Wealth Management Admin: Elevating Client Experience

RGH-Global Ltd; Glasgow; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services company in Glasgow is seeking a Wealth Management Administrator to provide high-quality administrative support. The successful candidate will manage client documentation, support Wealth Planners, and act as a key contact for clients. Ideal candidates will have previous administration experience and strong attention to detail. This role involves various administrative tasks to ensure a seamless client experience.

Qualifications

• Previous Administration experience is essential.
• Understanding of the end-to-end wealth planning process is desirable.
• Familiarity with financial planning and investment products is desirable.
• Knowledge of regulatory and compliance requirements relevant to wealth planning is desirable.

Responsibilities

• Maintain accurate and compliant client documentation.
• Support Wealth Planners in submitting cases.
• Manage financial administration including invoices and billing.
• Prepare service agreements and client documentation.
• Coordinate Wealth Planners' workflow with central functions.
• Arrange client meetings and manage diaries.
• Act as the first point of contact for clients.

Skills

Administration experience

Client service skills

Attention to detail

Communication skills

Job description

A financial services company in Glasgow is seeking a Wealth Management Administrator to provide high-quality administrative support. The successful candidate will manage client documentation, support Wealth Planners, and act as a key contact for clients. Ideal candidates will have previous administration experience and strong attention to detail. This role involves various administrative tasks to ensure a seamless client experience.