At a Glance
- Tasks: Support client relationships and assist in financial planning processes.
- Company: Growing financial planning business focused on client success.
- Benefits: Competitive salary, career progression, and structured training.
- 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 in Fife employer: Placr Recruitment
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 Fife
✨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 truly gets what they’re about.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and providers, 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! We’re always on the lookout for passionate individuals ready to grow in the wealth management space. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Wealth Administrator / Junior Financial Planning Consultant in Fife
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 past roles. We love candidates who can manage multiple priorities and demonstrate a proactive mindset.
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 to the right people quickly!
How to prepare for a job interview at Placr Recruitment
✨Know Your Stuff
Make sure you brush up on financial services terminology and concepts. Familiarise yourself with the basics of wealth management, client relationships, and the specific tools mentioned in the job description, like Xplan or Intelligent Office. This will show your potential employer that you're serious about the role.
✨Show Your Organisational Skills
Since the role requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple priorities. Think about how you coordinated tasks or improved processes, as this will demonstrate your proactive mindset and attention to detail.
✨Practice Client Communication
As you'll be handling client communications, practice how you would approach different scenarios. Role-play with a friend or family member to get comfortable with professional phone and email interactions. This will help you convey confidence during the interview.
✨Express Your Ambitions
Let them know you're keen on progressing into financial advice. Share your long-term career goals and how this position aligns with them. This shows that you're not just looking for any job, but are genuinely interested in growing within their supportive environment.
