Wealth Management Admin - Boutique Practice (Brighton)

The JobsBoard is seeking a Junior Wealth Management Administrator to join a small boutique financial advisory practice in Brighton. You will support the Financial Adviser and two owner-Directors with a broad range of administrative and client-facing duties across pensions, investments, tax planning and protection.

In this role you will manage diaries, prepare Welcome/Review Packs, maintain CRM data, obtain quotations, and help draft basic suitability reports, liaising with clients and providers