Wealth Planning Administrator – Hybrid
Listed on 2026-10-11
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Finance & Banking
Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Switch Recruitment Services Ltd on behalf of a leading financial advisory client is hiring an experienced IFA Administrator or Wealth Planning Administrator to join a growing team in London. You will provide administration and planning support to Financial Planners and clients.
You will undertake client valuations, prepare documentation for reviews, liaise with insurers for quotations, and ensure client records and compliance checks are up to date.
This posting is for the Wealth Planning Administrator – Hybrid/Flexible Role role at Switch Recruitment Services Ltd, based in Greater London, England, United Kingdom.
This is a great position to take on the Wealth Planning Administrator – Hybrid/Flexible Role role at Switch Recruitment Services Ltd.
As a Wealth Planning Administrator – Hybrid/Flexible Role, you will play an important part at Switch Recruitment Services Ltd in Greater London, England, United Kingdom.
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