RGH-Global Limited is seeking a Wealth Management Administrator to join the Wealth Planning team in Blackpool. The role focuses on providing essential administrative and client support, acting as a bridge between internal client services and external product providers, while ensuring compliance and accuracy in all tasks.
You will assist Wealth Planners at meetings, manage client records, process applications, and prepare documentation, maintaining high service standards for clients and
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Wealth Planning Support Specialist employer: RGH-Global Limited
Join a leading wealth management practice in Bournemouth, where you'll thrive in a supportive environment that prioritises client relationships and high-quality financial planning. With a competitive salary, annual bonuses, and hybrid working options, this role offers not just a job but a pathway for professional growth and development, backed by an experienced team dedicated to your success.
