Trainee Finance Assistant Administrator – Wealth & Investment Management Location: Eastbourne, East Sussex
Salary: Competitive, with structured career development
Recruitment South East are delighted to be working on behalf of our expanding client within the Wealth and Investment Management sector, who are seeking a bright, motivated individual to join their professional team in a trainee administrative capacity.
This is an excellent opportunity for a recent school/college leaver or early-career candidate who is eager to begin an office-based career and progress within the financial services industry.
About the Role The successful candidate will provide essential administrative support to financial advisers and the wider team, ensuring the smooth and efficient running of daily operations. You’ll be joining a friendly, professional environment where a confident, engaging personality and a proactive approach to communication are highly valued.
Full training will be provided, along with the opportunity to gain professional qualifications and develop a rewarding long-term career in financial planning and wealth management
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Key Responsibilities
Provide day-to-day administrative support to advisers and colleagues
Assist in preparing and maintaining accurate client records and documentation
Handle correspondence and data entry with precision and efficiency
Communicate confidently with colleagues and clients to support smooth workflows
Learn and develop knowledge of financial services processes and systems
Support the wider team with compliance, record-keeping, and reporting duties Skills & Attributes
Engaging, professional manner with strong verbal and written communication skills
Ability to build rapport and work collaboratively within a team
Excellent organisational skills and attention to detail
A positive attitude, reliability, and willingness to learn
Must be computer literate within MS Office and confident at using a computer
Strong academic foundation – A levels in Maths, English, Economics, Business, History or Geography desirable Qualifications & Experience
Recent school leaver or early-career professional
Minimum of A levels (Maths and/or English preferred)
Previous administrative or customer-facing experience is beneficial but not essential Training & Career Development
Full in-house training and mentoring provided
Opportunity to gain industry-recognised qualifications after the first year
Clear progression pathway into more senior administrative or client-support roles within wealth management Package
Competitive starting salary, aligned to trainee level
Excellent scope for salary progression with experience and qualifications
Supportive, professional office environment that encourages growth and development
Excellent benefits package including 28 days holiday + Bank Holidays If you have an engaging personality and are looking to start a career within the finance sector, and you would be keen to secure a role within an expanding company where you can thrive and progress with a career, then get in contact asap