Wealth Planning Administrator: Client Support & Compliance

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

Job summary

RGH-Global Limited is seeking a Wealth Management Administrator in Blackpool to support the Wealth Planning team with administrative and client services tasks. You will be the first point of contact for internal client services and external providers, ensuring compliance and accuracy in all activities.

The role involves assisting Wealth Planners at meetings, managing client records, processing new business applications, and preparing documentation as required.

Qualifications

• Understanding of the end-to-end wealth/financial planning process.
• Experience with financial planning products.
• Previous administration experience (desirable).
• Recent graduates looking to enter into Wealth Planning will also be considered.

Responsibilities

• Provide administrative support to Wealth Planners and client services teams.
• Process client due diligence and new account documentation in line with AML procedures.
• Coordinate client meetings and prepare meeting packs and calendars for planners.
• Maintain accurate client records across CRM/planning systems.
• Handle client queries and escalate complex matters to the appropriate Planner.

Skills

Wealth planning knowledge

Client service

Attention to detail

Organisational skills

Education

Graduate entry welcomed

Tools

Microsoft Office

XPlan

Cash-flow modelling

Job description

RGH-Global Limited is seeking a Wealth Management Administrator in Blackpool to support the Wealth Planning team with administrative and client services tasks. You will be the first point of contact for internal client services and external providers, ensuring compliance and accuracy in all activities.

The role involves assisting Wealth Planners at meetings, managing client records, processing new business applications, and preparing documentation as required.