At a Glance
- Tasks: Support the Wealth Planning team with client services and administrative tasks.
- Company: RGH-Global Limited, a dynamic firm in wealth management.
- Benefits: Gain valuable experience in finance and client relations.
- Other info: Join a supportive team in a vibrant Blackpool location.
- Why this job: Be the first point of contact and make a difference in clients' financial journeys.
- Qualifications: Strong organisational skills and a passion for client service.
The predicted salary is between 22050 - 26950 £ per year.
RGH-Global Limited is seeking a Wealth Management Administrator in Blackpool to support the Wealth Planning team with administrative and client services tasks.
You will be the first point of contact for internal client services and external providers, ensuring compliance and accuracy in all activities.
The role involves assisting Wealth Planners at meetings, managing client records, processing new business applications, and preparing documentation as required.
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Wealth Planning Administrator: Client Support & Compliance employer: RGH-Global Limited
RGH-Global Limited is an exceptional employer, offering a supportive and nurturing work culture that prioritises the well-being of both staff and the young people in their care. Located in Liverpool, the company provides ample opportunities for professional growth and development, alongside a competitive salary package, making it an ideal place for those passionate about making a meaningful impact in the lives of children and young people.
