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RGH-Global Limited
Graduate Scheme – Wealth Management AdministratorRGH-Global Limited • Brighton and Hove, England, UK
Graduate Scheme – Wealth Management Administrator

Graduate Scheme – Wealth Management Administrator

RGH-Global Limited • Brighton and Hove, England, UK
9 days ago
Job type
  • Full-time
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 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.

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.

Employment Type : Full Time
Experience: years
Vacancy: 1
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Graduate Scheme – Wealth Management Administrator • Brighton and Hove, England, UK

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