At a Glance
- Tasks: Support client relationships and assist with financial planning tasks.
- Company: A growing, client-focused financial planning business in Brighton.
- Benefits: Competitive salary, structured training, and genuine career progression.
- Other info: Friendly environment with exposure to high-quality client relationships.
- Why this job: Kickstart your career in financial planning with real growth opportunities.
- Qualifications: Experience in financial services or 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 / Entry-Level Financial Planning Consultant. Job in Brighton LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a dynamic and client-focused financial planning business in Brighton, 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 the chance to build meaningful client relationships while working alongside experienced professionals in a friendly environment. Enjoy competitive salary packages and the opportunity to thrive in a growing industry.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator / Entry-Level Financial Planning Consultant. Job in Brighton LilyLifestyle Jobs
✨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’s genuinely interested in the role.
✨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 looking for passionate individuals who want to grow in the financial planning space. Plus, applying directly shows your enthusiasm for the role and the company.
We think you need these skills to ace Wealth Administrator / Entry-Level Financial Planning Consultant. Job in Brighton LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences mentioned in the job description. Highlight any relevant experience in financial services, administration, or client management to show us you're a great fit for the role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your genuine interest in financial planning and how you see yourself growing with us. Be personable and let your enthusiasm for the role come through.
Showcase Your Organisational Skills:Since we're looking for someone highly organised, make sure to mention any experiences where you've successfully managed multiple priorities or projects. This will help us see how you can handle the demands of the role.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on the basics of financial planning and wealth management. Familiarise yourself with common terms and concepts, as well as the specific services the company offers. This will show your genuine interest and help you engage in meaningful conversations during the interview.
✨Showcase Your Organisational Skills
Since the role requires strong organisational abilities, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Highlight how you prioritised your workload and maintained attention to detail, as this will resonate well with what they’re looking for.
✨Ask Thoughtful Questions
Prepare a few insightful questions about the company’s approach to client relationships or their training programmes. This not only demonstrates your enthusiasm for the role but also shows that you’re thinking about how you can contribute to their success.
✨Be Personable and Proactive
During the interview, let your personality shine through! Be friendly and approachable, and don’t hesitate to share your proactive mindset. Discuss any initiatives you’ve taken in previous roles to improve processes or client experiences, as this aligns perfectly with their values.
