At a Glance
- Tasks: Support client relationships and assist in financial planning processes.
- Company: A growing, client-focused financial planning business in Hove/Brighton.
- Benefits: Competitive salary, structured training, and genuine career progression.
- Other info: Friendly environment 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.
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.
The Opportunity
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 will include:
- 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 Brighton employer: PLACR GROUP LTD
Join a dynamic and client-focused financial planning business in the 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 development.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator / Junior Financial Planning Consultant in Brighton
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, attend local events, and connect with professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client relationships and think about how you can contribute to their growth. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Showcase your skills during interviews! Bring examples of how you've managed multiple priorities or improved processes in previous roles. This will demonstrate your proactive mindset and organisational skills, which are key for this position.
✨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 engage directly with us.
We think you need these skills to ace Wealth Administrator / Junior Financial Planning Consultant 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 any previous roles in financial services or administration that show you're a great fit for the Wealth Administrator position.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial planning and how your background aligns with our values. This is your chance to show off your personality and enthusiasm!
Showcase Your Organisational Skills:Since we’re looking for someone highly organised, give examples in your application of how you've managed multiple priorities in past roles. This will help us see how you can thrive in our fast-paced environment.
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 PLACR GROUP LTD
✨Know Your Stuff
Make sure you brush up on financial services terminology and the basics of wealth management. Familiarise yourself with common client scenarios and how you would handle them. This will show your potential employer that you're not just interested in the role, but that you understand the industry.
✨Showcase Your Organisational Skills
Since the role requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure nothing falls through the cracks.
✨Demonstrate Your Proactive Mindset
Think of instances where you've taken the initiative to improve processes or client experiences in previous roles. Highlighting your proactive approach will resonate well with the interviewers, as they’re looking for someone who can contribute to business growth.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client relationships and their training programmes. This not only shows your genuine interest in the role but also gives you a chance to assess if the company aligns with your career goals.
