Wealth Administration Specialist | Hybrid

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

Benefits offered by this job

Company pension scheme

Life assurance

Employee benefits and discounts

Job summary

RGH-Global Limited in Altrincham is seeking a Senior Wealth Administrator to join the Operations team. You will manage administration and processing of new business, ensuring accurate submissions and timely progress, while working closely with advisers, clients and providers to deliver a compliant end-to-end service.

The role emphasises accuracy, client focus and regulatory adherence, with hybrid working and a salary of £28,000–£34,000 per year.

Qualifications

• Administration experience within financial services, wealth management or a professional services environment.
• Excellent organisational skills with the ability to manage multiple priorities.
• High level of attention to detail and accuracy.
• Strong written and verbal communication skills.
• Professional and confident telephone manner.
• Proficient in Microsoft Office, including Outlook, Word, Excel and Teams.
• Able to work proactively and independently while contributing positively to a team environment.
• High level of integrity and commitment to maintaining confidentiality.

Responsibilities

• Submit new investment, pension and protection applications through the firm's electronic business submission system.
• Monitor new business from submission through to completion, proactively managing each case to ensure smooth progress.
• Liaise with providers to obtain updates, resolve outstanding requirements and minimise delays.
• Chase outstanding documentation, transfer requests and provider information to ensure timely completion of applications.
• Keep advisers and clients informed of progress throughout the application process.
• Update client records and CRM systems once applications have completed.
• Take ownership of your business pipeline, ensuring all cases progress efficiently and accurately.
• Input and maintain accurate client information.
• Prepare high-quality client presentation packs and documentation for meetings and client signatures.
• Maintain accurate electronic client records and documentation.
• Support advisers with post-meeting administration and implementation of recommendations.
• Ensure all client documentation is processed in line with internal procedures and FCA requirements.
• Arrange weekly case review meetings with advisers to discuss pipeline progress and agree next actions.
• Act as a key point of contact for advisers, clients and providers regarding ongoing cases.
• Provide clients with timely, professional updates on the progress of their applications.
• Build strong working relationships with colleagues and external providers to support excellent client outcomes.
• Support the smooth day-to-day running of the office.
• Assist with stock management and ordering of office supplies.
• Contribute to continuous improvement of administrative processes and ways of working.
• Provide administrative support to the wider Operations team as required.

Skills

Organisational skills

Attention to detail

Communication skills

Telephone manner

Microsoft Office

Self-motivation

Tools

CRM systems

Wealth management platforms

Electronic business submission systems

Job description

RGH-Global Limited in Altrincham is seeking a Senior Wealth Administrator to join the Operations team. You will manage administration and processing of new business, ensuring accurate submissions and timely progress, while working closely with advisers, clients and providers to deliver a compliant end-to-end service.

The role emphasises accuracy, client focus and regulatory adherence, with hybrid working and a salary of £28,000–£34,000 per year.