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Financial Services Administrator

2 months ago

Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £23,000 - £27,000
Job Title: Wealth Management Administrator

We are seeking an experienced Financial Planning Administrator to join our team at Capio Recruitment. Our client, a boutique financial planning firm, is looking for a candidate who is keen to learn and develop their financial planning knowledge.

The ideal candidate will have a minimum of 1 year of experience in a financial planning/wealth management/personal finance firm. Experience using Salesforce is desirable.

Our client offers a range of benefits, including exam support, private health care, health insurance, free parking, and breakfast. They also offer an early finish on Fridays.

Key Responsibilities:

  • Assist in the administration of financial planning services
  • Support the development of financial planning knowledge and skills
  • Contribute to the growth and success of the firm

Our client is a dynamic and forward-thinking firm that is committed to providing excellent service to their clients. If you are a motivated and ambitious individual who is looking for a new challenge, please apply for this exciting opportunity.