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- Tasks: Support financial advisers and manage client appointments in a dynamic environment.
- Company: Established Wealth Management firm with over 20 years of experience.
- Benefits: Full-time, permanent role with a vibrant team atmosphere.
- Why this job: Join a fast-paced team and make a real difference in client services.
- Qualifications: Strong communication skills and attention to detail required.
- Other info: Opportunity for growth in the wealth management sector.
The predicted salary is between 28800 - 43200 £ per year.
We are seeking a Client Services Administrator to join a well-established Wealth Management 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 financial advice 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
- 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
- Experience in wealth management or financial services
- Knowledge of pensions, investments, and protection products
- Familiarity with FCA regulations and compliance
Wealth Management Administrator in Wolverhampton employer: RGH-Global | People Services
Contact Detail:
RGH-Global | People Services 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 wealth management sector. Attend industry events or webinars to meet potential employers and get your name out there. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your answers to show how your skills align with their needs. We want you to shine, so practice common interview questions and have your own ready to ask!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds. Don’t be shy; let them know you’re keen!
✨Tip Number 4
Apply through our website for the best chance at landing that Wealth Management Administrator role. We’ve got loads of resources to help you along the way, so take advantage of what we offer and make your application stand out!
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 in client services and any specific skills that match the job description, like your attention to detail and organisational skills.
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 background makes you a great fit for the team. Keep it professional but let your personality show through.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your written application reflects that. Use clear, concise language and check for any typos or errors before hitting send. We want to see your best work!
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 proactive, which we love!
How to prepare for a job interview at RGH-Global | People Services
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management, including pensions, investments, and protection products. Familiarity with FCA regulations will also give you an edge. The more you know, the more confident you'll feel during the interview.
✨Show Off Your Organisational Skills
Since this role requires strong organisational skills, be ready to share examples of how you've managed multiple tasks or projects in the past. Think about specific situations where your attention to detail made a difference, and be prepared to discuss them.
✨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 to get comfortable with answering questions about your experience and skills.
✨Be Proactive and Positive
Demonstrate your proactive approach by discussing times when you took the initiative to solve a problem or improve a process. A positive attitude can go a long way, so show enthusiasm for the role and the company during your interview.
