Wealth Administration Specialist — Hybrid, Client-Focused

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

Benefits offered by this job

25 days annual leave

Birthday off

Company pension

Life assurance

Benefits platform

Company social events

Learning & development

Hybrid working

Collaborative team culture

Job summary

RGH-Global Limited is recruiting a Senior Wealth Administrator in Altrincham to join the Operations team. You will manage the administration and processing of new business, ensure accurate submissions and progress cases efficiently, while maintaining FCA-compliant standards.

You will liaise with advisers, clients and providers to deliver a seamless client experience and uphold high standards of accuracy and confidentiality throughout the financial planning process.

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.
• 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 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

Admin experience

Organisational skills

Attention to detail

Communication skills

Telephone manner

MS Office proficiency

Independent worker

Integrity & confidentiality

Tools

CRM systems

Wealth management platforms

Electronic submission systems

Job description

RGH-Global Limited is recruiting a Senior Wealth Administrator in Altrincham to join the Operations team. You will manage the administration and processing of new business, ensure accurate submissions and progress cases efficiently, while maintaining FCA-compliant standards.

You will liaise with advisers, clients and providers to deliver a seamless client experience and uphold high standards of accuracy and confidentiality throughout the financial planning process.