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Graduate Scheme – Wealth Management Administrator
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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, leading 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.
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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 to keep everything on track.
- Prioritise casework in line with the Practice Manager’s 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.
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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.
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