Wealth Management Practice Administrator – Financial Advisory

About the role

We are seeking an experienced Practice Administrator to support a well‑established wealth management practice in Brighton. The role involves ensuring smooth day‑to‑day office operations while delivering a professional service to clients of the financial adviser.

Key responsibilities

• Greeting clients and supporting them ahead of meetings with the Financial Adviser.
• Managing and coordinating the Adviser’s diary and client appointments.
• Preparing client welcome packs and review packs.
• Maintaining accurate client records on the CRM and back‑office systems.
• Preparing quotations and illustrations from product providers.
• Processing new business applications and client documentation.
• Sending and managing Letters of Authority to financial institutions.
• Processing fund switches and withdrawal requests.
• Drafting basic suitability reports for reviews and investment changes.
• Liaising with clients, providers and third parties via phone and email.
• Preparing investment performance charts and supporting reporting.
• Assisting with client events and general office administration.

Required profile

• Previous experience within a financial advisory or wealth management administration role.
• Experience working within a financial planning practice.
• Knowledge of financial services products including pensions, investments and protection.
• Strong organisational and time‑management skills.
• Excellent written and verbal communication skills.
• High level of attention to detail and accuracy.

Required skills

• Confident using Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Experience with CRM or client management systems such as Salesforce.