Wealth Investment Administrator – Client-Focused (Worcester)

Wealth Investment Administrator – Client-Focused (Worcester)

Worcester Full-Time 24750 - 30250 Β£ / year (est.) No working from home possible
RGH-Global Limited

At a Glance

  • Tasks: Support Investment Managers with client portfolio administration and compliance processes.
  • Company: RGH-Global Limited, a dynamic firm in Worcester focused on wealth management.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Opportunity to grow in a fast-paced, integrity-driven environment.
  • Why this job: Join a client-focused team and make a real difference in wealth management.
  • Qualifications: CISI Level 3 or commitment to achieve it, plus strong Word/Excel/PowerPoint skills.

The predicted salary is between 24750 - 30250 Β£ per year.

RGH-Global Limited in Worcester is seeking an Investment Administrator to support Investment Managers with client portfolio administration and compliance-driven processes.

You will handle account activity, reporting, and client liaison in a role that emphasizes accuracy and integrity.

The position requires CISI Level 3 or commitment to achieve it, with strong Word/Excel/Power Point skills and experience with wealth management platforms being advantageous.

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Wealth Investment Administrator – Client-Focused (Worcester) 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.

RGH-Global Limited

Contact Details:

RGH-Global Limited Recruitment Team

We think you need these skills to ace Wealth Investment Administrator – Client-Focused (Worcester)

CISI Level 3
Word Skills
Excel Skills
PowerPoint Skills
Client Liaison
Portfolio Administration
Compliance Knowledge