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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 boutique financial planning firm in the West Midlands.

Key Responsibilities:

* Provide administrative support to our financial planning team
* Assist with the preparation of financial plans and reports
* Develop and maintain knowledge of financial planning products and services
* Collaborate with colleagues to achieve team goals

Requirements:

* Minimum 1 year experience in a financial planning or wealth management firm
* Experience using Salesforce is desirable
* Ambitious and keen to learn and develop financial planning knowledge

What We Offer:

* Exam support
* Private health care
* Health insurance
* Free parking
* Breakfast and an early finish on Fridays

If you are a motivated and organized individual with a passion for financial planning, please apply.