https://jobs.co.uk/job/wealth-management-administrator-switch-recruitment--94ff4f66-fb29-4721-a34d-bde5f19de08f RSS feed for Wealth Management Administrator at Switch Recruitment. en-gb Wed, 01 Jul 2026 20:25:14 GMT https://jobs.co.uk/job/wealth-management-administrator-switch-recruitment--94ff4f66-fb29-4721-a34d-bde5f19de08f https://jobs.co.uk/job/wealth-management-administrator-switch-recruitment--94ff4f66-fb29-4721-a34d-bde5f19de08f Wed, 01 Jul 2026 11:52:36 GMT Location: Bury St. Edmunds | Salary: 30000.00-30000.00 Annual | Type: Permanent | 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 completedRequired experience:- 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- Good verbal and written communication skills- 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... Permanent