Junior Wealth Management Administrator

Junior Wealth Management Administrator Location: Brighton, East Sussex Job Type: Full-time, Permanent Working Pattern: Office-based Salary: £27,000 - £30,000 + Pension About the Role An exciting opportunity has arisen for a Junior Wealth Management Administrator to join a small, boutique-style financial advisory practice based in Brighton. The business provides financial advice to both local and national clients across areas including pensions, investments, tax planning and protection. Having grown organically over the past 12 years, the practice has built a loyal client base and continues to develop. Working closely with the Financial Adviser and two owner-Directors, you will provide a broad range of administrative and client support, helping to ensure the smooth running of the practice and delivering a professional service to clients. This would suit an experienced Financial Services Administrator, IFA Administrator or Wealth Management Administrator looking to develop their career within a friendly and forward-thinking practice. Key Responsibilities Welcome clients ahead of meetings with the Financial Adviser. Manage the Adviser''s diary, including arranging and coordinating client appointments. Prepare client Welcome Packs and Review Packs. Input and maintain accurate client information on the firm''s back-office and CRM systems. Obtain online quotations and illustrations from product providers. Prepare and attach pre- and post-sale documentation, including client ..... full job details .....