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Senior Financial Planning Administrator

2 months ago

Leeds, Leeds, United Kingdom Capio Recruitment Full time £80,000 - £120,000

Job Title: Senior Financial Planning Administrator

Job Summary:

We are working with Capio Recruitment to find a Senior Financial Planning Administrator to join their team. The ideal candidate will have experience working with high net worth individuals and will be confident in providing complex financial advice.

Key Responsibilities:

  • Provide financial planning advice to high net worth individuals
  • Work with clients to understand their financial goals and objectives
  • Develop and implement financial plans to meet client needs
  • Network with connections to generate new business opportunities
  • Provide ongoing advice to clients and their families

Requirements:

  • Experience working with high net worth individuals
  • Confidence in providing complex financial advice
  • Excellent communication and networking skills
  • Ability to work independently and as part of a team

What We Offer:

Capio Recruitment is a leading recruitment agency specializing in financial services. We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.