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Wealth Management Coordinator
2 months ago
Job Title: Wealth Management Administrator
Salary: £23,000 - £27,000
Location: West Midlands
We are seeking an experienced Wealth Management Administrator to join our close-knit and hardworking team at Capio Recruitment Financial Planning within the financial services sector.
You will be responsible for generating review letters, submitting new business, preparing documentation, answering client queries, handling client information, and ensuring GDPR protocols are adhered to. You will also liaise with external providers and work 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 addition to standard benefits, this firm offers exam support, flexible hours, private health care, health insurance, free parking, and a range of other perks.
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
Key Responsibilities:
- Generate review letters and submit new business
- Prepare documentation and answer client queries
- Handle client information and ensure GDPR protocols are adhered to
What We Offer:
- Exam support and flexible working hours
- Private health care and health insurance
- Free parking and a range of other perks
How to Apply:
Please get in touch with us at Capio Recruitment Financial Planning to discuss this opportunity further.
