Wealth Management Coordinator
4 days ago
Job Type: Full-time
Salary: £23,000 - £27,000 per annum
Location: West Midlands
We are seeking an experienced and detail-oriented Financial Planning Administrator to join our team at Capio Recruitment. As a key member of our boutique financial planning firm, you will be responsible for generating review letters, submitting new business, and preparing documentation.
Key Responsibilities:
- Generate review letters and submit new business
- Prepare documentation and maintain accurate records
- Answer client queries and handle client information
- Liaise with external providers and ensure GDPR protocols are adhered to
Requirements:
- Minimum 1 year of experience in a financial planning/wealth management/personal finance firm
- Experience using Salesforce is desirable
- High level of attention to detail and accuracy in work
What We Offer:
- Exam support for Level 4 Diploma
- Private health care and health insurance
- Free parking
- Breakfast and an early finish on Fridays
About Us:
Capio Recruitment is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service and supporting our clients in finding the best talent.
-
Wealth Management Coordinator
6 days ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time**Job Title:** Wealth Management AdministratorWe are seeking an experienced and ambitious individual to join our team at Capio Recruitment as a Wealth Management Administrator. This is an exciting opportunity to work with a close-knit and hardworking boutique financial planning firm in the West Midlands.**Key Responsibilities:**Generating review letters and...
-
Wealth Management Coordinator
5 days ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time**Job Title:** Wealth Management AdministratorWe are seeking an experienced and ambitious individual to join our team at Capio Recruitment as a Wealth Management Administrator. This is an exciting opportunity to work with a close-knit and hardworking boutique financial planning firm in the West Midlands.**Key Responsibilities:**Generating review letters and...
-
Wealth Management Coordinator
6 days ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full timeJob 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,...
-
Wealth Management Coordinator
6 days ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full timeJob 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,...
-
Wealth Management Coordinator
1 week ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full timeJob Overview**Job Title:** Wealth Management Administrator**Salary:** £23,000 - £27,000**Location:** West MidlandsWe are seeking an experienced Financial Planning Administrator to join our close-knit and hardworking, boutique financial planning firm within the region.**Key Responsibilities:**Generating review letters and submitting new businessPreparing...
-
Wealth Management Professional
1 week ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Wealth Management AdministratorSalary: £23,000 - £27,000Location: West MidlandsWe are seeking an experienced Wealth Management Administrator to join our close-knit and hardworking, boutique financial planning firm within the region.You will be responsible for generating review letters, submitting new business, and preparing documentation,...
-
Wealth Management Consultant
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timePosition OverviewCompany: TEMPLEGATE RECRUITMENT LIMITEDSpecialists in Financial Services RecruitmentJob Title: Wealth Management Consultant (Employed or Self-Employed)Location: WolverhamptonCompensation: Competitive Salary, Private Medical Insurance, Flexible Working HoursSalary Range: £35,000 to £45,000 (Based on qualifications and experience)About Us:We...
-
Wealth Management Professional
1 week ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £23,000 - £27,000Job Title: Wealth Management AdministratorSalary: £23,000 - £27,000Industry: Financial ServicesWe 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...
-
Wealth Management Professional
6 days ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £23,000 - £27,000Job Title: Wealth Management AdministratorSalary: £23,000 - £27,000Industry: Financial ServicesWe 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...
-
Automotive Bus and Coach Technical Trainer
3 days ago
Wolverhampton, Wolverhampton, United Kingdom Has Wealth Management and Insurance Solutions Full timeJob SummaryWe are seeking a highly skilled and experienced Automotive Bus and Coach Technical Trainer to join our team at Has Wealth Management and Insurance Solutions. As a key member of our training team, you will be responsible for delivering high-quality training programs to apprentices and commercial delegates in the automotive bus and coach...
-
Automotive Bus and Coach Technical Trainer
3 days ago
Wolverhampton, Wolverhampton, United Kingdom Has Wealth Management and Insurance Solutions Full timeJob SummaryWe are seeking a highly skilled and experienced Automotive Bus and Coach Technical Trainer to join our team at Has Wealth Management and Insurance Solutions. As a key member of our training team, you will be responsible for delivering high-quality training programs to apprentices and commercial delegates in the automotive bus and coach...
-
Client Services Coordinator
3 days ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeA leading recruitment agency, Ashdown Group, is seeking a highly organized and detail-oriented Client Services Administrator to join its team. This is an exciting opportunity to support the growth of a well-established financial services business.The successful candidate will provide administrative support to Advisors, focusing on business tasks and...
-
Client Services Coordinator
3 days ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeA leading recruitment agency, Ashdown Group, is seeking a highly organized and detail-oriented Client Services Administrator to join its team. This is an exciting opportunity to support the growth of a well-established financial services business.The successful candidate will provide administrative support to Advisors, focusing on business tasks and...
-
Client Services Coordinator
3 days ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeJob Opportunity: Client Services AdministratorA leading financial services company, Ashdown Group, is seeking a skilled Client Services Administrator to join its team due to growth. This is an office-based role, working 5 days a week in a dynamic environment.The successful candidate will provide administrative support to Advisors with business tasks and...
-
Client Services Coordinator
3 days ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeJob Opportunity: Client Services AdministratorA leading financial services company, Ashdown Group, is seeking a skilled Client Services Administrator to join its team due to growth. This is an office-based role, working 5 days a week in a dynamic environment.The successful candidate will provide administrative support to Advisors with business tasks and...
-
Financial Planning Coordinator
1 week ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Wealth Management AdministratorSalary: £23,000 - £27,000Location: West MidlandsWe are seeking an experienced Wealth Management Administrator to join our close-knit and hardworking, boutique financial planning firm within the region.You will be responsible for generating review letters, submitting new business, and preparing documentation,...
-
Financial Planning Coordinator
6 days ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £23,000 - £27,000Job Title: Wealth Management AdministratorSalary: £23,000 - £27,000Industry: Financial ServicesWe 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...
-
Financial Planning Coordinator
1 week ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £23,000 - £27,000Job Title: Wealth Management AdministratorSalary: £23,000 - £27,000Industry: Financial ServicesWe 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...
-
Health, Safety, and Assurance Manager
1 week ago
Wolverhampton, Wolverhampton, United Kingdom Trinity Management Full timeJob DescriptionAbout Trinity ManagementTrinity Management is a global knowledge enterprise that focuses on gaining, refining, and sharing expertise in the energy and utility sector. It provides strategic advisory and delivery of outcome-driven solutions to leading businesses, governments, non-governmental, and not-for-profit organizations.Our MissionOur...
-
Sales Support Coordinator
1 week ago
Wolverhampton, Wolverhampton, United Kingdom Recruitment Solutions (Folkestone) Ltd Full timeA leading, reputable wealth management company currently requires an experienced Administrator / Sales Support Coordinator to join its vibrant and friendly team.An exciting career opportunity for a motivated and ambitious individual to develop, with the opportunity to ultimately get into advice.An exceptional package. Genuine career progression.Key...