At a Glance
- Tasks: Support Financial Planners with administration and client valuations while liaising with insurers.
- Company: Join a dynamic team at Switch Recruitment Services Ltd in Greater London.
- Benefits: Enjoy a competitive salary, flexible working options, and great benefits.
- Other info: Flexible hybrid or remote working arrangements for a better lifestyle.
- Why this job: Make a real difference in wealth management while enjoying work-life balance.
- Qualifications: Experience in wealth management and strong technical knowledge of financial products.
The predicted salary is between 30000 - 40000 £ per year.
Switch Recruitment Services Ltd is seeking an experienced IFA Administrator or Wealth Planning Administrator to join their team in Greater London. The ideal candidate will provide administration and planning support to Financial Planners, undertake client valuations, and liaise with insurers for quotations.
Candidates should have experience in wealth management and a strong technical understanding of financial products. This position offers a competitive salary and benefits, with flexibility for home, office, or hybrid working arrangements.
Wealth Planning Administrator (Hybrid/Remote) employer: Switch Recruitment Services Ltd
Switch Recruitment Services Ltd is an excellent employer, offering a dynamic work culture that values flexibility and employee well-being. With opportunities for professional growth in the wealth management sector, employees benefit from a competitive salary, comprehensive benefits, and the option to work in a hybrid or remote capacity, making it an ideal workplace for those seeking a meaningful career in Greater London.
Contact Details:
Switch Recruitment Services Ltd Recruitment Team
