Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers and manage client appointments in a dynamic environment.
- Company: Established financial services firm with over 20 years of experience.
- Benefits: Competitive salary, pension scheme, private healthcare, and 25 days holiday.
- Why this job: Join a vibrant team and make a real impact in client services.
- Qualifications: Strong communication skills and attention to detail required.
- Other info: Enjoy early finishes on Fridays and fun team socials.
The predicted salary is between 25000 - 30000 £ per year.
We are seeking a Client Services Administrator to join a well-established financial services firm with over 20 years of experience delivering exceptional advice and outstanding client service. This is a fantastic opportunity to work within a vibrant, fast-paced environment alongside an experienced team.
About the Role: You will play a key role in supporting financial advisers and paraplanners, ensuring client meetings are prepared and all administrative tasks are completed to a high standard. This position requires strong organisational skills, attention to detail, and a proactive approach.
Key Responsibilities:
- Schedule and confirm client appointments, prepare meeting packs and documentation
- Maintain accurate client records in line with compliance standards
- Handle client queries professionally via phone and email
- Liaise with external providers and internal teams to process requests
- Support post-meeting actions such as fund switches and withdrawals
- Manage workload effectively and provide cover for team members when needed
Skills & Experience:
Essential:
- Excellent communication skills (written and verbal)
- High attention to detail and accuracy
- Ability to prioritise and meet deadlines under pressure
- Proficient in Microsoft Office and CRM systems
- Strong customer service skills
Desirable:
- Experience in wealth management or financial services
- Knowledge of pensions, investments, and protection products
- Familiarity with FCA regulations and compliance
Benefits:
- Competitive salary
- Pension scheme
- Private healthcare after probation
- 25 days holiday plus bank holidays
- Early finish on Fridays
- Team socials and a great culture
Wealth Management Administrator in Wolverhampton employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator in Wolverhampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in wealth management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to show that you’re not just another candidate; you’re genuinely interested in their mission and values. Tailor your answers to reflect how you can contribute to their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your experience in client services and how it aligns with the role of a Wealth Management Administrator.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Wealth Management Administrator in Wolverhampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management Administrator role. Highlight your relevant experience and skills, especially those related to client services and administration. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your skills align with our needs. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects the high standards we uphold.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of wealth management and financial services. Familiarise yourself with common terms, products, and FCA regulations. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Since the role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritised your workload and ensured everything was completed accurately and on time.
✨Practice Your Communication
Excellent communication is key in this role. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend or family member to get comfortable with discussing your experiences and answering potential questions.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! This shows your interest in the company and the role. Consider asking about the team culture, opportunities for professional development, or how success is measured in the position. It’s a great way to demonstrate your enthusiasm and engagement.
