At a Glance
- Tasks: Support clients and manage cases while gaining hands-on experience in wealth management.
- Company: Established financial planning practice with a supportive culture in Brighton.
- Benefits: Hybrid working, study support for qualifications, and regular mentoring from experienced advisers.
- Other info: Dynamic role with excellent growth opportunities and a focus on professional development.
- Why this job: Kickstart your career as a Financial Adviser with structured progression and real client impact.
- Qualifications: Degree or equivalent, with a passion for financial advising and strong communication skills.
The predicted salary is between 50000 - 60000 £ per year.
- Graduate Scheme – Wealth Management Administrator
- Pathway to Financial Adviser
Location
Brighton
Contract Type
Full Time, Hybrid Working
Salary
- TBD
- Overview
We are recruiting on behalf of our client, an established financial planning practice based in Brighton, for a proactive and organised Graduate Administrator.
This is a structured graduate scheme offering hands‑on experience across the client and case lifecycle, with a clear, supported pathway towards becoming a qualified Financial Adviser.
- Graduate Scheme & Progression
- Year 1 – Administrator: 12 months building a grounding in back‑office processes, case management, and client service.
- Year 2 – Specialisation: a further 12 months in a specialist area of the business, ahead of moving towards an advice‑giving role.
- Study support towards recognised financial planning qualifications (e. g. Diploma in Regulated Financial Planning).
- Regular progress reviews with the Practice Manager, plus mentoring from experienced advisers.
Key Responsibilities
- New Business & Case Management
- Prepare and submit advice sets for new business cases, including illustrations, applications, and suitability letters.
- Own allocated client cases end‑to‑end, chasing pipeline business and provider requests (e. g. Letters of Authority) to keep everything on track.
- Prioritise casework in line with the Practice Manager's SLAs.
- Client Meetings & Onboarding
- Prepare client files ahead of meetings and format notes/actions afterwards, updating internal systems accordingly.
- Set up new clients fully and accurately across all relevant systems.
- Client Communication
- Handle incoming calls and client queries professionally, resolving or escalating as needed.
- Manage mail and correspondence promptly, and draft clear, professional written communications.
- Marketing
- Organise and distribute marketing materials for campaigns and client touchpoints, in line with brand and compliance standards.
Skills & Experience Required
- A degree (or equivalent) and genuine interest in a long‑term career as a Financial Adviser.
- Administrative or client support experience is a plus, ideally in financial planning or professional services.
- Excellent organisation, attention to detail, and ability to manage multiple priorities to deadline.
- Strong verbal and written communication and telephone skills.
- Proficient in Microsoft Office; CRM familiarity desirable but not essential.
- Client‑focused, self‑motivated, and a good team player.
- Willing to undertake professional qualifications as part of the progression pathway.
- #J-18808-Ljbffr
Graduate Scheme – Wealth Management Administrator in Brighton employer: RGH-Global Limited
RGH-Global Limited is an exceptional employer, offering a supportive and nurturing work culture that prioritises the well-being of both staff and the young people in their care. Located in Liverpool, the company provides ample opportunities for professional growth and development, alongside a competitive salary package, making it an ideal place for those passionate about making a meaningful impact in the lives of children and young people.
StudySmarter Expert Advice🤫
We think this is how you could land Graduate Scheme – Wealth Management Administrator in Brighton
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like RGH-Global Limited. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Graduate Scheme – Wealth Management Administrator in Brighton
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at RGH-Global Limited.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at RGH-Global Limited
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at RGH-Global Limited.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at RGH-Global Limited.
