Wealth Administrator / Junior Financial Planning Consultant

Wealth Administrator / Junior Financial Planning Consultant Hove / Brighton Area Competitive Salary + Career Progression Full Time Office Based A 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 Opportunity Working 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 meetings Preparing client documentation and reports ahead of meetings Managing post-review actions and maintaining accurate records Liaising with providers and third parties to obtain information and updates Supporting the onboarding of new clients and transferred portfolios Maintaining accurate client and policy data across internal systems Identifying opportunities to improve the client journey and support business growth Assisting with compliance administration and regulatory processes Handling client ..... full job details .....