Junior Wealth Management Administrator - Brighton

About the role

An exciting opportunity has arisen for a Junior Wealth Management Administrator to join a small, boutique-style financial advisory practice based in Brighton. The business provides financial advice to local and national clients across pensions, investments, tax planning and protection, and has built a loyal client base over 12 years of organic growth. Working closely with the Financial Adviser and two owner-Directors, you will provide a broad range of administrative and client support.

Key responsibilities

• Welcome clients ahead of meetings with the Financial Adviser
• Manage the Adviser's diary, including arranging and coordinating client appointments
• Prepare client Welcome Packs and Review Packs
• Input and maintain accurate client information on the firm's back-office and CRM systems
• Obtain online quotations and illustrations from product providers
• Prepare and issue Letters of Authority and process applications, fund switches and withdrawal requests
• Draft basic suitability reports for reviews, fund switches and straightforward investment and pension advice
• Liaise professionally with clients, product providers and other contacts by telephone and email

About you

• Previous experience in an administration or PA role within a Financial Advice, IFA or Wealth Management business - essential
• Good knowledge of Microsoft Office, including Outlook, Word, Excel and PowerPoint
• Excellent face-to-face, telephone and written communication skills
• Strong organisational and time-management abilities, with excellent attention to detail
• A proactive, self-motivated and positive approach to work

What's on offer

• £27,000-£30,000 basic salary, depending on experience, plus pension
• Full-time, permanent position, office-based in Brighton
• Opportunity to work within a small, friendly and established financial advisory practice
• Broad exposure to wealth management and financial planning, with direct support from experienced Financial Advisers and business owners