Wealth Planning Administrator (Hybrid) – Senior IFA Support

Switch Recruitment; England; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Switch Recruitment's client, a highly reputable financial advisory firm, is seeking an experienced or senior IFA Administrator to support Financial Planners and deliver a professional service to new and existing clients.

Key duties include client valuations and preparing documentation ahead of reviews, liaising with insurers for new business quotations, updating software, and ensuring all client records and checks are completed to the required standard.

Qualifications

• Experience of working within wealth management / financial services administration.
• Strong technical knowledge of pensions, investments, protection.
• Good verbal and written communication skills.
• Ability to manage multiple tasks.

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 standard and all relevant checks completed.

Skills

Wealth management knowledge

Financial services administration

Verbal and written communication

Multi-tasking ability

Job description

Switch Recruitment's client, a highly reputable financial advisory firm, is seeking an experienced or senior IFA Administrator to support Financial Planners and deliver a professional service to new and existing clients.

Key duties include client valuations and preparing documentation ahead of reviews, liaising with insurers for new business quotations, updating software, and ensuring all client records and checks are completed to the required standard.