Graduate Scheme – Wealth Management Administrator

Pathway to Financial Adviser

Location: Brighton

Contract Type: Full Time Hybrid Working

Salary: TBD

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.

• 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.

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 Managers 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.

• 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.