Wealth Investment Admin & Client Support Specialist

RGH-Global Limited; Worcester; On-site; GBP 25,000 - 33,000; Full time

Benefits offered by this job

Office-based Worcester role

Supportive team environment

Job summary

RGH-Global Limited is seeking an Investment Administrator to join our Worcester office. You will support Investment Managers with portfolio administration, client communications, and regulatory compliance within a collaborative, standards-driven environment.

The role emphasizes accuracy, strong MS Office skills, and the ability to manage priorities independently while building trusted client relationships. You may pursue CISI Level 3 and participate in ongoing training.

Qualifications

• Strong proficiency in Word, Excel, and PowerPoint.
• Excellent customer service and communication skills.
• Ability to work independently and manage priorities effectively.
• High level of accuracy and attention to detail.

Responsibilities

• Provide administrative support on complex tasks as directed by the Investment Manager, including file notes, correspondence, and client meeting coordination.
• Build and maintain strong client relationships through accurate, timely support — adapting your approach appropriately when working with vulnerable clients
• Handle account opening and closing processes
• Manage stock transfers into accounts and process payments
• Maintain and update static data within the firm's investment platform
• Produce Excel-based reports using platform data
• Place trades on the investment platform based on instructions received from the Investment Manager, ensuring accurate execution and booking
• Take and process client orders for non-complex instruments within the Execution Only Service, ensuring accurate execution and booking
• Support Investment Managers with preparation for client pitches and meetings
• Assist the wider team with ongoing projects and process improvement initiatives
• Undertake technical and regulatory training as required
• Stay proactively informed on industry and market developments

Skills

Word

Excel

PowerPoint

Customer service

Education

CISI Level 3 qualification

Job description

RGH-Global Limited is seeking an Investment Administrator to join our Worcester office. You will support Investment Managers with portfolio administration, client communications, and regulatory compliance within a collaborative, standards-driven environment.

The role emphasizes accuracy, strong MS Office skills, and the ability to manage priorities independently while building trusted client relationships. You may pursue CISI Level 3 and participate in ongoing training.