Wealth Management Administrator

Rgh-Global Limited; Brighton; Sur place; GBP 25 000 - 30 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Office-based role

Standard working hours

Résumé du poste

St. James's Place Partner Practice in Brighton is seeking an experienced Wealth Management Administrator. The role supports financial advisers, handles new business submissions, maintains client records and prepares review packs to ensure a smooth client experience.

You will liaise with head office and third-party providers, manage enquiries and assist with meetings, while ensuring FCA compliance and efficient office administration. Standard hours apply in an office-based setting.

Qualifications

• Previous administration experience (financial services preferred).
• Excellent organisational skills and attention to detail.
• Strong written and verbal communication abilities.
• Ability to manage a busy workload and priorities.
• Competent IT skills including Microsoft Office.

Responsabilités

• Provide administrative support to financial advisers and the team.
• Process new business applications and submissions via the SJP platform.
• Maintain client records on Salesforce CRM and prepare review packs.
• Handle client enquiries by phone and email professionally.
• Coordinate meetings and gather relevant documents for advisers.
• Ensure FCA compliance and internal procedures are followed.
• Manage diary, filing and general office tasks.

Connaissances

Organisational skills

Attention to detail

Written and verbal communication

Time management

Microsoft Office

Outils

Salesforce CRM

Description du poste

Wealth Management Administrator

Location: Brighton - Office Based

Salary: £25,000 – £30,000 per annum (dependent on experience)

About the Role

Our client is a well-established St. James's Place (SJP) Partner Practice based in Brighton, providing high-quality financial planning advice to a varied private client base. They are looking to appoint an experienced and proactive Wealth Management Administrator to join their team.

In this role you will provide essential administrative support to the firm's financial advisers, ensuring the smooth running of day-to-day operations and an excellent client experience across their core service areas: investment planning, retirement planning, protection planning, and inheritance tax planning.

Key Responsibilities

• Providing comprehensive administrative support to financial advisers
• Processing new business applications and managing submissions through the SJP platform
• Maintaining accurate and up-to-date client records on Salesforce CRM
• Preparing client review packs, correspondence, and valuations
• Handling client enquiries by telephone and email in a professional and timely manner
• Liaising with St. James's Place head office and third-party providers
• Managing and tracking pipeline cases through to completion
• Supporting advisers with the preparation of meetings, including gathering and organising relevant documentation
• Ensuring all activity is compliant with FCA regulations and internal procedures
• General office administration including diary management, filing, and correspondence

Skills & Experience

Essential

• Previous experience in a administration role (financial services preferred)
• Excellent organisational skills with a keen eye for detail
• Strong written and verbal communication skills
• Ability to manage a busy workload and prioritise effectively
• Competent IT skills including Microsoft Office (Word, Excel, Outlook)

Desirable

• Previous experience working within an SJP Partner Practice — highly desirable
• Strong understanding of wealth management products and processes
• Experience using Salesforce CRM
• Familiarity with investment, pension, and protection products
• Knowledge of FCA compliance requirements in a financial planning context
• Experience with client review processes and annual suitability assessments

  What's on Offer

  • Competitive salary of £25,000 – £30,000 depending on experience
  • Office-based role within a supportive and established team
  • Standard working hours — Monday to Friday, 9:00am – 5:00pm
  • Excellent opportunity to develop your career within a well-regarded SJP Practice
  • Ongoing training and professional development support