At a Glance
- Tasks: Provide admin support and client assistance in a wealth management firm.
- Company: Respected wealth management firm in Blackpool with a strong reputation.
- Benefits: Competitive salary, supportive team environment, and opportunities for growth.
- Other info: Great opportunity to learn and develop in the finance sector.
- Why this job: Join a dynamic team 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 Ltd's client, a respected wealth management firm in Blackpool, is seeking a Wealth Management Administrator to join the Wealth Planning team.
You will provide administrative and client support, act as a first point of contact, handle new business applications, and keep client records accurate across the firm’s systems.
You'll assist Wealth Planners at meetings, prepare documentation, and ensure compliance with regulatory standards while delivering excellent service to clients.
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Wealth Planning Admin Specialist employer: RGH - Global Ltd
RGH-Global Ltd is an excellent employer, offering a supportive work culture that values professional growth and development. Located in Sheffield, employees benefit from a generous 33 days of annual leave and life assurance, making it an attractive place for those seeking a rewarding career in the legal field.
