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For Companies At a Glance
- Tasks: Support financial advisors and ensure smooth operations in a dynamic environment.
- Company: Join Fornells Wealth, a progressive firm focused on investment management and client care.
- Benefits: Enjoy a competitive salary, discretionary bonus, flexible working, and 25 days holiday.
- Why this job: Make a real impact while learning from industry experts and building your career.
- Qualifications: No specific experience needed, just a passion for helping clients and attention to detail.
- Other info: Great opportunities for career development and gaining industry qualifications.
The predicted salary is between 24000 - 33600 ÂŁ per year.
At Fornells Wealth, we specialise in investment management, pensions and tax planning. We’re a dynamic and progressive advisory practice, and we’re now looking for a Financial Advisor Support / Admin Assistant to work closely with our founder, paraplanner and support our wealth advisors across the country as we continue to grow. This is a hands‑on role at the heart of the business. You’ll be speaking with advisors daily, liaising with providers, maintaining immaculate records and playing a key part in delivering a thoughtful, responsive and best‑in‑class client experience. For the right candidate, there is also a genuine opportunity to develop into paraplanning and build a long‑term career in financial advice.
The Role
You’ll be responsible for supporting advisors and ensuring everything runs smoothly behind the scenes. Day to day, you will:
- Client onboarding
- Send Letters of Authority (LOAs)
- Gather client and plan information
- Chase providers and keep things moving
- Adhere to Compliance & due diligence requirements
- Carry out KYC checks accurately and efficiently
- Ensure regulatory requirements are met
- Advisor support & analysis
- Conduct analysis and prepare documentation for advisors
- Use back‑office and compliance systems confidently
- Implement advisers’ recommendations
- Process transfers with precision
- Action ad hoc client instructions, including withdrawals, deposits and account updates
- Operational excellence
- Maintain clean, up‑to‑date back‑office records
- Spot inefficiencies and drive process improvements
- Investigate issues, fix root causes and help raise our operational standards
Everything you do will contribute to building a reputation for service that is thoughtful, responsive and consistently exceptional.
About You
We’re looking for someone who genuinely cares about quality, clients and continuous improvement.
- Ideally have financial services experience, although not essential
- Relevant experience and transferable skills
- Comfortable working in a regulated environment where accuracy matters
- Service‑driven
- You take pride in getting things right first time
- You go above and beyond to support clients and advisers
- Highly organised & detail‑focused
- You keep track of multiple tasks without dropping the ball
- You bring structure and clarity, even when things are busy
- Fast‑paced & adaptable
- You enjoy working at pace
- You’re confident learning new systems and switching priorities
- A genuine desire to help people
- You’re motivated by the positive impact of good financial advice
- You want clients to feel informed, reassured and well looked after
- Excellent communicator
- Clear, friendly and professional with clients, providers and colleagues
- A problem‑solver
- You don’t just identify issues — you fix them
- You’re curious, resourceful and always looking to improve how things are done
- A supportive team player
- Collaborative, humble and invested in shared success
- You celebrate wins and tackle challenges together
Development & Progression
You’ll be learning from a highly technical team with backgrounds in investment management. We actively support career development and will help the right candidate grow their knowledge, gain industry qualifications and progress their career within financial advice.
What We Offer
- Salary: ÂŁ24,000
- Discretionary bonus
- Pension
- 25 days holiday
- Gym in the office
- 1 month per year working from anywhere
- Flexible working: hybrid or potentially fully remote for the right candidate
If you’re looking for your next challenge and would like to join a modern, ambitious firm where your work truly matters and you will make a noticeable difference, we’d love to hear from you.
Financial Advisor Support / Admin Assistant in Hove employer: Fornells Wealth Management
Contact Detail:
Fornells Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor Support / Admin Assistant in Hove
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at Fornells Wealth. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Fornells Wealth, their values, and the role of a Financial Advisor Support / Admin Assistant. Show us you’re genuinely interested and ready to contribute to our team.
✨Tip Number 3
Practice your communication skills! Since you'll be liaising with advisors and clients, being clear and professional is key. Try mock interviews with friends or family to get comfortable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Advisor Support / Admin Assistant in Hove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight any relevant financial services experience or transferable skills that show you can thrive in a regulated environment.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about supporting clients and advisors. Share specific examples of how you've gone above and beyond in previous roles to demonstrate your service-driven mindset.
Showcase Your Organisational Skills: In your application, mention how you keep track of multiple tasks and maintain accuracy. We love candidates who can bring structure and clarity, especially in a fast-paced environment like ours!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Fornells Wealth Management
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial services, especially investment management and pensions. Brush up on key terms and concepts so you can confidently discuss how your skills align with the role.
✨Showcase Your Organisational Skills
Since this role requires a high level of organisation, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Highlight how you maintained accuracy and efficiency under pressure.
✨Demonstrate Your Problem-Solving Ability
Be ready to share specific instances where you identified issues and implemented solutions. This will show your potential employer that you’re proactive and capable of driving process improvements.
✨Communicate Clearly and Confidently
Practice articulating your thoughts clearly and professionally. Since you'll be liaising with advisors and clients, demonstrating excellent communication skills during the interview is crucial. Remember to be friendly and approachable!
