Wealth Management Support Specialist

RGH-Global Ltd; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial services company in Birmingham seeks a Wealth Management Administrator to provide high-quality administrative support. The role includes maintaining client documentation, managing financial administration, and coordinating workflows. Ideal candidates will have a strong understanding of the wealth planning process and excellent client service skills. Attention to detail is critical. This role offers the opportunity to work within compliance frameworks while delivering excellent client outcomes.

Qualifications

• Good understanding of end-to-end wealth planning process.
• Familiarity with a broad range of financial planning and investment products.
• Working knowledge of regulatory and compliance requirements.

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.

Skills

Understanding of wealth planning process

Familiarity with financial planning products

Knowledge of regulatory requirements

Client service skills

Attention to detail

Job description

A financial services company in Birmingham seeks a Wealth Management Administrator to provide high-quality administrative support. The role includes maintaining client documentation, managing financial administration, and coordinating workflows. Ideal candidates will have a strong understanding of the wealth planning process and excellent client service skills. Attention to detail is critical. This role offers the opportunity to work within compliance frameworks while delivering excellent client outcomes.