Wealth Management Administrator
Rgh-global

Wolverhampton, West Midlands (County)
•1 day ago
•No application
About
Wealth Management AdministratorLocation: Wolverhampton area (in-person role)Contract: Full-time, PermanentStart Date: ASAPSalary: £25-£30kWe are seeking a Client Services Administrator to join a well-established financial services firm with over 20 years of experience delivering exceptional advice and outstanding client service. This is a fantastic opportunity to work within a vibrant, fast-paced environment alongside an experienced team.About the Role:You will play a key role in supporting financial advisers and paraplanners, ensuring client meetings are prepared and all administrative tasks are completed to a high standard. This position requires strong organisational skills, attention to detail, and a proactive approach.Key Responsibilities:Schedule and confirm client appointments, prepare meeting packs and documentationMaintain accurate client records in line with compliance standardsHandle client queries professionally via phone and emailLiaise with external providers and internal teams to process requestsSupport post-meeting actions such as fund switches and withdrawalsManage workload effectively and provide cover for team members when neededSkills & Experience:Essential:Excellent communication skills (written and verbal)High attention to detail and accuracyAbility to prioritise and meet deadlines under pressureProficient in Microsoft Office and CRM systemsStrong customer service skillsDesirable:Experience in wealth management or financial servicesKnowledge of pensions, investments, and protection productsFamiliarity with FCA regulatio



