Wealth Administrator

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:

• Wealth/IFA Admin: 2 years (required)

Work Location: Hybrid remote in Hove