At a Glance
- Tasks: Support client relationships and assist with financial planning tasks in a dynamic environment.
- Company: A growing, client-focused financial planning business in Hove/Brighton.
- Benefits: Competitive salary, structured training, and genuine career progression opportunities.
- Other info: Friendly team atmosphere with exposure to high-quality client relationships.
- Why this job: Kickstart your career in financial advice with hands-on experience and support.
- Qualifications: Experience in financial services or administration, strong organisational skills, and a proactive mindset.
The predicted salary is between 30000 - 40000 £ per year.
A growing and client-focused financial planning business is looking to recruit a Wealth Administrator with ambitions to progress into Financial Advice over time. This opportunity would suit someone already working within financial services administration, paraplanning support, banking, or wealth management who is looking for long-term development within a supportive and forward-thinking environment. The business offers structured training, exposure to client relationships, and a genuine pathway into an advisory position for the right individual.
Working closely with an experienced Financial Planner, you will play a key role in supporting client relationships, maintaining service standards, and assisting with the ongoing growth of the client portfolio.
Duties:
- Coordinating and scheduling client review meetings
- Preparing client documentation and reports ahead of meetings
- Managing post-review actions and maintaining accurate records
- Liaising with providers and third parties to obtain information and updates
- Supporting the onboarding of new clients and transferred portfolios
- Maintaining accurate client and policy data across internal systems
- Identifying opportunities to improve the client journey and support business growth
- Assisting with compliance administration and regulatory processes
- Handling client communication professionally via phone and email
- Providing general administrative support to the wider team
About You:
Our Client is looking for someone highly organised, personable, and proactive, with strong attention to detail and the confidence to manage multiple priorities.
Ideal skills and experience:
- Previous experience within financial services, wealth management, pensions, banking, or professional services administration
- Strong organisational and communication skills
- Comfortable working with data, systems, and documentation
- Proactive mindset with the ability to work independently
- Confident using Microsoft Office and learning new software systems
- Experience with Xplan or Intelligent Office would be beneficial but not essential
- A genuine interest in progressing within financial planning/advice
What’s on Offer:
- Genuine career progression into Financial Advice
- Training and development support
- Friendly and professional working environment
- Exposure to high-quality client relationships
- Long-term opportunity within a growing business
If you're looking for a role where you can build a long-term career within wealth management and financial planning, we'd love to hear from you.
Wealth Administrator / Junior Financial Planning Consultant in BN1 in Brighton employer: Energy Jobline ZR
Join a dynamic and client-focused financial planning business in the vibrant Hove/Brighton area, where you will find a supportive work culture that prioritises employee growth and development. With structured training and a clear pathway into financial advice, this role offers not just a job, but a meaningful career progression in a friendly environment that values strong client relationships and professional excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator / Junior Financial Planning Consultant in BN1 in Brighton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Energy Jobline ZR. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Administrator / Junior Financial Planning Consultant in BN1 in Brighton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Energy Jobline ZR.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Energy Jobline ZR's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Energy Jobline ZR
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Energy Jobline ZR.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Energy Jobline ZR will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Energy Jobline ZR employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
