RGH-Global | People Services
Senior Wealth Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
About the Company
Our client is a well-established and successful financial planning practice. They provide bespoke financial planning services to business owners, professionals and high-net-worth individuals, and are known for their expert advice, outstanding client service and long-term client relationships.
About the Role
As the business continues to grow, they are looking for a proactive and highly organised Wealth Administrator to join their Operations team. This is an excellent opportunity for someone who thrives in a fast-paced, client-focused environment and takes real pride in delivering a first-class service.
Responsibilities
Business Processing
- Submit new investment, pension and protection applications through the firm's electronic business submission system.
- Monitor new business from submission through to completion, proactively managing each case to ensure smooth progress.
- Liaise with providers to obtain updates, resolve outstanding requirements and minimise delays.
- Chase outstanding documentation, transfer requests and provider information to ensure timely completion of applications.
- Keep advisers and clients informed of progress throughout the application process.
- Update client records and CRM systems once applications have completed.
- Take ownership of your business pipeline, ensuring all cases progress efficiently and accurately.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Client Administration
- Input and maintain accurate client information.
- Prepare high-quality client presentation packs and documentation for meetings and client signatures.
- Maintain accurate electronic client records and documentation.
- Support advisers with post-meeting administration and implementation of recommendations.
- Ensure all client documentation is processed in line with internal procedures and FCA requirements.
Adviser and Client Support
- Arrange weekly case review meetings with advisers to discuss pipeline progress and agree next actions.
- Act as a key point of contact for advisers, clients and providers regarding ongoing cases.
- Provide clients with timely, professional updates on the progress of their applications.
- Build strong working relationships with colleagues and external providers to support excellent client outcomes.
General Administration
- Support the smooth day-to-day running of the office.
- Assist with stock management and ordering of office supplies.
- Contribute to continuous improvement of administrative processes and ways of working.
- Provide administrative support to the wider Operations team as required.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Qualifications
Previous administration experience within financial services, wealth management or a professional services environment.
Required Skills
- Excellent organisational skills with the ability to manage multiple priorities.
- High level of attention to detail and accuracy.
- Strong written and verbal communication skills.
- Professional and confident telephone manner.
- Proficient in Microsoft Office, including Outlook, Word, Excel and Teams.
- Able to work proactively and independently while contributing positively to a team environment.
- High level of integrity and commitment to maintaining confidentiality.
Preferred Skills
- Experience using CRM systems.
- Familiarity with wealth management platforms and electronic business submission systems.
- Understanding of investment, pension and protection products.
Pay range and compensation package
Salary: £28,000-£34,000 DOE
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills