Wealth Planning Support Specialist

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

Job summary

A financial services company in Birmingham is seeking a Wealth Management Administrator to provide essential administrative support to Wealth Planners. The role involves managing client documentation, coordinating workflows, and ensuring compliance with regulatory standards. Strong attention to detail and client service skills are essential. This position offers a chance to work closely with various teams to enhance client outcomes while adhering to established processes.

Qualifications

• Good understanding of the 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.
• Prepare service agreements and client documentation.
• Coordinate workflow by liaising with central functions.
• Arrange client meetings and manage diaries.
• Act as a first point of contact for clients.

Skills

Understanding of wealth planning process

Familiarity with financial planning products

Knowledge of compliance requirements

Client service skills

Attention to detail

Job description

A financial services company in Birmingham is seeking a Wealth Management Administrator to provide essential administrative support to Wealth Planners. The role involves managing client documentation, coordinating workflows, and ensuring compliance with regulatory standards. Strong attention to detail and client service skills are essential. This position offers a chance to work closely with various teams to enhance client outcomes while adhering to established processes.