Wealth Management Administrator
Location:
Brighton — Office Based
Salary:
£25,000 – £30,000 per annum (dependent on experience)
Hours:
Monday to Friday, 9:00am – 5:00pm (1 hour lunch break)
About the Role
Our client is a well-established St. James's Place (SJP) Partner Practice based in Brighton, providing high-quality financial planning advice to a varied private client base. They are looking to appoint an experienced and proactive Wealth Management Administrator to join their team.
In this role you will provide essential administrative support to the firm's financial advisers, ensuring the smooth running of day-to-day operations and an excellent client experience across their core service areas: investment planning, retirement planning, protection planning, and inheritance tax planning.
Key Responsibilities
* Providing comprehensive administrative support to financial advisers
* Processing new business applications and managing submissions through the SJP platform
* Maintaining accurate and up-to-date client records on Salesforce CRM
* Preparing client review packs, correspondence, and valuations
* Handling client enquiries by telephone and email in a professional and timely manner
* Liaising with St. James's Place head office and third-party providers
* Managing and tracking pipeline cases through to completion
* Supporting advisers with the preparation of meetings, including gathering and organising relevant documentation
* Ensuring all activity is compliant with FCA regulations and internal procedures
* General office administration including diary management, filing, and correspondence
Skills & Experience
Essential
* Previous experience in a financial services administration role
* Strong understanding of wealth management products and processes
* Excellent organisational skills with a keen eye for detail
* Strong written and verbal communication skills
* Ability to manage a busy workload and prioritise effectively
* Competent IT skills including Microsoft Office (Word, Excel, Outlook)
Desirable
* Previous experience working within an SJP Partner Practice — highly desirable
* Experience using Salesforce CRM
* Familiarity with investment, pension, and protection products
* Knowledge of FCA compliance requirements in a financial planning context
* Experience with client review processes and annual suitability assessments
What's on Offer
* Competitive salary of £25,000 – £30,000 depending on experience
* Office-based role within a supportive and established team
* Standard working hours — Monday to Friday, 9:00am – 5:00pm
* Excellent opportunity to develop your career within a well-regarded SJP Practice
* Ongoing training and professional development support