A Financial Advisers in Wolverhampton are seeking an additional Client Services Administrator to complement their existing team.
You'll be joining a business who have been providing quality financial advice for over 20 years and encourages professional development, provides training and opportunities to progress within the business.
As a Client Services Administrator you will help arrange client meetings, onboard new clients and process LOA's and other regulatory documentation.
Posted by Capio Recruitment Financial Planning • £23K/yr to £27K/yr
We have an exciting vacancy for an experienced Wealth Management Administrator to join a close-knit and hardworking, boutique financial planning firm within the West Midlands.
The ideal candidate will be keen to learn and develop their financial planning knowledge and ambitious to undertake the Level 4 Diploma.
You will be responsible for generating review letters, submitting new business and preparing documentation, answering client queries, handling client information and ensuring GDPR protocols are adhered to, liaising with external providers and working to a high level of accuracy.
You'll be joining a business who have been providing quality financial advice for over 20 years and encourages professional development, provides training and opportunities to progress within the business.
A Financial Advisers in Wolverhampton are seeking an additional Paraplanner to complement their existing team.
Paraplanner Vacancy - Wolverhampton - Hybrid Working - £37,000-£45,000
Posted by Capio Recruitment Financial Planning • £35K/yr to £45K/yr
The opportunity entails providing technical support to the Advisors and Directors in informing and advising on financial planning factors as well as utilising suitable plans and products.
We are currently working with a boutique Financial Planning firm based near Wolverhampton.
Seeking a Diploma Qualified Paraplanner to join their close-knit working environment and friendly team due to recent growth of the business.
Posted by Ellis James Partners Limited • £35K/yr to £45K/yr
Overview
This role offers a competitive salary and a range of benefits, including hybrid working.
A prestigious SJP Partner Practice based in Wolverhampton is seeking a Diploma-qualified, or working towards, Paraplanner.
The successful candidate will work closely with the Paraplanning Lead, assisting in the research, preparation, and drafting of compliant client reports.