Wealth Management Practice Administrator (IFA)

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

Wealth Management Practice Administrator (Financial Advisory Practice)

Location: Brighton (office based)

Salary: £27k - £30k

Hours: Mon-Fri 9.30am - 17.30pm

A fantastic opportunity has arisen for an experienced Practice Administrator to join a well-established and highly respected wealth management practice based in Brighton.

This boutique-style financial advisory firm provides expert advice to both local and national clients across pensions, investments, protection and tax planning, and has built a strong reputation and loyal client base over the past decade.

The successful candidate will play a key role supporting the Financial Adviser and wider practice, ensuring the smooth day-to-day running of the office while delivering a professional and efficient service to clients.

Responsibilities:

• Greeting clients and supporting them ahead of meetings with the Financial Adviser.
• Managing and coordinating the Adviser's diary and client appointments.
• Preparing client welcome packs and review packs.
• Maintaining accurate client records on the CRM and back-office systems.
• Preparing quotations and illustrations from product providers.
• Processing new business applications and client documentation.
• Sending and managing Letters of Authority to financial institutions.
• Processing fund switches and withdrawal requests.
• Drafting basic suitability reports for reviews and investment changes.
• Liaising with clients, providers and third parties via phone and email.
• Preparing investment performance charts and supporting reporting.
• Assisting with client events and general office administration.

Skills and experience required:

• Previous experience within a financial advisory / wealth management administration role is essential.
• Experience working within a financial planning or wealth management practice.
• Knowledge of financial services products including pensions, investments and protection.
• Strong organisational and time management skills.
• Excellent written and verbal communication skills.
• High level of attention to detail and accuracy.
• Confident using Microsoft Office (Word, Excel, Outlook and PowerPoint).
• Experience with CRM or client management systems (e.g. Salesforce) would be beneficial.

This is an excellent opportunity to join a friendly, forward-thinking financial planning practice offering long-term career stability within the wealth management sector. To be considered for this role please submit your CV today!