Wealth Management Admin: Training & Growth

RGH-Global Limited; Bath; On-site; GBP 30,000 - 40,000; Full time

Job summary

A respected financial planning practice is seeking an experienced Wealth Management Administrator to provide exceptional client care and efficient administrative support. The role involves liaising with clients and product providers and requires a strong technical knowledge of financial services. The position is full-time, office-based in Bath, offering structured training and a quarterly bonus scheme.

Benefits

Quarterly bonus scheme

5% pension contribution

23 days holiday plus bank holidays

Option to buy or sell annual leave

Group life cover

Group income protection

Support for industry exams

Regular training refreshers

Wellbeing package

Qualifications

• Experience in administration within financial services e.g. working within an IFA practice.
• Technical administration within pensions, investments or insurance.
• Strong understanding of financial products and processes.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy.
• Strong organisational skills and ability to prioritise.
• Professional, reliable, and positive attitude.
• Confident using MS Word and Excel.
• Ability to maintain confidentiality and work well within a team.

Responsibilities

• Acting as a point of contact for clients and product providers.
• Gathering and organising policy information.
• Processing new business.
• Supporting annual review preparation.
• Preparing client information for adviser and paraplanner meetings.
• Using financial software to produce investment summaries and reports.
• General administrative duties to support the smooth running of the department.

Skills

Business Development

Estate Law

Sales Experience

Trusts

Wealth Management

Financial Services

Organizational skills

Investment Experience

Banking

Securities Law

Financial Planning

Wills

Education

RO1 CF1 FA1 or equivalent qualifications

Tools

MS Word

Excel

Job description

A respected financial planning practice is seeking an experienced Wealth Management Administrator to provide exceptional client care and efficient administrative support. The role involves liaising with clients and product providers and requires a strong technical knowledge of financial services. The position is full-time, office-based in Bath, offering structured training and a quarterly bonus scheme.