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Open nowFirst seen 4 days ago

Senior Wealth Management Support Specialist

RGH-Global Limited607 open roles

Pay
£35,000 – £45,000 a year
Where
London, United Kingdom
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Your applicationOpen nowSenior Wealth Management Support SpecialistRGH-Global Limited · London, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on RGH-Global Limited's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

Senior Wealth Management Support Specialist

Location: London

Contract Type: Full-time, Permanent

Salary: £35,000-£45,000

About the Role

A well-established wealth management practice is looking to bring on board a senior-level professional who can combine deep technical paraplanning expertise with a genuine ability to lead and develop a team. This is a varied and high-impact position, sitting at the heart of the advisory operation — supporting a sizeable client bank, driving operational standards, and playing a pivotal role in mentoring junior colleagues.

If you thrive in a technically demanding environment, take pride in the quality of your work, and are ready to step into a more senior, leadership-oriented position, this could be an excellent next move.

What You'll Be Doing

Business Processing

  • Analyse provider and product information to produce well-reasoned, compliant financial planning recommendations.
  • Carry out yield calculations and produce financial analytics to underpin adviser recommendations.
  • Prepare, review and sign off suitability reports to a consistently high standard, in line with quality benchmarks.
  • Complete client file reviews thoroughly and efficiently.

Client Meeting Support

  • Take ownership of pre-meeting preparation, including cashflow modelling, tailored recommendations, and all supporting documentation.
  • Ensure advisers are fully briefed and equipped ahead of every client review.

Business & Pipeline Management

  • Keep client revenue data accurate and up to date, flagging trends and opportunities to grow the business pipeline.
  • Contribute to income forecasting and broader business planning activity.

Client Servicing & Administration

  • Oversee review scheduling to ensure all clients receive timely annual reviews.
  • Maintain accurate records of client interactions and outcomes within the firm's CRM platform.
  • Produce and issue all post-meeting correspondence, including review letters and action follow-ups.

Compliance & Risk Management

  • Take a proactive approach to identifying and managing risk across both client files and internal processes.
  • Work closely with the compliance function to ensure advice quality and regulatory standards are consistently met.

Leadership & Team Development

  • Take an active role in supervising, coaching and developing junior support staff.
  • Set high standards for the team and support others in meeting them.
  • Serve as a key point of contact between the advisory team and senior management.
  • Play a supporting role in the operational development of advisers within the wider team.

What We're Looking For

  • Level 4 Diploma in Financial Planning — essential
  • At least two years' experience in a paraplanning or financial planning support role
  • Solid technical grounding across pensions, investments, protection and tax planning
  • Hands-on experience with cashflow modelling tools such as Voyant or FE Analytics
  • Comfortable working within a CRM environment and confident with MS Office
  • Detail-oriented, analytically minded and capable of managing a varied workload under pressure
  • A natural communicator who can build trust with advisers, clients and colleagues alike
  • Someone who genuinely enjoys developing others and takes ownership of team standards
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