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Administrative Support Specialist

2 months ago

Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £23,000 - £27,000

Job Title: Wealth Management Administrator

Salary: £23,000 - £27,000

Industry: Financial Services

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Capio Recruitment. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and advisors.

Key Responsibilities:

  • Generate review letters and submit new business proposals
  • Prepare and maintain accurate documentation and records
  • Provide exceptional customer service and respond to client inquiries
  • Liaise with external providers and vendors
  • Ensure compliance with GDPR protocols and data protection regulations

Requirements:

  • Minimum 1 year of experience in a financial planning or wealth management firm
  • Experience with Salesforce or similar CRM systems is a plus
  • High level of attention to detail and accuracy in work

What We Offer:

  • Opportunity to work with a reputable and established recruitment agency
  • Competitive salary and benefits package
  • Professional development and training opportunities
  • A dynamic and supportive work environment