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Wealth Planning Administrator

Remote / Online - Candidates ideally in
Bury St Edmunds, Suffolk County, IP32, England, UK
Listing for: Switch Recruitment Services Ltd
Full Time, Remote/Work from Home position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Business Administration
  • Administrative/Clerical
    Business Administration
Job Description & How to Apply Below
Position: Wealth Planning Administrator — Hybrid Role & Growth
A reputable financial advisory firm is seeking an experienced IFA Administrator or Wealth Planning Administrator to support their Financial Planners. Key responsibilities include providing administration and planning support, preparing client documentation, and maintaining accurate client records. Applicants should have experience in financial services administration and strong technical knowledge in areas like pensions and investments. A competitive salary, benefits, and flexible working options are offered.
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