At a Glance
- Tasks: Assist in financial planning and maintain client communication.
- Company: Established wealth management practice in Brighton with a supportive team.
- Benefits: Gain valuable experience in finance and work in a dynamic environment.
- Other info: Opportunity for career growth and professional development.
- Why this job: Join a growing team and make a real difference in clients' financial journeys.
- Qualifications: Strong communication skills and a keen interest in finance.
The predicted salary is between 30000 - 40000 £ per year.
Our client is looking for a Financial Planning Administrator to assist their busy practice in Brighton. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people.
You will be:
- Keeping close contact between clients and colleagues
- Retrieving new and historic information about individual clients
- Holding records of every verbal, written or electronic communication with colleagues, clients and third parties
- Working alongside financial advisers to obtain information as part of the process of creating financial reports
- Assessing objectives for individual clients to target the necessary solution
- Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations
- Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the client
- Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
- Keeping up to date with any developments in the world of finance to benefit the needs of clients.
This is a great opportunity to join a growing established practice and work alongside a team of professionals. Please submit your CV to Riley at Artemis Recruitment if you are interested in this position.
Wealth Management Administrator in Brighton employer: Artemis Recruitment Consultants Ltd
Join a dynamic and supportive team in Brighton, where your role as a Wealth Management Administrator will be valued and integral to our clients' financial success. We pride ourselves on fostering a collaborative work culture that encourages professional growth and continuous learning, offering you the chance to develop your skills in a thriving environment. With a commitment to excellence and adherence to industry regulations, we provide a rewarding workplace that prioritises both employee satisfaction and client outcomes.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
