Graduate Scheme – Wealth Management Administrator
RGH-Global Limited ·
Graduate Scheme Wealth Management Administrator Pathway to Financial Adviser Location: Brighton Contract Type: Full Time Hybrid Working Salary: TBD Overview We are recruiting on behalf of our client an established financial planning practice based in Brighton for a proactive and organised Graduate Administrator.
This is a structured graduate scheme offering hands-on experience across the client and case lifecycle with a clear supported pathway towards becoming a qualified Financial Adviser. Graduate Scheme Progression Year 1 Administrator: 12 months building a grounding in back-office processes case management and client service.
Year 2 Specialisation: a further 12 months in a specialist area of the business ahead of moving towards an advice-giving role. Study support towards recognised financial planning qualifications (e.g. Diploma in Regulated Financial Planning).
Regular progress reviews with the Practice Manager plus mentoring from experienced advisers. Key Responsibilities New Business Case Management Prepare and submit advice sets for new business cases including illustrations applications and suitability letters.
Own allocated client cases end-to-end chasing pipeline business and provider requests (e.g. Letters of Authority) to keep everything on track. Prioritise casework in line with the Practice Managers SLAs. Client Meetings Onboarding Prepare client files ahead of meetings and format notes/actions afterwards updating internal systems accordingly.
Set up new clients fully and accurately across all relevant systems. Client Communication Handle incoming calls and client queries professionally resolving or escalating as needed. Manage mail and correspondence promptly and draft clear professional written communications.
Marketing Organise and distribute marketing materials for campaigns and client touchpoints in line with brand and compliance standards. Skills Experience Required A degree (or equivalent) and genuine interest in a long-term career as a Financial Adviser.
Administrative or client support experience is a plus ideally in financial planning or professional services. Excellent organisation attention to detail and ability to manage multiple priorities to deadline. Strong verbal and written communication and telephone skills.
Proficient in Microsoft Office; CRM familiarity desirable but not essential. Client-focused self-motivated and a good team player. Willing to undertake professional qualifications as part of the progression pathway. Employment Type : Full Time Experience: years Vacancy: 1