Job Description

Graduate Scheme – Wealth Management Administrator

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Pathway to Financial Adviser

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Location: Brighton

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Contract Type: Full Time, Hybrid Working

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Salary: TBD

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Overview

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We are recruiting on behalf of our client, an established financial planning practice based in Brighton, for a proactive and organised Graduate Administrator. This is a structured graduate scheme offering hands‐on experience across the client and case lifecycle, with a clear, supported pathway towards becoming a qualified Financial Adviser.

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Graduate Scheme & Progression

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- Year 1 – Administrator: 12 months building a grounding in back‐office processes, case management, and client service.
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- Year 2 – Specialisation: a further 12 months in a specialist area of the business, ahead of moving towards an advice‐giving role.
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- Study support towards recognised financial planning qualifications (e.g. Diploma in Regulated Financial Planning).
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- Regular progress reviews with the Practice Manager, plus mentoring from experienced advisers.
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Key Responsibilities

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New Business & Case Management

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- Prepare and submit advice sets for new business cases, including illustrations, applications, and suitability letters.
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- Own allocated client cases end‐to‐end, chasing pipeline business and provider requests (e.g. Letters of Authority) to keep everything on track.
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- Prioritise casework in line with the Practice Manager's SLAs.
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Client Meetings & Onboarding

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- Prepare client files ahead of meetings and format notes/actions afterwards, updating internal systems accordingly.
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- Set up new clients fully and accurately across all relevant systems.
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Client Communication

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- Handle incoming calls and client queries professionally, resolving or escalating as needed.
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- Manage mail and correspondence promptly, and draft clear, professional written communications.
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Marketing

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- Organise and distribute marketing materials for campaigns and client touchpoints, in line with brand and compliance standards.
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Skills & Experience Required

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- A degree (or equivalent) and genuine interest in a long‐term career as a Financial Adviser.
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- Administrative or client support experience is a plus, ideally in financial planning or professional services.
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- Excellent organisation, attention to detail, and ability to manage multiple priorities to deadline.
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- Strong verbal and written communication and telephone skills.
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- Proficient in Microsoft Office; CRM familiarity desirable but not essential.
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- Client-focused, self‐motivated, and a good team player.
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- Willing to undertake skilled qualifications as part of the progression pathway.
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📌 Graduate Scheme - Wealth Management Administrator (Brighton)
🏢 Rgh-Global
📍 Brighton