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Permanent

Wealth Administrator

Hove
money-bag 30000.00-30000.00 Annual
3160447649
Posted Today

Job Description:Wealth AdministratorHove / Brighton AreaFull Time Office Based with WFH 1 day per weekCompetitive Salary + Career ProgressionThe OpportunityA growing and highly client-focused Financial Planning business is looking to recruit a Wealth Administrator to join their supportive and forward-thinking team.This is an excellent opportunity for someone currently working within financial services administration, wealth management support, banking, or paraplanning who is looking to build a long-term career within Financial Planning and Advice.The business offers genuine progression, structured development, hands-on exposure to client relationships, and a clear pathway into a Financial Adviser position for the right individual.You will work closely alongside an experienced Financial Planner, gaining valuable industry exposure while developing both your technical knowledge and client relationship skills within a professional and supportive environment.Key ResponsibilitiesCoordinate and schedule client review meetingsPrepare client documentation, reports, and meeting packs ahead of appointmentsManage post-review actions and maintain accurate client recordsLiaise with providers and third parties to obtain information, valuations, and updatesSupport the onboarding of new clients and transferred portfoliosMaintain accurate client and policy information across internal systemsAssist with compliance administration and regulatory processesHandle client communication ..... full job details .....

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