Graduate Scheme – Wealth Management Administrator
RGH‑Global Limited —Brighton
- Full-time
- Hybrid work
- CRM software
- Communication skills
- Marketing
Financial Planner
The Progeny Group Limited —Worthing
- Full-time
- Remote
- Employee assistance programme
- Referral programme
Quick apply
Wealth Operations Manager
The Progeny Group Limited —Worthing
- Full-time
- Hybrid work
- Continuous improvement
- Team management
- Computer skills
Quick apply
3d
Financial Advisor
DJLB Wealth Management —Worthing
- £30,000 - £80,000 a year
- Full-time
- Business development
- Financial services
- In-person
- Work from home
Quick apply
10d
Client Relationship Support
AAB —Horsham
- Hybrid work
- Microsoft Word
- Continuous improvement
- Organisational skills
- Annual leave
- Employee assistance programme
9d
Assistant Store Manager
NEXT —Brighton
- From £31,116 a year
- Full-time
- Customer service
- Training & development
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Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
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5d
Proposition Manager
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Analysis skills
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Investment Marketing Specialist
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Financial services
- Communication skills
3d
Paraplanner
RGH‑Global Limited —Brighton
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Continuous improvement
Financial Planner (Virtual)
The Progeny Group Limited —Worthing
- £150,000 - £400,000 a year
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Research
- Employee assistance programme
- Referral programme
Quick apply
Paraplanner
Benchmark Capital —Horsham
- Full-time
- Writing skills
- Mentoring
- Communication skills
Senior Compliance Manager
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Team management
- Leadership
Cafe Assistant Manager
Flint Owl Bakery —Lewes
- From £28,000 a year
- Full-time
- Inventory control
- Customer service
- Bakery
- Employee discount
Quick apply
4d
Senior Pension Administrator
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Communication skills
3d
Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Flood Risk Modeller
Mott MacDonald —Brighton
- Full-time
- Hybrid work
- Mentoring
- Communication skills
- Annual leave
- Employee discount
Assistant Store Manager
Tapi —Eastbourne
- Full-time
- Sales
- Continuous improvement
- Training & development
- Employee assistance programme
- Employee discount
Lead Early Years Educator
Storal —Hove
- Up to £15.71 an hour
- Monday to Friday
- Experience working with children
- School
- Employee discount
- Sick pay
Quick apply
AI Engineer – Agentic AI
Cognizant —Burgess Hill
- Full-time
- Hybrid work
- AWS
- Machine learning
- AI

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wealth management jobs near shoreham by sea bn43

Graduate Scheme – Wealth Management Administrator

RGH‑Global Limited
Brighton

Apply Now

Job details

Full-time

Qualifications

CRM software
Financial planning
Customer service call handling
Inbound customer enquiry call handling
Administrative support experience
Microsoft Office Suite
Communication skills
Marketing

Full job description

Graduate Scheme – Wealth Management Administrator

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, ahead of moving 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.

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 (e.g. Letters of Authority) 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.

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.

Apply Now

Refine Your Search

wealth management jobs in shoreham by sea bn43

Graduate Scheme – Wealth Management Administrator

Financial Planner

Wealth Operations Manager

Financial Advisor

Client Relationship Support

Assistant Store Manager

Client Support Executive

Proposition Manager

Investment Marketing Specialist

Paraplanner

Financial Planner (Virtual)

Paraplanner

Senior Compliance Manager

Cafe Assistant Manager

Senior Pension Administrator

Financial Planner

Flood Risk Modeller

Assistant Store Manager

Lead Early Years Educator

AI Engineer – Agentic AI

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Graduate Scheme – Wealth Management Administrator

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