Junior Wealth Management Administrator

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

We're looking for a friendly, organised and ambitious Administrator / Client Services to join a growing financial planning business in West Bridgford.

This is a great opportunity for someone with previous administration or client service experience who wants to develop a long-term career in financial services. No previous wealth management experience is required - full training and support towards professional qualifications will be provided.

What you'll be doing

Working closely with two Financial Planners, you'll play an important role in keeping the team and client experience running smoothly. Your responsibilities will include:

• Providing day-to-day administrative support.
• Keeping client records and systems accurate and up to date.
• Preparing meeting packs, valuations and client paperwork.
• Processing new business and tracking applications.
• Handling telephone and email enquiries.
• Welcoming clients and supporting front-of-house.
• Managing post and general office administration.
• Supporting compliance and internal processes.

What we're looking for

You’ll ideally have previous experience in administration, client services or a professional office environment. We're looking for someone who is organised, detail-focused and confident communicating with people.

You’ll also need good IT skills, a professional telephone manner and, most importantly, a positive attitude and willingness to learn.

What's on offer?

Alongside a salary you’ll receive a strong benefits package including:

• 25 days' holiday + bank holidays, increasing with service.
• Private medical insurance.
• 4x salary death-in-service cover.
• Income protection.
• Employer-matched pension.
• Enhanced sick, maternity and paternity benefits.
• Annual salary review.
• Paid volunteering day.
• Employee benefits and rewards platform.
• Opportunities to receive shares through the Employee Benefit Trust.
• Full training and support towards professional qualifications.

The opportunity

This isn't just an administration role - it's an opportunity to learn, develop and build a career in financial planning and wealth management, with clear progression opportunities as you gain experience.

If you're organised, personable and ready to take the next step in your career, we'd love to hear from you.

Please note: this role is fully office-based for at least the first year.