Graduate Wealth Management Administrator — Path to Adviser

RGH-Global Limited; Brighton; Hybrid; GBP 23,000 - 29,000; Full time

Job summary

RGH-Global Limited in Brighton is recruiting a proactive Graduate Administrator for a structured Wealth Management scheme, with a clear pathway to becoming a Financial Adviser. The role combines back-office work, client service, and case management across a 2-year progression, with study support towards recognised qualifications and regular reviews.

You will gain hands-on experience in new business, onboarding, client communication, and marketing activities while developing professional

Qualifications

• A degree (or equivalent) and genuine interest in a long‑term career in wealth management.
• 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.

Responsibilities

• New Business & Case Management: prepare and submit advice sets, own allocated client cases, chase pipe­line tasks to keep on track.
• Client Meetings & Onboarding: prepare files ahead of meetings and update systems, set up new clients across relevant platforms.
• Client Communication: handle calls and queries, draft professional written communications.
• Marketing: organise and distribute marketing materials for campaigns and client touchpoints.

Skills

Organisation

Communication

Microsoft Office

CRM familiarity

Teamwork

Attention to detail

Education

Bachelor's degree or equivalent

Job description

RGH-Global Limited in Brighton is recruiting a proactive Graduate Administrator for a structured Wealth Management scheme, with a clear pathway to becoming a Financial Adviser. The role combines back-office work, client service, and case management across a 2-year progression, with study support towards recognised qualifications and regular reviews.

You will gain hands-on experience in new business, onboarding, client communication, and marketing activities while developing professional