technical knowledge in areas like pensions and investments. A competitive salary, benefits, and flexible working options are offered.

Benefits

Competitive basic salary

Benefits package

Bonus package

Flexibility around home/office/hybrid working

Qualifications

• Experience in wealth management or financial services administration.
• Professional qualifications are a plus but not essential.

Responsibilities

• Provide administration and planning support to Financial Planners.
• Undertake client valuations and prepare documentation.
• Liaise with providers for new business quotations.
• Ensure all client records are maintained.

Skills

Strong technical knowledge of pensions

Strong technical knowledge of investments

Strong technical knowledge of protection

Good verbal communication skills

Good written communication skills

Ability to manage multiple tasks

Job description

A reputable financial advisory firm is seeking an experienced IFA Administrator or Wealth Planning Administrator to support their Financial Planners. Key responsibilities include providing administration and planning support, preparing client documentation, and maintaining accurate client records. Applicants should have experience in financial services administration and strong technical knowledge in areas like pensions and investments. A competitive salary, benefits, and flexible working options are offered.