Wealth Management Administrator – Hybrid, Career Path

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

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.