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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

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