Wealth Management Practice Administrator (Financial Advisory Practice)
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Location: Brighton (office based)
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Salary: £27k - £30k
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Hours: Mon-Fri 9.30am - 17.30pm
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A fantastic opportunity has arisen for an experienced Practice Administrator to join a well-established and highly respected wealth management practice based in Brighton.
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This boutique-style financial advisory firm provides expert advice to both local and national clients across pensions, investments, protection and tax planning, and has built a strong reputation and loyal client base over the past decade.
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The successful candidate will play a key role supporting the Financial Adviser and wider practice, ensuring the smooth day-to-day running of the office while delivering a professional and efficient service to clients.
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Responsibilities:
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- Greeting clients and supporting them ahead of meetings with the Financial Adviser.
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- Managing and coordinating the Adviser's diary and client appointments.
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- Preparing client welcome packs and review packs.
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- Maintaining accurate client records on the CRM and back-office systems.
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- Preparing quotations and illustrations from product providers.
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- Processing current business applications and client documentation.
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- Sending and managing Letters of Authority to financial institutions.
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- Processing fund switches and withdrawal requests.
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- Drafting basic suitability reports for reviews and investment changes.
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- Liaising with clients, providers and third parties via phone and email.
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- Preparing investment performance charts and supporting reporting.
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- Assisting with client events and general office administration.
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Skills and experience required:
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- Previous experience within a financial advisory / wealth management administration role is essential.
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- Experience working within a financial planning or wealth management practice.
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- Knowledge of financial services products including pensions, investments and protection.
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- Strong organisational and time management skills.
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- Excellent written and verbal communication skills.
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- High level of attention to detail and accuracy.
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- Confident using Microsoft Office (Word, Excel, Outlook and PowerPoint).
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- Experience with CRM or client management systems (e.g. Salesforce) would be beneficial.
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This is an excellent opportunity to join a friendly, forward-thinking financial planning practice offering long-term career stability within the wealth management sector. To be considered for this role please submit your CV today!