Wealth Planning Support Specialist

RGH-Global Limited; Lancashire; Vor Ort; GBP 24.000 - 31.000; Vollzeit

Zusammenfassung

RGH-Global Limited is seeking a Wealth Management Administrator to join the Wealth Planning team in Blackpool. The role focuses on providing essential administrative and client support, acting as a bridge between internal client services and external product providers, while ensuring compliance and accuracy in all tasks.

You will assist Wealth Planners at meetings, manage client records, process applications, and prepare documentation, maintaining high service standards for clients and

Qualifikationen

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

Aufgaben

• Provide administrative support to Wealth Planners and client services teams
• Support client meetings and maintain accurate client records
• Process client documentation and ensure AML procedures are followed
• Greet and assist clients at meetings and manage diaries
• Prepare meeting packs and minutes
• Assist with client correspondence and letters of authority
• Maintain and update CRM/planning system with client data
• Follow internal processes and contribute to efficiency improvements
• Perform CPD and training as required

Kenntnisse

Wealth planning

Financial products

Admin experience

Graduate friendly

MS Office

XPlan

Cashflow modelling

Regulatory awareness

Customer service

Communication

Numerical ability

Attention to detail

Organisational skills

Tools

XPlan

Jobbeschreibung

RGH-Global Limited is seeking a Wealth Management Administrator to join the Wealth Planning team in Blackpool. The role focuses on providing essential administrative and client support, acting as a bridge between internal client services and external product providers, while ensuring compliance and accuracy in all tasks.

You will assist Wealth Planners at meetings, manage client records, process applications, and prepare documentation, maintaining high service standards for clients and