Wealth management Work, Jobs in Tarleton, Lan (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Liverpool
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- CRM software
- Computer skills
- Financial services
- Flexible schedule
Administrator
Quilter —Blackpool
- Full-time
- Hybrid work
- Microsoft Word
- Data entry
- Organisational skills
Financial Services Administrator
Countrywide Financial Solutions —Lytham
- Up to £28,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
7d
Appropriate Body Coordinator
Star Academies —Blackburn with Darwen
- £35,412 - £39,152 a year
- Customer service
- Computer literacy
- Microsoft Office
Project Officer
Salford Council —Swinton
- £36,363 - £39,152 a year
- Project management
- Communication skills
Operations Management Assistant
Bowland Ecology Ltd —Clitheroe
- Full-time
- Hybrid work
- Data analysis skills
- Microsoft Office
- Café
- Employee assistance programme
Quick apply
Client Onboarding Administrator
RGH‑Global Limited —Blackpool
- £25,000 - £27,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Quality control
Assistant Investment Manager
RGH‑Global Limited —Blackpool
- £35,000 - £60,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Business development
Freelance Supervising Social Workers for Assessments
Family Care Group —Chorley
- Part-time
- No experience needed
Paralegal - Court of Protection
Weightmans —Liverpool
- Full-time
- Computer literacy
- Travel
- Computer skills
Head of Conveyancing – Residential & Commercial Property
GOWLINGS SOLICITORS LIMITED —Preston
- Up to £60,000 a year
- Full-time
- Business development
- Supervising experience
- Team management
Quick apply
7d
Investment Operations Officer (Reconciliations)
RGH‑Global Limited —Blackpool
- £25,000 - £27,500 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
Procurement Category Lead
Liverpool City Region Combined Authority —Liverpool
- £54,458 - £57,640 a year
- Full-time
- Hybrid work
- Communication skills
- Negotiation
- Health & wellbeing programme
- Flexitime
14h
Internal Sales Executive
General All-Purpose Plastics (GAP) Ltd —Blackburn
- Monday to Friday
- CRM software
- Customer service
- Business development
- Employee discount
Quick apply
Vice Principal - Quality of Education
Star Academies —Preston
- £78,702 - £93,424 a year
- Call to connect
- Management
- School
2d
Front of House and Administration Coordinator
RGH‑Global Limited —Blackpool
- £25,000 - £27,500 a year
- CRM software
- Microsoft Outlook
- Administrative experience
Pharmacy Technician (Community Mental Health Services)
Lancashire and South Cumbria NHS Foundation Trust —Preston
- £32,073 - £39,043 a year
- Full-time
- Travel
- Communication skills
- Flexible schedule
2d
Client Onboarding Coordinator (3 month FTC)
RGH‑Global Limited —Blackpool
- £25,000 - £27,500 a year
- Microsoft Word
- Data entry
Disputed Wills Trusts and Estates Senior Solicitor
Weightmans —Liverpool
- Full-time
- Computer literacy
- Business development
- Analysis skills
Senior Paraplanner
RGH‑Global Limited —Blackpool
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills

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Wealth Management Administrator

RGH‑Global Limited
Liverpool

Apply Now

Job details

Full-time
£26,000 - £28,000 a year

Benefits

Company pension
Flexible schedule

Qualifications

CRM software
Client engagement
Administrative support experience
Microsoft Office Suite
Administrative and business operations experience
Computer skills
Financial services
Communication skills
Time management
Office experience

Full job description

Wealth Management Admin – Liverpool (Hybrid)

Job Type: Full-time or Part-time (min. 25 hours per week)
Salary: £26,000 – £28,000 per year
Location: Liverpool (Hybrid working available)

A well‑established and growing Wealth Management Practice is seeking a motivated Wealth Management Assistant to join its supportive and professional team. This is an excellent opportunity for an experienced administrator to develop their career within a fast‑paced, client‑focused financial services environment.

The practice consists of a small team of financial advisers supported by an experienced administration function. They specialise in providing high‑quality financial planning services to high‑net‑worth individuals and successful business owners.

The Role

As a Wealth Management Assistant, you will provide essential support to advisers and clients, covering a wide range of administrative and operational duties, including:

Delivering comprehensive administrative support to advisers and wider colleagues
Managing and preparing key data for client reports and portfolio reviews
Producing meeting packs and writing follow‑up client meeting notes
Handling client and provider enquiries via phone, email, and letter
Managing and updating the Practices CRM system
Diary management for senior team members
Processing new business and liaising with relevant external administration teams
Ensuring the smooth day‑to‑day running of the practice through proactive organisation and attention to detail

Full training is provided, with clear opportunities for progression and professional development.

The Person

The ideal candidate will have:

Previous experience within an administrative or office support role
Financial services experience (Wealth Management, IFA, etc.) – desirable but not essential
Excellent customer service skills and the confidence to build strong client relationships
Strong IT skills, including Microsoft 365 and the ability to learn new systems quickly
High attention to detail and strong problem‑solving abilities
Excellent written and verbal communication skills
Strong organisational and time‑management capabilities
A professional, discreet, and proactive approach

Benefits

Competitive salary: £26,000–£28,000
Flexible working hours (25–35 hours per week)
Hybrid working
Company pension
Long‑term career development within a respected wealth management environment

If you are an organised, proactive administrator looking to grow your career in a professional and supportive wealth management setting, we would love to hear from you.

Apply Now

Refine Your Search

wealth management jobs in tarleton, lan

Wealth Management Administrator

Administrator

Financial Services Administrator

Appropriate Body Coordinator

Project Officer

Operations Management Assistant

Client Onboarding Administrator

Assistant Investment Manager

Freelance Supervising Social Workers for Assessments

Paralegal - Court of Protection

Head of Conveyancing – Residential & Commercial Property

Investment Operations Officer (Reconciliations)

Procurement Category Lead

Internal Sales Executive

Vice Principal - Quality of Education

Front of House and Administration Coordinator

Pharmacy Technician (Community Mental Health Services)

Client Onboarding Coordinator (3 month FTC)

Disputed Wills Trusts and Estates Senior Solicitor

Senior Paraplanner

I want to receive the latest job alerts for wealth management in tarleton, lan

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