Wealth Management Administrator - Capio Recruitment Financial Planning : Job Details

Job Title: Wealth Management Administrator

Salary: £23,000 - £27,000

Location: Wolverhampton

We have an exciting vacancy for an experienced Wealth Management Administrator to join a close-knit and hardworking, boutique financial planning firm within the West Midlands.

You will be responsible for generating review letters, submitting new business and preparing documentation, answering client queries, handling client information and ensuring GDPR protocols are adhered to, liaising with external providers and working to a high level of accuracy.

The ideal candidate will be keen to learn and develop their financial planning knowledge and ambitious to undertake the Level 4 Diploma. In additional to standard benefits, this firm offers exam support, flexible hours, private health care, health insurance, free parking, breakfast andan early finish on a Friday!

The Required Skills:

- Minimum 1 Year experience within a financial planning/wealth management or provider firm

- Experience using Salesforce is desirable

- High level of attention to detail and accuracy in their work

If you are interested in hearing more about this position, please get in touch with us at Capio.