Wealth management administrator Work, Jobs in Bath, Som (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
Talent Acquisition Business Partner (Wealth Management)
Titan Wealth Holdings —Bristol
- £5 - £10 a year
- Full-time
- Hybrid work
- Continuous improvement
- In-person
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
Panel Administrator - Adoption West
Bath and North East Somerset Council —Bath
- £15,452 - £15,949 a year
- Call to connect
- Microsoft Powerpoint
- Research
- Administrative experience
8d
Panel Administrator - Adoption West
Bristol City Council —Bristol
- £25,989 - £26,824 a year
- Part-time
- Microsoft Powerpoint
- Research
- Administrative experience
2d
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Team management
- Training & development
- Leadership
Panel Administrator
Wiltshire Council —Bristol
- £15,452 - £26,824 a year
- Part-time
- Microsoft Powerpoint
- Research
- Administrative experience
10d

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Wealth Management Administrator
RGH‑Global Limited —Bath
Hours: Monday-Friday, 9am-5pm (37.5 hours, no home working). Candidates should be confident, well-presented, and capable of communicating professionally with…
£27,000 - £31,000 a year

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Wealth Management Administrator

RGH‑Global Limited
Bath

Apply Now

Job details

Permanent | Full-time
£27,000 - £31,000 a year

Benefits

Annual leave
Company pension

Qualifications

Microsoft Word
Financial planning
Pension
Administrative support experience
Organisational skills
Financial services
Financial advisory support experience
Communication skills

Full job description

Wealth Management Administrator

Hours: Monday-Friday, 9am-5pm (37.5 hours, no home working)
Salary: £27,000-£31,000 DOE + discretionary quarterly bonus
Type: Permanent, Full-Time, Office based

Overview

A respected financial planning practice is looking for an experienced Wealth Management Administrator to join their growing support team. This role is ideal for someone with strong technical knowledge in financial services who enjoys providing exceptional client care and efficient administrative support.

You will be joining a friendly and collaborative office where professional development is encouraged. The firm places real focus on training, offering structured onboarding and opportunities to build on your technical skill set.

What You’ll Be Doing

You will work closely with the wider service and technical teams, receiving structured training during the first three months to gain a full understanding of internal processes.

Typical responsibilities include:

Acting as a point of contact for clients and product providers
Gathering and organising policy information
Processing new business
Supporting annual review preparation
Preparing client information for adviser and paraplanner meetings
Using financial software (training provided) to produce investment summaries and reports
General administrative duties to support the smooth running of the department

Requirements

Candidates should be confident, well-presented, and capable of communicating professionally with both clients and product providers. Experience within financial planning or a related financial services environment is essential.

Essential:

Experience in administration within financial services, e.g. w
orking within an IFA practice
Technical administration within pensions, investments or insurance
Strong understanding of financial products and processes
Excellent written and verbal communication skills
High attention to detail and accuracy
Strong organisational skills and ability to prioritise
Professional, reliable and positive attitude
Confident using MS Word and Excel
Ability to maintain confidentiality and work well within a team

Desirable:

RO1, CF1, FA1 or equivalent qualifications (or relevant experience)

Benefits

Quarterly bonus scheme
5% pension contribution
23 days holiday + bank holidays (additional days awarded with service)
Option to buy or sell annual leave
Group life cover
Group income protection
Support for industry exams and ongoing professional development
Regular training refreshers and progression pathways
Wellbeing package including GP access, Mental Health support and Physiotherapy.

Apply Now

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wealth management administrator jobs in bath, som

Wealth Management Administrator

Talent Acquisition Business Partner (Wealth Management)

Panel Administrator - Adoption West

Panel Administrator - Adoption West

Client Administrator Team Leader - Financial Planning - Bristol

Panel Administrator

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