Wealth Management Administrator
7 days ago
Wealth Management Administrator Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to ensure a seamless client experience. The role includes attending client meetings, managing follow-up actions, maintaining accurate records on internal systems, and processing new business. Key Responsibilities Maintain accurate and compliant client documentation in line with company standards.Support Wealth Planners in submitting cases to paraplanning and related teams.Manage financial administration, including invoices, billing, work in progress, and commission tracking.Prepare service agreements and client documentation with precision.Demonstrate flexibility in supporting different stakeholders and business areas as needed.Coordinate the Wealth Planners workflow by liaising with central functions such as paraplanning, valuations, and business processing.Prepare and submit client due diligence (CDD) and account opening documentation, adhering to AML procedures.Arrange client meetings, prepare meeting packs, manage diaries, and complete post-meeting actions.Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.Manage incoming and outgoing correspondence, prepare LOAs, and ensure all client information is accurately recorded in systems. Skills, Experience & Qualifications Previous Administration experience (essential)Understanding of the end-to-end wealth planning process (desirable)Familiarity with a broad range of financial planning and investment products (desirable)Working knowledge of regulatory and compliance requirements relevant to wealth planning and client onboarding (desirable) Ability to identify and escalate potential compliance concerns appropriately.Strong client service and communication skills.Excellent attention to detail and high level of accuracy.
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Wealth Management Administrator
21 hours ago
Glasgow, United Kingdom Succession Wealth Full time**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Hybrid working - partly from our Glasgow office blended with home working** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a...
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Financial Services Administrator
5 days ago
Glasgow, United Kingdom Succession Wealth Full time**Financial Services Administrator - Wealth Management** **12m Fixed Term and Permanent Roles Available** **Excellent benefits package (see below for full details)** **Hybrid working, based partly from home and partly from our Glasgow office.** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial...
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Wealth Management Administrator
2 weeks ago
Glasgow, United Kingdom RGH‑Global Limited Full time**Wealth Management Administrator** Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal...
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Wealth Management Administrator
2 weeks ago
Glasgow, United Kingdom RGH-Global Limited Full timeWealth Management Administrator Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams,...
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Wealth Management Administrator
7 days ago
Glasgow, United Kingdom RGH-Global Limited Full timeWealth Management Administrator Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners internal teams and...
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Wealth Management Administrator
2 weeks ago
Glasgow, Glasgow City, United Kingdom RGH-Global Limited Full time £25,000 - £40,000 per yearWealth Management Administrator Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams,...
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Financial Services Administrator
20 hours ago
Glasgow, United Kingdom Succession Wealth Full time**Administrator - Wealth Management** **Salary of £25,000 to £27,000 (DOE)** **Hybrid working - partly from our Glasgow office blended with home working (initial 3 month requirement to be office based full time for training, moving to 3 days p/w office based on completion)** **Excellent benefits** including 25 days annual leave increasing with service,...
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Financial Services Administrator
1 week ago
Glasgow, United Kingdom Succession Wealth Full time**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Hybrid working - partly from either of our Glasgow or Gourock office blended with home working** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity...
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Financial Services Administrator
21 hours ago
Glasgow, United Kingdom Succession Wealth Full time_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ - **12-Month Fixed-Term Contract**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA...
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Financial Services Administrator
3 days ago
Glasgow, United Kingdom Succession Wealth Full time**Financial Services Administrator - Wealth Management** **Excellent benefits package (see below for full details)** **Hybrid working, based partly from home and partly from our Glasgow office.** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the...
