Talent.com
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
1 day 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

Create a job alert for this search

Graduate Scheme – Wealth Management Administrator • Brighton and Hove, England, UK

Similar jobs

Mortgage Administrator

Placr RecruitmentBrighton and Hove, United Kingdom
Full-time +1
Quick Apply

Position: Mortgage Administrator.Our Client is a leading financial institution that provides a wide range of mortgage services to its clients.We are currently seeking a highly organised and detail-... Show more

Recruitment Consultant

Hypha Recruit - Rec2Rec SpecialistsBrighton, England, GB
Full-time

Graduate Research Consultant – Financial Technology.Brighton (London-level clients, Brighton lifestyle).Pan-European Financial & Algorithmic Technology.Salary £27,500 - £30,000 plus commission.Expe... Show more

 • Promoted

Senior Finance Leader – Law Firm Growth & Compliance

TieTalentBrighton, England, GB
Full-time

A well-established law firm in Brighton is seeking an experienced Head of Finance to lead their financial operations and ensure compliance with industry standards.The ideal candidate will have a pr... Show more

 • Promoted

School Administrator | Secondary School | Brighton

Marchant RecruitmentBrighton, England, United Kingdom
Full-time

Competitive, dependent on experience.Looking for an administrative role in a well-regarded secondary school in Brighton?.A popular and well-organised secondary school in Brighton is seeking a dedic... Show more

Development Manager

Brighton Dome & Brighton FestivalBrighton, England, GB
Full-time +1

Development ManagerBrighton£33,200 - £35,800 per annum, depending on experiencePermanentFull-time - 37 hours per week## Hybrid working available and we would be open to a discussion about part-time... Show more

 • Promoted

School Administrator – Premier Secondary Academy in Brighton

Marchant RecruitmentBrighton, England, United Kingdom
Full-time

Are you an exceptionally organised administration professional ready to drive operational excellence within a premier secondary academy? This could be an exceptional opportunity to keep a busy scho... Show more

Trainee Project Administrator - £26,000 - £70,000 A Year - No Experience Required

ITOL RecruitBrighton, United Kingdom Of Great Britain And Northern Ireland, UK
Full-time

Are you looking to benefit from a new career in Project Management?.If you are organised, competent, dependable and can communicate well and motivate those around you;.We do this using our speciali... Show more

 • Promoted

Donor Relations & Development Manager – Arts

Brighton Dome & Brighton FestivalBrighton, England, GB
Full-time

A cultural charity in Brighton is seeking a Development Manager to join their fundraising team.This role involves establishing relationships with mid- to high-level donors and raising philanthropic... Show more

 • Promoted

Mortgage Consultant

Wooton & BeanHaywards Heath, England, GB
Full-time +1

Be among the first 25 applicants.Direct message the job poster from Wooton & Bean.Regional Director - specialising in recruitment of existing AR firms wanting a change of direction , also helping n... Show more

 • Promoted

FinTech Graduate Recruitment Consultant

Hypha Recruit - Rec2Rec SpecialistsBrighton, England, GB
Full-time

Hypha Recruit - Rec2Rec Specialists is seeking a Graduate Research Consultant in Brighton to join a high-performance team focusing on financial technology.You'll engage with leading professionals, ... Show more

 • Promoted

Senior Research & Recruitment Consultant — Growth & Training

Euro Recruitment ServicesBrighton, England, GB
Full-time

A leading recruitment agency in Brighton seeks an experienced Senior Research and Recruitment Consultant to source high-caliber candidates for tech industries.Responsibilities include conducting re... Show more

 • Promoted

Senior Insolvency Administrator

Levitate Recruitment - Accountancy and Insolvency Recruitment SpecialistsBrighton, England, GB
Full-time

Social network you want to login/join with:.Senior Insolvency Administrator, Brighton.Are you an experienced Insolvency Administrator looking to take the next step in your career? Join a leading in... Show more

 • Promoted

Hybrid Pensions Business Development Consultant

Brown & Brown, Inc.Brighton, England, GB
Full-time

Workplace Pensions Consultant in Brighton, England.This full-time role involves generating new pension business and collaborating with risk and healthcare consultants.Ideal candidates have at least... Show more

 • Promoted

Employment Solicitor

Barwells Legal LimitedSeaford, England, GB
Full-time

Full-time In person with some Hybrid Working.We are looking for a 3-5 year PQE Employment Solicitor experienced, proactive and highly organised Office & Facilities Manager based in either our Seafo... Show more

 • Promoted

Shared Ownership Manager

SouthdownLewes, England, GB
Full-time

Home ownership for people with long term disabilities.Home ownership for people with long term disabilities.Essential Car User Allowance (per year).Bell Lane, Lewes, with the need to travel across ... Show more

 • Promoted

Finance Change Lead: Workday & ERP Transformation

EdenbrookHaywards Heath, England, GB
Full-time

A leading Insurance company in the United Kingdom is seeking a Finance Change Lead to oversee the administration and operation of Workday Financials and Adaptive Planning.This role involves leading... Show more

 • Promoted

Senior School Administrator | Secondary School | Brighton

Marchant RecruitmentBrighton, England, United Kingdom
Full-time

Competitive, dependent on experience.Seeking a senior administrative role within a well-led school environment?.A respected secondary school in Brighton is seeking an experienced Senior School Admi... Show more

Administrator – Well Regarded School - Brighton

Marchant RecruitmentBrighton, England, United Kingdom
Full-time

Are you looking for a well-regarded school in Brighton with a collaborative, forward-thinking, and student-centred culture?.Our client is seeking a dedicated.This co-educational school in Brighton ... Show more

Underwriting Team Leader - Schemes

Ecclesiastical Insurance UKBrighton, England, GB
Permanent

Ansvar, part of the Benefact Group, is looking for an.You will work with the Bespoke Team Underwriting Manager to deliver the business plan for schemes, making high‑level decisions and providing ad... Show more

 • Promoted

Aspiring Early Years Educator — Fully Funded Level 3 Pathway

The Nursery School Company LtdBrighton, England, GB
Full-time

A childcare organization in Brighton is seeking passionate individuals to become Early Years Educators.The role offers a fully funded opportunity to achieve a Level 3 qualification while earning up... Show more