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 long-term growth opportunities.
- Why this job: Kickstart your career in financial advice with real client exposure.
- Qualifications: Experience in financial services or administration; 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 / Junior 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 your career as a Wealth Administrator can flourish. With a commitment to employee development, we offer structured training, exposure to high-quality client relationships, and a clear pathway into financial advice, all within a friendly and professional work environment. Embrace the opportunity for long-term growth in a supportive setting that values your ambitions and contributions.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator / Junior Financial Planning Consultant. Job in Brighton LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend local events, join online forums, or even hit up LinkedIn to find folks who can give you the inside scoop on job openings.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your skills align with their needs. Practise common interview questions and be ready to showcase your proactive mindset and organisational skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism.
✨Tip Number 4
Don’t forget to apply through our website! We’re all about finding the right fit for both you and us, so make sure you submit your application directly to increase your chances of landing that Wealth Administrator role.
We think you need these skills to ace Wealth Administrator / Junior Financial Planning Consultant. Job in Brighton LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant financial services experience and show us how organised and proactive you are!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Tell us why you're interested in the Wealth Administrator role and how your background makes you a great fit for our team. Be personable and let your enthusiasm show!
Showcase Your Skills:Don’t forget to mention your strong organisational and communication skills. If you've worked with data or systems before, give us examples of how you managed multiple priorities effectively.
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 your knowledge of financial services and wealth management. Familiarise yourself with key terms and concepts, as well as the specific services the company offers. This will show that you're genuinely interested and ready to contribute.
✨Show Off Your Organisational Skills
Since the role requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise and keep everything on track, as this will resonate well with the interviewers.
✨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 interest in the role but also gives you a chance to assess if the company aligns with your career goals.
✨Be Personable and Proactive
During the interview, let your personality shine through! Show that you're approachable and eager to learn. Share instances where you've taken initiative in previous roles, as this aligns perfectly with the proactive mindset they're looking for.
