Company: Switch Recruitment
Location:
Job Description:
Switch Recruitment’s client, a highly reputable financial advisory firm, is seeking an experienced or senior IFA Administrator to support Financial Planners and deliver a professional service to new and existing clients.
Key duties include client valuations and preparing documentation ahead of reviews, liaising with insurers for new business quotations, updating software, and ensuring all client records and checks are completed to the required standard.
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Posted: September 21st, 2026