Wealth Management Administrator

RGH-Global Limited; Brighton; On-site; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Office-based role

Training & development

Job summary

RGH-Global Limited is recruiting a Wealth Management Administrator for their Brighton office. You will support financial advisers across investment, retirement, protection, and inheritance tax planning, ensuring smooth daily operations and an excellent client experience.

Key duties include preparing documentation, processing new business, maintaining Salesforce records, and handling enquiries. The role is office-based with standard hours, offering a competitive salary and development

Qualifications

• Previous experience in an administration role in financial services.
• Excellent organisational skills with attention to detail.
• Strong written and verbal communication.
• Ability to manage a busy workload and prioritise.
• Proficient IT skills including Word, Excel, Outlook.

Responsibilities

• Providing comprehensive administrative support to financial advisers
• Processing new business applications and submissions through the SJP platform
• Maintaining client records on Salesforce CRM
• Preparing client review packs, correspondence and valuations
• Handling client enquiries by phone and email professionally
• Liaising with St. James's Place head office and third-party providers
• Managing pipeline cases through to completion
• Assisting advisers with meeting preparation and documentation
• Ensuring FCA compliance and internal procedures
• General office administration including diary management and filing

Skills

Administrative experience

Organisation

Communication skills

Prioritisation

Microsoft Office

Tools

Salesforce CRM

Job description

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 aadministration 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