Wealth Management Administrator

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

Wealth Management Administrator

Hours: Monday-Friday 9am-5pm (37.5 hours no home working)

Salary: DOE discretionary quarterly bonus

Type: Permanent Full-Time Office based

Overview

A respected financial planning practice is looking for an experienced Wealth Management Administrator to join their growing support team. This role is ideal for someone with strong technical knowledge in financial services who enjoys providing exceptional client care and efficient administrative support.

You will be joining a friendly and collaborative office where professional development is encouraged. The firm places real focus on training offering structured onboarding and opportunities to build on your technical skill set.

What You’ll Be Doing

You will work closely with the wider service and technical teams receiving structured training during the first three months to gain a full understanding of internal processes.

Typical 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 (training provided) to produce investment summaries and reports
• General administrative duties to support the smooth running of the department

Requirements

Candidates should be confident well‑presented and capable of communicating professionally with both clients and product providers. Experience within financial planning or a related financial services environment is essential.

Essential

• 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

Desirable

• RO1 CF1 FA1 or equivalent qualifications (or relevant experience)

Benefits

• Quarterly bonus scheme
• 5% pension contribution
• 23 days holiday bank holidays (additional days awarded with service)
• Option to buy or sell annual leave
• Group life cover
• Group income protection
• Support for industry exams and ongoing professional development
• Regular training refreshers and progression pathways
• Wellbeing package

Key Skills

• Business Development
• Estate Law
• Sales Experience
• Trusts
• Wealth Management
• Financial Services
• Organizational skills
• Investment Experience
• Banking
• Securities Law
• Financial Planning
• Wills

Employment Type: Full Time

Experience: years

Vacancy: 1