Wealth Management Practice Administrator (Financial Advisory Practice)
Location: Brighton (office based)
Salary: £27k - £30k
Hours: Mon-Fri 9.30am - 17.30pm
A fantastic opportunity has arisen for an experienced Practice Administrator to join a well-established and highly respected wealth management practice based in Brighton.
This boutique-style financial advisory firm provides expert advice to both local and national clients across pensions, investments, protection and tax planning, and has built a strong reputation and loyal client base over the past decade.
The successful candidate will play a key role supporting the Financial Adviser and wider practice, ensuring the smooth day-to-day running of the office while delivering a professional and efficient service to clients.
Responsibilities:
- Greeting clients and supporting them ahead of meetings with the Financial Adviser.
- Managing and coordinating the Adviser's diary and client appointments.
- Preparing client welcome packs and review packs.
- Maintaining accurate client records on the CRM and back-office systems.
- Preparing quotations and illustrations from product providers.
- Processing new business applications and client documentation.
- Sending and managing Letters of Authority to financial institutions.
- Processing fund switches and withdrawal requests.
- Drafting basic suitability reports for reviews and investment changes.
- Liaising with clients, providers and third parties via phone and email.
- Preparing investment performance charts and supporting reporting.
- Assisting with client events and general office administration.
Skills and experience required:
- Previous experience within a financial advisory / wealth management administration role is essential.
- Experience working within a financial planning or wealth management practice.
- Knowledge of financial services products including pensions, investments and protection.
- Strong organisational and time management skills.
- Excellent written and verbal communication skills.
- High level of attention to detail and accuracy.
- Confident using Microsoft Office (Word, Excel, Outlook and PowerPoint).
- Experience with CRM or client management systems (e.g. Salesforce) would be beneficial.
This is an excellent opportunity to join a friendly, forward-thinking financial planning practice offering long-term career stability within the wealth management sector. To be considered for this role please submit your CV today!
Wealth Management Practice Administrator (IFA) in Brighton employer: Reset Recruitment Ltd
Join a highly respected Independent Financial Adviser practice in Eastbourne, where you will thrive in a supportive and professional environment. With a focus on exceptional client service, our company offers excellent benefits, hybrid working options, and opportunities for personal growth within the wealth management sector. Experience a friendly work culture that values your contributions and fosters career development.
