Wealth Planning Administrator - Hybrid

Wealth Planning Administrator - Hybrid

Full-Time No working from home possible
Switch Recruitment Services Ltd

Switch Recruitment Services Ltd is recruiting an experienced IFA Administrator or Wealth Planning Administrator to join a growing team in a dynamic financial services environment.

You will provide administration and planning support to Financial Planners and clients, prepare valuations and documentation for reviews, liaise with insurers for quotations, and ensure client records are up to date with checks completed. Hybrid working is available, with a competitive package including bonus. #J-18808-Ljbffr

Wealth Planning Administrator - Hybrid employer: Switch Recruitment Services Ltd

Our client is an excellent employer, offering a supportive and collaborative work culture that prioritises employee growth and development. With a focus on mentoring and training, this role provides the opportunity to lead a dedicated team in the pensions industry while enjoying a competitive salary and comprehensive benefits package. Working remotely allows for flexibility, making it an ideal environment for those seeking a meaningful career in pension administration.

Switch Recruitment Services Ltd

Contact Details:

Switch Recruitment Services Ltd Recruitment Team