A leading professional services and chartered financial planning firm is seeking a Wealth Management Administrator to join their growing team in London. You will provide administration and planning support to Financial Planners and deliver a professional service to new and existing clients.
Key duties include client valuations, preparing documentation ahead of client reviews, liaising with insurers for quotes and updating software, and ensuring client records are kept up to date and comply with
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Wealth Management Administrator: Client & Planning Support in City of London employer: Switch Recruitment
At Switch Recruitment, we pride ourselves on being an exceptional employer that values the growth and development of our employees. Our collaborative work culture fosters innovation and creativity, while our competitive salary and bonus scheme ensure that your hard work is rewarded. Located in a vibrant area, we offer unique opportunities for networking and professional advancement, making us the ideal place for those looking to make a meaningful impact in the employee benefits consulting field.
