Junior Wealth Management Administrator – Client Support

Artemis Recruitment Consultants Ltd; England; On-site; GBP 27,000 - 30,000; Full time

Benefits offered by this job

Pension

Job summary

Artemis Recruitment Consultants Ltd in Brighton, East Sussex, invites applications for a Junior Wealth Management Administrator. The role supports the Financial Adviser and two Directors, handling client admin, diary management, and back-office tasks to ensure smooth client service.

Ideal candidates will have administration experience in financial services, proficiency with Microsoft Office and CRM systems, and a proactive, detail-oriented approach to deadline-driven work.

Qualifications

• Experience in an administration or PA role within a Financial Advice, IFA or Wealth Management business is essential.
• Good knowledge of Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Experience using CRM or client management systems such as Salesforce would be beneficial.

Responsibilities

• Welcome clients ahead of meetings with the Financial Adviser.
• Manage the Adviser's diary and coordinate client appointments.
• Prepare client Welcome Packs and Review Packs.
• Input and maintain accurate client information on back-office/CRM systems.
• Process applications and prepare pre- and post-sale documentation.
• Draft basic suitability reports for reviews and straightforward investment/pension advice.
• Provide general administrative support to the Adviser and liaise with clients and providers.

Skills

Administration experience

CRM systems

Microsoft Office

Diary management

Client communications

Education

Financial services experience (desirable)

Tools

Salesforce

Job description

Artemis Recruitment Consultants Ltd in Brighton, East Sussex, invites applications for a Junior Wealth Management Administrator. The role supports the Financial Adviser and two Directors, handling client admin, diary management, and back-office tasks to ensure smooth client service.

Ideal candidates will have administration experience in financial services, proficiency with Microsoft Office and CRM systems, and a proactive, detail-oriented approach to deadline-driven work.