Switch Recruitment is assisting a leading professional services and chartered financial planning firm to recruit a Wealth Management Administrator. The role involves supporting Financial Planners and delivering a professional service to new and existing clients.
You will handle client valuations, prepare documentation for reviews, and liaise with insurers for quotations while ensuring records are accurate and compliant. A competitive salary and benefits are on offer.
#J-18808-LjbffrWealth Management Admin & Client Planning Specialist 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.
