At a Glance
- Tasks: Support financial advisers with admin tasks and ensure smooth operations.
- Company: Established SJP Partner Practice in Brighton with a supportive team.
- Benefits: Competitive salary, ongoing training, and career development opportunities.
- Other info: Office-based role with standard hours and a focus on client experience.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 25000 - 30000 £ per year.
Location: Brighton — Office Based
Salary: £25,000 – £30,000 per annum (dependent on experience)
Hours: Monday to Friday, 9:00am – 5:00pm (1 hour lunch break)
About the Role
Our client is a well-established St. James's Place (SJP) Partner Practice based in Brighton, providing high-quality financial planning advice to a varied private client base. They are looking to appoint an experienced and proactive Wealth Management Administrator to join their team. In this role you will provide essential administrative support to the firm's financial advisers, ensuring the smooth running of day-to-day operations and an excellent client experience across their core service areas: investment planning, retirement planning, protection planning, and inheritance tax planning.
Key Responsibilities
- Providing comprehensive administrative support to financial advisers
- Processing new business applications and managing submissions through the SJP platform
- Maintaining accurate and up-to-date client records on Salesforce CRM
- Preparing client review packs, correspondence, and valuations
- Handling client enquiries by telephone and email in a professional and timely manner
- Liaising with St. James's Place head office and third-party providers
- Managing and tracking pipeline cases through to completion
- Supporting advisers with the preparation of meetings, including gathering and organising relevant documentation
- Ensuring all activity is compliant with FCA regulations and internal procedures
- General office administration including diary management, filing, and correspondence
Skills & Experience
Essential
- Previous experience in a financial services administration role
- Strong understanding of wealth management products and processes
- Excellent organisational skills with a keen eye for detail
- Strong written and verbal communication skills
- Ability to manage a busy workload and prioritise effectively
- Competent IT skills including Microsoft Office (Word, Excel, Outlook)
Desirable
- Previous experience working within an SJP Partner Practice — highly desirable
- Experience using Salesforce CRM
- Familiarity with investment, pension, and protection products
- Knowledge of FCA compliance requirements in a financial planning context
- Experience with client review processes and annual suitability assessments
What's on Offer
- Competitive salary of £25,000 – £30,000 depending on experience
- Office-based role within a supportive and established team
- Standard working hours — Monday to Friday, 9:00am – 5:00pm
- Excellent opportunity to develop your career within a well-regarded SJP Practice
- Ongoing training and professional development support
Wealth Management Administrator in Brighton employer: RGH-Global Limited
RGH-Global Limited is an excellent employer for aspiring financial planners, offering a supportive work culture in Blackpool that prioritises employee growth and development. With hybrid working options post-probation, comprehensive study support for the Level 4 Diploma in Regulated Financial Planning, and mentorship from experienced professionals, you will find a rewarding environment that fosters collaboration and career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Administrator in Brighton
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We think you need these skills to ace Wealth Management Administrator in Brighton
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.
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How to prepare for a job interview at RGH-Global Limited
✨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 RGH-Global Limited.
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✨Network with Industry Professionals
Before your interview, reach out to current or former RGH-Global Limited 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.
