Wealth Management Administrator

2 weeks ago

Glasgow, Glasgow City, United Kingdom RGH-Global Limited Full time £24,000 - £30,000 per year


Job Description:

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.


Required Skills:

Management



£ 24, ,000.00
British Pound Sterling)

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