At a Glance
- Tasks: Support Financial Planners with administration and client service tasks.
- Company: Reputable financial advisory firm with a focus on growth.
- Benefits: Competitive salary, bonus package, and flexible working options.
- Other info: Opportunity for career development in a supportive environment.
- Why this job: Join a dynamic team and gain valuable experience in wealth management.
- Qualifications: Experience in financial services administration; qualifications are a plus but not essential.
The predicted salary is between 18000 - 25000 £ 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.
Data Entry Admin Apprentice in London employer: Switch Recruitment Services Ltd
As a leading provider of financial advisory services, our client offers a dynamic work environment that fosters professional growth and development. Employees benefit from a competitive salary, comprehensive benefits, and the flexibility of hybrid working arrangements, all while being part of a supportive team dedicated to delivering exceptional service to clients. This role not only provides valuable experience in wealth management but also opens doors for career advancement within a reputable organisation.
Contact Details:
Switch Recruitment Services Ltd Recruitment Team
