Switch Recruitment Services Ltd on behalf of a leading financial advisory client is hiring an experienced IFA Administrator or Wealth Planning Administrator to join a growing team in London. You will provide administration and planning support to Financial Planners and clients.
You will undertake client valuations, prepare documentation for reviews, liaise with insurers for quotations, and ensure client records and compliance checks are up to date.
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Wealth Planning Administrator – Hybrid/Flexible Role employer: Switch Recruitment Services Ltd
Join an award-winning SIPP provider and wealth management business that prioritises employee growth and development. With a supportive work culture, you will enjoy a competitive salary, enhanced pension, and generous holiday allowance, all while working in a collaborative environment that values your contributions and fosters professional advancement.
Contact Details:
Switch Recruitment Services Ltd Recruitment Team
