Wealth Administration Specialist - Hybrid

Rgh-Global Limited; Stretford; Hybrid; GBP 28,000 - 34,000; Full time

Benefits offered by this job

25 days annual leave + birthday off

Company pension scheme

Life assurance

Benefits platform

Company social events

Learning and development

Hybrid working

Collaborative team culture

Job summary

Rgh-Global Limited is seeking a Senior Wealth Administrator to join the Operations team in a fast-paced financial planning practice. You will handle administration and processing of new business, ensuring applications are submitted accurately and progressed efficiently.

Working with advisers, clients and product providers, you will deliver a seamless end-to-end client experience while maintaining FCA compliance and high standards of accuracy.

Qualifications

• Experience in financial services wealth management or professional services.
• 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 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

Administrative experience

Organisational skills

Attention to detail

Communication skills

Phone manner

MS Office

Independent worker

Confidentiality

Tools

CRM systems

Wealth platforms

Electronic submission systems

Office software

Job description

Rgh-Global Limited is seeking a Senior Wealth Administrator to join the Operations team in a fast-paced financial planning practice. You will handle administration and processing of new business, ensuring applications are submitted accurately and progressed efficiently.

Working with advisers, clients and product providers, you will deliver a seamless end-to-end client experience while maintaining FCA compliance and high standards of accuracy.