Wealth Administration Lead – Hybrid, Client Impact

RGH-Global Ltd; Altrincham; Hybrid; GBP 28,000 - 34,000; Full time

Benefits offered by this job

25 days leave

Company pension

Life assurance

Employee discounts platform

Company socials

Learning & development

Hybrid working

Supportive team culture

Job summary

RGH-Global Ltd seeks a Senior Wealth Administrator to join their Operations team in Altrincham. You will manage the administration and processing of new business, ensuring applications are submitted accurately and progress efficiently.

Working closely with advisers, clients and product providers, you will deliver a seamless end-to-end client experience while maintaining regulatory compliance. The role offers hybrid working and a competitive salary.

Qualifications

• Essential admin experience in financial services or wealth management.
• Proficient in MS Office (Outlook, Word, Excel, Teams).
• CRM systems experience is desirable.

Responsibilities

• Submit new investment, pension and protection applications through the firm's electronic submission system.
• Monitor new business from submission through to completion and manage progress.
• Liaise with providers to obtain updates and minimise delays.
• Chase outstanding documentation and transfer requests to ensure timely completion.
• Keep advisers and clients informed of progress throughout the process.
• Update client records and CRM systems as applications complete.
• Take ownership of the business pipeline to ensure efficient progression.

Skills

Administration experience

Organisational skills

Attention to detail

Communication

Telephone manner

MS Office

Teamwork

Confidentiality

Tools

CRM systems

Job description

RGH-Global Ltd seeks a Senior Wealth Administrator to join their Operations team in Altrincham. You will manage the administration and processing of new business, ensuring applications are submitted accurately and progress efficiently.

Working closely with advisers, clients and product providers, you will deliver a seamless end-to-end client experience while maintaining regulatory compliance. The role offers hybrid working and a competitive salary.