Junior Wealth Management Administrator - Brighton
Advertised by: Artemis Recruitment Consultants
Brighton | On premise | £27,000 - £32,000 depending on experience
Permanent | Full-time | 3675960
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
