Pension and Investment Administrator

1 week ago


Leamington Spa, Warwickshire, United Kingdom Capio Recruitment Full time
Job Description:
Career advancement opportunities await the right individual as a Apprentice Financial Advisor at Capio Recruitment. As a key member of our team, you will play a vital role in delivering comprehensive tax and estate planning advice to clients. We seek someone with strong analytical skills to assist with administering new client pensions, investments, and risk contracts.

Main Responsibilities:
  • Processing investments and managing client reviews
  • Maintaining accurate records in back-office systems

Skills and Qualifications:
A salary of £30,000 is offered for this challenging role. To succeed, you must have prior experience in Financial Planning, strong product knowledge, and experience with financial planning CRM. In addition, we require a solid understanding of Financial Services Qualifications and the FCA regulations.

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