Account administrator Work, Jobs in Stratford Upon Avon Cv37 (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Communication skills
Finance and Admin Assistant - St Christopher Primary School
Coventry City Council —Coventry
- £25,183 - £28,624 a month
- School
11d
Sales Administrator
Ecoflam UK Ltd —Worcester
- From £25,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Administrative experience
Quick apply
13d
Lettings Administrator
Savills —Birmingham
- Mentoring
- Annual leave
Admin Volunteer - Birmingham
British Heart Foundation —Birmingham
- Communication skills
Sales Administrator
RLSE —Tewkesbury
- Sales
- Customer service
- Computer literacy
Quick apply

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Finance and Admin Assistant - St Christopher Primary School
Coventry City Council —Coventry
The successful candidate will be required to undertake an enhanced criminal record check via the DBS, all relevant safeguarding and pre-employment clearances,…
£25,183 - £28,624 a month
11d

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account administrator jobs near stratford upon avon cv37

Wealth Management Administrator

RGH‑Global Limited
Birmingham

Apply Now

Job details

Permanent
£25,000 - £30,000 a year

Qualifications

Financial planning
Communication skills

Full job description

Wealth Management Administrator

Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to ensure a seamless client experience.

The role includes attending client meetings, managing follow-up actions, maintaining accurate records on internal systems, and processing new business.

Key Responsibilities

Maintain accurate and compliant client documentation in line with company standards.
Support Wealth Planners in submitting cases to paraplanning and related teams.
Manage financial administration, including invoices, billing, work in progress, and commission tracking.
Prepare service agreements and client documentation with precision.
Demonstrate flexibility in supporting different stakeholders and business areas as needed.
Coordinate the Wealth Planners workflow by liaising with central functions such as paraplanning, valuations, and business processing.
Prepare and submit client due diligence (CDD) and account opening documentation, adhering to AML procedures.
Arrange client meetings, prepare meeting packs, manage diaries, and complete post-meeting actions.
Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.
Manage incoming and outgoing correspondence, prepare LOAs, and ensure all client information is accurately recorded in systems.

Skills, Experience & Qualifications

Good understanding of the end-to-end wealth planning process.
Familiarity with a broad range of financial planning and investment products.
Working knowledge of regulatory and compliance requirements relevant to wealth planning and client onboarding.
Ability to identify and escalate potential compliance concerns appropriately.
Strong client service and communication skills.
Excellent attention to detail and high level of accuracy.

Apply Now

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account administrator jobs in stratford upon avon cv37

Wealth Management Administrator

Finance and Admin Assistant - St Christopher Primary School

Sales Administrator

Lettings Administrator

Admin Volunteer - Birmingham

Sales Administrator

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