Financial Advisor Support​/Admin Assistant

Financial Advisor Support / Admin Assistant

📍 Hove | Hybrid or Fully Remote

💰 £24,000 + discretionary bonus + benefits

📈 Growing, progessive business

🤝Opportunity to work with & learn from experts

At Fornells Wealth, we specialise in investment management, pensions and tax planning. We’re a dynamic and progressive advisory practice, and we’re now looking for a Financial Advisor Support / Admin Assistant to work closely with our founder, paraplanner and support our wealth advisors across the country as we continue to grow.

This is a hands‑on role at the heart of the business. You’ll be speaking with advisors daily, liaising with providers, maintaining immaculate records and playing a key part in delivering a thoughtful, responsive and best‑in‑class client experience.

For the right candidate, there is also a genuine opportunity to develop into paraplanning and build a long‑term career in financial advice.

You’ll be responsible for supporting advisors and ensuring everything runs smoothly behind the scenes.

Day to day, you will:

• Client onboarding
• Send Letters of Authority (LOAs)
• Gather client and plan information
• Chase providers and keep things moving
• Afhere to Compliance & due diligence requirements
• Carry out KYC checks accurately and efficiently
• Ensure regulatory requirements are met
• Advisor support & analysis
• Conduct analysis and prepare documentation for advisors
• Use back‑office and compliance systems confidently
• Implement advisers’ recommendations
• Process transfers with precision
• Action ad hoc client instructions, including withdrawals, deposits and account updates
• Operational excellence
• Maintain clean, up‑to‑date back‑office records
• Spot inefficiencies and drive process improvements
• Investigate issues, fix root causes and help raise our operational standards

Everything you do will contribute to building a reputation for service that is thoughtful, responsive and consistently exceptional.

We’re looking for someone who genuinely cares about quality, clients and continuous improvement.

• Ideally have financial services experience, although not essential
• Relevent experience and transfersble skills
• Comfortable working in a regulated environment where accuracy matters
• Service‑driven
• You take pride in getting things right first time
• You go above and beyond to support clients and advisers
• Highly organised & detail‑focused
• You keep track of multiple tasks without dropping the ball
• You bring structure and clarity, even when things are busy
• Fast‑paced & adaptable
• You enjoy working at pace
• You’re confident learning new systems and switching priorities
• A genuine desire to help people
• You’re motivated by the positive impact of good financial advice
• You want clients to feel informed, reassured and well looked after
• Excellent communicator
• Clear, friendly and professional with clients, providers and colleagues
• A problem‑solver
• You don’t just identify issues — you fix them
• You’re curious, resourceful and always looking to improve how things are done
• A supportive team player
• Collaborative, humble and invested in shared success
• You celebrate wins and tackle challenges together

You’ll be learning from a highly technical team with backgrounds in investment management. We actively support career development and will help the right candidate grow their knowledge, gain industry qualifications and progress their career within financial advice.

• Salary: £24,000
• Discretionary bonus
• Pension
• 25 days holiday
• Gym in the office
• 1 month per year working from anywhere
• Flexible working: hybrid or potentially fully remote for the right candidate

If you’re looking for your next challenge and sould like to join a modern, ambitious firm where your work truly matters and you will make a noticable difference, we’d love to hear from you.

👉 Apply via Linked In or email your CV to