Wealth Management Administrator

RGH-Global Ltd; Greater London; On-site; GBP 26,000 - 28,000; Full time

Job summary

A growing wealth management firm in Central London is seeking a proactive Wealth Management Administrator to enhance its client support team. This position offers an opportunity for structured training and career progression towards advisory roles. Candidates must have experience in financial services, strong attention to detail, and proficiency in IT tools. The role involves providing administrative support, managing client documents, and liaising with third-party providers, with a hybrid working option available.

Qualifications

• Confident, organised and motivated individual who thrives in a professional environment.
• Detail-oriented and proactive with strong multitasking abilities.

Responsibilities

• Provide high-quality administrative and technical support to Wealth Manager.
• Update and maintain client financial review documentation.
• Process and follow up on Letters of Authority.
• Monitor and oversee incoming funds.
• Process fund switches and issue associated documentation.
• Review and manage business pipelines.
• Respond to client queries (both technical and administrative).
• Manage workflows via CRM systems and internal tracking tools.
• Liaise with third-party providers and oversee outsourced processes.
• Support continuous professional development towards advisory progression.

Skills

Previous experience within Wealth Management or Financial Services

Experience using CRM systems

Strong attention to detail and organisational skills

Excellent written and verbal communication skills

High level of IT proficiency

Ability to remain calm under pressure and manage competing deadlines

Strong time management and multitasking skills

Education

CII qualifications (willingness to study towards)

Tools

MS Outlook

Excel

PowerPoint

Word

Job description

Wealth Management Administrator

Location: Central London

Salary: £26,000–£28,000

An established and growing London‑based wealth management firm is seeking a proactive Administrator to join its client support team. This is an excellent opportunity for someone with experience in financial services who is looking to build a long‑term career within wealth management. The business offers structured training and development, with clear progression towards advisory roles and professional qualifications. This role is based in central London, with the opportunity for hybrid working.

The Role

The successful candidate will provide high‑quality administrative and technical support to a Wealth Manager, ensuring excellent service delivery to clients at all times. This position offers a structured development pathway towards becoming a qualified Wealth Manager, supported by formal training, professional exams and hands‑on client exposure.

Key responsibilities

• Updating and maintaining client financial review documentation
• Processing and following up on Letters of Authority
• Monitoring and overseeing incoming funds
• Processing fund switches and issuing associated documentation
• Reviewing and managing business pipelines
• Responding to client queries (both technical and administrative)
• Managing workflows via CRM systems and internal tracking tools
• Liaising with third‑party providers and overseeing outsourced processes
• Supporting continuous professional development towards advisory progression

Candidate Profile

This role would suit a confident, organised and motivated individual who thrives in a professional, fast‑paced environment. The successful candidate will be detail‑oriented, proactive and capable of managing multiple priorities effectively.

Experience and skills

• Previous experience within Wealth Management or Financial Services
• Willingness to study towards and complete CII qualifications
• Experience using CRM systems
• Strong attention to detail and organisational skills
• Excellent written and verbal communication skills
• High level of IT proficiency, including MS Outlook, Excel, PowerPoint and Word
• Ability to remain calm under pressure and manage competing deadlines
• Professional, proactive and positive approach
• Ability to work independently as well as collaboratively within a team
• Strong time management and multitasking skills