Graduate Wealth Admin — Path to Financial Adviser

Rgh-Global Limited; Brighton; Hybrid; GBP 26,000 - 32,000; Full time

Job summary

Rgh-Global Limited is supporting a Brighton-based financial planning practice to recruit a proactive Graduate Administrator on a structured 12-24 month scheme. You will gain hands-on experience across the client and case lifecycle, with a clear path toward becoming a qualified Financial Adviser.

The scheme progresses from back-office administration to specialisation and advisor readiness, with study support toward recognised qualifications and regular progress reviews from experienced advisers.

Qualifications

• Degree or equivalent required; genuine interest in a long-term career as a Financial Adviser.
• Administrative or client support experience is a plus, ideally in financial planning or professional services.
• Excellent organisation, attention to detail, and ability to manage multiple priorities to deadline.
• Strong verbal and written communication and telephone skills.
• Proficient in Microsoft Office; CRM familiarity desirable but not essential.
• Client-focused, self-motivated, and a good team player.
• Willing to undertake professional qualifications as part of the progression pathway.

Responsibilities

• Prepare and submit new business illustrations, applications, and suitability letters.
• Own allocated client cases end-to-end, chasing pipeline work and provider requests to keep everything on track.
• Prioritise casework in line with SLAs set by the Practice Manager.
• Prepare client files ahead of meetings and format notes/actions, updating internal systems.
• Set up new clients across systems accurately.
• Handle incoming calls and client queries professionally, resolving or escalating as needed.
• Manage mail and correspondence promptly, drafting clear, professional written communications.
• Organise and distribute marketing materials for campaigns and client touchpoints in line with brand and compliance standards.

Skills

Degree or equivalent

Organisation

Verbal and written communication

Attention to detail

Multi-priority management

Microsoft Office

CRM familiarity

Team player

Willing to undertake qualifications

Education

A degree (or equivalent)

Tools

CRM

Microsoft Office

Job description

Rgh-Global Limited is supporting a Brighton-based financial planning practice to recruit a proactive Graduate Administrator on a structured 12-24 month scheme. You will gain hands-on experience across the client and case lifecycle, with a clear path toward becoming a qualified Financial Adviser.

The scheme progresses from back-office administration to specialisation and advisor readiness, with study support toward recognised qualifications and regular progress reviews from experienced advisers.