Full or Part-time Financial Services Administrator

2 weeks ago


Cambridge Cambridgeshire, United Kingdom Switch Recruitment Services Ltd Full time

Job Description Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Management Administrator / IFA Administrator to support their team of Financial Planners.

Providing administration and planning support to Financial Planners and a professional service to new and existing clients
- Liaising with insurers / providers for new business quotations and updating software accordingly
- 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 as well as good verbal and written communication skills and have the ability to manage multiple tasks.



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