Job Description
We’re looking for a friendly, organised and ambitious Administrator / Client Services to join a growing financial planning business in West Bridgford.
This is a great opportunity for someone with previous administration or client service experience who wants to develop a long-term career in financial services. No previous wealth management experience is required — full training and support towards professional qualifications will be provided.
What you'll be doing
Working closely with two Financial Planners, you'll play an important role in keeping the team and client experience running smoothly. Your responsibilities will include:
- Providing day-to-day administrative support.
- Keeping client records and systems accurate and up to date.
- Preparing meeting packs, valuations and client paperwork.
- Processing new business and tracking applications.
- Handling telephone and email enquiries.
- Welcoming clients and supporting front-of-house.
- Managing post and general office administration.
- Supporting compliance and internal processes.
What we're looking for
You'll ideally have previous experience in administration, client services or a professional office environment. We're looking for someone who is organised, detail-focused and confident communicating with people.
You'll also need good IT skills, a professional telephone manner and, most importantly, a positive attitude and willingness to learn.
What's on offer?
Alongside a salary you'll receive a strong benefits package including:
- 25 days' holiday + bank holidays, increasing with service.
- Private medical insurance.
- 4x salary death-in-service cover.
- Income protection.
- Employer-matched pension.
- Enhanced sick, maternity and paternity benefits.
- Annual salary review.
- Paid volunteering day.
- Employee benefits and rewards platform.
- Opportunities to receive shares through the Employee Benefit Trust.
- Full training and support towards professional qualifications.
The opportunity
This isn't just an administration role — it's an opportunity to learn, develop and build a career in financial planning and wealth management, with clear progression opportunities as you gain experience.
If you're organised, personable and ready to take the next step in your career, we'd love to hear from you.
Please note: this role is fully office-based for at least the first year.
Junior Wealth Management Administrator in Nottingham employer: Brevere Group
Join an award-winning Wealth Management firm in London, where your expertise as a Senior Paraplanner will be valued and nurtured. With a strong commitment to professional development, you will work alongside like-minded professionals in a culture that prioritises excellence and bespoke client service. Enjoy the benefits of a supportive environment that encourages innovation and offers opportunities for growth within a respected team dedicated to high-net-worth clients.
