Wealth Administrator / Junior Financial Planning Consultant

Wealth Administrator / Junior Financial Planning ConsultantHove / Brighton AreaCompetitive Salary + Career ProgressionFull Time Office BasedA growing and client-focused financial planning business is looking to recruit a Wealth Administrator with ambitions to progress into Financial Advice over time.This opportunity would suit someone already working within financial services administration, paraplanning support, banking, or wealth management who is looking for long-term development within a supportive and forward-thinking environment.The business offers structured training, exposure to client relationships, and a genuine pathway into an advisory position for the right individual.The OpportunityWorking closely with an experienced Financial Planner, you will play a key role in supporting client relationships, maintaining service standards, and assisting with the ongoing growth of the client portfolio.Duties will include:Coordinating and scheduling client review meetingsPreparing client documentation and reports ahead of meetingsManaging post-review actions and maintaining accurate recordsLiaising with providers and third parties to obtain information and updatesSupporting the onboarding of new clients and transferred portfoliosMaintaining accurate client and policy data across internal systemsIdentifying opportunities to improve the client journey and support business growthAssisting with compliance administration and regulatory processesHandling client communication ..... full job details .....