At a Glance
- Tasks: Provide top-notch admin support to Wealth Planners and ensure seamless client experiences.
- Company: Join a leading wealth management firm focused on client success.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Dynamic role with opportunities to learn about financial planning and compliance.
- Why this job: Be a vital part of a team that makes a real difference in clients' financial journeys.
- Qualifications: Previous admin experience and strong communication skills are essential.
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
- Previous Administration experience (essential)
- Understanding of the end-to-end wealth planning process (desirable)
- Familiarity with a broad range of financial planning and investment products (desirable)
- Working knowledge of regulatory and compliance requirements relevant to wealth planning and client onboarding (desirable)
- Ability to identify and elevate potential compliance concerns appropriately.
- Strong client service and communication skills.
- Excellent attention to detail and high level of accuracy.
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Wealth Management Administrator in Glasgow employer: RGH-Global Ltd
Join a dynamic wealth management firm in Blackpool, where your career as an Associate Financial Planner can flourish. With a strong emphasis on professional development, you'll receive full study support towards industry qualifications and mentorship from seasoned planners, all within a collaborative and supportive work culture that values long-term growth and client relationships.
