Recruiting now
| Posted: | 21/08/26 | |
| Recruiter: | PLACR GROUP LTD | |
| Reference: | 3160447649 | |
| Type: | Permanent | |
| Salary: | £30,000 - £38,000 Annual | |
| Location: | Hove, Sussex | |
| Description: | Job Description: Wealth Administrator Hove / Brighton Area Full Time Office Based with WFH 1 day per week Competitive Salary + Career Progression The Opportunity A growing and highly client-focused Financial Planning business is looking to recruit a Wealth Administrator to join their supportive and forward-thinking team. This is an excellent opportunity for someone currently working within financial services administration, wealth management support, banking, or paraplanning who is looking to build a long-term career within Financial Planning and Advice. The business offers genuine progression, structured development, hands-on exposure to client relationships, and a clear pathway into a Financial Adviser position for the right individual. You will work closely alongside an experienced Financial Planner, gaining valuable industry exposure while developing both your technical knowledge and client relationship skills within a professional and supportive environment. Key Responsibilities Coordinate and schedule client review meetings Prepare client documentation, reports, and meeting packs ahead of appointments Manage post-review actions and maintain accurate client records Liaise with providers and third parties to obtain information, valuations, and updates Support the onboarding of new clients and transferred portfolios Maintain accurate client and policy information across internal systems Assist with compliance administration and regulatory processes Handle client communication professionally via telephone and email Provide administrative support to the wider Financial Planning team Identify opportunities to improve processes, client service standards, and the overall client journey Support the ongoing growth and development of the client portfolio About You The successful candidate will be highly organised, professional, personable, and proactive, with strong attention to detail and the ability to manage multiple priorities effectively. You will have a genuine interest in progressing your career within Wealth Management and Financial Planning and will be eager to develop both professionally and personally over time. Essential Skills & Experience Previous experience within Financial Services, Wealth Management, Pensions, Banking, Investments, or Professional Services Administration Strong organisational and communication skills Excellent attention to detail and ability to manage confidential information accurately Comfortable working with systems, documentation, and data Proactive and self-motivated approach to work Ability to work independently as well as part of a collaborative team Confident using Microsoft Office and learning new systems A genuine interest in progressing into Financial Planning and Advice Desirable Skills & Experience Experience using Xplan or Intelligent Office systems would be advantageous Exposure to Financial Planning, Pensions, Investments, or Protection products would be beneficial Working towards or interested in pursuing Financial Planning qualifications would be welcomed What's on Offer Genuine career progression into Financial Advice Structured training and development support Exposure to high-quality client relationships and advisory work Long-term career opportunity within a growing Financial Planning business Friendly, supportive, and professional working environment Hands-on mentorship from experienced Financial Planning professionals If you are looking for an opportunity where you can genuinely develop your career within Wealth Management and Financial Planning, we would love to hear from you. Experience:
Work Location: Hybrid remote in Hove | |