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    Financial Services Administrator - Cambridge, Cambridgeshire, United Kingdom - Switch Recruitment Services Ltd

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    Part time
    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

    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 completedCandidates 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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