Hove / Brighton Area
Competitive Salary + Career Progression
Full Time | Office Based
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
Salary description
£30000.00 - £38000.00 per year