Wealth Planning Administrator; Hybrid Senior IFA Support
Listed on 2026-09-29
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Finance & Banking
Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
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.
This position is for the Wealth Planning Administrator (Hybrid) – Senior IFA Support role at Switch Recruitment.
Join us at Switch Recruitment as our next Wealth Planning Administrator (Hybrid) – Senior IFA Support in England, United Kingdom.
We are currently recruiting a Wealth Planning Administrator (Hybrid) – Senior IFA Support for our team in England, United Kingdom.
This is a strong opportunity to take on the Wealth Planning Administrator (Hybrid) – Senior IFA Support role at Switch Recruitment.
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