Switch Recruitment's client, a highly reputable financial advisory firm, is seeking an experienced or senior IFA Administrator to support Financial Planners and deliver a professional service to new and existing clients.
Key duties include client valuations and preparing documentation ahead of reviews, liaising with insurers for new business quotations, updating software, and ensuring all client records and checks are completed to the required standard.
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Wealth Planning Administrator (Hybrid) – Senior IFA Support in England 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.
