Wealth Management Coordinator

4 days ago


Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time
Job Title: Wealth Management Administrator

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.



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