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Wealth Management Administrator

  • ... Posted on: Apr 14, 2026
  • ... Switch Recruitment Services Ltd
  • ... Kettering, Ohio
  • ... Salary: Not Available
  • ... Full-time

Wealth Management Administrator   

Job Title :

Wealth Management Administrator

Job Type :

Full-time

Job Location :

Kettering Ohio United States

Remote :

No

Jobcon Logo 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 clientsUndertake client valuations and preparing documentation ahead of client reviewsLiaising with insurers / providers for new business quotations and updating software accordinglyEnsuring all client records are kept up to stand and all relevant checks etc are completedExperience required:Candidates 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 a good knowledge of pensions, investments, protection etcGood verbal and written communication skills and have the ability to manage multiple tasks.Ideally you will have experience of working with systems such as Intelligent Office (IO)In return our client is looking to offer a competitive basic salary, benefits and bonus package including enhanced pension, 28 days holiday, PMI etc.

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Jobcon Logo Position Details

Posted:

Apr 14, 2026

Reference Number:

19584_4399542685

Employment:

Full-time

Salary:

Not Available

City:

Kettering

Job Origin:

APPCAST_CPC

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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 clientsUndertake client valuations and preparing documentation ahead of client reviewsLiaising with insurers / providers for new business quotations and updating software accordinglyEnsuring all client records are kept up to stand and all relevant checks etc are completedExperience required:Candidates 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 a good knowledge of pensions, investments, protection etcGood verbal and written communication skills and have the ability to manage multiple tasks.Ideally you will have experience of working with systems such as Intelligent Office (IO)In return our client is looking to offer a competitive basic salary, benefits and bonus package including enhanced pension, 28 days holiday, PMI etc.

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