At a Glance
- Tasks: Support Financial Planners and provide top-notch service to clients.
- Company: Reputable financial advisory firm with a focus on growth.
- Benefits: Competitive salary, bonus package, and flexible hybrid working options.
- Other info: Great opportunity for career development in a supportive environment.
- Why this job: Join a dynamic team and make a difference in financial planning.
- Qualifications: Experience in financial services and strong technical knowledge preferred.
The predicted salary is between 30000 - 40000 £ per year.
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 include:
- Providing administration and planning support to Financial Planners and a professional service to new and existing clients.
- Liaising with insurers/providers for new business quotations and updating software accordingly.
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.
In return, our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home/office/hybrid working.
Administrator (Financial Services) Homebased/Hybrid in London employer: Switch Recruitment Services Ltd
Our client is an excellent employer, offering a supportive and flexible work culture that prioritises employee well-being and professional growth. With a competitive salary and benefits package, including the option for home-based or hybrid working, employees can enjoy a healthy work-life balance while contributing to a reputable financial advisory firm that values their expertise and fosters career development.
Contact Details:
Switch Recruitment Services Ltd Recruitment Team
