Senior IFA Administrator, Bury Saint Edmunds
Client:
Switch Recruitment Services Ltd
Location:
Bury Saint Edmunds, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
Job Reference:
f76694ebdb16
Job Views:
5
Posted:
14.07.2025
Expiry Date:
28.08.2025
Job Description:
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team.
Responsibilities:
- Providing administration and planning support to Financial Planners and a professional service to new and existing clients
- Undertake client valuations and preparing documentation ahead of client reviews
- Liaising with insurers / providers for new business quotations and updating software accordingly
- Ensuring all client records are kept up to stand and all relevant checks etc are completed
Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks.
In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.
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Created on 14/07/2025 by TN United Kingdom
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