Junior Wealth Admin – Train & Grow in Finance

Brevere Group; East Midlands; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Holiday allowance

Private medical insurance

Death-in-service 4x

Income protection

Pension matching

Enhanced leave

Salary review

Volunteer day

Rewards platform

Shares via EBT

Training & qualifications

Job summary

Brevere Group in Nottingham area is seeking a friendly, organised Administrator / Client Services to join a growing financial planning business in West Bridgford. This role offers a long-term career in financial services with full training towards professional qualifications.

You'll support two Financial Planners with day-to-day administration, client records, meeting packs and correspondence, with a clear path to progression within wealth management.

Qualifications

• Experience in administration, client services or a professional office environment.
• Organised, detail-focused and confident communicating with people.
• Good IT skills and a professional telephone manner, with a positive attitude and willingness to learn.

Responsibilities

• Provide day-to-day administrative support.
• Keep client records and systems accurate and up to date.
• Prepare meeting packs, valuations and client paperwork.
• Process new business and track applications.
• Handle telephone and email enquiries.
• Welcome clients and support front-of-house.
• Manage post and general office administration.
• Support compliance and internal processes.

Skills

Administration

Client services

Organised

Detail-oriented

Communication

IT skills

Telephone manner

Willing to learn

Job description

Brevere Group in Nottingham area is seeking a friendly, organised Administrator / Client Services to join a growing financial planning business in West Bridgford. This role offers a long-term career in financial services with full training towards professional qualifications.

You'll support two Financial Planners with day-to-day administration, client records, meeting packs and correspondence, with a clear path to progression within wealth management.