Wealth Management Practice Administrator (IFA)

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!