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 long-term growth opportunities.
- Why this job: Kickstart your career in financial advice with real client exposure.
- 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 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
✨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. This will show them you're genuinely interested and ready to jump in!
✨Tip Number 3
Practice your communication skills! Whether it’s over the phone or in person, being able to articulate your thoughts clearly is key in this role. Try mock interviews with friends or family to boost your confidence.
✨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 are proactive about their job search!
We think you need these skills to ace Wealth Administrator / Junior Financial Planning Consultant
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 showcase your organisational and communication skills.
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 needs. Be personable and let your enthusiasm shine through!
Showcase Your Proactivity:In your application, mention specific examples where you've taken initiative in previous roles. We love candidates who can manage multiple priorities and think ahead!
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This helps us keep track of your application and ensures it gets the attention it deserves!
How to prepare for a job interview at PLACR GROUP LTD
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and wealth management. Familiarise yourself with key terms, concepts, and the latest trends in the industry. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Showcase Your Organisational Skills
Since the role requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple priorities or projects. Be ready to discuss how you keep track of tasks and ensure nothing falls through the cracks.
✨Demonstrate Your Communication Skills
As you'll be liaising with clients and third parties, it's crucial to showcase your communication skills. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few scenarios where you've effectively communicated complex information to clients or colleagues.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client relationships and their training programmes. This shows that you're not just interested in the job, but also in how you can grow within the company. It’s a great way to demonstrate your proactive mindset!
