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 Cupar employer: Placr Recruitment
Join a dynamic and client-focused financial planning business in the Hove/Brighton area, where you will find a supportive and forward-thinking work culture that prioritises employee growth. With structured training and a clear pathway into financial advice, this role offers not just a job, but a long-term career opportunity in wealth management, all while working closely with experienced professionals and building meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator / Junior Financial Planning Consultant in Cupar
✨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. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client relationships and think about how your skills can contribute to their growth. This will help you stand out as a candidate who’s genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and third parties, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to build 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 and eager to join our team.
We think you need these skills to ace Wealth Administrator / Junior Financial Planning Consultant in Cupar
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 you see yourself growing in this field. Be personable and let your enthusiasm shine through!
Showcase Your Attention to Detail:In your application, demonstrate your attention to detail by ensuring there are no typos or formatting issues. This role requires precision, so we want to see that you can present information clearly and accurately.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you get the best chance to shine in front of our hiring team!
How to prepare for a job interview at Placr Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and wealth management. Familiarise yourself with common terms, processes, and the specific services the company offers. This will show that you're genuinely interested and ready to contribute.
✨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. Highlight how you prioritised and maintained attention to detail in those situations.
✨Be Personable and Professional
This position involves client interaction, so practice your communication skills. Be friendly yet professional during the interview. Think about how you would handle client communications and be ready to demonstrate your approach.
✨Express Your Ambitions
Let them know you're keen on progressing into financial advice. Share your long-term career goals and how this role fits into that vision. This shows you're not just looking for a job, but a career path within their growing business.
