Company: Switch Recruitment
Location: London
Job Description:
A leading professional services and chartered financial planning firm is seeking a Wealth Management Administrator to join their growing team in London. You will provide administration and planning support to Financial Planners and deliver a professional service to new and existing clients.
Key duties include client valuations, preparing documentation ahead of client reviews, liaising with insurers for quotes and updating software, and ensuring client records are kept up to date and comply with
#J-18808-Ljbffr…
Posted: October 3rd, 2026