Wealth Planning Admin Specialist
Job in
Lancashire, Lancashire, England, UK
Listed on 2026-08-17
Listing for:
RGH-Global Ltd
Full Time
position Listed on 2026-08-17
Job specializations:
-
Administrative/Clerical
-
Finance & Banking
Job Description & How to Apply Below
RGH-Global Ltd's client, a respected wealth management firm in Blackpool, is seeking a Wealth Management Administrator to join the Wealth Planning team. You will provide administrative and client support, act as a first point of contact, handle new business applications, and keep client records accurate across the firm’s systems.
You'll assist Wealth Planners at meetings, prepare documentation, and ensure compliance with regulatory standards while delivering excellent service to clients.
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