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- Tasks: Support Financial Planners with administration and client documentation.
- Company: Join a reputable financial advisory firm known for its excellent service.
- Benefits: Enjoy competitive salary, bonuses, and flexible working options.
- Why this job: Be part of a growing team making a real impact in wealth management.
- Qualifications: Experience in financial services is preferred; strong communication skills are essential.
- Other info: Work permit may be required for non-passport holders.
The predicted salary is between 28800 - 43200 £ per year.
Client:
Switch Recruitment Services Ltd
Location:
Job Category:
Other
–
EU work permit required:
Yes
Job Reference:
07abe9c8ac90
Job Views:
5
Posted:
12.07.2025
Expiry Date:
26.08.2025
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:
– 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
Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks.
In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information.
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Created on 12/07/2025 by TN United Kingdom
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Wealth Management Administrator employer: Switch Recruitment Services Ltd
Contact Detail:
Switch Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in wealth management. This will not only help you in interviews but also show your genuine interest in the field.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios in wealth management. This will help you articulate your experience and skills more effectively.
✨Tip Number 4
Research the company thoroughly before your interview. Understanding their values, services, and client base will allow you to tailor your answers and demonstrate your fit for the role.
We think you need these skills to ace Wealth Management Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Wealth Management Administrator position. Understand the responsibilities and required skills, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in wealth management or financial services administration. Mention specific tasks you've handled that align with the responsibilities listed in the job description.
Showcase Communication Skills: Since good verbal and written communication skills are essential for this role, provide examples in your application that demonstrate your ability to communicate effectively with clients and colleagues.
Tailor Your Application: Customise your CV and cover letter for this specific role. Use keywords from the job description, such as 'client valuations', 'administration support', and 'financial planners', to show that you are a perfect fit for the position.
How to prepare for a job interview at Switch Recruitment Services Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products relevant to wealth management, such as pensions, investments, and protection plans. This knowledge will help you answer technical questions confidently and demonstrate your expertise.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Be ready to discuss how you would handle client valuations or prepare documentation for reviews. This shows that you can think on your feet and are prepared for real-world challenges.
✨Highlight Your Communication Skills
Since the role involves liaising with clients and insurers, emphasise your verbal and written communication skills during the interview. Share examples of how you've effectively communicated complex information in previous roles.
✨Showcase Your Organisational Skills
The ability to manage multiple tasks is crucial in this role. Prepare to discuss how you prioritise your workload and keep client records organised. Providing specific examples from your past experience can illustrate your organisational capabilities.
