Wealth Management Administrator

RGH-Global Ltd; Town of Bath (NY); On-site; USD 35,484 - 40,741; Full time

Benefits offered by this job

Quarterly bonus scheme

5% pension contribution

23 days holiday + bank holidays

Support for industry exams

Job summary

A respected financial planning practice is seeking a Wealth Management Administrator to provide exceptional client care and administrative support. The role requires experience within financial services, strong communication skills, and attention to detail. Benefits include a quarterly bonus scheme, pension contribution, and professional development opportunities.

Qualifications

• Experience in administration within financial services required.
• Strong understanding of financial products and processes.
• High attention to detail and ability to prioritise.

Responsibilities

• Act as point of contact for clients and product providers.
• Gather and organise policy information.
• Support annual review preparation.

Skills

Technical administration within pensions, investments or insurance

Excellent written and verbal communication skills

Strong organisational skills

Confident using MS Word and Excel

Education

RO1, CF1, FA1 or equivalent qualifications (or relevant experience)

Job description

Wealth Management Administrator

Hours: Monday-Friday, 9am-5pm (37.5 hours, no home working)

Salary: £27,000-£31,000 DOE + discretionary quarterly bonus

Type: Permanent, Full-Time, Office based

Overview

A respected financial planning practice is looking for an experienced Wealth Management Administrator to join their growing support team. This role is ideal for someone with strong technical knowledge in financial services who enjoys providing exceptional client care and efficient administrative support. You will be joining a friendly and collaborative office where professional development is encouraged. The firm places real focus on training, offering structured onboarding and opportunities to build on your technical skill set.

What You’ll Be Doing

• Acting as a point of contact for clients and product providers
• Gathering and organising policy information
• Processing new business
• Supporting annual review preparation
• Preparing client information for adviser and paraplanner meetings
• Using financial software (training provided) to produce investment summaries and reports
• General administrative duties to support the smooth running of the department

Requirements

Candidates should be confident, well-presented, and capable of communicating professionally with both clients and product providers. Experience within financial planning or a related financial services environment is essential.

Essential:

• Experience in administration within financial services, e.g. working within an IFA practice
• Technical administration within pensions, investments or insurance
• Strong understanding of financial products and processes
• Excellent written and verbal communication skills
• High attention to detail and accuracy
• Strong organisational skills and ability to prioritise
• Professional, reliable and positive attitude
• Confident using MS Word and Excel
• Ability to maintain confidentiality and work well within a team

Desirable:

• RO1, CF1, FA1 or equivalent qualifications (or relevant experience)

Benefits

• Quarterly bonus scheme
• 5% pension contribution
• 23 days holiday + bank holidays (additional days awarded with service)
• Option to buy or sell annual leave
• Group life cover
• Group income protection
• Support for industry exams and ongoing professional development
• Regular training refreshers and progression pathways
• Wellbeing package including GP access, Mental Health support and Physiotherapy.