Wealth Management Practice Admin & Client Liaison

Reset Recruitment Ltd; Brighton; On-site; GBP 27,000 - 30,000; Full time

Job summary

Reset Recruitment Ltd in Brighton is seeking an experienced Wealth Management Practice Administrator to join a well-established financial advisory practice. The office-based role supports the Financial Adviser and the wider team, ensuring smooth day-to-day operations and a professional client service.

Responsibilities include client greeting, diary management, preparing packs, maintaining CRM records, processing applications, and assisting with reporting and client events.

Qualifications

• Previous experience within a financial advisory / wealth management administration role is essential.
• Experience in a financial planning or wealth management practice.
• Knowledge of pensions, investments and protection products.
• Excellent written and verbal communication skills; high attention to detail.

Responsibilities

• Greet clients and support them ahead of meetings with the Financial Adviser.
• Manage and coordinate the Adviser's diary and client appointments.
• Prepare client welcome packs and review packs.
• Maintain accurate client records on the CRM and back-office systems.
• Prepare quotations and illustrations from product providers.
• Process new business applications and client documentation.
• Send and manage Letters of Authority to financial institutions.
• Process fund switches and withdrawal requests.

Skills

Organisational skills

Time management

Communication skills

Attention to detail

Microsoft Office proficiency

Tools

Salesforce

Job description

Reset Recruitment Ltd in Brighton is seeking an experienced Wealth Management Practice Administrator to join a well-established financial advisory practice. The office-based role supports the Financial Adviser and the wider team, ensuring smooth day-to-day operations and a professional client service.

Responsibilities include client greeting, diary management, preparing packs, maintaining CRM records, processing applications, and assisting with reporting and client events.