Wealth Administrator - Path to Financial Advisor

Placrrecruitment Co; England; Vor Ort; GBP 25.000 - 35.000; Vollzeit

Benefits dieser Stelle

Genuine career progression into Financial Advice

Training and development support

Friendly working environment

Exposure to high-quality client relationships

Zusammenfassung

Placrrecruitment Co is seeking a Wealth Administrator / Junior Financial Planning Consultant in the Hove/Brighton Area. This full-time position involves supporting client relationships and maintaining service standards. Ideal candidates have experience in financial services or wealth management and possess strong organisational and communication skills. The role offers genuine career progression into Financial Advice, structured training, and a supportive working environment.

Qualifikationen

• Previous experience within financial services or wealth management.
• Strong organisational and communication skills.
• Comfortable working with data and documentation.
• Proactive mindset with ability to work independently.

Aufgaben

• Coordinate and schedule client review meetings.
• Prepare client documentation and reports.
• Manage post-review actions and accurate record-keeping.
• Liaise with providers to obtain information and updates.

Kenntnisse

Organisational skills

Communication skills

Data handling

Proactive mindset

Tools

Microsoft Office

Xplan

Intelligent Office

Jobbeschreibung

Placrrecruitment Co is seeking a Wealth Administrator / Junior Financial Planning Consultant in the Hove/Brighton Area. This full-time position involves supporting client relationships and maintaining service standards. Ideal candidates have experience in financial services or wealth management and possess strong organisational and communication skills. The role offers genuine career progression into Financial Advice, structured training, and a supportive working environment.