Wealth Administrator

This is a Wealth Administrator role with a growing financial planning business in the Hove and Brighton area. You would support the advisers and the wider team with the administration behind client financial plans.

What you'll be doing

• Preparing and processing client paperwork and applications
• Liaising with providers to chase information and updates
• Keeping client records and the back office system accurate
• Supporting advisers and paraplanners with day to day tasks
• Helping deliver a smooth, professional service to clients

What they're asking for

• Experience in financial services administration or wealth management support
• Strong attention to detail and accuracy
• Good organisation and the ability to prioritise
• A professional, client focused manner

Pay is described only as competitive; job boards estimate it around £30,000 to £38,000 a year, so check at application. This is a full-time hybrid role, but it is mostly office based with just one day a week working from home, so you would need to be within reach of the Hove and Brighton area. Some financial services admin experience is expected.