At a Glance
- Tasks: Support financial planning by managing client portfolios and data, ensuring accuracy and compliance.
- Company: Join a dynamic wealth management practice focused on client success and innovative investment strategies.
- Benefits: Gain hands-on experience, mentorship from experts, and clear career progression opportunities.
- Other info: Work with top investment platforms and contribute to process improvements in a collaborative team.
- Why this job: Perfect for finance grads eager to dive into real-world investment strategies and client interactions.
- Qualifications: Degree in Finance or Economics; 12-24 months in financial services; strong analytical and communication skills.
The predicted salary is between 28800 - 43200 £ per year.
Financial Planning Support Administrator (Perfect for an ambitious finance or economics graduate looking to deepen their experience in wealth management)
About the role: You\'ll be working at the heart of our financial planning team, helping to turn data, analysis, and client goals into actionable investment strategies. This is a hands‑on role where you\'ll gain exposure to client portfolios, investment platforms, compliance processes, and the day‑to‑day running of a busy wealth management practice.
This role is ideal for someone with a grounding in finance or economics, perhaps in their first role in the sector, who\'s ready to step up, work closely with experienced Financial Planners, and start shaping their career towards paraplanning, compliance, or advisory work.
What you\'ll do
Client and Portfolio Support
- Coordinate new client onboarding, including AML checks and account setup.
- Liaise with clients and providers to obtain investment valuations and policy details.
- Manage portfolio data and ensure all information is accurate and up to date.
- Prepare review packs for annual client meetings, giving you insight into real‑world portfolio performance and strategy.
Data, Systems & Reporting
- Maintain our financial planning software (Intelliflo) and ensure client records are always accurate.
- Work with investment platforms such as Transact, Fidelity, and Elevate.
- Produce reports and summaries that help our Financial Planners provide high‑quality, personalised advice.
Project & Process Management
- Monitor the progress of new investments and transfers from initiation to completion.
- Ensure compliance paperwork is complete and aligned with FCA regulations.
- Support process improvements to make the client journey smoother and more efficient.
What you\'ll bring
- A degree in Finance, Economics, or a related discipline.
- 12-24 months\' experience in financial services, investment administration, or a related field.
- Strong analytical skills, with an eye for accuracy and detail.
- Confidence in using Excel and an interest in learning financial planning systems.
- Excellent communication skills — you\'ll be speaking with clients, providers, and colleagues daily.
Why join us?
- Direct exposure to investment strategy, client portfolios, and financial planning processes.
- Mentoring from experienced Financial Planners with a track record of developing talent.
- Clear progression routes into paraplanning, compliance, or advisory roles.
- A collaborative, growth‑minded team environment.
Finance Administrator in Eastbourne employer: Recruitment South East
Join a dynamic wealth management practice where you will gain invaluable hands-on experience in financial planning and investment strategies. Our collaborative work culture fosters growth and mentorship, providing you with direct exposure to client portfolios and the opportunity to develop your career towards paraplanning or advisory roles. With a focus on employee development and a commitment to excellence, we are an excellent employer for ambitious finance graduates looking to make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Administrator in Eastbourne
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Recruitment South East. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance Administrator in Eastbourne
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruitment South East.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Recruitment South East's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Recruitment South East
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruitment South East.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Recruitment South East will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Recruitment South East employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
