At a Glance
- Tasks: Support Financial Advisers and ensure a smooth client experience in wealth planning.
- Company: Growing Wealth Planning Practice based in Brighton with a hybrid working model.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Join a supportive team focused on delivering exceptional client experiences.
- Why this job: Be the key contact for clients and build lasting relationships in a dynamic environment.
- Qualifications: Experience in wealth planning and strong client service skills required.
The predicted salary is between 35000 - 45000 £ per year.
Location: Brighton, Hybrid Working
Salary: £35,000 to £45,000 depending upon experience
The Opportunity
Our client, a growing Wealth Planning Practice, is looking to appoint a highly organised and personable Wealth Planning Administrator to join their team. This is a key role focused on delivering a high-quality client experience while supporting the Financial Adviser in maintaining long-term, trusted relationships with private clients. If you enjoy building relationships, keeping things organised behind the scenes, and being central to a smooth, professional client journey, this role offers a strong blend of client interaction and operational responsibility.
The Role
You will act as a main point of contact for clients, ensuring all servicing, communication and administration is handled efficiently and professionally.
- Client Relationship & Servicing
- Act as a day-to-day contact for clients, providing a responsive and proactive service
- Maintain regular communication around reviews, documentation and ongoing servicing
- Build strong, lasting relationships through professional and personable interactions
- Coordinate annual and ad hoc client reviews, including preparation and follow-up
- Ensure clients are kept informed throughout their financial planning journey
- Handle client enquiries and escalate more complex matters where needed
- Adviser & Practice Support
- Support Financial Advisers with client servicing and relationship management
- Prepare meeting packs, valuations, reports and client correspondence
- Monitor workflow pipelines and ensure tasks are completed within agreed timescales
What We’re Looking For
- Experience within a Wealth Planning Practice
- Strong client service and relationship management skills
- Highly organised with excellent attention to detail
- Comfortable managing multiple priorities in a busy environment
- Confident communicator, both written and verbal
To find out more about the role, please apply.
PLEASE NOTE: Wealth Planning administration experience is essential. Please only apply if you have wealth planning experience, as unfortunately I cannot consider you for this role if you do not.
Wealth Planning Administrator in Brighton employer: Cranleigh Personnel
Join a dynamic Wealth Planning Practice in Brighton, where we prioritise a supportive and collaborative work culture that fosters professional growth. As a Wealth Planning Administrator, you will enjoy hybrid working arrangements, competitive salary, and the opportunity to build meaningful relationships with clients while contributing to their financial journeys. Our commitment to employee development and a positive work environment makes us an excellent employer for those seeking a rewarding career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Planning Administrator in Brighton
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth planning sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions, especially around client servicing and relationship management, so you can shine when it counts.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your great fit for the Wealth Planning Administrator position.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly. Plus, it shows you’re serious about joining our team and helps us keep track of your application more efficiently.
We think you need these skills to ace Wealth Planning Administrator in Brighton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your wealth planning experience and any relevant client service roles to show us you’re the perfect fit!
Craft a Personal Cover Letter:Use your cover letter to tell us why you’re excited about this role. Share specific examples of how you've built strong client relationships and managed multiple priorities, so we can see your personality shine through.
Be Professional Yet Personable:Remember, this role is all about delivering a high-quality client experience. Use a friendly tone in your application while maintaining professionalism to show us you can connect with clients effectively.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Wealth Planning Stuff
Make sure you brush up on your knowledge of wealth planning practices. Understand the key concepts and terminology, as well as any recent trends in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Show Off Your Organisational Skills
Since this role requires excellent organisational abilities, be prepared to discuss how you've managed multiple priorities in the past. Bring examples of how you've kept things running smoothly, whether it's through managing client communications or coordinating meetings.
✨Demonstrate Your Client Relationship Skills
This position is all about building strong relationships with clients. Think of specific instances where you've successfully interacted with clients, resolved issues, or provided exceptional service. Highlight your personable approach and how it contributed to a positive client experience.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and what success looks like in this role. This shows that you're engaged and serious about finding the right fit for both you and the company.
