Wealth Management Administrator – Brighton Office

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

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