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RGH-Global Limited
Senior Wealth Management Support SpecialistRGH-Global Limited • London, United Kingdom
Senior Wealth Management Support Specialist

Senior Wealth Management Support Specialist

RGH-Global Limited • London, United Kingdom
30+ days ago
Salary
£35,000.00 yearly
Job type
  • Full-time
  • Permanent
Job description
Senior Wealth Management Support Specialist Location: London Contract Type: Full-time, Permanent Salary: £35,000-£45,000 About the Role A well-established wealth management practice is looking to bring on board a senior-level professional who can combine deep technical paraplanning expertise with a genuine ability to lead and develop a team. This is a varied and high-impact position, sitting at the heart of the advisory operation — supporting a sizeable client bank, driving operational standards, and playing a pivotal role in mentoring junior colleagues. If you thrive in a technically demanding environment, take pride in the quality of your work, and are ready to step into a more senior, leadership-oriented position, this could be an excellent next move. What You'll Be Doing Business Processing Analyse provider and product information to produce well-reasoned, compliant financial planning recommendations. Carry out yield calculations and produce financial analytics to underpin adviser recommendations. Prepare, review and sign off suitability reports to a consistently high standard, in line with quality benchmarks. Complete client file reviews thoroughly and efficiently. Client Meeting Support Take ownership of pre-meeting preparation, including cashflow modelling, tailored recommendations, and all supporting documentation. Ensure advisers are fully briefed and equipped ahead of every client review. Business & Pipeline Management Keep client revenue data accurate and up to date, flagging trends and opportunities to grow the business pipeline. Contribute to income forecasting and broader business planning activity. Client Servicing & Administration Oversee review scheduling to ensure all clients receive timely annual reviews. Maintain accurate records of client interactions and outcomes within the firm's CRM platform. Produce and issue all post-meeting correspondence, including review letters and action follow-ups. Compliance & Risk Management Take a proactive approach to identifying and managing risk across both client files and internal processes. Work closely with the compliance function to ensure advice quality and regulatory standards are consistently met. Leadership & Team Development Take an active role in supervising, coaching and developing junior support staff. Set high standards for the team and support others in meeting them. Serve as a key point of contact between the advisory team and senior management. Play a supporting role in the operational development of advisers within the wider team. What We're Looking For Level 4 Diploma in Financial Planning — essential At least two years' experience in a paraplanning or financial planning support role Solid technical grounding across pensions, investments, protection and tax planning Hands-on experience with cashflow modelling tools such as Voyant or FE Analytics Comfortable working within a CRM environment and confident with MS Office Detail-oriented, analytically minded and capable of managing a varied workload under pressure A natural communicator who can build trust with advisers, clients and colleagues alike Someone who genuinely enjoys developing others and takes ownership of team standards
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Senior Wealth Management Support Specialist • London, United Kingdom

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