Wealth Administrator

PLACR GROUP LTD; Hove; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Structured training programme

Mentorship from experienced advisers

Hybrid remote in Hove

Job summary

PLACR GROUP LTD in the Brighton/Hove area is seeking a Wealth Administrator to join a client-focused financial planning team. The role offers hybrid working with one day per week in the office, and a clear pathway into Financial Adviser positions for the right candidate.

You will work alongside an experienced Financial Planner, gaining exposure to client relationships and advisory work while developing technical knowledge in wealth management and planning.

Qualifications

• 2 years in Wealth/IFA Admin or similar role
• Strong organisational and communication skills
• Excellent attention to detail and handling confidential information
• Proactive and able to work independently or in a team
• Comfortable with MS Office and learning new systems

Responsibilities

• Coordinate and schedule client review meetings
• Prepare client documentation, reports and meeting packs
• Manage post-review actions and maintain client records
• Liaise with providers and third parties for information and updates
• Support onboarding of new clients and transferred portfolios
• Maintain accurate client and policy information in internal systems
• Assist with compliance administration and regulatory processes
• Handle client communication via phone and email
• Provide admin support to the Financial Planning team
• Identify opportunities to improve processes and client service

Skills

Wealth/IFA Admin

Microsoft Office

Attention to detail

Tools

Xplan

Intelligent Office

Job description

Job Description:

Wealth Administrator

Hove / Brighton Area

Full Time Office Based with WFH 1 day per week

Competitive Salary + Career Progression

The Opportunity

A growing and highly client-focused Financial Planning business is looking to recruit a Wealth Administrator to join their supportive and forward-thinking team.

This is an excellent opportunity for someone currently working within financial services administration, wealth management support, banking, or paraplanning who is looking to build a long-term career within Financial Planning and Advice.

The business offers genuine progression, structured development, hands-on exposure to client relationships, and a clear pathway into a Financial Adviser position for the right individual.

You will work closely alongside an experienced Financial Planner, gaining valuable industry exposure while developing both your technical knowledge and client relationship skills within a professional and supportive environment.

Key Responsibilities

• Coordinate and schedule client review meetings
• Prepare client documentation, reports, and meeting packs ahead of appointments
• Manage post-review actions and maintain accurate client records
• Liaise with providers and third parties to obtain information, valuations, and updates
• Support the onboarding of new clients and transferred portfolios
• Maintain accurate client and policy information across internal systems
• Assist with compliance administration and regulatory processes
• Handle client communication professionally via telephone and email
• Provide administrative support to the wider Financial Planning team
• Identify opportunities to improve processes, client service standards, and the overall client journey
• Support the ongoing growth and development of the client portfolio

About You

The successful candidate will be highly organised, professional, personable, and proactive, with strong attention to detail and the ability to manage multiple priorities effectively.

You will have a genuine interest in progressing your career within Wealth Management and Financial Planning and will be eager to develop both professionally and personally over time.

Essential Skills & Experience

Previous experience within Financial Services, Wealth Management, Pensions, Banking, Investments, or Professional Services Administration

Strong organisational and communication skills

Excellent attention to detail and ability to manage confidential information accurately

Comfortable working with systems, documentation, and data

Proactive and self-motivated approach to work

Ability to work independently as well as part of a collaborative team

Confident using Microsoft Office and learning new systems

A genuine interest in progressing into Financial Planning and Advice

Desirable Skills & Experience

Experience using Xplan or Intelligent Office systems would be advantageous

Exposure to Financial Planning, Pensions, Investments, or Protection products would be beneficial

Working towards or interested in pursuing Financial Planning qualifications would be welcomed

What's on Offer

Genuine career progression into Financial Advice

Structured training and development support

Exposure to high-quality client relationships and advisory work

Long-term career opportunity within a growing Financial Planning business

Friendly, supportive, and professional working environment

Hands-on mentorship from experienced Financial Planning professionals

Experience:

• Wealth/IFA Admin: 2 years (required)

Work Location: Hybrid remote in Hove