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Wealth Management Administrator, Bury Saint Edmunds
Client:
Switch Recruitment Services Ltd
Location:
Bury Saint Edmunds, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
Job Reference:
9c58f5237cff
Job Views:
4
Posted:
29.06.2025
Expiry Date:
13.08.2025
Job Description:
Our client is a highly reputable provider of financial advisory services to private clients and corporate organisations. Due to growth, they are seeking an experienced IFA Administrator or Wealth Planning Administrator to join their team.
Responsibilities:
* Providing administration and planning support to Financial Planners and clients
* Undertaking client valuations and preparing documentation for reviews
* Liaising with insurers/providers for quotations and updating software
* Maintaining accurate client records and completing relevant checks
Candidates should have experience in wealth management or financial services administration, with some professional qualifications preferred but not essential. Strong technical knowledge of pensions, investments, and protection is required, along with good communication skills and the ability to manage multiple tasks.
In return, the client offers a competitive salary, benefits, bonus, and flexible working options including home, office, or hybrid arrangements.
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