Wealth Management Administrator

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

Wealth Management Administrator

Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to ensure a seamless client experience. The role includes attending client meetings, managing follow-up actions, maintaining accurate records on internal systems, and processing new business.

Key Responsibilities

• Maintain accurate and compliant client documentation in line with company standards.
• Support Wealth Planners in submitting cases to paraplanning and related teams.
• Manage financial administration, including invoices, billing, work in progress, and commission tracking.
• Prepare service agreements and client documentation with precision.
• Demonstrate flexibility in supporting different stakeholders and business areas as needed.
• Coordinate the Wealth Planners workflow by liaising with central functions such as paraplanning, valuations, and business processing.
• Prepare and submit client due diligence (CDD) and account opening documentation, adhering to AML procedures.
• Arrange client meetings, prepare meeting packs, manage diaries, and complete post-meeting actions.
• Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.
• Manage incoming and outgoing correspondence, prepare LOAs, and ensure all client information is accurately recorded in systems.

Skills, Experience & Qualifications

• Previous Administration experience (essential)
• Understanding of the end-to-end wealth planning process (desirable)
• Familiarity with a broad range of financial planning and investment products (desirable)
• Working knowledge of regulatory and compliance requirements relevant to wealth planning and client onboarding (desirable)
• Ability to identify and elevate potential compliance concerns appropriately.
• Strong client service and communication skills.
• Excellent attention to detail and high level of accuracy.