Adzuna

Wealth Management Administrator

Switch Recruitment
Bristol, UK
£30,000 – £36,000
22 days ago
Admin Jobs

Skills & Technologies

DocumentationAdministrationAdvisory

Job Description

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 a competent IFA 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 fo…

Company & Role Analysis

JobSeeker+
Likely perks
Private MedicalPension25+ Days HolidayStock OptionsLearning BudgetFlexible Hours
Culture & working style

Neutral 2–4 sentence summary of what working at this company is like, drawn from public reviews and press coverage. Tone, collaboration style, pace, benefits highlights.

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