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Open nowFirst seen 4 days ago

Wealth Management Administrator

RGH-Global Limited607 open roles

Where
Birmingham, United Kingdom
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Your applicationOpen nowWealth Management AdministratorRGH-Global Limited · Birmingham, 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

Wealth Management Administrator

Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to ensure a seamless client experience.

The role includes attending client meetings, managing follow-up actions, maintaining accurate records on internal systems, and processing new business.

Key Responsibilities

  • Maintain accurate and compliant client documentation in line with company standards.
  • Support Wealth Planners in submitting cases to paraplanning and related teams.
  • Manage financial administration, including invoices, billing, work in progress, and commission tracking.
  • Prepare service agreements and client documentation with precision.
  • Demonstrate flexibility in supporting different stakeholders and business areas as needed.
  • Coordinate the Wealth Planners workflow by liaising with central functions such as paraplanning, valuations, and business processing.
  • Prepare and submit client due diligence (CDD) and account opening documentation, adhering to AML procedures.
  • Arrange client meetings, prepare meeting packs, manage diaries, and complete post-meeting actions.
  • Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.
  • Manage incoming and outgoing correspondence, prepare LOAs, and ensure all client information is accurately recorded in systems.

Skills, Experience & Qualifications

  • Good understanding of the end-to-end wealth planning process.
  • Familiarity with a broad range of financial planning and investment products.
  • Working knowledge of regulatory and compliance requirements relevant to wealth planning and client onboarding.
  • Ability to identify and escalate potential compliance concerns appropriately.
  • Strong client service and communication skills.
  • Excellent attention to detail and high level of accuracy.
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