Wealth management administrator Work, Jobs in Lytham, Lan (with Salaries)

Client Onboarding Administrator
RGH‑Global Limited —Blackpool
- £25,000 - £27,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Quality control
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
8d
Wealth Management Administrator
RGH‑Global Limited —Blackpool
- £24,000 - £31,000 a year
- Microsoft Word
- Customer service
- Organisational skills
Administrator
Quilter —Blackpool
- Full-time
- Hybrid work
- Microsoft Word
- Data entry
- Organisational skills
Administrator
Hoxton Wealth —Liverpool
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
Platform Administrator
Hoxton Wealth —Liverpool
- Organisational skills
- Financial services
- Communication skills
Quick apply
Veterinary Surgeon - Small Animal
IVC —Blackburn
- £35,000 - £65,000 a year
- Full-time
- Surgery
- Patient care
- Annual leave
- Employee discount

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wealth management administrator jobs near lytham, lan

Client Onboarding Administrator

RGH‑Global Limited
Blackpool

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Job details

Permanent | Full-time
£25,000 - £27,500 a year

Qualifications

Microsoft Word
Data quality analysis
Stakeholder liaison
Filing
Internal department liaison
Microsoft Office Suite
Continuous improvement
Quality control
Data entry
Financial services
Communication skills
Client onboarding compliance checks

Full job description

Client Onboarding Administrator

Location: Blackpool (hybrid working available)

Salary: £25,000 – £27,500 per annum

Job Purpose

To deliver high-quality client onboarding services by reviewing and setting up new client accounts within a regulated wealth management environment, ensuring all activity is conducted in line with procedural and regulatory requirements.

Key Responsibilities

Review and oversee the setup of new client accounts from initiation through to completion
Handle queries from internal investment and advisory teams relating to the onboarding process, via telephone and email
Liaise with relevant internal teams including front office and client due diligence functions
Input and maintain client data accurately within the portfolio management system, ensuring all required fields are completed correctly
Perform quality control checks on data input using a dual-verification (four-eye) process
Issue account opening confirmations to relevant internal and external parties via email
Run exception and error reports to identify and resolve gaps or inaccuracies in data
Support and manage ad hoc data and process improvement projects
Scan and file account documentation to the document management system
Actively contribute to the ongoing review and enhancement of procedures and processes
Undertake relevant training and professional development as required
Proactively develop knowledge of the financial services industry, regulatory landscape, and relevant technical skills

Skills & Experience

Strong attention to detail with a commitment to accuracy and quality output
Ability to manage workload independently and work effectively without close supervision
Clear and professional communication skills, both written and verbal
Proficient in Microsoft Word, Excel, and Outlook
Comfortable working with internal systems and databases; experience in a wealth management or financial services environment is advantageous
Familiarity with regulatory and compliance requirements relevant to client onboarding

Apply Now

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wealth management administrator jobs in lytham, lan

Client Onboarding Administrator

Financial Services Administrator