Wealth Administration Specialist - Hybrid, Client-Focused

Posted 5 hours 18 minutes ago by RGH-Global Limited

Permanent
Full Time
Other
Cheshire, Altrincham, United Kingdom, WA141
Job Description

RGH-Global Limited is recruiting a Senior Wealth Administrator in Altrincham to join the Operations team. You will manage the administration and processing of new business, ensure accurate submissions and progress cases efficiently, while maintaining FCA-compliant standards.

You will liaise with advisers, clients and providers to deliver a seamless client experience and uphold high standards of accuracy and confidentiality throughout the financial planning process.