Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Practice support administrator

Blackwood
Permanent
Yolk Recruitment
Posted: 5 March
Offer description

Practice Support Administrator Blackwood or Cardiff(Hybrid) Salary up to £30,000 Yolk Recruitment are working with a well-established and growing boutique wealth management practice to recruit a Practice Support Administrator. This is a busy and varied role supporting a Financial Adviser, within a successful and expanding business. This is an excellent opportunity for someone who enjoys a busy environment and takes pride in keeping things organised and running smoothly. The role would suit someone with a financial services administration background, though experienced administrators from other sectors who are keen to move into wealth management will also be considered. What you'll be doing Responsibilities will include: Managing and coordinating client meetings for both new and existing clients Sending out relevant documentation and paperwork ahead of appointments Requesting information from external providers Uploading meeting notes and maintaining accurate client records Updating Salesforce and internal systems Passing actions and follow-ups to the paraplanner Speaking with clients by telephone and email when required Managing new client enquiries and sending financial questionnaires Supporting with the organisation of client hospitality events General administrative support to ensure the practice runs smoothly What we're looking for The firm is keen to meet people who are organised,...

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Health & safety manager
Pontypridd
Permanent
Yolk Recruitment
Health and safety manager
Similar job
Finance assistant
Caldicot
Permanent
Yolk Recruitment
Finance assistant
Similar job
Production supervisor
Abertillery
Permanent
Yolk Recruitment
Production supervisor
See more jobs
Similar jobs
Yolk Recruitment recruitment
Yolk Recruitment jobs in Blackwood
jobs Blackwood
jobs Caerphilly
jobs Wales
Home > Jobs > Practice Support Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2026 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save