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Wealth Planning Support Specialist
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-01-11
Listing for:
RGH-Global Limited
Full Time
position Listed on 2026-01-11
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Data Entry -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Overview
A financial services company in Birmingham is seeking a Wealth Management Administrator to provide essential administrative support to Wealth Planners. The role involves managing client documentation, coordinating workflows, and ensuring compliance with regulatory standards. This position offers a chance to work closely with various teams to enhance client outcomes while adhering to established processes.
Responsibilities- Provide administrative support to Wealth Planners and associated teams
- Manage client documentation and ensure accuracy and completeness
- Coordinate workflows and timelines to support client service delivery
- Monitor and help ensure compliance with regulatory standards
- Strong attention to detail
- Excellent client service skills
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