Wealth Planning Operations & Compliance Specialist

RGH-Global Limited; Glasgow; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm in Glasgow is seeking a Wealth Management Administrator to provide high-quality administrative and operational support. The role includes maintaining client documentation, managing financial administration, and acting as the key point of contact. The ideal candidate should have prior administration experience and strong attention to detail, ensuring compliance with relevant standards.

Qualifications

• Experience in administration is essential.
• Understanding of wealth planning and compliance is desirable.

Responsibilities

• Provide administrative support to Wealth Planners.
• Maintain accurate client documentation.
• Manage financial administration processes.
• Coordinate Wealth Planners' workflows.

Skills

Previous Administration experience

Understanding of the end-to-end wealth planning process

Familiarity with financial planning and investment products

Knowledge of regulatory and compliance requirements

Strong client service and communication skills

Attention to detail

Job description

A financial services firm in Glasgow is seeking a Wealth Management Administrator to provide high-quality administrative and operational support. The role includes maintaining client documentation, managing financial administration, and acting as the key point of contact. The ideal candidate should have prior administration experience and strong attention to detail, ensuring compliance with relevant standards.