Wealth Planning Admin Specialist

RGH-Global Ltd; Lancashire; On-site; GBP 24,000 - 31,000; Full time

Job summary

RGH-Global Ltd's client, a respected wealth management firm in Blackpool, is seeking a Wealth Management Administrator to join the Wealth Planning team. You will provide administrative and client support, act as a first point of contact, handle new business applications, and keep client records accurate across the firm’s systems.

You'll assist Wealth Planners at meetings, prepare documentation, and ensure compliance with regulatory standards while delivering excellent service to clients.

Qualifications

• Understanding of the end-to-end wealth/financial planning process (training provided).
• Good working knowledge of financial planning products.
• Previous administration experience (desirable).
• Recent graduates looking to enter Wealth Planning will be considered.

Responsibilities

• Provide administrative support to Wealth Planners and paraplanning teams.
• Assist with client onboarding, due diligence and documentation process.
• Coordinate client meetings and manage planners' diaries.
• Maintain accurate client records on CRM/planning systems and handle correspondence.
• Support AML procedures and post-meeting follow-ups as required.
• Contribute ideas for efficiency and participate in CPD activities.

Skills

Excellent customer service

Communication skills

Attention to detail

Organisational skills

Numerical ability

Tools

Microsoft Office

XPlan

Cash-flow modelling software

Job description

RGH-Global Ltd's client, a respected wealth management firm in Blackpool, is seeking a Wealth Management Administrator to join the Wealth Planning team. You will provide administrative and client support, act as a first point of contact, handle new business applications, and keep client records accurate across the firm’s systems.

You'll assist Wealth Planners at meetings, prepare documentation, and ensure compliance with regulatory standards while delivering excellent service to clients.