Role: Practice Administrator
Location: Brighton
Hours: Monday - Friday, 9:30am - 5:30pm (1 hour lunch break)
Pay: £26,000 - £29,000 per annum
An excellent opportunity has arisen for a Practice Administrator to join one of our clients based in Brighton.
The business provides professional financial advice to a diverse client base across a range of planning and investment areas. The practice has built a strong reputation over a number of years, developing a loyal client base and continuing to grow steadily.
Benefits
£26,000 - £29,000 basic salary
Pension
Opportunity to join a well-established practice
The Requirements
Previous experience in an administration or PA role within a financial advice or wealth management business
Experience working within a partner financial planning practice is advantageous
Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
Experience using CRM or client management systems (e.g. Salesforce) beneficial
Strong written and verbal communication skills with excellent client interaction
Highly organised with strong attention to detail
Ability to manage competing priorities and work to deadlines
Self-motivated with a proactive, positive attitude
Comfortable working independently and taking initiative
The Role
Greeting clients and supporting them ahead of meetings with the Financial Adviser
Managing the adviser's diary, arranging and coordinating client appointments
Preparing client welcome packs and review documentation
Maintaining and updating client records on internal systems and CRM platforms
Preparing and obtaining quotations and illustrations from product providers
Processing applications accurately and preparing relevant pre- and post-sale documentation
Sending and following up letters of authority with financial institutions
Assisting with fund switches and withdrawal requests
Drafting basic suitability reports for reviews and simple advice cases
Producing investment performance charts and supporting analysis where required
Liaising with clients and external contacts via telephone and email
Providing general administrative support including filing, scanning and document preparation
Supporting the organisation of client events
Maintaining office supplies and supporting the smooth day-to-day running of the office
If you're keen to join an exceptional team who can offer a supportive environment within a well-established and growing practice, then please apply to this Practice Administrator role below or call Jamie Watson on (phone number removed) between 9:00am - 5:30pm