Financial advisory support occupations Work, Jobs in Calne, Wil (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
4d
Paraplanner
RGH‑Global Limited —Trowbridge
- £40,000 - £50,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- Customer service
- IT
- Health & wellbeing programme
4d
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Senior Pensions Administrator
XPS Pensions Group —Bristol
- Full-time
- Customer service
- Computer literacy
- Microsoft Office
- Employee discount
- Referral programme
Private Banking - Private Banking Executive
Arbuthnot Latham —Bristol
- Microsoft Office
- Organisational skills
- Front desk
6d
Senior Pensions Associate
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Senior Pensions Associate, DB or DC
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance

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financial advisory support occupations jobs near calne, wil

Wealth Management Administrator

RGH‑Global Limited
Bath

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Job details

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

Benefits

Annual leave
Company pension

Qualifications

Microsoft Word
Financial planning
Pension
Organisational skills
Financial services
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

Refine Your Search

financial advisory support occupations jobs in calne, wil

Wealth Management Administrator

Paraplanner

Paraplanner (Marlborough)

Paraplanner

Senior Pensions Administrator

Private Banking - Private Banking Executive

Senior Pensions Associate

Senior Pensions Associate, DB or DC

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