RGH-Global Ltd's client, a respected wealth management firm in Blackpool, is seeking a Wealth Management Administrator to join the Wealth Planning team. You will provide administrative and client support, act as a first point of contact, handle new business applications, and keep client records accurate across the firm’s systems.
You'll assist Wealth Planners at meetings, prepare documentation, and ensure compliance with regulatory standards while delivering excellent service to clients.
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This posting is for the Wealth Planning Admin Specialist role at RGH-Global Ltd, based in Lancashire, England, United Kingdom.
We are looking to fill the Wealth Planning Admin Specialist position at RGH-Global Ltd in Lancashire, England, United Kingdom.