Wealth Planning Administrator; Hybrid Senior IFA Support
Listed on 2026-10-07
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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.
Are you ready to take on the Wealth Planning Administrator (Hybrid) – Senior IFA Support role at Switch Recruitment?
This posting is for the Wealth Planning Administrator (Hybrid) – Senior IFA Support role at Switch Recruitment, based in England, United Kingdom.
We are looking to fill the Wealth Planning Administrator (Hybrid) – Senior IFA Support position at Switch Recruitment in England, United Kingdom.
The Wealth Planning Administrator (Hybrid) – Senior IFA Support role at Switch Recruitment is now open for applications in England, United Kingdom.
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